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Nippon India Medium Duration Fund - Growth Option is a debt scheme managed by Nippon India Mutual Fund. Three-year compounded annual return is 7.38%, placing it in the 92nd percentile of Debt peers. It has ranked in the top half of its category for 7 of the last 11 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.05% on assets of ₹145Cr. The fund is currently managed by Sushil Budhia, 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.
| 7.17% State Government Securities | SOVEREIGN | 6.83% |
| 6.79% Government of India | SOVEREIGN | 6.78% |
| Punjab National Bank | Financial Services | 6.49% |
| Indian Railway Finance Corporation Limited | Financial Services | 3.59% |
| 8.8% REC Limited | CRISIL AAA | 3.55% |
| 9.25% Truhome Finance Limited | CRISIL AA | 3.48% |
| 7.1% Government of India | SOVEREIGN | 3.46% |
| 9.15% Andhra Pradesh State Beverages Corporation Limited | FITCH AA(CE) | 3.46% |
| 8.29% Godrej Industries Limited | CRISIL AA+ | 3.45% |
| 8.5% Aadhar Housing Finance Limited | FITCH AA | 3.45% |
| 7.61% Kotak Mahindra Investments Limited | CRISIL AAA | 3.42% |
| 10.4% Muthoot Fincorp Ltd | CRISIL AA- | 3.42% |
| 8.55% Aditya Birla Real Estate Limited | CRISIL AA | 3.42% |
| 7.08% State Government Securities | SOVEREIGN | 3.42% |
| 8.2% Adani Power Limited | CRISIL AA | 3.41% |
| Siddhivinayak Securitisation Trust | CRISIL AAA(SO) | 3.39% |
| 8.75% Vastu Finserve India Private Limited | CARE AA- | 3.36% |
| 6.68% Government of India | SOVEREIGN | 3.25% |
| 6.9% Government of India | SOVEREIGN | 3.12% |
| 9.85% IndoStar Capital Finance Limited | CRISIL AA- | 2.77% |
| 9.75% Delhi International Airport Limited | ICRA AA | 2.77% |
| 9.45% Vedanta Limited | CRISIL AA | 2.43% |
| 9.1% Cholamandalam Investment and Finance Company Ltd | ICRA AA+ | 2.09% |
| 9.65% Arka Fincap Limited | CRISIL AA | 2.07% |
| National Highways Infra Trust | CARE AAA | 0.88% |
| Sector | Holdings | Weight |
|---|---|---|
| SOVEREIGN | 6 | 26.86% |
| CRISIL AA | 5 | 14.81% |
| CRISIL AAA | 3 | 10.56% |
| CRISIL A1+ | 1 | 6.49% |
| CRISIL AA- | 2 | 6.19% |
| FITCH AA(CE) | 2 | 3.81% |
| CRISIL AA+ | 1 | 3.45% |
| FITCH AA | 1 | 3.45% |
| CRISIL AAA(SO) | 1 | 3.39% |
| CARE AA- | 1 | 3.36% |
| ICRA AA | 1 | 2.77% |
| ICRA AA+ | 1 | 2.09% |
| CARE AAA | 1 | 0.88% |
| ICRA 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 44.5% 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.
| 5Y |
|---|
| Star |
|---|
| Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan | Aditya Birla Sun Life Mutual Fund | ₹3,098 Cr | 0.84% | +10.12% | +12.51% | 5★ |
| Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | Aditya Birla Sun Life Mutual Fund | ₹3,098 Cr | 1.56% | +9.32% | +11.70% | 4★ |
| Axis Strategic Bond Fund - Direct Plan - Growth Option | Axis Mutual Fund | ₹2,078 Cr | 0.71% | +7.93% | +7.21% | 5★ |
| Kotak Medium Term Fund - Growth | Kotak Mahindra Mutual Fund | ₹1,840 Cr | 1.63% | +7.38% | +6.26% | 3★ |
| ICICI Prudential Medium Term Bond Fund - Growth | ICICI Prudential Mutual Fund | ₹5,458 Cr | 1.40% | +7.33% | +6.54% | 3★ |
| SBI MEDIUM DURATION FUND - DIRECT PLAN - GROWTH | SBI Mutual Fund | ₹6,410 Cr | 0.72% | +7.33% | +6.60% | 5★ |
| Axis Strategic Bond Fund - Regular Plan - Growth Option | Axis Mutual Fund | ₹2,078 Cr | 1.32% | +7.24% | +6.50% | 3★ |
| HSBC Medium Duration Fund - Regular Growth | HSBC Mutual Fund | ₹732 Cr | 1.15% | +6.80% | — | 3★ |
| Bandhan Medium Duration Fund - Direct Plan - Growth | Bandhan Mutual Fund | ₹1,294 Cr | 0.65% | +6.78% | +5.77% | 4★ |
| SBI MEDIUM DURATION FUND - REGULAR PLAN - GROWTH | SBI Mutual Fund | ₹6,410 Cr | 1.21% | +6.78% | +6.04% | 2★ |