Nippon India Equity Savings Fund - 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
Fund2.93%
Cat. Avg.3.79%
2Y
Fund3.67%
Cat. Avg.4.64%
3Y
Fund6.27%
Cat. Avg.8.26%
5Y
Fund6.68%
Cat. Avg.7.43%
10Y
Fund2.74%
Cat. Avg.7.23%
SI
Fund2.99%
Cat. Avg.7.89%
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 | 07 Aug, 25 | 60000 | 60791 | +1.3% | +2.7% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.24 L. | +3.6% | +3.6% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.93 L. | +7.3% | +4.8% |
| 5Y | 09 Aug, 21 | 3 L. | 3.50 L. | +16.8% | +6.3% |
| 10Y | 08 Aug, 16 | 6 L. | 7.59 L. | +26.5% | +4.6% |
| SI | 08 Jun, 15 | 6.70 L. | 8.55 L. | +27.6% | +4.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.03 L. | +2.7% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 1.07 L. | +7.3% | +3.6% |
| 3Y | 20 Jul, 23 | 1 L. | 1.20 L. | +20.0% | +6.3% |
| 5Y | 20 Jul, 21 | 1 L. | 1.38 L. | +38.1% | +6.7% |
| 10Y | 20 Jul, 16 | 1 L. | 1.31 L. | +31.0% | +2.7% |
| SI | 04 Jun, 15 | 1 L. | 1.39 L. | +38.8% | +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.