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    • Nippon India Equity Savings of Inc Distribution cum Cap withdrawal fund (PIDCW-M)

    Formerly Nippon India Equity Savings Mn DP

    Nippon Mutual Fund

    Nippon India Equity Savings of Inc Distribution cum Cap withdrawal fund (PIDCW-M)

    HybridEquity Savings

    10.4487

    NAV (Sep 16)

    2.3%
    5 Year CAGR
    Scripbox Opinion

    Not Recommended

    Click here for top ranked funds in equity savings mutual funds.

    However, Scripbox does not recommend investing in equity savings mutual funds.

    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 Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    6 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

    Relative Size

    258 Cr. Medium within the category

    Category View

    Relatively Poor. The category has a relatively poor investment outlook

    Consistency Of Performance

    Poor. The historical performance of the fund has been poor

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      Historical growth rate of 12% per annum
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      Recommended Duration 1 - 5 years
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      No Lock-in
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      Expert Investing Only

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    Historical NAV

    10.4487

    NAV (Sep 16)

    Fund Returns

    21.1%
    Last 1Y
    -1.4%
    Last 3Y
    2.3%
    Last 5Y
    NA
    Last 10Y
    3.3%
    Since Inception
    info-icon-blue

    Scheme Information

    Investment Objective

    The primary investment objective of this fund is to generate income and capital appreciation by investing in arbitrage opportunities & pure equity investments along with investments in debt securities & money market instruments. However,there can be no assurance or guarantee that the investment objective of the scheme will be achieved.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

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    Moderately High risk

    Expense Ratio
    2.54 %
    Launched (6y ago)
    May 30, 2015
    AUM in Crores
    ₹ 258
    ISIN
    INF204KA1W51
    Lock-in
    No Lock-in
    Benchmark
    NIFTY Equity Savings TR INR
    SIP Minimum
    ₹ 1,000
    Lumpsum Min.
    ₹ 5,000
    Fund Managers
    user-avatar

    Anand Gupta

    Fund Manager

    user-avatar

    Kinjal Desai

    Fund Manager

    user-avatar

    Sanjay H Parekh

    Fund Manager

    user-avatar

    Sushil Budhia

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
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      Expert Investing Only
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    comparison

    Comparison with Hybrid Funds

    Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

    Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

    Aggressive Hybrid

    26 Years

    Age

    5

    Track Record

    ICICI Prudential Equity & Debt Fund (G)

    ICICI Prudential Equity & Debt Fund (G)

    Aggressive Hybrid

    22 Years

    Age

    5

    Track Record

    ICICI Prudential Savings Fund (G)

    ICICI Prudential Savings Fund (G)

    Conservative Hybrid

    17 Years

    Age

    5

    Track Record

    Sundaram Equity Hybrid Fund (G)

    Sundaram Equity Hybrid Fund (G)

    Aggressive Hybrid

    21 Years

    Age

    5

    Track Record

    HDFC Hybrid Debt Fund (G)

    HDFC Hybrid Debt Fund (G)

    Conservative Hybrid

    18 Years

    Age

    5

    Track Record

    amc-icon

    About the AMC

    Nippon Life India Asset Management Ltd

    Nippon Life India Asset Management Ltd manages assets worth 239,589 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 90 equity,369 debt and 34 hybrid funds.

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  • tel-amc-about
    022-33031000
  • mail-amc-about
    customer_care@reliancemutual.com
  • Nippon India Liquid Fund (G)

    Nippon India Liquid Fund (G)

    Liquid

    Recommended

    Top Ranked

    ₹ 24,715 Cr

    Fund Size

    5.10%

    3 Year CAGR

    3 Y CAGR

    Nippon India Growth Fund (G)

    Nippon India Growth Fund (G)

    Mid Cap

    Recommended

    Top Ranked

    ₹ 11,321 Cr

    Fund Size

    18.10%

    5 Year CAGR

    5 Y CAGR

    Nippon India Liquid Fund Retail (G)

    Nippon India Liquid Fund Retail (G)

