Nippon India Nivesh Lakshya Long Duration Fund
Direct · Growth ₹18.23
21 Apr 2026
NAV
7.1%
3Y CAGR
7.1%
5Y CAGR
7.7%
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.
0.53
Sharpe
-5.8%
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 | ₹12.45 L | 8.2% | -6.8% | 37.8% |
| 3 Years | ₹36.00 L | ₹39.64 L | 6.6% | 0.7% | 11.3% |
| 5 Years | ₹60.00 L | ₹71.24 L | 7.0% | 4.7% | 8.8% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 8.2% | 1.9% | +6.3% |
| 3 Years | 6.6% | 11.7% | -5.1% |
| 5 Years | 7.0% | 11.3% | -4.3% |