Nippon India Medium to Long Term Fund
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -0.24% | -1.17% | -1.08% | 1.47% | 2.53% | 6.55% | 5.90% | 6.33% | 6.74% |
NAV history
About this fund
Nippon India Medium to Long Term Fund is a debt fund offered by Nippon India Mutual Fund, classified under Debt as Debt Scheme - Medium to Long Duration Fund. Debt funds are sensitive to interest-rate moves and the credit quality of holdings. Its latest NAV is ₹103.92.
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Nippon India Medium to Long Term Fund has recorded a return of about 2.5%, with a three-year return of 6.5% and a five-year return of 5.9%. Its annualised volatility is 3.1% — relatively low fluctuations — and its Sharpe ratio is -1.30, a measure of return per unit of risk taken.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 7.14 | 6.88 | -0.40 | 16.89 | 99% | 12% |
| 3Y | 7.51 | 7.41 | 4.38 | 10.59 | 100% | 0% |
| 5Y | 7.09 | 7.03 | 5.78 | 8.78 | 100% | 0% |
| 7Y | 7.43 | 7.39 | 6.23 | 8.56 | 100% | 0% |
| 10Y | 7.16 | 7.15 | 6.74 | 7.58 | 100% | 0% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| HDFC Medium to Long Term Fund Debt Scheme - Medium to Long Duration Fund | -1.39 | -1.26 | 1.17 | 2.14 | 6.55 | 5.55 | 5.63 | – |
| Aditya Birla Sun Life Medium to Long Term Fund Debt Scheme - Medium to Long Duration Fund | -1.34 | -1.37 | 0.74 | 1.11 | 5.99 | 5.22 | 6.41 | – |
| SBI MEDIUM TO LONG TERM FUND Debt Scheme - Medium to Long Duration Fund | -1.14 | -0.71 | 1.36 | 2.74 | 6.55 | 5.97 | 7.31 | – |
| Kotak Medium to Long Term Fund Debt Scheme - Medium to Long Duration Fund | -1.42 | -1.10 | 1.48 | 2.41 | 6.82 | 5.83 | 6.59 | – |
| HSBC Medium to Long Term Fund Debt Scheme - Medium to Long Duration Fund | -0.67 | -0.55 | 1.32 | 1.95 | 6.47 | 5.14 | 5.76 | – |
| LIC MF Medium to Long Term Fund Debt Scheme - Medium to Long Duration Fund | -0.80 | -0.35 | 1.80 | 3.23 | 7.33 | 6.18 | 6.20 | – |
| JM Medium to Long Term Fund Debt Scheme - Medium to Long Duration Fund | -1.40 | -1.38 | 0.32 | 1.48 | 6.27 | 5.10 | 4.43 | – |
| ICICI Prudential Medium to Long Term Fund Debt Scheme - Medium to Long Duration Fund | -1.46 | -1.33 | 1.01 | 2.21 | 6.69 | 6.05 | 6.89 | – |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Nippon India Large Cap Fund Equity Scheme - Large Cap Fund | -3.93 | -5.25 | -6.63 | -9.57 | 9.77 | 11.14 | 13.40 | 0.57 |
| Nippon India Multi Cap Fund Equity Scheme - Multi Cap Fund | -6.30 | -6.41 | -6.66 | -7.85 | 11.00 | 14.38 | 14.69 | 0.58 |
| Nippon India Floating Interest Rates Fund Debt Scheme - Floater Fund | -0.29 | 0.34 | 2.15 | 4.41 | 7.22 | 6.48 | 7.12 | – |
| Nippon India Gold Savings Fund Other Scheme - FoF Domestic | -6.12 | -1.51 | -6.13 | 11.48 | 31.32 | 23.07 | 15.50 | 0.04 |
| Nippon India Equity Scheme - Mid Cap Fund | -7.08 | -6.81 | -5.06 | -1.51 | 15.50 | 15.77 | 16.95 | 0.58 |
| Nippon India Gilt Fund Debt Scheme - Gilt Fund | -1.21 | -1.07 | 1.29 | 1.50 | 6.22 | 5.43 | 7.13 | 0.43 |
| Nippon India Vision Large & Mid Cap Fund Equity Scheme - Large & Mid Cap Fund | -6.02 | -6.76 | -6.38 | -7.56 | 12.42 | 10.84 | 12.02 | 0.91 |
| Nippon India Interval Fund-Quarterly Interval Fund Serie-II Income | 0.41 | 1.36 | 2.85 | 5.87 | 6.54 | 6.28 | 6.17 | 0.10 |