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nippon india short term fund - direct plan - growth plan
Nippon India Short Term Fund - Direct Plan - Growth Plan

Nippon India Short Term Fund - Direct Plan - Growth Plan

  • Moderate Risk
  • Fixed Income
  • Short Duration
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NAV as on May 5, 2025
i
Price per unit of the scheme.
₹ 56.87250.09%1 Day Change
1.15%
Minimum Investment₹100
Expense Ratio0.36%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
5
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Nippon India Short Term Fund - Direct Plan - Growth Plan
VS
Fixed Income: Short Duration Average NAV
    Topper in Fixed Income: Short Duration
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Nippon India Short Term Fund - Direct Plan - Growth Plan
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    CRISIL Short Duration Debt TR INR
    Expense Ratio
    0.36%
    Category Avg Expense Ratio
    0.35%
    Minimum Investment (Lumpsum/SIP)
    ₹ 100 /₹ 100
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 6,232.07 Cr(As on Mar, 2025)
    Inception Date
    Jan 01, 2013
    Turnover
    - %
    Exit Load
    Nil

    bt_logoABOUT THE FUND

    Objective: The primary investment objective of the scheme is to generate stable returns for investors with a short term investment horizon by investing in debt and money market instruments.

    Nippon India Short Term Fund - Direct Plan - Growth Plan is an Fixed Income - Short Duration fund. The fund was launched inJan 01, 2013. Its risk level is . The NAV of the fund as onMay 05, 2025 is ₹56.87. Its expense ratio is 0.36 %. The fund has an AUM of ₹6,232.07 Cr.The fund is managed byVivek Sharma,Sushil Budhia,Akshay Sharma,Kinjal Desai.
    The minimum initial investment is  ₹100 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Sushil Budhia
    Sushil Budhia
    i
    Lead Fund Manager.
    Mar 31, 2021 - Present
    • Fund Manager Rank3Out of 23
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed21
    • Total AUM₹ 28,133.74 Cr
    • Highest Return In 1 Yr340.03 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Nippon India Credit Risk Fund Direct Plan Growth Option
    ₹ 38.01
    1.04%
    1.68%
    High Risk
    ₹1,001.05Cr
    Nippon India Balanced Advantage Fund Direct Growth Plan
    ₹ 194.71
    3.76%
    3.98%
    High Risk
    ₹8,807.55Cr
    Nippon India Short Term Fund - Direct Plan - Growth Plan
    ₹ 56.87
    1.15%
    1.00%
    Moderate Risk
    ₹6,232.07Cr
    Nippon India Credit Risk Fund Direct Plan Growth Option
    High Risk
    • NAV₹ 38.01
    • Fund Size₹1,001.05Cr
    Fund Return1.04%
    Category Return1.68%
    Nippon India Balanced Advantage Fund Direct Growth Plan
    High Risk
    • NAV₹ 194.71
    • Fund Size₹8,807.55Cr
    Fund Return3.76%
    Category Return3.98%
    Nippon India Short Term Fund - Direct Plan - Growth Plan
    Moderate Risk
    • NAV₹ 56.87
    • Fund Size₹6,232.07Cr
    Fund Return1.15%
    Category Return1.00%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Vivek Sharma
    Vivek Sharma
    i
    Lead Fund Manager.
    Feb 1, 2020 - Present
    • Schemes managed17
    • Total AUM₹ 53,737.71 Cr
    • Highest Return In 1 Yr13.31 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Nippon India Nifty G-Sec Jun 2036 Maturity Index Fund Direct Growth
    --
    ₹ 12.67
    1.89%
    -%
    Moderate Risk
    ₹758.80Cr
    Nippon India Short Term Fund - Direct Plan - Growth Plan
    ₹ 56.87
    1.15%
    1.00%
    Moderate Risk
    ₹6,232.07Cr
    Nippon India Ultra Short Duration Fund Direct Growth Option
    ₹ 4,393.18
    0.65%
    0.54%
    Moderate Risk
    ₹6,497.63Cr
    Nippon India Nifty G-Sec Jun 2036 Maturity Index Fund Direct Growth
    Moderate Risk--
    • NAV₹ 12.67
    • Fund Size₹758.80Cr
    Fund Return1.89%
    Category Return--
    Nippon India Short Term Fund - Direct Plan - Growth Plan
    Moderate Risk
    • NAV₹ 56.87
    • Fund Size₹6,232.07Cr
    Fund Return1.15%
    Category Return1.00%
    Nippon India Ultra Short Duration Fund Direct Growth Option
    Moderate Risk
    • NAV₹ 4,393.18
    • Fund Size₹6,497.63Cr
    Fund Return0.65%
    Category Return0.54%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Akshay Sharma
    Akshay Sharma
    i
    Lead Fund Manager.
    Dec 1, 2022 - Present
    • Schemes managed51
    • Total AUM₹ 3,74,070.51 Cr
    • Highest Return In 1 Yr340.03 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Nippon India Pharma Fund - Direct Plan - Growth Plan
    --
    ₹ 552.71
    6.12%
    4.80%
    Very High Risk
    ₹8,080.97Cr
    Nippon India Small Cap Fund - Direct Plan - Growth Plan
    ₹ 174.15
    5.31%
    4.73%
    Very High Risk
    ₹55,490.73Cr
    Nippon India Balanced Advantage Fund Direct Growth Plan
    ₹ 194.71
    3.76%
    3.98%
    High Risk
    ₹8,807.55Cr
    Nippon India Pharma Fund - Direct Plan - Growth Plan
    Very High Risk--
    • NAV₹ 552.71
    • Fund Size₹8,080.97Cr
    Fund Return6.12%
    Category Return4.80%
    Nippon India Small Cap Fund - Direct Plan - Growth Plan
    Very High Risk
    • NAV₹ 174.15
    • Fund Size₹55,490.73Cr
    Fund Return5.31%
    Category Return4.73%
    Nippon India Balanced Advantage Fund Direct Growth Plan
    High Risk
    • NAV₹ 194.71
    • Fund Size₹8,807.55Cr
    Fund Return3.76%
    Category Return3.98%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Kinjal Desai
    Kinjal Desai
    i
    Lead Fund Manager.
    May 25, 2018 - Present
    • Schemes managed52
    • Total AUM₹ 3,74,076.68 Cr
    • Highest Return In 1 Yr340.03 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Nippon India Small Cap Fund - Direct Plan - Growth Plan
    ₹ 174.15
    5.31%
    4.73%
    Very High Risk
    ₹55,490.73Cr
    Nippon India Credit Risk Fund Direct Plan Growth Option
    ₹ 38.01
    1.04%
    1.68%
    High Risk
    ₹1,001.05Cr
    Nippon India Pharma Fund - Direct Plan - Growth Plan
    --
    ₹ 552.71
    6.12%
    4.80%
    Very High Risk
    ₹8,080.97Cr
    Nippon India Small Cap Fund - Direct Plan - Growth Plan
    Very High Risk
    • NAV₹ 174.15
    • Fund Size₹55,490.73Cr
    Fund Return5.31%
    Category Return4.73%
    Nippon India Credit Risk Fund Direct Plan Growth Option
    High Risk
    • NAV₹ 38.01
    • Fund Size₹1,001.05Cr
    Fund Return1.04%
    Category Return1.68%
    Nippon India Pharma Fund - Direct Plan - Growth Plan
    Very High Risk--
    • NAV₹ 552.71
    • Fund Size₹8,080.97Cr
    Fund Return6.12%
    Category Return4.80%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Apr, 2025
    EQUITY (-%)
    DEBT (90.22%)
    CASH (9.48%)
    Allocation by Market Cap
    Other Cap(0.30%)
    Industry Holdings
    • -%
    Stock Holdings
    No Data For Allocation

