Nippon India Nivesh Lakshya Fund(G)-Direct Plan
This fund ranks 3rd out of 9 funds in its category.
Strengths and Weaknesses
Ability to significantly outperform benchmark returns.
High AUM often signifies stability and credibility, along with well diversification.
Great track record of generating high returns by managing the portfolio dynamically.
Relatively low modified duration indicates that it is less affected by changes in interest rates in the market, suggesting lower risk for the fund.
There is possibility for lower returns as the fund maintains a low Yield to Maturity (YTM)
Exhibits a relatively high level of volatility, indicated by its elevated standard deviation.
Who should invest?
This fund is appropriate for investors with a 7 to 10-year investment horizon and a high risk tolerance. When interest rates in the economy are expected to fall, investors should consider investing.
Who should avoid?
Short term investors and those who take very low risks should avoid this fund.
This analysis is updated as on March 2025.
The Information in the scoring and ranking model is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.
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