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Interval Fund Schemes ( Income ) Mutual Funds in India

Quantitative risk-adjusted comparison across 26 AMFI-registered Interval Fund Schemes ( Income ) schemes. Category Median 3Y CAGR: +6.51% p.a. • Category Median 3Y Sortino: -0.82.

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Schemes Ranked by 3-Year Sortino Ratio (Downside Risk Efficiency)

Category Rank Scheme Name AMC Plan 3Y CAGR 3Y Sortino Max Drawdown
#1 Nippon India Annual Interval Fund - Series I - Direct Plan Growth Plan - Growth (AMFI 118804) Nippon India Mutual Fund Direct Plan N/A 4.50 -0.02%
#2 NIPPON INDIA ANNUAL INTERVAL FUND - SERIES I - IDCW Option (AMFI 105660) Nippon India Mutual Fund Regular Plan N/A 3.95 -0.02%
#3 Nippon India Interval Fund Annual Interval Fund Series-I- Growth Option (AMFI 105663) Nippon India Mutual Fund Regular Plan N/A 3.95 -0.03%
#4 NIPPON INDIA ANNUAL INTERVAL FUND - SERIES I - RETAIL Plan - IDCW Option (AMFI 105662) Nippon India Mutual Fund Regular Plan N/A 2.88 -0.03%
#5 Nippon India Interval Fund Annual Interval Fund Series-I-Retail Plan Growth Option (AMFI 105661) Nippon India Mutual Fund Regular Plan N/A 2.88 -0.03%
#6 NIPPON INDIA QUARTERLY INTERVAL FUND - SERIES II - Direct Plan - IDCW Option (AMFI 118689) Nippon India Mutual Fund Direct Plan +6.53% 0.23 0.00%
#7 Nippon India Quarterly Interval Fund - Series II - Direct Plan Growth Plan - Growth (AMFI 118691) Nippon India Mutual Fund Direct Plan +6.53% 0.23 0.00%
#8 NIPPON INDIA QUARTERLY INTERVAL FUND - SERIES II - IDCW Option (AMFI 105692) Nippon India Mutual Fund Regular Plan +6.48% -0.15 0.00%
#9 Nippon India Interval Fund-Quarterly Interval Fund Series-II-Growth Option (AMFI 105689) Nippon India Mutual Fund Regular Plan +6.48% -0.15 0.00%
#10 Nippon India Quarterly Interval Fund - Series III - Direct Plan Growth Plan - Growth (AMFI 118583) Nippon India Mutual Fund Direct Plan N/A -0.43 0.00%
#11 NIPPON INDIA QUARTERLY INTERVAL FUND - SERIES III - Direct Plan - IDCW Option (AMFI 118584) Nippon India Mutual Fund Direct Plan N/A -0.48 0.00%
#12 NIPPON INDIA QUARTERLY INTERVAL FUND - SERIES III - IDCW Option (AMFI 105885) Nippon India Mutual Fund Regular Plan N/A -0.82 0.00%
#13 Nippon India Interval Fund-Quarterly Interval Fund-Series-III- Growth Option (AMFI 105884) Nippon India Mutual Fund Regular Plan N/A -0.82 0.00%
#14 Nippon India Interval Fund - Quarterly Plan - Series I - Direct Plan Growth Plan - Growth (AMFI 118623) Nippon India Mutual Fund Direct Plan N/A -1.15 0.00%
#15 NIPPON INDIA INTERVAL FUND - QUARTERLY PLAN - SERIES I - INSTITUTIONAL IDCW Option (AMFI 105436) Nippon India Mutual Fund Regular Plan N/A -1.91 0.00%
#16 Nippon India Interval Fund-Quarterly Interval Fund-Series-I - Growth Option (AMFI 105433) Nippon India Mutual Fund Regular Plan N/A -2.00 0.00%
#17 NIPPON INDIA INTERVAL FUND - QUARTERLY PLAN - SERIES I - IDCW Option (AMFI 105434) Nippon India Mutual Fund Regular Plan N/A -2.01 0.00%
#18 Nippon India Monthly Interval Fund - Series II - Direct Plan Growth Plan - Growth (AMFI 118595) Nippon India Mutual Fund Direct Plan N/A -3.64 0.00%
#19 NIPPON INDIA MONTHLY INTERVAL FUND - SERIES II - Direct Plan - IDCW Option (AMFI 118594) Nippon India Mutual Fund Direct Plan N/A -3.94 -0.51%
#20 Nippon India Monthly Interval Fund - Series I - Direct Plan Growth Plan - Growth (AMFI 118598) Nippon India Mutual Fund Direct Plan N/A -3.97 0.00%
#21 NIPPON INDIA MONTHLY INTERVAL FUND - SERIES II - IDCW Option (AMFI 105401) Nippon India Mutual Fund Regular Plan N/A -4.00 -0.51%
#22 NIPPON INDIA MONTHLY INTERVAL FUND - SERIES I - IDCW Option (AMFI 105230) Nippon India Mutual Fund Regular Plan N/A -4.08 -0.50%
#23 Nippon India Interval Fund-Monthly Interval Fund-Series-I- Growth Option (AMFI 105229) Nippon India Mutual Fund Regular Plan N/A -4.27 0.00%
#24 Nippon India Interval Fund-Monthly Interval Fund-Series-II -Growth Option (AMFI 105400) Nippon India Mutual Fund Regular Plan N/A -4.39 0.00%
#25 Nippon India Interval Fund-Quarterly Interval Fund-Series-III-Institutional Plan-Growth Option (AMFI 105882) Nippon India Mutual Fund Regular Plan N/A -16.38 0.00%
— NIPPON INDIA QUARTERLY INTERVAL FUND - SERIES III - INSTITUTIONAL IDCW Option (AMFI 105883) Nippon India Mutual Fund Regular Plan N/A N/A 0.00%

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