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  • Nippon Mutual Fund
  • Nippon India Equity Savings fund (Growth)

Formerly Reliance Equity Savings Gr

Nippon Mutual Fund

Nippon India Equity Savings fund (Growth)

HybridEquity Savings

12.5958

NAV (Mar 20)

0.3%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in equity savings mutual funds.

Equity savings funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Equity Savings funds are primarily equity funds with a small exposure of minimum 10% to debt instruments.

These funds are close to equity funds in terms of market linked fluctuations.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

12.5958

NAV (Mar 20)

Fund Returns

Last 1Y

2.6%

Last 3Y

10.6%

Last 5Y

0.3%

Last 10Y

NA

Since Inception

3%

6 Month CAGR

1.3%

Scheme Information

Investment Objective

Nippon India Equity Savings Fund seeks to invest in combination of Active Equities,Arbitrage Opportunities and Fixed Income securities. The fund endeavors to capture the Equity growth potential along with moderate volatility & regular income through investment in arbitrage opportunities and fixed income securities. The fund attempts to provide higher growth potential than debt funds due to moderate equity exposure and relatively lower volatility than equity funds through allocation to fixed income instruments & arbitrage opportunities.

Expense Ratio

1.57

Launched (8y ago)

May 30, 2015

AUM in Crores

178.791

ISIN

INF204KA1V94

Lock-in

No Lock-in

Benchmark

NIFTY Equity Savings TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

12.6

Standard Deviation (5yr)

10.7

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.049

Sharpe Ratio (5yr)

-0.397

YTM

7.19

Fund Managers

Dhrumil Shah

Fund Manager

Kinjal Desai

Fund Manager

Sushil Budhia

Fund Manager

Anand Gupta

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Nippon India Equity Savings fund (Growth)70%737,806 5,1940.3%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-03-20

Top Stock Holdings

cash offset for derivatives

44.3%
44.3%

larsen & toubro ltd

8.9%
8.9%

cash margin - derivatives

7.5%
7.5%

future on larsen & toubro ltd

7.2%
7.2%

triparty repo

6.5%
6.5%
See all holdings

Allocation by Sector

financial services

19.4%
19.4%

basic materials

16.4%
16.4%

industrials

8.9%
8.9%

technology

8.2%
8.2%

energy

5.9%
5.9%
See all sectors

Compare Nippon India Equity Savings fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,232 cr

₹ 1,013 cr

₹ 634 cr

₹ 2,695 cr

₹ 3,212 cr

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 238,077 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 99 equity,377 debt and 32 hybrid funds.

amc-img

  • 022-33031000
  • customer_care@reliancemutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Nippon India Value Fund (G)
    Nippon India Value Fund (G)

    27.8%

    15%

    4%

    6.8%

    3.9%

    6.6%

    27.8%

    16.7%

    4%

    5.5%

    Nippon India Equity Savings fund (G) Review

    Nippon India Equity Savings fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 3% over a period of 7 years. The fund was previously known as Reliance Equity Savings Gr. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Anand Gupta, Dhrumil Shah, Kinjal Desai, Sushil Budhia.

    Nav of Nippon India Equity Savings fund (G) as of 3/20/2023 is ₹12.60 with the total AUM as of 3/20/2023 is ₹178.791. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Equity Savings fund (G) was launched on May 30, 2015. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for Nippon India Equity Savings fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is Nippon India Equity Savings fund (G)?

    Nippon India Equity Savings fund (G) is a Equity Savings Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

    How to invest in Nippon India Equity Savings fund (G)?

    You can invest in Nippon India Equity Savings fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Nippon India Equity Savings fund (G)?

    The minimum sip amount for Nippon India Equity Savings fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Nippon India Equity Savings fund (G) good to invest in?

    As per Scripbox experts, Nippon India Equity Savings fund (G) is a Not Recommended fund. You can investNippon India Equity Savings fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Nippon India Equity Savings fund (G)?

    The expense ratio of the Nippon India Equity Savings fund (G) is 1.57% for regular plan.