Nippon India Medium to Long Duration Fund
Direct · Growth ₹105.16
04 Aug 2026
NAV
8.0%
3Y CAGR
7.8%
5Y CAGR
8.0%
10Y CAGR
8.0%
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.
4.35
Sharpe
-9.9%
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 | ₹12.43 L | 8.0% | -2.8% | 26.8% |
| 3 Years | ₹36.00 L | ₹40.32 L | 8.0% | 3.1% | 15.4% |
| 5 Years | ₹60.00 L | ₹71.62 L | 7.6% | 5.9% | 10.8% |
| 7 Years | ₹84.00 L | ₹1.08 Cr | 7.7% | 6.0% | 10.4% |
| 10 Years | ₹1.20 Cr | ₹1.76 Cr | 7.5% | 6.6% | 8.0% |
| 12 Years | ₹1.44 Cr | ₹2.30 Cr | 7.6% | 7.0% | 8.1% |
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 | 8.0% | 7.4% |
| 3 Years | 8.0% | 7.5% |
| 5 Years | 7.6% | 7.0% |
| 7 Years | 7.7% | 7.0% |
| 10 Years | 7.5% | 7.0% |
| 12 Years | 7.6% | 7.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 8.0% | 7.9% | -1.1% | 18.4% | 0.33 | 0.66 | 99% | — | — |
| 3 Years | 8.0% | 7.8% | 4.3% | 13.4% | 0.81 | 3.14 | 100% | — | — |
| 5 Years | 7.8% | 7.8% | 5.8% | 10.3% | 1.15 | 8.87 | 100% | — | — |
| 10 Years | 8.0% | 7.9% | 7.2% | 8.6% | 4.35 | — | 100% | — | — |
-9.9%
Max Drawdown
3 mo
Drawdown Duration
10 mo
Recovery Time
-0.8%
Avg Drawdown
Calmar Ratio by Duration
0.81
1Y
0.81
3Y
0.79
5Y
0.82
7Y
0.81
10Y
0.82
12Y