INF109K01VH0
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.
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.
The fund follows a duration-focused investment strategy within the medium to long duration category, maintaining a moderate risk profile while targeting optimal returns. The scheme aims to balance income generation with capital appreciation opportunities.
Key Investment Features:
- The Nippon India Medium to Long Duration Fund Direct Growth is rated Moderate risk.
- Focus on fixed income securities and money market instruments
- Strategic duration management to capitalize on interest rate movements
- Balanced approach between income generation and capital growth
Prashant R.Pimple is the Current Fund Manager of Nippon India Medium to Long Duration Fund Direct Growth fund. The fund management team brings extensive experience in debt market management and fixed income strategies.
Mr. Vivek Sharma is a B.E (Electronics) and PGDM (Finance). He has been associated with Nippon India Mutual Fund since 2006. The management team combines technical expertise with long-term market experience to deliver consistent performance.
Nippon India Mutual Funds (formerly Reliance Mutual Fund) is one of the leading asset management companies in India. It manages assets across managed accounts, mutual funds, pension funds, alternative investments, and offshore funds. Nippon India Mutual Fund's (NIMF) asset manager is Nippon Life India Asset Management Limited (NAM India).
Set up in June 1995 as Reliance Mutual Fund, it was a joint venture between India's Reliance Capital and Japan's Nippon Life Insurance company. In October 2019, Reliance's stake was bought by Nippon, and the fund house was renamed as Nippon India Mutual Fund.
AMC Highlights:
- The total asset under management is Rs. 3.77 lakh crore and is one of the fastest growing AMCs in the country with its presence in more than 260 locations.
- Currently, the range of Nippon mutual funds schemes includes 52 equity, 266 debt, and 40 balanced funds.
- Backed by Nippon Life Insurance Company, Japan's leading private life insurance company
- Strong presence across multiple asset classes and investment categories
Key Financial Metrics (as of August 2025):
- The fund currently has an Asset Under Management(AUM) of ₹6,17,875.25 Cr and the Latest NAV as of 19 Aug 2025 is ₹99.59.
- The Expense Ratio charged by Nippon India Medium to Long Duration Fund Direct Growth is 0.67%.
- Nippon India Medium to Long Duration Fund Direct Growth has given a return of 8.02% in the past 3 years.
This fund may be suitable for investors seeking:
Ideal For:
- Conservative to moderate risk appetite investors
- Those looking for steady income with potential for capital appreciation
- Investors with medium to long-term investment horizon
- Portfolio diversification through debt exposure
Investment Considerations:
- Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹5,000.
- Exit load of 0.25% - If redeemed or switched out on or before completion of 15 days from the date of allotment of units.
- Duration risk exposure as the fund invests in medium to long duration securities
- Interest rate sensitivity may impact returns in the short term
Risk Factors:
- Credit risk from underlying securities
- Interest rate risk due to duration exposure
- Market volatility may affect short-term performance
- Liquidity risk in certain market conditions
The fund's moderate risk rating and focus on debt instruments makes it suitable for investors seeking balanced returns with controlled risk exposure.
The Latest NAV as of 19 Aug 2025 is ₹99.59. NAV updates daily and can be checked on the official Nippon India website or investment platforms.
The fund currently has an Asset Under Management(AUM) of ₹6,17,875.25 Cr as of August 2025, indicating strong investor confidence and fund size.
The Expense Ratio charged by Nippon India Medium to Long Duration Fund Direct Growth is 0.67%. This is competitive for debt funds in this category.
Rtn ( Since Inception ) 8.24% Inception Date and Nippon India Medium to Long Duration Fund Direct Growth has given a return of 8.02% in the past 3 years.
Minimum SIP Investment is set to ₹100. This makes it accessible for regular investors looking to start small investments.
You can invest through Allvest platform online by completing KYC, selecting the fund, choosing investment amount and payment method. Allvest provides a seamless digital investment experience.
Register on Allvest, complete KYC verification, select the fund, choose SIP option, set monthly amount (minimum ₹100) and authorize payment mandate through bank or UPI.
Set up auto-debit mandate through your bank or enable UPI autopay on Allvest platform. This ensures automatic monthly investments without manual intervention.
Login to Allvest account, select the fund, choose redeem option, enter units/amount to redeem and confirm. Exit load of 0.25% - If redeemed or switched out on or before completion of 15 days from the date of allotment of units.
Clients/Investors to abstain them from dealing in any schemes of unauthorised collective investments / portfolio management, indicative/ guaranteed/fixed returns / payments etc.
Sr. No
Name of KMP
Designation
Mobile Number
Email ID
2.
Mr. Amit Bansal
Designated Director /
Compliance Officer