    Liquid

    Top Ranked

    ₹ 24,715 Cr

    Fund Size

    4.40%

    3 Year CAGR

    3 Y CAGR

    Nippon India Growth Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    Nippon India Growth Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    Mid Cap

    Top Ranked

    ₹ 11,321 Cr

    Fund Size

    17.30%

    5 Year CAGR

    5 Y CAGR

    Nippon India Liquid Fund Retail Inc Dist cum Cap Wdrl (D-Q)

    Nippon India Liquid Fund Retail Inc Dist cum Cap Wdrl (D-Q)

    Liquid

    Top Ranked

    ₹ 24,715 Cr

    Fund Size

    3.40%

    3 Year CAGR

    3 Y CAGR

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Nippon India Equity Savings of Inc Distribution cum Cap withdrawal fund (PIDCW-M)

    About Nippon India Equity Savings of Inc Distribution cum Cap withdrawal fund (PIDCW-M)

    Nippon India Equity Savings of Inc Distribution cum Cap withdrawal fund (PIDCW-M) is a Equity Savings Hybrid fund and has delivered an annualised return of 3.3% over a period of 6 years. The fund was previously known as Nippon India Equity Savings Mn DP . The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Anand Gupta, Kinjal Desai, Sanjay H Parekh, Sushil Budhia

    Nippon India Equity Savings of Inc Distribution cum Cap withdrawal fund (PIDCW-M) Investment Objective

    The primary investment objective of this fund is to generate income and capital appreciation by investing in arbitrage opportunities & pure equity investments along with investments in debt securities & money market instruments. However,there can be no assurance or guarantee that the investment objective of the scheme will be achieved. . However, there is no assurance that the objective of the scheme will be realized.

    Nippon India Equity Savings of Inc Distribution cum Cap withdrawal fund (PIDCW-M) NAV,AUM,Risk

    The Nippon India Equity Savings of Inc Distribution cum Cap withdrawal fund (PIDCW-M) fund was launched on May 30, 2015. The NAV (Net Asset Value) of this Equity Savings Hybrid fund as of 2021-09-16 is ₹10.45. The total AUM (Asset Under Management) of the fund as of 17/09/2021 is ₹257.388. The category risk of the Nippon India Equity Savings of Inc Distribution cum Cap withdrawal fund (PIDCW-M) fund is Moderately High risk. The fund charges 2.54 % as expense ratio.

    Nippon India Equity Savings of Inc Distribution cum Cap withdrawal fund (PIDCW-M) Holdings

    The fund’s highest allocation is towards Equity and has invested 39.2% in this asset class. The top three holdings of the fund are , cash offset for derivatives , grasim industries ltd , future on grasim industries ltd , 8.35% govt stock 2022 , larsen & toubro ltd , axis bank ltd , tata steel ltd , future on larsen & toubro ltd , housing development finance corp ltd , hdfc bank ltd , icici bank ltd , 6.10% govt stock 2031 , indinfravit trust , 5.63% govt stock 2026 , infosys ltd , future on tata steel ltd , reliance industries ltd , future on axis bank ltd , future on housing development finance corp ltd , rural electrification corporation limited , cash margin - derivatives , bharti airtel ltd , triparty repo , icici prudential life insurance company limited , welspun enterprises ltd , hindustan unilever ltd , the indian hotels company limited , sun pharmaceuticals industries ltd , state bank of india , cipla ltd , maruti suzuki india ltd , net current assets , upl ltd , future on upl ltd 5 % opt conv pref registered shs 2016-09.02.18 , future on icici bank ltd , hcl technologies ltd , future on cipla ltd , tata consultancy services ltd , hdfc life insurance company limited , jindal steel & power ltd , apollo tyres ltd , future on apollo tyres ltd , future on maruti suzuki india ltd , itc ltd , mahindra & mahindra ltd , future on mahindra & mahindra ltd , future on dlf ltd , sbi life insurance company limited , tata motors ltd , future on sbi life insurance company limited , dlf ltd , aditya birla capital ltd , future on marico ltd , marico ltd

    Nippon India Equity Savings of Inc Distribution cum Cap withdrawal fund (PIDCW-M) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

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