Nippon India Equity Savings Fund - Direct Plan - IDCW Option
Expense Ratio: 0.74
Risk: Moderate
Hybrid Scheme - Equity Savings
Plan: Direct
Benchmark: Nifty Equity Savings Index
Inception: 12-05-2015
Exit Load: Nil
Fund Size:₹944.05 Cr
Performance
1Y
Fund3.88%
Cat. Avg.4.76%
2Y
Fund4.64%
Cat. Avg.5.86%
3Y
Fund7.45%
Cat. Avg.9.57%
5Y
Fund7.51%
Cat. Avg.8.64%
10Y
Fund3.87%
Cat. Avg.8.40%
SI
Fund4.16%
Cat. Avg.9.08%
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.
No available Data
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61002 | +1.7% | +3.5% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.25 L. | +4.5% | +4.6% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.96 L. | +8.8% | +5.8% |
| 5Y | 09 Aug, 21 | 3 L. | 3.59 L. | +19.7% | +7.3% |
| 10Y | 08 Aug, 16 | 6 L. | 7.89 L. | +31.4% | +5.4% |
| SI | 08 Jun, 15 | 6.70 L. | 8.96 L. | +33.8% | +5.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 14 Jul, 25 | 1 L. | 1.04 L. | +3.9% | +3.9% |
| 2Y | 15 Jul, 24 | 1 L. | 1.09 L. | +9.4% | +4.6% |
| 3Y | 14 Jul, 23 | 1 L. | 1.24 L. | +24.0% | +7.4% |
| 5Y | 14 Jul, 21 | 1 L. | 1.44 L. | +43.7% | +7.5% |
| 10Y | 14 Jul, 16 | 1 L. | 1.46 L. | +46.2% | +3.9% |
| SI | 04 Jun, 15 | 1 L. | 1.57 L. | +57.3% | +4.2% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
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.