Aeterna Wealth
Medium to Long Term · Direct plan · Growth

Nippon India Medium to Long Term Fund (Direct)

Nippon India Mutual Fund · benchmark: the median Medium to Long Term fund · 13.8 years old · AMFI code 118687

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: 6 of 12 in Medium to Long Term

B (middle of the peer group), score 50.4 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.9%2.6%+0.3%4 / 13
1 year4.3%3.7%+0.6%2 / 13
3 years (a year)6.7%6.7%+0.1%5 / 12
5 years (a year)6.1%5.8%+0.4%6 / 12

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, 3Y2.9%
Max fall, 5Y-2.1%

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 Medium to Long Term Fund (Direct plan)?

₹105.45 on 6 Nov 2026 (Growth option).

What is the expense ratio of Nippon India Medium to Long Term Fund (Direct)?

0.67% a year; the Regular plan's is 1.44%.

What return has Nippon India Medium to Long Term Fund given over 3 years?

6.7% a year (Direct plan) over the 3 years to 6 Nov 2026, against 6.7% for the median Medium to Long Term fund.

How is Nippon India Medium to Long Term Fund rated?

B: 6 of 12 Direct plans in Medium to 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.