Nippon India Equity Savings Fund - Monthly IDCW Option Nippon India Equity Savings Fund - Monthly IDCW Option

Nippon India Equity Savings Fund - Monthly IDCW Option

  • Current NAV

    ₹12.59 0.0175%

    17-05-2024
  • Annual Returns

    12%

  • Min. SIP ₹500

    Min. Investment ₹5000

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Calculate SIP Returns of Nippon India Equity Savings Fund - Monthly IDCW Option

Monthly SIP Target Amount

I want to invest

Annual returns
I can wait for

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Annual returns
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Net Profit ₹ 5,000

+

Invested Amt. ₹ 10,000

=

Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

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Investment Returns

This Fund Category Avg. Benchmark
1W 0.71% 0.99% 1.89%
1M 1.42% 1.45% 1.64%
3M 2.44% 2.71% 2.15%
6M 7.31% 8.17% 14.29%
1Y 12% 15.76% 24.92%
2Y 10.78% 11.62% 18.96%
3Y 8.99% 9.64% 16.01%
5Y 3.82% 9.38% 15.9%
ALL 4.44% 8.28% 14.05%

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Risk scale

Moderate

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Fund Managers

Anand Devendra Gupta
Anand Devendra Gupta

Fund Manage - 3

Total AUM. - 12754Cr.

Sushil Budhia
Sushil Budhia

Fund Manage - 11

Total AUM. - 29447Cr.

Kinjal Desai
Kinjal Desai

Fund Manage - 16

Total AUM. - 81302Cr.

Dhrumil Shah
Dhrumil Shah

Fund Manage - 5

Total AUM. - 14011Cr.

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Portfolio Analysis

Equity21.87% Debt19.66% Others58.45%

Market Cap

Top 5 Sectors

Financial

Energy

Metals & Mining

Technology

Materials

Top 5 Companies

HDFC Bank Ltd.

Larsen & Toubro Ltd.

Coal India Ltd.

Reliance Industries Ltd.

Grasim Industries Ltd.

Market Cap

Top 5 Sectors

Sovereign

Financial

Others

Top 5 Companies

7.26% GOI 06/02/2033

7.1% GOI 18/04/2029

7.26% GOI 22/08/2032

7.17% GOI 17/04/2030

9.25% Shriram Housing Finance Ltd. 04/10/2027

Market Cap

Top 5 Sectors

Others

Top 5 Companies

Others

Others

Others

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Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

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More Funds From Nippon India Mutual Fund

Scheme Name 1M 3M 6M 1Y 5Y
Nippon India Power & Infra Fund-Growth Plan -Growth Option 8.73% 13.72% 41.26% 80.7% 29.34%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option 3.93% 4.2% 21.07% 61.1% 0%
Nippon India Growth Fund-Growth Plan-Growth Option 7.3% 8.75% 23.77% 58.85% 27.08%
Nippon India Small Cap Fund - Growth Plan - Bonus Option 8.08% 10.32% 23.74% 58.68% 32.68%
Nippon India Small Cap Fund - Growth Plan - Growth Option 8.08% 10.32% 23.74% 58.68% 32.68%
Nippon India Growth Fund - IDCW Option 7.3% 7.96% 22.87% 57.69% 24.89%
Nippon India Growth Fund - IDCW Option 7.3% 7.96% 22.87% 57.69% 24.89%
Nippon India Value Fund- Growth Plan 4.99% 6.33% 27.49% 57.33% 23.21%
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option 5.35% 6.24% 23.17% 56.22% 0%
See More About Nippon India Mutual Fund

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Suitability

This fund is suitable for those investors
  • Suitability Purpose of this fundPurpose
  • Ideal for a wide range of investors seeking investment opportunities from short to long periods, offering a versatile approach to wealth accumulation.
  • Suitability Strategy of this fundStrategy
  • Utilizes a combination of equity and debt investments, dynamically adjusting the mix to respond to market conditions, aiming to optimize returns while minimizing risk.
  • Suitability Duration of this fundDuration
  • A recommended minimum investment period of 1-3 years allows investors to benefit from both the growth potential of equities and the stability of fixed-income securities through various market phases.
  • Suitability Risk Tolerance of this fundRisk Tolerance
  • Anticipates low volatility due to the diversified blend of equities and fixed-income securities, with the fund
  • Suitability Returns Expectation of this fundReturns Expectation
  • Targets a balanced compounded annual growth rate (CAGR) of 10-15%, offering a harmonious blend of stability and growth potential.

Frequently Asked Questions

What is the current NAV of Nippon India Equity Savings Fund - Monthly IDCW Option?

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Nippon India Equity Savings Fund - Monthly IDCW Option as of 17-05-2024 is 12.5912.

What is the expense ratio of Nippon India Equity Savings Fund - Monthly IDCW Option?

The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.

What is the benchmark of Nippon India Equity Savings Fund - Monthly IDCW Option?

Nippon performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

What is the AUM or size of Nippon India Equity Savings Fund - Monthly IDCW Option?

AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Nippon India Equity Savings Fund - Monthly IDCW Option is Rs 346.02 Crs.

Is Nippon India Equity Savings Fund - Monthly IDCW Option a safe fund to invest?

Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.

Should I invest in Nippon India Equity Savings Fund - Monthly IDCW Option?

This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.

What are the top 5 holdings of Nippon India Equity Savings Fund - Monthly IDCW Option?

The fund's top 5 holdings are in Bajaj holdings and investment Financial, Energy, Metals & Mining, Technology, Materials.

How to start online SIP in Nippon India Equity Savings Fund - Monthly IDCW Options?

MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.

How can I redeem my investments in Nippon India Equity Savings Fund - Monthly IDCW Option?

Redeeming your investments in Nippon India Equity Savings Fund - Monthly IDCW Option is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.

Is there any brokerage/advisory fees on Mutual Fund SIP transactions?

At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.

Who manages this fund, and what is their expertise?

Dhrumil Shah, Kinjal Desai, Anand Devendra Gupta, Sushil Budhia, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

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