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Nippon India Medium to Long Duration Fund - Growth Plan Growth Option is a debt scheme managed by Nippon India Mutual Fund. Three-year compounded annual return is 5.33%, placing it in the 7th percentile of Debt peers. It has ranked in the top half of its category for 7 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.61% on assets of ₹364Cr. The fund is currently managed by Vivek Sharma, appointed within the last year.
Lower is better.
| Holding | Sector | Weight |
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Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
| Scheme | AMC | AUM | TER | 3Y |
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| 7.48% State Government Securities | SOVEREIGN | 13.45% |
| 7.09% Government of India | SOVEREIGN | 9.04% |
| 7.03% State Government Securities | SOVEREIGN | 8.17% |
| 7.6% State Government Securities | SOVEREIGN | 8.10% |
| 7.93% State Government Securities | SOVEREIGN | 7.00% |
| 7.44% National Bank For Agriculture and Rural Development | CRISIL AAA | 6.85% |
| 6.48% Government of India | SOVEREIGN | 6.61% |
| 6.68% Government of India | SOVEREIGN | 6.47% |
| 6.79% State Government Securities | SOVEREIGN | 6.44% |
| 6.9% Government of India | SOVEREIGN | 6.22% |
| 7.24% Government of India | SOVEREIGN | 5.27% |
| 7.44% State Government Securities | SOVEREIGN | 2.71% |
| 6.9% REC Limited | CRISIL AAA | 1.33% |
| Corporate Debt Market Development Fund Class A2 | Others | 0.34% |
| Indian Railway Finance Corporation Limited | Financial Services | 0.07% |
| Sector | Holdings | Weight |
|---|---|---|
| SOVEREIGN | 11 | 79.48% |
| CRISIL AAA | 3 | 8.25% |
Active bets vs the average Debt fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 78.3% means the manager bets the fund's outcome on a small basket. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Debt.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| ICICI Prudential Bond Fund - Growth | ICICI Prudential Mutual Fund | ₹2,700 Cr | 0.95% | +6.39% | +5.68% | 5★ |
| CANARA ROBECO INCOME FUND - DIRECT PLAN - GROWTH OPTION | Canara Robeco Mutual Fund | ₹113 Cr | 0.76% | +5.86% | +5.30% | 5★ |
| LIC MF Medium to Long Duration Fund-Regular Plan-Growth | LIC Mutual Fund | ₹187 Cr | 0.61% | +5.80% | +5.17% | 4★ |
| SBI Medium to Long Duration Fund-REGULAR PLAN-Growth | SBI Mutual Fund | ₹2,024 Cr | 1.49% | +5.78% | +5.39% | 3★ |
| Aditya Birla Sun Life Income Fund - Growth - Direct Plan | Aditya Birla Sun Life Mutual Fund | ₹1,761 Cr | 0.69% | +5.74% | +5.47% | 4★ |
| JM Medium to Long Duration Fund (Regular) - Growth Option | JM Financial Mutual Fund | ₹30 Cr | 1.24% | +5.70% | +4.81% | 4★ |
| HDFC Income Fund - Growth Option | HDFC Mutual Fund | ₹826 Cr | 1.55% | +5.56% | +4.64% | 3★ |
| Kotak Bond Fund - Regular Plan Growth | Kotak Mahindra Mutual Fund | ₹1,882 Cr | 1.65% | +5.51% | +4.97% | 3★ |
| UTI Medium to Long Duration Fund- Regular Plan - Growth | UTI Mutual Fund | ₹300 Cr | 1.67% | +5.46% | +7.96% | 3★ |
| Aditya Birla Sun Life Income Fund - Growth - Regular Plan | Aditya Birla Sun Life Mutual Fund | ₹1,761 Cr | 1.09% | +5.28% | +5.01% | 2★ |