Nippon India CRISIL IBX AAA Financial Services - Jan 2028 Index

The scheme seeks to provide investment returns that are commensurate with the total returns of the securities as represented by the CRISIL-IBX AAA Financial Services Index - Jan 2028 before expenses, subject to tracking errors. There is no assurance that the investment objective of the Scheme will be achieved.

Growthvine rating: 2/5 — ranked #19 of 33 in category.

Fund basics

CategoryDebt: Low Duration
NAV₹11.37 (as of 2026-08-21)
AUM₹82 Cr
Expense ratio0.31%
RiskometerLow to Moderate
Fund managerVivek Sharma
Exit load0

Performance & risk

Standard deviation0.00%
Max drawdown-0.48%
Alpha0
Beta0

Over 5 years, captured 104.2% of NIFTY Low Duration Debt Index's upside and — of its downside.

Market cap allocation

Concentration

Top holdings

Not disclosed.

Top sectors

Not disclosed.

Calendar-year track record

YearReturnQuartileCategory rank
2026 (partial)3.6%Q3#21 of 27
20258.4%Q1 (Top)#2 of 22