Nippon India Equity Savings Fund - Quarterly IDCW Option
Expense Ratio: 1.79
Risk: Moderate
Hybrid Scheme - Equity Savings
Plan: Regular
Benchmark: Nifty Equity Savings Index
Inception: 12-05-2015
Exit Load: Nil
Fund Size:₹944.05 Cr
Performance
1Y
Fund0.13%
Cat. Avg.N/A
2Y
Fund2.05%
Cat. Avg.N/A
3Y
Fund5.37%
Cat. Avg.N/A
5Y
Fund5.23%
Cat. Avg.N/A
10Y
Fund2.44%
Cat. Avg.N/A
SI
Fund2.78%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 59549 | -0.8% | -1.6% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.22 L. | +1.3% | +1.3% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.87 L. | +4.0% | +2.7% |
| 5Y | 08 Nov, 21 | 3 L. | 3.40 L. | +13.4% | +5.1% |
| 10Y | 07 Nov, 16 | 6 L. | 7.43 L. | +23.8% | +4.2% |
| SI | 08 Jun, 15 | 6.85 L. | 8.56 L. | +25.0% | +3.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.00 L. | +0.1% | +0.1% |
| 2Y | 16 Oct, 24 | 1 L. | 1.04 L. | +4.1% | +2.1% |
| 3Y | 16 Oct, 23 | 1 L. | 1.17 L. | +17.0% | +5.4% |
| 5Y | 18 Oct, 21 | 1 L. | 1.29 L. | +28.7% | +5.2% |
| 10Y | 17 Oct, 16 | 1 L. | 1.28 L. | +27.7% | +2.5% |
| SI | 04 Jun, 15 | 1 L. | 1.37 L. | +36.6% | +2.8% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Years
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Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.