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      0.47
      This Fund
      VS
      -0.11
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      91.61
      This Fund
      VS
      68.15
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      1.08
      This Fund
      VS
      1.01
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.86
      This Fund
      VS
      0.22
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.43
      This Fund
      VS
      0.69
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      1.22
      This Fund
      VS
      1.58
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Nippon Life India Asset Management Ltd
    Nippon Life India Asset Management Ltd manages assets worth ₹ 5,67,393.31 crores. It’s current offering of mutual fund schemes includes 31 equity, 78 debt and 12 hybrid schemes.
    phone icon
    Phone
    022-6808 7000/18602660111
    mail icon
    Email
    customercare@nipponindiaim.in
    aum
    AUM
    ₹ 5,67,393.31 Cr (
    As on Mar 31, 2025
    )
    location
    Address
    4th Floor, Tower A, Peninsula Business Park, Mumbai,400 013

    bt_logoFAQ's

    What is the category of Nippon India Short Term Fund - Direct Plan - Growth Plan ?
    The category of Nippon India Short Term Fund - Direct Plan - Growth Plan is Fixed Income - Short Duration
    What is the current NAV of Nippon India Short Term Fund - Direct Plan - Growth Plan ?
    The current NAV of Nippon India Short Term Fund - Direct Plan - Growth Plan as on May 05, 2025 is ₹56.87
    How safe is Nippon India Short Term Fund - Direct Plan - Growth Plan ?
    The risk level of Nippon India Short Term Fund - Direct Plan - Growth Plan is Moderate.
    What are short term returns given by Nippon India Short Term Fund - Direct Plan - Growth Plan ?
    The return given by Nippon India Short Term Fund - Direct Plan - Growth Plan in 1 month is 1.15%, 3 months is 3.14%, 6 months is 5.28%, and 1 year is 10.14%
    What are the long term returns given by Nippon India Short Term Fund - Direct Plan - Growth Plan ?
    The return given by Nippon India Short Term Fund - Direct Plan - Growth Plan in 3 years is 8.03% and 5 years is 7.36%.
    What is the expense ratio of Nippon India Short Term Fund - Direct Plan - Growth Plan ?
    The expense ratio of Nippon India Short Term Fund - Direct Plan - Growth Plan is 0.36%
    What is the AUM of Nippon India Short Term Fund - Direct Plan - Growth Plan ?
    The assets under Management (AUM) of Nippon India Short Term Fund - Direct Plan - Growth Plan is Rs 6,232.07 crores.
    What is the minimum investment in Nippon India Short Term Fund - Direct Plan - Growth Plan ?
    The minimum Lumpsum investment in Nippon India Short Term Fund - Direct Plan - Growth Plan is ₹100.00 and the minimum SIP investment in Nippon India Short Term Fund - Direct Plan - Growth Plan is ₹100.00
    What is the asset allocation of Nippon India Short Term Fund - Direct Plan - Growth Plan?
    Nippon India Short Term Fund - Direct Plan - Growth Plan has an exposure of 90.22% in Debt and 9.48% in Cash & Money Market Securities

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