Aeterna Wealth
Long Term · Direct plan · Growth

Nippon India Nivesh Lakshya Long Term Fund (Direct)

Nippon India Mutual Fund · benchmark: the median Long Term fund · 8.3 years old · AMFI code 143704

Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).

B
Track-record rating: 5 of 7 in Long Term

B (middle of the peer group), score 47.5 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.0%2.2%-0.2%11 / 11
1 year1.7%3.0%-1.3%11 / 11
3 years (a year)6.3%6.5%-0.2%3 / 7
5 years (a year)5.6%5.7%-0.1%1 / 2

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y4.9%
Max fall, 5Y-5.8%

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Nippon India Nivesh Lakshya Long Term Fund (Direct plan)?

₹18.64 on 6 Nov 2026 (Growth option).

What is the expense ratio of Nippon India Nivesh Lakshya Long Term Fund (Direct)?

0.33% a year; the Regular plan's is 0.65%.

What return has Nippon India Nivesh Lakshya Long Term Fund given over 3 years?

6.3% a year (Direct plan) over the 3 years to 6 Nov 2026, against 6.5% for the median Long Term fund.

How is Nippon India Nivesh Lakshya Long Term Fund rated?

B: 5 of 7 Direct plans in Long Term, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Nippon India Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.