- Mutual Funds
- Nippon Mutual Fund
- Nippon India Equity Savings fund (PIDCW-A)
Formerly Nippon India Equity Savings DP
Nippon India Equity Savings fund (PIDCW-A)
₹ 11.8179
NAV (Oct 03)
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 Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.8179
NAV (Oct 3)
Fund Returns
Last 1Y | 11.9% |
Last 3Y | 11.2% |
Last 5Y | 1.8% |
Last 10Y | NA |
Since Inception | 3.8% |
6 Month CAGR | 9.4% |
Scheme Information
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.
Expense Ratio | 1.66 |
Launched (8y ago) | May 30, 2015 |
AUM in Crores | 236.482 |
ISIN | INF204KA1W10 |
Lock-in | No Lock-in |
Benchmark | NIFTY Equity Savings TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 5.3 |
Standard Deviation (5yr) | 10.6 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.122 |
Sharpe Ratio (5yr) | -0.246 |
YTM | 7.08 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Nippon India Equity Savings fund (PIDCW-A) | 7,64,522 | 31,910 | 1.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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
49%larsen & toubro ltd
8.5%future on larsen & toubro ltd
7%triparty repo
5.9%cash margin - derivatives
5.7%Allocation by Sector
financial services
16.8%basic materials
13%consumer defensive
9.1%industrials
8.7%technology
6.1%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 25,274 cr | ||
₹ 9,394 cr | ||
₹ 3,302 cr | ||
₹ 1,335 cr | ||
₹ 978 cr |
About the AMC
Nippon Life India Asset Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.8% | 6.8% | ||
4.8% | 5.6% | ||
4.8% | 6.6% | ||
4.8% | 6.6% | ||
4.8% | 5.6% |
Nippon India Equity Savings fund (PIDCW-A) Review
Nippon India Equity Savings fund (PIDCW-A) is a Equity Savings Hybrid fund and has delivered an annualised return of 3.8% over a period of 8 years. The fund was previously known as Nippon India Equity Savings DP. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Akshay Sharma, Anand Gupta, Dhrumil Shah, Kinjal Desai, Sushil Budhia.
Nav of Nippon India Equity Savings fund (PIDCW-A) as of 10/3/2023 is ₹11.82 with the total AUM as of 10/4/2023 is ₹236.482. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Equity Savings fund (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A)?
How to invest in Nippon India Equity Savings fund (PIDCW-A)?
You can invest in Nippon India Equity Savings fund (PIDCW-A) 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 (PIDCW-A)?
The minimum sip amount for Nippon India Equity Savings fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Nippon India Equity Savings fund (PIDCW-A) good to invest in?
As per Scripbox experts, Nippon India Equity Savings fund (PIDCW-A) is a Not Recommended fund. You can investNippon India Equity Savings fund (PIDCW-A) 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 (PIDCW-A)?
The expense ratio of the Nippon India Equity Savings fund (PIDCW-A) is 1.66% for regular plan.