Our Opinion
Recently Viewed
Clear AllAs per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Nippon India Medium Duration Fund
|
Moderately High
|
loading... |
1.05 |
|||
|
Moderately High
|
loading... |
1.21 |
||||
|
Moderately High
|
loading... |
1.39 |
||||
|
Moderately High
|
loading... |
1.33 |
||||
|
Moderately High
|
loading... |
1.56 |
₹139 Cr
1.00 (365)
5,000
100
100
60
About Nippon India Medium Duration Fund
Nippon India Medium Duration Fund is a debt mutual fund scheme of Nippon India Mutual Fund. Launched on June 26, 2014, it is currently managed by Sushil Budhia. The fund has an expense ratio of 1.05% with an overall AUM (Assets Under Management) of ₹139 Cr.
Nippon India Strategic Debt Fund is mandated to invest in bonds such that the duration of the portfolio is between three to four years. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹100.
Investment Strategy
The scheme seeks to generate income through investments in a range of debt and money market instruments of various maturities with a view to maximizing income while maintaining the optimum balance of yield, safety and liquidity.
Suitability
Medium Duration funds are avoidable for most investors because:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
2 min read•By Research Desk
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Nippon India Medium Duration Fund through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Nippon India Medium Duration Fund can be bought from the Nippon India Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Nippon India Medium Duration Fund, is ₹16.2969 as of 02-Apr-2026.
| Company | Percentage of Portfolio |
|---|---|
|
Madhya Pradesh State SDL 7.17 12/03/2031 |
7.25
|
|
GOI Sec 6.79 07/10/2034 |
7.23
|
|
GOI Sec 6.68 07/07/2040 |
6.94
|
|
Indian Railway Finance Corporation Ltd SR 192 Bonds 01/12/2035 |
3.77
|
|
REC Ltd SR 178 Debenture 8.80 14/05/2029 |
3.76
|
Over the past five years, Nippon India Medium Duration Fund has delivered an annualised return of 8.82% as of 02-Apr-2026.
The minimum investment required to start investing in Nippon India Medium Duration Fund is ₹5,000 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.