Nippon India Equity Savings Fund - 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
Fund2.09%
Cat. Avg.3.58%
2Y
Fund4.18%
Cat. Avg.5.54%
3Y
Fund6.60%
Cat. Avg.8.93%
5Y
Fund6.79%
Cat. Avg.7.71%
10Y
Fund2.98%
Cat. Avg.7.47%
SI
Fund3.01%
Cat. Avg.7.66%
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 | 60112 | +0.2% | +0.4% |
| 2Y | 07 Jun, 24 | 1.20 L. | 1.23 L. | +2.7% | +2.7% |
| 3Y | 07 Jun, 23 | 1.80 L. | 1.92 L. | +6.8% | +4.4% |
| 5Y | 07 Jun, 21 | 3 L. | 3.49 L. | +16.3% | +6.0% |
| 10Y | 07 Jun, 16 | 6 L. | 7.44 L. | +24.0% | +4.2% |
| SI | 08 Jun, 15 | 6.60 L. | 8.26 L. | +25.2% | +4.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 29 May, 25 | 1 L. | 1.02 L. | +2.1% | +2.1% |
| 2Y | 29 May, 24 | 1 L. | 1.09 L. | +8.5% | +4.2% |
| 3Y | 29 May, 23 | 1 L. | 1.21 L. | +21.1% | +6.6% |
| 5Y | 31 May, 21 | 1 L. | 1.38 L. | +38.3% | +6.7% |
| 10Y | 30 May, 16 | 1 L. | 1.34 L. | +33.8% | +3.0% |
| SI | 04 Jun, 15 | 1 L. | 1.39 L. | +38.6% | +3.0% |
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.