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Nippon India Medium Term Fund(G)-Direct Plan

Nippon India Medium Term Fund(G)-Direct Plan

DebtDirect GrowthMedium Risk

+6.86%

5Y annualised

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NAV : 10 Sep 2026

₹18.40

Min. SIP amount

--

Fund size (AUM)

147 Cr

Expense ratio

0.52%

Launched on

26 Jun 2014

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,28,972

Stock Allocation

Stock nameSectorAllocation
6.79% Government Of IndiaGovernment Securities6.76%
7.44% National Bank For Agriculture And Rural Development**Corporate Debt6.75%
9.15% Andhra Pradesh State Beverages Corporation Limited**Corporate Debt3.81%

Fund Composition

147 Cr

Others

100.00%

Sector Allocation

147 Cr

Corporate Debt

57.30%

Government Securities

33.88%

Cash & Cash Equivalents And Net Assets

5.16%

Ptc & Securitized Debt

3.32%

0

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Income)

Exit load, stamp duty and tax

Exit load

1% on or before 12M, Nil after 12M

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

SB

Sushil Budhia

Present

Similar/Peer Fund Comparison

Fund name
A

Aditya Birla SL Medium Term Fund(G)-Direct Plan

+10.65%
I

ICICI Pru Medium Term Fund(G)-Direct Plan

+8.53%
K

Kotak Medium Term Fund(G)-Direct Plan

+9.04%
S

SBI Medium Term Fund(G)-Direct Plan

+7.89%
A

Axis Medium Term Fund(G)-Direct Plan

+8.45%
H

HDFC Medium Term Fund(G)-Direct Plan

+7.95%
B

Bandhan Short Term Fund(G)-Direct Plan

+7.81%
N

Nippon India Medium Term Fund(G)-Direct Plan

+8.48%

FAQs

Nippon India Medium Term Fund(G)-Direct Plan is a part of Nippon Life India Asset Management Limited, it was incepted on 26 Jun 2014. This fund is managed by Sushil Budhia. It is a Debt type of fund.

The current NAV of Nippon India Medium Term Fund(G)-Direct Plan is ₹18.40 (as of 10 Sep 2026).

Nippon India Medium Term Fund(G)-Direct Plan has delivered 6.53% in 1 year, 8.48% in 3 years, and 6.86% in 5 years (annualised).

The minimum SIP amount for Nippon India Medium Term Fund(G)-Direct Plan is ₹--.

The expense ratio of Nippon India Medium Term Fund(G)-Direct Plan is 0.52%.

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