Nippon India Medium Duration Fund
Direct · Growth ₹18.32
31 Jul 2026
NAV
3.7%
3Y CAGR
2.4%
5Y CAGR
4.2%
10Y CAGR
3.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-17.78
Sharpe
-29.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.42 L | 5.5% | -48.0% | 35.3% |
| 3 Years | ₹36.00 L | ₹39.86 L | 4.0% | -18.7% | 11.3% |
| 5 Years | ₹60.00 L | ₹66.02 L | 2.5% | -8.6% | 9.4% |
| 7 Years | ₹84.00 L | ₹91.70 L | 3.2% | -2.8% | 7.8% |
| 10 Years | ₹1.20 Cr | ₹1.50 Cr | 4.3% | 3.1% | 5.3% |
| 12 Years | ₹1.44 Cr | ₹1.94 Cr | 4.9% | 4.7% | 5.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 5.5% | 7.8% |
| 3 Years | 4.0% | 7.5% |
| 5 Years | 2.5% | 7.0% |
| 7 Years | 3.2% | 7.0% |
| 10 Years | 4.3% | 7.2% |
| 12 Years | 4.9% | 7.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 5.3% | 7.8% | -29.4% | 21.7% | -0.11 | -0.12 | 85% | — | — |
| 3 Years | 3.7% | 6.9% | -8.3% | 11.6% | -0.42 | -0.40 | 67% | — | — |
| 5 Years | 2.4% | 0.1% | -1.5% | 9.9% | -1.02 | -0.73 | 51% | — | — |
| 10 Years | 4.2% | 4.2% | 3.9% | 4.4% | -17.78 | -1.00 | 100% | — | — |
-29.8%
Max Drawdown
12 mo
Drawdown Duration
53 mo
Recovery Time
-5.9%
Avg Drawdown
Calmar Ratio by Duration
0.18
1Y
0.13
3Y
0.08
5Y
0.08
7Y
0.14
10Y
0.17
12Y