Nippon India Medium Duration Fund (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Nippon India Medium Duration Fund (IDCW) (27183) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Nippon India Medium Duration Fund (IDCW)
Nippon Life India Asset Management Ltd
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.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Good Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Debt Focused
Management
Experienced Team
Quality Score
Below Average
Nippon India Medium Duration Fund (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
1-Year Returns
Recent performance momentum
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
Cost Efficiency
Fund management costs
Risk Assessment
Risk-adjusted returns
Long-term Track Record
Historical performance consistency
Fund Size
Assets under management
Equity Exposure
Market exposure level
Investment Timing Insights
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| GSEC | Govt. Securities | 14.79% |
| TREPS | Debt Others | 14.73% |
| GSEC | Govt. Securities | 9.68% |
| REC Ltd | Finance - Term-Lending Institutions | 5.04% |
| GSEC | Govt. Securities | 4.84% |
| Aditya Birla Real Estate Ltd | Construction - Factories / Offices / Commercial | 4.83% |
| Truhome Finance | Debt Others | 4.83% |
| Godrej Industries Ltd | Chemicals - Organic - Large | 4.78% |
| Aadhar Housing Finance Ltd | Finance - Housing - Large | 4.76% |
| JSW Steel Ltd | Steel - Large | 4.74% |
Compare against Medium Duration Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Medium Duration Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Medium Duration Fund category
Nippon India Medium Duration Fund (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Invesco India Medium Duration Fund-Dir(G) | ₹1303.35 | 4.38% | 8.08% | 7.56% |
| Invesco India Medium Duration Fund-Dir(IDCW-Discr) | ₹1303.27 | 4.38% | 8.07% | 7.56% |
| Invesco India Medium Duration Fund-Reg(IDCW-Discr) | ₹1257.86 | 3.98% | 7.32% | 6.71% |
| Invesco India Medium Duration Fund-Reg(G) | ₹1257.85 | 3.97% | 7.32% | 6.71% |
| Invesco India Medium Duration Fund-Dir(IDCW-Q) | ₹1049.58 | 4.38% | 8.07% | 7.55% |
| Invesco India Medium Duration Fund-Reg(IDCW-Q) | ₹1048.32 | 3.97% | 7.31% | 6.75% |
| DSP Bond Fund - Direct (G) | ₹88.68 | 4.86% | 8.63% | 7.76% |
| DSP Bond Fund - Regular (G) | ₹83.44 | 4.67% | 8.25% | 7.38% |
| Sundaram Medium Duration Fund - Direct (G) | ₹78.23 | 3.64% | 6.92% | 6.50% |
| Sundaram Medium Duration Fund - (G) | ₹69.90 | 3.21% | 6.03% | 5.58% |
Category Average Returns
Sushil Budhia
A seasoned investment professional with over 12 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.