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Debt · Medium Term

Nippon India Medium Term Fund

Nippon India Mutual Fund
Benchmark
CRISIL Medium Duration Debt A-III Index
Riskometer
Moderate
Size
₹145 cr
Allotted
26 Jun 2014
Holdings as of
Not on record

Nippon India Medium Term Fund is a medium term fund of Nippon India Mutual Fund with ₹145 cr under management. It is ahead of its benchmark (CRISIL Medium Duration Debt A-III Index) in 3 of 4 periods. Its direct plan charges 0.50% a year.

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What is Nippon India Medium Term Fund invested in?

Mix not on record

Has Nippon India Medium Term Fund beaten its benchmark?

Ahead of its benchmark, CRISIL Medium Duration Debt A-III Index, in 3 of 4 periods in AMFI's figures; +5.42% over the last year against +2.99%.

Official figures

AMFI performance feed, 13 Oct 2026
Ahead of its benchmark (CRISIL Medium Duration Debt A-III Index) in 3 of 4 periods.
PeriodDirectRegularBenchmarkAheadRank
1y +5.42%+4.84%+2.99% +2.43 🔒
3y +8.36%+7.78%+6.51% +1.85 🔒
5y +6.79%+6.21%+5.43% +1.36 🔒
10y +3.53%+2.83%+6.73% −3.20 🔒
Ahead in points a year · its rank among Medium Term funds, and how steady the lead is, in the app

Risk, falls and every year

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Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
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What does Nippon India Medium Term Fund cost?

0.50% a year on the direct plan, 1.08% on the regular plan; 3 of 12 funds in its category charge less.

Direct plan
0.50% a year
Category median 0.70%
Regular plan
1.08% a year
Category median 1.31%
Gap
0.58 points
for the same holdings
3 of 12 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Income/Debt Oriented Schemes - Medium Term Fund

What the regular plan costs you over time

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The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Nippon India Medium Term Fund?

Sushil Budhia, since None.

Sushil Budhia
Primary
None years
since None
Benchmark as filedCRISIL Medium Duration Debt A-III Index
Exit load
1%, if redeemed or switched out on or before completion of 12 months from the date of allotment of units.Nil thereafter. Not applicable for Segregated Portfolio
From 2 Scheme Summary Documents filed with NSE, first on 9 Sep 2026; as on 8 Oct 2026

Questions people ask

Who manages Nippon India Medium Term Fund?

Sushil Budhia (Primary) since None.

What is the expense ratio of Nippon India Medium Term Fund?

0.50% a year on the direct plan and 1.08% on the regular plan (expense report, Oct 2026).

How has Nippon India Medium Term Fund done?

Its direct plan returned +8.36% a year over 3 years against +6.51% for its benchmark, CRISIL Medium Duration Debt A-III Index, as of 13 Oct 2026.

Inside the app

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