Nippon India Medium Term Fund (Existing Number of Segregated Portfolios - 1) - Direct Plan - Growth Option
Mutual Fund · Income/Debt Oriented Schemes - Medium Term Fund · As of 18 Oct 2026, 6:05 pm
Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.
DalalBaazaar Score
71/ 100
Good
Weighted across five categories. Every point is explained below.
✗ Only 68% of three-year holding periods ended in profit — the trailing return flatters what most investors actually got
✗ The worst three-year stretch returned -8.2% a year
Investment Checklist
4 / 4 checks passed
✓ Positive 3-year track record
✓ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹18.35
As of
16 Oct 2026
Fund History Available
12.3 yrs
1Y Return (CAGR)
5.2%
Moderate
3Y Return (CAGR)
8.4%
5Y Return (CAGR)
6.8%
Annualized Volatility
1.8%
Relatively stable
Sharpe Ratio (est.)
0.90
Moderate
Max Drawdown
-29.8%
Severe historical drop
Category
Income/Debt Oriented Schemes - Medium Term Fund
Fund House
Nippon India Mutual Fund
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹7,40,656
Estimated Gain
₹1,40,656
Risk Flags
This fund has seen a peak-to-trough drawdown of -29.8% in its available history — make sure you can stomach that kind of swing.
Watch Items
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
