Mutual Funds

NIPPON INDIA ULTRA SHORT DURATION FUND - DIRECT Plan - MONTHLY IDCW Option

Nippon India Mutual FundUltra Short DurationLow Risk
₹1,035.68+0.52 (+0.05%)

NAV as on 2026-07-17 · Debt · Ultra Short Duration

AUM

₹10.2K Cr

1Y Return

+6.8%

3Y CAGR

+7.5%

5Y CAGR

+6.8%

Expense

0.33%

Risk

Low

NIPPON INDIA ULTRA SHORT DURATION FUND
₹1,035.68+0.05%

1Y Return

+6.8%

3Y CAGR

+7.5%

5Y CAGR

+6.8%

Since Inception

+0.3%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹1,029
₹1,041.35

54% from 52W low

Fund Information

Ultra Short DurationDebtSince 21-05-2018

Fund House

Nippon India Mutual Fund

Category

Debt - Ultra Short Duration

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Cash50.2%
Other0.3%

Market Cap Split

Top Holdings

92 stocks
Weight1M Change
1

Triparty Repo

15.89%0.0%
2

HDFC Bank Limited

9.75%+8.8%
3

Tbill

9.38%+100.0%
4

Axis Bank Limited

7.92%0.0%
5

Punjab National Bank

7.39%+21.4%
6

Piramal Finance Limited

7.34%0.0%
7

National Bank For Agriculture And Rural Development

6.93%+16.5%
8

Small Industries Development Bank Of India

6.31%+2.0%
9

Indigrid Infrastructure Trust

5.47%+0.1%
10

Small Industries Dev Bank Of India

5.22%0.0%

Risk Metrics (3Y)

Sharpe Ratio

2.54

Cat avg: 0.64

Sortino Ratio

10.34

Cat avg: 2.10

Beta

1.06

Cat avg: 0.99

Std Deviation

0.40%

Cat avg: 0.57%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Nippon India U/ST Duration Dir Mn IDCW-P10,2000.33+6.8%+7.5%+6.8%
Nippon India U/STDur SgtdPtf1DirDlIDCW-R--+195.1%--
Aditya BSL Savings Dir Dl IDCW-R17,8160.26+6.4%+7.3%+6.5%
HDFC Ultra S/T Fund Dir Dl IDCW-R15,9500.39+6.3%+6.7%+6.0%
ICICI Pru Ultra Short Term Dir Bns14,3520.34+8.4%+8.1%+9.0%
Kotak Savings Fund Dir Dl IDCW-R14,1810.37+4.0%+5.3%+5.3%
SBI Ultra Short Dur Dir Dl IDCW-R11,4080.35+6.3%+7.2%+6.4%
Nippon India U/ST Duration Dir Dl IDCW-R10,2000.33+6.8%+7.6%+6.8%
Tata Ultra Short Term Dir Mn IDCW-P5,2670.25+6.8%+7.3%+6.7%
Axis Ultra Short Dur Fd Dir Dl IDCW-R4,9490.39+6.6%+6.7%+6.2%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹10.2K Cr
Expense Ratio0.33%
Volatility (3Y)0.4%
Sharpe Ratio2.54
Sortino Ratio10.34
Beta1.06
Min SIP₹500
Min Lumpsum₹5,000
Holdings119

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Low risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.