Nippon India Nivesh Lakshya Long Duration Fund
Direct · Growth ₹18.26
05 Jun 2026
NAV
7.1%
3Y CAGR
7.0%
5Y CAGR
7.6%
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.
0.45
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 | ₹12.44 L | 8.1% | -6.8% | 37.8% |
| 3 Years | ₹36.00 L | ₹39.60 L | 6.5% | 0.7% | 11.3% |
| 5 Years | ₹60.00 L | ₹71.18 L | 6.9% | 4.7% | 8.8% |
| 7 Years | ₹84.00 L | ₹1.07 Cr | 6.8% | 5.1% | 8.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 8.1% | 14.6% | 5.3% | -6.5% |
| 3 Years | 6.5% | 11.2% | 5.7% | -4.7% |
| 5 Years | 6.9% | 10.5% | 7.3% | -3.5% |
| 7 Years | 6.8% | 10.6% | 7.2% | -3.8% |