Nippon India Equity Savings Fund - Direct Plan - Quarterly 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
Fund3.76%
Cat. Avg.4.69%
2Y
Fund4.63%
Cat. Avg.5.63%
3Y
Fund7.45%
Cat. Avg.9.35%
5Y
Fund7.48%
Cat. Avg.8.49%
10Y
Fund3.89%
Cat. Avg.8.28%
SI
Fund4.02%
Cat. Avg.9.09%
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 | 61015 | +1.7% | +3.6% |
| 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. | 7.96 L. | +32.7% | +5.6% |
| SI | 08 Jun, 15 | 6.70 L. | 9.02 L. | +34.7% | +5.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 1.04 L. | +3.8% | +3.8% |
| 2Y | 15 Jul, 24 | 1 L. | 1.09 L. | +9.5% | +4.6% |
| 3Y | 17 Jul, 23 | 1 L. | 1.24 L. | +23.9% | +7.4% |
| 5Y | 15 Jul, 21 | 1 L. | 1.43 L. | +43.4% | +7.5% |
| 10Y | 15 Jul, 16 | 1 L. | 1.46 L. | +46.4% | +3.9% |
| SI | 04 Jun, 15 | 1 L. | 1.55 L. | +54.9% | +4.0% |
SIP Planner
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 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.