Nippon India Short Term Fund-Growth Plan
(Erstwhile Reliance Short Term Fund-Growth Plan)
Fund House: Nippon India Mutual Fund| Category: Debt: Short Duration |
| Launch Date: 01-12-2002 |
| Asset Class: Fixed Income |
| Benchmark: CRISIL Short Duration Debt A-II Index |
| TER: 0.93% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100 |
| Minimum Topup: 100 |
| Total Assets: 6,339.97 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: - | Exit Load: is Nil. |
51.5572
0.06 (0.1237%)
7.64%
Benchmark: 8.31%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 3 YEAR SDL
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
9 Years 4 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme aims to generate stable returns for investors with a short-term investment horizon by investing in fixed income securities of a short-term maturity.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 1.15 |
| Sharpe Ratio | -0.23 |
| Alpha | 3.97 |
| Beta | 2.11 |
| Yield to Maturity | 7.65 |
| Average Maturity | 3.62 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Nippon India Short Term Fund-Growth Plan | 01-12-2002 | 8.26 | 7.92 | 6.43 | 6.42 | 7.02 |
| BANK OF INDIA Short Term Income Fund-Regular Plan- Growth | 18-12-2008 | 9.33 | 7.79 | 8.92 | 7.91 | 5.73 |
| HDFC Short Term Debt Fund - Growth Option | 05-06-2010 | 8.39 | 8.12 | 6.83 | 6.74 | 7.47 |
| BANDHAN Bond Fund - Short Term - Regular Plan - Growth | 14-12-2000 | 8.29 | 7.71 | 6.34 | 6.11 | 6.96 |
| Axis Short Duration Fund - Regular Plan - Growth Option | 22-01-2010 | 8.27 | 7.84 | 6.62 | 6.43 | 7.19 |
Scheme Characteristics
Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 1 year - 3 years.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.13%
