Loading mutual fund details…
Nippon India Short Duration Fund-Growth Plan is a debt scheme managed by Nippon India Mutual Fund. Three-year compounded annual return is 6.79%, placing it in the 51st percentile of Debt peers. It has ranked in the top half of its category for 8 of the last 12 reported years. The total expense ratio is 0.94% on assets of ₹7,295Cr. The fund is currently managed by Vivek Sharma, appointed within the last year.
Lower is better.
| Holding | Sector | Weight |
|---|
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 |
|---|
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.
| Shivshakti Securitisation Trust | CRISIL AAA(SO) | 3.03% |
| Siddhivinayak Securitisation Trust | CRISIL AAA(SO) | 2.70% |
| 7.75% Bharti Telecom Limited | CRISIL AAA | 2.39% |
| 7.83% Small Industries Dev Bank of India | CRISIL AAA | 2.27% |
| 7.54% Knowledge Realty Trust | CRISIL AAA | 2.18% |
| 7.93% State Government Securities | SOVEREIGN | 2.10% |
| 7.35% Export Import Bank of India | CRISIL AAA | 2.05% |
| 8.54% REC Limited | CRISIL AAA | 1.83% |
| 7.32% Government of India | SOVEREIGN | 1.68% |
| 6.92% Indian Railway Finance Corporation Limited | CRISIL AAA | 1.60% |
| 7.17% Government of India | SOVEREIGN | 1.54% |
| 7.74% Power Finance Corporation Limited | CRISIL AAA | 1.45% |
| Jubilant Beverages Limited | CRISIL AA | 1.41% |
| 8.25% Mahindra & Mahindra Financial Services Limited | CRISIL AAA | 1.38% |
| 7.53% National Bank For Agriculture and Rural Development | ICRA AAA | 1.37% |
| 7.68% Small Industries Dev Bank of India | CRISIL AAA | 1.37% |
| 7.55% Poonawalla Fincorp Limited | CRISIL AAA | 1.37% |
| 6.9% State Government Securities | SOVEREIGN | 1.36% |
| 7.08% State Government Securities | SOVEREIGN | 1.36% |
| 6.27% Power Finance Corporation Limited | CRISIL AAA | 1.35% |
| 6.78% Indian Railway Finance Corporation Limited | CRISIL AAA | 1.34% |
| 6.85% National Bank For Agriculture and Rural Development | ICRA AAA | 1.34% |
| 6.53% State Government Securities | SOVEREIGN | 1.33% |
| 9.15% Piramal Finance Limited | CARE AA+ | 1.31% |
| National Bank For Agriculture and Rural Development | ICRA A1+ | 1.30% |
| Sector | Holdings | Weight |
|---|---|---|
| CRISIL AAA | 51 | 44.07% |
| SOVEREIGN | 25 | 17.52% |
| ICRA AAA | 9 | 7.06% |
| CRISIL AAA(SO) | 3 | 6.95% |
| CRISIL AA | 4 | 4.68% |
| CRISIL AA+ | 4 | 3.91% |
| CARE AA+ | 2 | 1.54% |
| ICRA A1+ | 1 | 1.30% |
| ICRA AA | 2 | 1.24% |
| ICRA AA+ | 1 | 0.76% |
| ICRA AAA(SO) | 1 | 0.70% |
| FITCH AA(CE) | 1 | 0.41% |
| FITCH AA | 1 | 0.41% |
| FITCH AAA(SO) | 1 | 0.02% |
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 21.8% means the portfolio is broad — even the top names don't dominate. 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.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.
| 5Y |
|---|
| Star |
|---|