Nippon India Equity Savings Fund - Segregated Portfolio 1 - Monthly 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
Fund126.06%
Cat. Avg.3.70%
2Y
Fund50.35%
Cat. Avg.4.80%
3Y
Fund31.24%
Cat. Avg.8.49%
5Y
Fund17.72%
Cat. Avg.7.56%
10Y
FundN/A
Cat. Avg.7.32%
SI
Fund16.02%
Cat. Avg.7.87%
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 | 08 Apr, 24 | 60000 | 1.36 L. | +126.1% | +337.3% |
| 2Y | 10 Apr, 23 | 1.20 L. | 2.71 L. | +126.1% | +108.0% |
| 3Y | 07 Apr, 22 | 1.80 L. | 4.07 L. | +126.1% | +62.8% |
| 5Y | 07 Apr, 20 | 3 L. | 6.78 L. | +126.1% | +33.9% |
| SI | 07 Oct, 19 | 3.30 L. | 7.46 L. | +126.1% | +30.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Mar, 24 | 1 L. | 2.26 L. | +126.1% | +126.2% |
| 2Y | 21 Mar, 23 | 1 L. | 2.26 L. | +126.1% | +50.3% |
| 3Y | 21 Mar, 22 | 1 L. | 2.26 L. | +126.1% | +31.2% |
| 5Y | 23 Mar, 20 | 1 L. | 2.26 L. | +126.1% | +17.7% |
| SI | 25 Sep, 19 | 1 L. | 2.26 L. | +126.1% | +16.0% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
%
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 Gained
₹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.