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
Fund3.15%
Cat. Avg.3.91%
2Y
Fund5.67%
Cat. Avg.7.06%
3Y
Fund7.59%
Cat. Avg.9.55%
5Y
Fund7.60%
Cat. Avg.8.43%
10Y
Fund3.82%
Cat. Avg.8.35%
SI
Fund3.91%
Cat. Avg.8.68%
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 | 09 Jun, 25 | 60000 | 60403 | +0.7% | +1.3% |
| 2Y | 07 Jun, 24 | 1.20 L. | 1.25 L. | +3.8% | +3.6% |
| 3Y | 07 Jun, 23 | 1.80 L. | 1.95 L. | +8.5% | +5.4% |
| 5Y | 07 Jun, 21 | 3 L. | 3.58 L. | +19.3% | +7.0% |
| 10Y | 07 Jun, 16 | 6 L. | 7.88 L. | +31.4% | +5.3% |
| SI | 08 Jun, 15 | 6.60 L. | 8.79 L. | +33.1% | +5.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 04 Jun, 25 | 1 L. | 1.03 L. | +3.1% | +3.2% |
| 2Y | 04 Jun, 24 | 1 L. | 1.12 L. | +11.7% | +5.7% |
| 3Y | 05 Jun, 23 | 1 L. | 1.24 L. | +24.4% | +7.5% |
| 5Y | 04 Jun, 21 | 1 L. | 1.44 L. | +44.2% | +7.6% |
| 10Y | 06 Jun, 16 | 1 L. | 1.46 L. | +45.6% | +3.8% |
| SI | 04 Jun, 15 | 1 L. | 1.53 L. | +52.6% | +3.9% |
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.