Nippon India Low Duration Fund

Nippon India Low Duration Fund

Debt

Nippon Mutual Fund

Low Duration

Get the latest NAV of Nippon India Low Duration Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹4147.81

NAV as on 17 Mar 2026

7.63%/per year

Since Inception

Absolute Gain%

▲▼

366 people have invested ₹ 1.5Cr in Nippon India Low Duration Fund in the last three months

Nippon India Low Duration Fund Performance vs. Low Duration Index

Fund returns vs Benchmark returns vs Category Average returns as on (17-Mar-26)

The fund has consistently outperformed the benchmark (Low Duration Index) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
0.27%
1.3%
2.93%
7.43%
7.63%
6.66%
Low Duration Index
0.24%
1.1%
2.47%
6.27%
6.08%
6.57%
Low Duration Avg
0.21%
1.12%
2.56%
6.86%
7.1%
6.07%
Best in Low Duration
0.46%
1.53%
3.25%
8.66%
8.08%
7.37%
Worst in Low Duration
0.22%
1.13%
2.7%
6.93%
7.3%
6.14%
Category Rank
1/16
2/16
1/16
1/15
8/16
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Nippon India Low Duration Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

9
/16
48% Performance
41% Risk Management
27% Cost

Ranked 9 out of 16 mutual funds in the low duration category as per INDmoney.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Nippon India Low Duration Fund
9/16
10,969Cr
0.38%
7.43%
7.63%
-0.03
1.19
2.37
6.70
0.97
HDFC Low Duration Fund
1/16
25,582Cr
0.46%
7.46%
7.74%
-0.01
1.28
2.37
6.54
1.26
Kotak Low Duration Fund
2/16
16,393Cr
0.42%
7.6%
7.74%
-0.08
1.32
2.25
6.13
1.10
UTI Low Duration Fund
3/16
2,990Cr
0.31%
7.25%
7.42%
-0.24
1.22
1.86
4.96
-0.30
See all

Nippon India Low Duration Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Nippon India Low Duration Fund Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

AAA
85.4%
AA
14.6%
Cash allocation has gone up from 28.3% to 34.7%
Cash allocation has gone up from 28.3% to 34.7%
Debt allocation has gone down from 71.4% to 65.1%
Debt allocation has gone down from 71.4% to 65.1%

Nippon India Low Duration Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Corporate
67.3%
Government
18.7%
Cash Equivalent
14%

Top 3 Sectors in February were Corporate, Financial Services & Energy

Feb'26

Corporate

68%

Financial Services

53%

Energy

47%

Jan'26

Corporate

73%

Financial Services

53%

Energy

47%

Nippon India Low Duration Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.38%
Benchmark
CRISIL Low Duration Debt A-I TR INR
AUM₹10969 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹500/₹100
Exit Load0%
Lock InNo Lock-in
TurnOver
163.86%
Risk
Risk meter
pointer
Low to Moderate Risk

About Nippon India Low Duration Fund

Nippon India Low Duration Fund is a debt fund. This fund was started on 1 January, 2013. The fund is managed by Kinjal Desai, Divya Sharma, Lokesh Maru, Vivek Sharma. This fund is suitable to keep your money safe.

Key Parameters

  1. Nippon India Low Duration Fund has ₹10969 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
  2. The fund has an expense ratio 0.4.

Returns

Nippon India Low Duration Fund has given a CAGR return of 7.63% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 7.43%, 7.63% and 6.66% respectively.

Holdings

Nippon India Low Duration Fund has allocated its funds majorly in Corporate, Financial Services, Energy, Cash Equivalent, Government. Its top holdings are State Bank Of India, Bank Of Baroda, Rec Limited, Telangana State Industrial Infrastructure Corporation Limited, TATA Communications Limited

Taxation

As it is a low duration mutual fund the taxation is as follows:
If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:
Invested before 1 April 2023 and held for less than 24 months, STCG will be taxed at your income slab rate.
Invested before 1 April 2023 and held for more than 24 months, LTCG will be taxed at 12.5%.
Invested after 1 April 2023, capital gains will be taxed at your income slab rate.
Dividends will always be taxed at slab rate.

Investment objective of Nippon India Low Duration Fund

The investment objective of the Scheme is to generate optimal returns consistent with moderate levels of risk and liquidity by investing in debt securities and money market securities.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. Nippon India Low Duration Fund has no lock in period.

Fund Manager

Kinjal Desai

Fund Manager of Nippon India Low Duration Fund, since 25 May 2018

Divya Sharma

Fund Manager of Nippon India Low Duration Fund, since 5 September 2025

Lokesh Maru

Fund Manager of Nippon India Low Duration Fund, since 5 September 2025

Vivek Sharma

Fund Manager of Nippon India Low Duration Fund, since 1 February 2020

Learn more about Nippon Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 11K Cr
₹ 10.5K Cr
₹ 10.4K Cr
  • AUM of the fund stands at 11K Cr as of Feb'26
  • AUM increased by 460.7 Cr between Feb'26 and Jan'26

Frequently Asked Questions for Nippon India Low Duration Fund

How do I invest in Nippon India Low Duration Fund?

INDmoney makes it simple to invest in the Nippon India Low Duration Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Nippon India Low Duration Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Nippon India Low Duration Fund?

The NAV of the fund today is ₹4147.81. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Nippon India Low Duration Fund fund has generated a return of 7.43% in 1 year, 7.63% in 3 years, 6.66% in 5 years.

Who is the fund manager of Nippon India Low Duration Fund?

The fund managers are Kinjal Desai, Divya Sharma, Lokesh Maru, Vivek Sharma.

What is the expense ratio of the fund?

The expense ratio is 0.38%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹10969 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Nippon India Low Duration Fund?

The top 3 holdings of the fund are State Bank Of India(4.54%), Bank Of Baroda(2.6%), Rec Limited(1.9%)