Nippon India Nivesh Lakshya Long Duration Fund (IDCW-H) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Nippon India Nivesh Lakshya Long Duration Fund (IDCW-H) (36951) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Nippon India Nivesh Lakshya Long Duration Fund (IDCW-H)
Nippon Life India Asset Management Ltd
The primary investment objective of the scheme is to generate optimal returns consistent with moderate levels of risk. This income may be complemented by capital appreciation of the portfolio. Accordingly, investments shall predominantly be made in Debt & Money Market Instruments
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
Moderate Risk
Expenses
Low Expense Ratio
Portfolio Mix
Debt Focused
Management
Seasoned Team
Quality Score
Average Quality
Nippon India Nivesh Lakshya Long Duration Fund (IDCW-H) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
1-Year Returns
Recent performance momentum
Management Stability
Fund manager experience
Cost Efficiency
Fund management costs
Risk Assessment
Risk-adjusted returns
Long-term Track Record
Historical performance consistency
Fund Size
Assets under management
Equity Exposure
Market exposure level
Investment Timing Insights
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| GSEC | Govt. Securities | 15.58% |
| GSEC | Govt. Securities | 14.06% |
| GSEC | Govt. Securities | 13.05% |
| GSEC | Govt. Securities | 11.89% |
| GSEC | Govt. Securities | 9.90% |
| GSEC | Govt. Securities | 8.88% |
| GSEC | Govt. Securities | 8.67% |
| GSEC | Govt. Securities | 6.96% |
| GSEC | Govt. Securities | 2.25% |
| Net CA & Others | Debt Others | 1.43% |
Compare against Long Duration Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Long Duration Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Long Duration Fund category
Nippon India Nivesh Lakshya Long Duration Fund (IDCW-H) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| AXIS Long Duration Fund - Direct (G) | ₹1252.61 | -4.02% | 1.28% | 2.99% |
| AXIS Long Duration Fund - Direct (IDCW-A) | ₹1244.13 | -4.02% | 3.14% | 4.87% |
| AXIS Long Duration Fund - Regular (G) | ₹1236.77 | -4.13% | 1.06% | 2.54% |
| AXIS Long Duration Fund - Regular (IDCW-A) | ₹1228.43 | -4.13% | 2.93% | 4.43% |
| AXIS Long Duration Fund - Direct (IDCW-Q) | ₹1222.41 | -4.02% | 3.17% | 5.57% |
| AXIS Long Duration Fund - Regular (IDCW-Q) | ₹1206.72 | -4.13% | 2.96% | 5.13% |
| AXIS Long Duration Fund - Regular (IDCW-M) | ₹1036.56 | -4.13% | 1.06% | 2.54% |
| AXIS Long Duration Fund - Direct (IDCW-M) | ₹1036.06 | -4.02% | 1.28% | 2.98% |
| AXIS Long Duration Fund - Direct (IDCW-D) RI | ₹1007.86 | -4.03% | 1.26% | 2.73% |
| AXIS Long Duration Fund - Regular (IDCW-D) RI | ₹1007.78 | -4.15% | 1.04% | 2.52% |
Category Average Returns
Pranay Sinha
A seasoned investment professional with over 8 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.