Nippon India Nifty SDL Plus G Sec Jun 2028 Mat 70:30 Idx Fd Dr Fund Direct Growth

Nippon India Nifty SDL Plus G Sec Jun 2028 Mat 70:30 Idx Fd Dr Fund Direct Growth is a debt fund. This fund was started on 24 November, 2022. The fund is managed by Vivek Sharma. This fund is suitable to keep your money safe.

1. Nippon India Nifty SDL Plus G Sec Jun 2028 Mat 70:30 Idx Fd Dr Fund Direct Growth has ₹413 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
2. The fund has an expense ratio 0.2.
   

Nippon India Nifty SDL Plus G Sec Jun 2028 Mat 70:30 Idx Fd Dr Fund Direct Growth has given a CAGR return of 8.78% since inception. Over the last 1 year the fund has given a CAGR return of 10.69%.

Nippon India Nifty SDL Plus G Sec Jun 2028 Mat 70:30 Idx Fd Dr Fund Direct Growth has allocated its funds majorly in Government, Cash Equivalent. Its top holdings are 7.17% Govt Stock 2028, 07.77 AP Sdl 2028, 06.99 Ts SDL 2028, 08.44 RJ Sdl 2028, 8.6% Govt Stock 2028

As it is a index funds - fixed income 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.

The investment objective of the scheme is to provide investment returns corresponding to the total returns of the securities as represented by the Nifty SDL Plus G-Sec Jun 2028 70:30 Index before expenses, subject to tracking errors. However, there can be no assurance or guarantee that the investment objective of the Scheme will be achieved

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 100.00. Nippon India Nifty SDL Plus G Sec Jun 2028 Mat 70:30 Idx Fd Dr Fund Direct Growth has no lock in period.