Nippon India Nifty SDL Plus G-Sec-Jun 2029 Maturity 70:30 Index Fund-Regular Plan-Growth Option

Fund House: Nippon India Mutual Fund

Category: Index Fund

Status: Open Ended Schemes

Launch Date: 10-02-2023

Minimum Investment: 1000.0

Asset Class:

Minimum Topup: 1000.0

Benchmark: Nifty SDL Plus G-Sec Jun 2029 70:30 Index

Total Assets: 318.72 As on (31-12-2025)

Expense Ratio: 0.39% As on (31-12-2025)

Turn over: 81.00% | Exit Load: Nil

NAV as on 30-01-2026

12.5376

0.0041

CAGR Since Inception

8.02%

Nifty SDL Plus G-Sec Jun 2029 70:30 Index 7.15%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Nippon India Nifty SDL Plus G-Sec-Jun 2029 Maturity 70:30 Index Fund-Regular Plan-Growth Option 7.58 - - - 8.02
Benchmark - - - - -
Index Fund 7.69 13.73 14.98 13.28 7.59

Funds Manager

FM 1 - Vivek Sharma

RETURNS CALCULATORS for Nippon India Nifty SDL Plus G-Sec-Jun 2029 Maturity 70:30 Index Fund-Regular Plan-Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Nippon India Nifty SDL Plus G-Sec-Jun 2029 Maturity 70:30 Index Fund-Regular Plan-Growth Option

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Nippon India Nifty SDL Plus G-Sec-Jun 2029 Maturity 70:30 Index Fund-Regular Plan-Growth Option

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Nippon India Nifty SDL Plus G-Sec-Jun 2029 Maturity 70:30 Index Fund Reg Gr 10-02-2023 7.58 8.13 0.0 0.0 0.0
Motilal Oswal Nifty MidSmall Financial Services Index Fund Reg Gr 29-10-2024 37.39 0.0 0.0 0.0 0.0
Motilal Oswal Nifty Capital Market Index Fund Reg Gr 16-12-2024 36.83 0.0 0.0 0.0 0.0
Tata Nifty Capital Markets Index Fund Reg Gr 24-10-2024 36.57 0.0 0.0 0.0 0.0
Motilal Oswal Nifty India Defence Index Fund Reg Gr 03-07-2024 32.55 0.0 0.0 0.0 0.0
ABSL Nifty India Defence Fund Reg Gr 30-08-2024 32.05 0.0 0.0 0.0 0.0
ICICI Pru Nifty200 Value 30 Index Gr 17-10-2024 29.38 0.0 0.0 0.0 0.0
Motilal Oswal BSE Enhanced Value Index Fund Reg 22-08-2022 28.84 17.17 33.38 0.0 0.0
ICICI Prudential NASDAQ 100 Index Fund Gr 01-10-2021 25.3 26.63 33.58 0.0 0.0
Kotak Nifty Financial Services Ex-Bank Index Fund Reg Gr 14-08-2023 24.06 17.16 0.0 0.0 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of Nippon India Nifty SDL Plus G-Sec-Jun 2029 Maturity 70:30 Index Fund-Regular Plan-Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Nippon India Nifty SDL Plus G-Sec-Jun 2029 Maturity 70:30 Index Fund-Regular Plan-Growth Option - - - 7.4 4.78
Index Fund - - - - - -