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

Formerly Nippon India Equity Savings Mn DR

Nippon Mutual Fund

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

HybridEquity Savings

10.5711

NAV (Oct 21)

2.5%
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

251 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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Historical NAV

10.5711

NAV (Oct 21)

Fund Returns

Last 1Y
21.1%
Last 3Y
0.7%
Last 5Y
2.5%
Last 10Y
NA
Since Inception
3.4%
6 Month CAGR
11%
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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
250.718
ISIN
INF204KA1W69
Lock-in
No Lock-in
Benchmark
NIFTY Equity Savings TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
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Anand Gupta

Fund Manager

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Kinjal Desai

Fund Manager

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Sanjay H Parekh

Fund Manager

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Sushil Budhia

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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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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
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 1,957 cr

5

₹ 2,690 cr

5

₹ 3,398 cr

5

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About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 240,382 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
  • Fund NameScripbox Opinion
    Till Date CAGR

    Nippon India Liquid Fund (G)

    recommended-badge

    5%

    7%

    recommended-badge

    28.2%

    22.8%

    top-ranked-badge

    4.3%

    6.7%

    top-ranked-badge

    26.8%

    22.5%

    top-ranked-badge

    3.4%

    5.4%

    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

    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

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    TRUST

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    Investing has helped me dream bigger for my life
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    About Nippon India Equity Savings of Inc Distribution cum Cap withdrawal fund (RIDCW-M)

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

    Nippon India Equity Savings of Inc Distribution cum Cap withdrawal fund (RIDCW-M) is a Equity Savings Hybrid fund and has delivered an annualised return of 3.4% over a period of 6 years. The fund was previously known as Nippon India Equity Savings Mn DR . 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 (RIDCW-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 (RIDCW-M) NAV,AUM,Risk

    The Nippon India Equity Savings of Inc Distribution cum Cap withdrawal fund (RIDCW-M) fund was launched on May 30, 2015. The NAV (Net Asset Value) of this Equity Savings Hybrid fund as of 2021-10-21 is ₹10.57. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹250.718. The category risk of the Nippon India Equity Savings of Inc Distribution cum Cap withdrawal fund (RIDCW-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 (RIDCW-M) Holdings

    The fund’s highest allocation is towards Equity and has invested 39.7% in this asset class. The top three holdings of the fund are , cash offset for derivatives , grasim industries ltd , 8.35% govt stock 2022 , future on grasim industries ltd , larsen & toubro ltd , axis bank ltd , future on larsen & toubro ltd , housing development finance corp ltd , tata steel ltd , hdfc bank ltd , icici bank ltd , 5.63% govt stock 2026 , 6.10% govt stock 2031 , reliance industries ltd , indinfravit trust , infosys ltd , future on tata steel ltd , future on axis bank ltd , future on housing development finance corp ltd , net current assets , cash margin - derivatives , rural electrification corporation limited , bharti airtel ltd , icici prudential life insurance company limited , welspun enterprises ltd , triparty repo , maruti suzuki india ltd , state bank of india , sun pharmaceuticals industries ltd , cipla ltd , hindustan unilever ltd , future on upl ltd , future on icici bank ltd , upl ltd , hcl technologies ltd , future on cipla ltd , tata consultancy services ltd , hdfc life insurance company limited , jindal steel & power ltd , future on apollo tyres ltd , apollo tyres ltd , itc ltd , future on maruti suzuki india ltd , future on dlf ltd , tata motors ltd , future on mahindra & mahindra ltd , mahindra & mahindra ltd , dlf ltd , sbi life insurance company limited , future on sbi life insurance company limited , marico ltd , future on marico ltd

    Nippon India Equity Savings of Inc Distribution cum Cap withdrawal fund (RIDCW-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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