Nippon India Nivesh Lakshya Fund Direct Growth

Scheme code: INF204KB1YQ1 NAV value: ₹ 18.5236 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Debt Asset category: Long Duration Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	4.75	14.48	10.10	10.12
3 year	3.20	8.94	5.78	5.37
5 year	5.89	9.73	7.82	7.78

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.59	10.1
3 year	6.28	33.32	15.79	5.78
5 year	3.54	26.02	13.5	7.82
7 year	3.33	15.62	11.71
10 year	3.49	17.22	10.6
12 year	3.07	16.17	10.84
15 year	6.95	15.66	10.88

NIFTY NEXT 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-12.49	82.26	31.13	10.1
3 year	8.15	28.1	17.96	5.78
5 year	3.67	28.39	12.79	7.82
7 year	6.37	19.44	12.99
10 year	5.44	23	13.61
12 year	5.63	21.18	13.5
15 year	7.36	20.78	13.11

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	17.85	10.1
3 year	6.56	32.12	15.89	5.78
5 year	3.67	26.2	13.34	7.82
7 year	3.8	15.42	11.89
10 year	3.8	18	11.04
12 year	3.63	16.86	11.23
15 year	7.01	16.36	11.2

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	19.17	10.1
3 year	7.68	33.37	17.29	5.78
5 year	3.4	27.63	13.8	7.82
7 year	3.76	16.01	12.11
10 year	3.56	16.94	10.91
12 year	3.31	16.54	11.04
15 year	6.56	16.42	10.97

NIFTY LARGEMIDCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-36	24.56	-2.59	10.1
3 year	-7.78	14.62	4.22	5.78

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.78	10.1
3 year	8.04	34.46	18.27	5.78
5 year	3.37	28.64	14.21	7.82
7 year	3.97	16.42	12.41
10 year	3.53	17.72	11.22
12 year	3.1	16.97	11.31
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 10.1% - Median return: 9.91% - Average standard deviation: 1.08

Rolling return for 3 year

- Average return: 5.78% - Median return: 5.64% - Average standard deviation: 0.47

Rolling return for 5 year

- Average return: 7.82% - Median return: 7.69% - Average standard deviation: 0.3

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,57,483	57,483	4.80
3 year	36,00,000	39,32,050	3,32,050	2.99
5 year	60,00,000	70,97,130	10,97,130	3.42

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.97	4.8
3 year	7.31	2.99
5 year	7.48	3.42

NIFTY NEXT 50

Duration	Average return (%)	Fund's return (%)
1 year	7.58	4.8
3 year	9.5	2.99
5 year	7.75	3.42

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	5.27	4.8
3 year	7.48	2.99
5 year	7.46	3.42

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	5.62	4.8
3 year	8.24	2.99
5 year	7.88	3.42

NIFTY LARGEMIDCAP 250

Duration	Average return (%)	Fund's return (%)
1 year	3.25	4.8
3 year	1.11	2.99

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.67	4.8
3 year	8.72	2.99
5 year	8.23	3.42

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,57,483 - Absolute Returns: ₹57,483 - CAGR: 4.8%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,32,050 - Absolute Returns: ₹3,32,050 - CAGR: 2.99%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹70,97,130 - Absolute Returns: ₹10,97,130 - CAGR: 3.42%