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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: 100.0
Minimum Topup: 100.0
Total Assets: 6,339.97 Cr As on 28-02-2025(Source:AMFI)
Turn over: - | Exit Load: is Nil.
NAV as on 28-03-2025

51.5572

0.06 (0.1237%)

CAGR Since Inception

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:  

RETURNS ANALYSIS

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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
17 Years 10 Months
21 Years 11 Months
There is no value for 10x
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 7.84 14.15 7.94 5.74
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 8.3 7.76 6.37 6.14 6.97
Axis Short Duration Fund - Regular Plan - Growth Option 22-01-2010 8.27 7.84 6.62 6.43 7.19
Axis Short Duration Fund - Retail Plan - Growth Option 05-03-2010 8.27 7.82 6.6 6.42 7.18
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 8.16 7.8 6.74 7.02 7.37
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan 01-01-2013 8.13 7.71 4.4 7.59 6.26
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units 01-01-2013 8.13 7.71 6.52 - -
ICICI Prudential Short Term Fund - Growth Option 01-10-2001 8.07 7.98 7.19 6.91 7.48

Scheme Characteristics

Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 1 year - 3 years.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.13%

Scheme Documents

February 2025

Monthly Portfolio Disclosure - February 2025

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