MF Gyan
otherModerate risk8 years oldAccelerating recently (last 6m ≈ 24% p.a.)

NIPPON INDIA FIXED HORIZON FUND - XXXX - SERIES 8 - DIRECT Plan - IDCW Option

A specialised fund. Check the scheme details for what it invests in. From Nippon India Mutual Fund. It's been running since 15 Jan 2019.

Latest price per unit
₹13.1698
▲ 0.03% today
As of 30 May 2022 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.15 L
▲ ₹14.6k gain · 14.6% / year
Invested 3 years ago
₹1.27 L
▲ ₹27.3k gain · 8.4% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹2.19 L
Gain / loss+₹38.9k
XIRR (annualised)13.18%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.22 L
Projected gain*+₹41.7k
*at this fund's historical rate of 13.18% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 500 other funds in IDF

Same plan
1-year return
14.63%median 3.33% (+11.30%)
Rank #3 of 501Beats 100% of peers
3-year return
8.38%median 4.93% (+3.45%)
Rank #70 of 501Beats 76% of peers
Bumpiness (3Y)
6.61%median 3.16% (+3.45%)
Rank #305 of 501Less risky than 32% of peers
Worst-ever drop
-8.93%median -2.36% (-6.58%)
Rank #112 of 501Less risky than 75% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 3 of last 4 years were positive.

-0%
2019
+7%
2020
+11%
2021
+11%
2022
Best year
2021 · 11.02%
Worst year
2019 · -0.38%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
6.6%

The value swings roughly 7% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-8.93%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of NIPPON INDIA FIXED HORIZON FUND - XXXX - SERIES 8 - DIRECT Plan - IDCW Option against other other funds.

Technical details (for the pros)
CAGR — 1 year14.63%
CAGR — 3 years8.38%
CAGR — 5 years—
CAGR — since launch8.44%
Volatility — 1 year (annualised)8.40%
Volatility — 3 years (annualised)6.61%
Max drawdown — 1 year-0.02%
Max drawdown — 3 years-8.93%
Sharpe ratio — 1 year (rf=6%)0.98
Sharpe ratio — 3 years (rf=6%)0.36

Fund info

Fund house
Nippon India Mutual Fund
Category
IDF
Plan
Direct
Option
IDCW
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
145914
First price on record
15 Jan 2019 · 814 daily prices

About NIPPON INDIA FIXED HORIZON FUND - XXXX - SERIES 8 - DIRECT Plan - IDCW Option

NIPPON INDIA FIXED HORIZON FUND - XXXX - SERIES 8 - DIRECT Plan - IDCW Option is a IDF offered by Nippon India Mutual Fund under the Direct plan with the IDCW option. It has approximately 8 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of NIPPON INDIA FIXED HORIZON FUND - XXXX - SERIES 8 - DIRECT Plan - IDCW Option is ₹13.1698 (as of 30 May 2022). Historically, it has delivered 14.71% over the last year, 8.38% CAGR over 3 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 6.6% annualised volatility — a "moderate" level of bumpiness; its deepest peak-to-trough fall on record was 8.9%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of NIPPON INDIA FIXED HORIZON FUND - XXXX - SERIES 8 - DIRECT Plan - IDCW Option?+

The latest NAV of NIPPON INDIA FIXED HORIZON FUND - XXXX - SERIES 8 - DIRECT Plan - IDCW Option is ₹13.1698 as of 30 May 2022, up 0.03% from the previous day. NAV is updated once a business day after the market close.

What are the returns of NIPPON INDIA FIXED HORIZON FUND - XXXX - SERIES 8 - DIRECT Plan - IDCW Option?+

NIPPON INDIA FIXED HORIZON FUND - XXXX - SERIES 8 - DIRECT Plan - IDCW Option has delivered 1-year return 14.71%, 3-year CAGR 8.38%, since-inception CAGR 8.44%. Returns are historical and don't predict future performance — markets move in cycles.

What category does NIPPON INDIA FIXED HORIZON FUND - XXXX - SERIES 8 - DIRECT Plan - IDCW Option belong to?+

NIPPON INDIA FIXED HORIZON FUND - XXXX - SERIES 8 - DIRECT Plan - IDCW Option is categorised as IDF. A specialised fund. Check the scheme details for what it invests in.

How risky is NIPPON INDIA FIXED HORIZON FUND - XXXX - SERIES 8 - DIRECT Plan - IDCW Option?+

Based on its 3-year annualised volatility of 6.6%, NIPPON INDIA FIXED HORIZON FUND - XXXX - SERIES 8 - DIRECT Plan - IDCW Option sits in the "moderate" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is NIPPON INDIA FIXED HORIZON FUND - XXXX - SERIES 8 - DIRECT Plan - IDCW Option a direct plan?+

NIPPON INDIA FIXED HORIZON FUND - XXXX - SERIES 8 - DIRECT Plan - IDCW Option is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).

How old is NIPPON INDIA FIXED HORIZON FUND - XXXX - SERIES 8 - DIRECT Plan - IDCW Option?+

NIPPON INDIA FIXED HORIZON FUND - XXXX - SERIES 8 - DIRECT Plan - IDCW Option has NAV history available from 15 Jan 2019 — approximately 8 years of track record and 814 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.