- Mutual Funds
- Nippon Mutual Fund
- Nippon India Equity Savings fund (Growth)
Formerly Reliance Equity Savings Gr
Nippon India Equity Savings fund (Growth)
₹ 12.5958
NAV (Mar 20)
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
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Nippon India Equity Savings fund (Growth) | 737,806 | 5,194 | 0.3% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
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
Top Stock Holdings
cash offset for derivatives
44.3%larsen & toubro ltd
8.9%cash margin - derivatives
7.5%future on larsen & toubro ltd
7.2%triparty repo
6.5%Allocation by Sector
financial services
19.4%basic materials
16.4%industrials
8.9%technology
8.2%energy
5.9%Compare Nippon India Equity Savings fund (Growth)
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 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.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
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)?
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.