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Nippon India Income Fund - Growth Plan Growth Option

(Erstwhile Reliance Income Fund - Growth Plan Growth Option)

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Category: Debt: Medium to Long Duration
Launch Date: 01-01-1998
Asset Class: Fixed Income
Benchmark: NIFTY Medium to Long Duration Debt Index A-III
Expense Ratio: 1.52% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 426.12 Cr As on (30-05-2025)
Turn over:
NAV as on 13-06-2025

89.5287

-0.12 (-0.1335%)

CAGR Since Inception

8.32%

NIFTY Medium to Long Duration Debt Index A-III 7.57%

PERFORMANCE of Nippon India Income Fund - Growth Plan Growth Option

Scheme Performance (%) Data as on - 13-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Nippon India Income Fund - Growth Plan Growth Option 8.09 7.79 5.4 7.2 8.32
Benchmark - - - - -
Debt: Medium to Long Duration 8.78 7.81 5.82 6.6 7.67

Yearly Performance (%)

Nav Movement

Fund Managers

Vivek Sharma

Investment Objective

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. There is no assurance that the investment objective of the Scheme will be achieved Income may be generated through the receipt of coupon payments, the amortization of the discount on debt instruments, receipt of IDCWs or the purchase and sale of securities in the underlying portfolio. The Scheme will, under normal market conditions, invest its net assets primarily in fixed income securities, money market instruments, cash and cash equivalents.

RETURNS CALCULATOR for Nippon India Income Fund - Growth Plan Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Nippon India Income Fund - Growth Plan Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Nippon India Income Fund - Growth Plan Growth Option 2.11 -0.18 -0.32 1.07 6.8 14.86
Debt: Medium to Long Duration - - - - - -

PEER COMPARISION of Nippon India Income Fund - Growth Plan Growth Option

Compare SIP Compare Lumpsum
Period
Data as on - 13-06-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Nippon India Income Fund - Growth Plan Growth Option 01-01-1998 8.09 7.26 7.79 5.4 7.2
LIC MF Medium to Long Duration Fund-Regular Plan-Growth 19-06-1999 10.1 7.97 8.54 5.51 6.56
ICICI Prudential Bond Fund - Growth 05-08-2008 9.77 8.45 8.77 6.51 7.55
JM Medium to Long Duration Fund (Regular) - Growth Option 01-04-1995 9.58 7.8 7.92 5.29 4.36
UTI Medium to Long Duration Fund- Regular Plan - Growth 17-05-1998 8.88 7.38 7.77 8.36 5.87
HDFC Income Fund - Growth Option 01-09-2000 8.73 7.64 7.79 5.33 6.34
SBI Magnum Income Fund-Regular Plan-Growth 25-11-1998 8.68 7.6 8.07 6.38 7.79
Kotak Bond Fund - Regular Plan Growth 25-11-1999 8.54 7.66 7.82 5.68 6.98
Aditya Birla Sun Life Income Fund - Growth - Regular Plan 05-10-1995 8.52 7.41 7.63 6.2 7.31
HSBC Medium to Long Duration Fund - Regular Growth 10-12-2002 8.28 6.95 7.06 4.59 6.03

PORTFOLIO ANALYSIS of Nippon India Income Fund - Growth Plan Growth Option

Asset Allocation (%)