Nippon India Nivesh Lakshya Long Duration Fund vs Aditya Birla Sun Life Long Duration Fund
Nippon India Nivesh Lakshya Long Duration Fund (Direct) and Aditya Birla Sun Life Long Duration Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Long Duration Fund schemes — see the best long duration mutual funds for the full ranking.
Head to head
NAVs as of 20 Aug 2026
Growth of ₹100 (rebased over the selected window)
Common period 10 Aug 2022 – 20 Aug 2026, limited by Aditya Birla Sun Life Long Duration Fund. Every series is rebased to ₹100 at the start of this window.
View as table
| Date | Nippon India Nivesh Lakshya Long Duration Fund | Aditya Birla Sun Life Long Duration Fund |
|---|---|---|
| 10 Aug 2022 | ₹100.00 | ₹100.00 |
| 11 Dec 2022 | ₹104.53 | ₹103.38 |
| 12 Apr 2023 | ₹107.49 | ₹106.77 |
| 13 Aug 2023 | ₹109.71 | ₹109.52 |
| 13 Dec 2023 | ₹111.52 | ₹110.83 |
| 14 Apr 2024 | ₹116.33 | ₹115.29 |
| 15 Aug 2024 | ₹122.09 | ₹120.64 |
| 15 Dec 2024 | ₹125.54 | ₹124.72 |
| 17 Apr 2025 | ₹131.05 | ₹130.07 |
| 17 Aug 2025 | ₹130.38 | ₹129.57 |
| 18 Dec 2025 | ₹131.12 | ₹130.51 |
| 19 Apr 2026 | ₹129.87 | ₹131.03 |
| 20 Aug 2026 | ₹134.41 | ₹134.75 |
| Metric | Nippon India · Direct NAV ₹18.82 Moderate risk ★★★☆☆ | Aditya Birla Sun Life · Direct NAV ₹13.51 Moderate risk ★★★★☆ | Category median Long Duration Fund · 9 funds |
|---|---|---|---|
| +3.95% | +4.49%Best in row | +4.34% | |
| +6.94% | +7.14%Best in row | +6.85% | |
| +6.42% | — | +6.20% | |
| +8.15%Best in row | +7.69% | +6.85% | |
| +6.32% | +6.59%Best in row | — | |
| +7.04% | +7.60%Best in row | +6.83% | |
| +7.00% | — | +7.47% | |
| Risk | |||
| 3.83% | 3.07%Best in row | 3.83% | |
| 0.12 | 0.21Best in row | 0.03 | |
| 0.16 | 0.29Best in row | 0.04 | |
| -5.84% | -3.34%Best in row | -5.59% | |
| 0.33%Best in row | 0.43% | 0.33% | |
| ₹7,009Cr | ₹115.45Cr | ₹229.61Cr | |
| ₹100 | ₹500 | — | |
| ₹5.00K | ₹100 | — | |
| Pranay Sinha · 5.4y | Harshil Suvarnkar · 4y | — | |
| 09 Jul 2018 | 10 Aug 2022 | — | |
| 1.5% | 1.8% | — | |
12 rows carry the same value for every fund — show
- 10Y return (CAGR)
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- 10Y rolling avg
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- Benchmark
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- Alpha
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- Beta
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- Upside capture
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- Downside capture
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- Exit load
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- Lock-in
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- Portfolio turnover
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- Holdings
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- Top 10 weight
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Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — Nippon India Nivesh Lakshya Long Duration Fund or Aditya Birla Sun Life Long Duration Fund?
Over the last 3 years, Aditya Birla Sun Life Long Duration Fund returned +7.14% CAGR against Nippon India Nivesh Lakshya Long Duration Fund's +6.94%, computed from AMFI NAV history. Past returns don't guarantee future performance.
Which fund is cheaper — Nippon India Nivesh Lakshya Long Duration Fund or Aditya Birla Sun Life Long Duration Fund?
Nippon India Nivesh Lakshya Long Duration Fund has the lower expense ratio: Nippon India Nivesh Lakshya Long Duration Fund charges 0.33% a year against Aditya Birla Sun Life Long Duration Fund's 0.43%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — Nippon India Nivesh Lakshya Long Duration Fund or Aditya Birla Sun Life Long Duration Fund?
Nippon India Nivesh Lakshya Long Duration Fund has shown higher volatility (+3.83% annualized vs Aditya Birla Sun Life Long Duration Fund's +3.07%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: Nippon India Nivesh Lakshya Long Duration Fund -5.12% vs Aditya Birla Sun Life Long Duration Fund -3.34%.
Which fund manages more money — Nippon India Nivesh Lakshya Long Duration Fund or Aditya Birla Sun Life Long Duration Fund?
Nippon India Nivesh Lakshya Long Duration Fund is the larger fund: Nippon India Nivesh Lakshya Long Duration Fund manages ₹7,009Cr against Aditya Birla Sun Life Long Duration Fund's ₹115.45Cr in assets. Size cuts both ways — scale lowers costs, but a very large fund can find it harder to move in and out of positions.
Are Nippon India Nivesh Lakshya Long Duration Fund and Aditya Birla Sun Life Long Duration Fund in the same category?
Yes — both are Long Duration Fund schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.