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  • Nippon India Mutual Fund
  • Nippon India Equity Savings Fund (PIDCW-I)
Nippon Mutual Fund

Nippon India Equity Savings Fund (PIDCW-I)

HybridEquity Savings

13.2477

NAV (Nov 08)

5.497%
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 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 ->

Downside Protection Measure

Neutral

The performance of the fund on a Downside Protection Measure metric has been Neutral

Fund Size

Satisfactory

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

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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

13.2477

NAV (Nov 8)

Fund Returns

Last 1Y
12%
Last 3Y
7.5%
Last 5Y
5.5%
Last 10Y
NA
Since Inception
4.7%
6 Month CAGR
4.5%

Scheme Information

Investment Objective

The scheme seeks to generate income and capital appreciation by investing in arbitrage opportunities & pure equity investments along with investments in debt securities & money market instruments.

Expense Ratio
1.71%
Launched 9Y ago
2015-05-30
AUM in Crores
658.1
ISIN
INF204KA1W10
Lock-in (days)
No Lock-in
Benchmark
NIFTY Equity Savings Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
4
Beta
0.6
Sharpe Ratio
0.5
YTM
-
Fund Managers

Anand Devendra Gupta

Fund Manager

Ashutosh Bhargava

Fund Manager

Dhrumil Shah

Fund Manager

Kinjal Desai

Fund Manager

Sushil Budhia

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Nippon India Equity Savings Fund (PIDCW-I)70%8,36,067 1,03,4555.5%
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.

Asset allocation and Holdings

Last updated on 2024-02-06

Top Stock Holdings

Others

47.32%
47.316%

Larsen & Toubro Ltd.

5.57%
5.574%

HDFC Bank Ltd.

4.99%
4.994%

Coal India Ltd.

4.92%
4.916%

GOI

4.79%
4.793%
See all holdings

Allocation by Sector

Financial

7.38%
7.378084%

Technology

2.92%
2.921034%

Energy

2.75%
2.754567%

Capital Goods

1.67%
1.670862%

Automobile

1.64%
1.640091%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
icici-prudential
ICICI Prudential Multi Asset Fund (G)

₹ 50,495 cr

₹ 3,319 cr

₹ 12,689 cr

₹ 5,410 cr

₹ 24,796 cr

amc-img

About the AMC

Nippon India Mutual Fund

Reliance Nippon India Mutual Fund was established in 1996. It is a joint venture between India's Reliance Mutual Fund and Japan's Nippon Life Insurance Company. It is india's top asset management company with a total AUM of Rs 1.8 Lac Crore with about 91.9 lac active folios. It is the first compnay to be listed and traded on both the NSE and Bombay Stock Exchange (BSE).amc-img
Fund NameScripbox Opinion
Till Date CAGR
reliance-nippon-life
Nippon India Arbitrage Fund (G)

6%

6.9%

7%

8.8%

15.5%

20.8%

19.2%

13.4%

15.6%

8.3%

Nippon India Equity Savings Fund (PIDCW-I) Review

Nippon India Equity Savings Fund (PIDCW-I) is a Equity Savings Hybrid fund and has delivered an annualised return of 4.73% over 9 years. The fund has grown over a period of 9 years. The fund is managed by Nippon India Mutual Fund. The fund managers are Anand Devendra Gupta, Ashutosh Bhargava, Dhrumil Shah, Kinjal Desai, Sushil Budhia.

Nav of Nippon India Equity Savings Fund (PIDCW-I) as of 11/8/2024 is ₹13.25 with the total AUM as of 11/9/2024 is ₹658.09. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Equity Savings Fund (PIDCW-I) was launched on 2015-05-30. The category risk of the fund is Moderate.

The minimum SIP amount for Nippon India Equity Savings Fund (PIDCW-I) 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-I)?

It 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 (PIDCW-I)?

You can invest in Nippon India Equity Savings Fund (PIDCW-I) 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-I)?

The minimum sip amount for Nippon India Equity Savings Fund (PIDCW-I) is ₹1000. You can invest in multiples of ₹5000.

Is Nippon India Equity Savings Fund (PIDCW-I) good to invest in?

According to Scripbox opinion, it is a 1-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.

What is the expense ratio of the Nippon India Equity Savings Fund (PIDCW-I)?

The expense ratio of the Nippon India Equity Savings Fund (PIDCW-I) is 1.71% for regular plan.

What is the NAV of Nippon India Equity Savings Fund (PIDCW-I)?

Today's Nippon India Equity Savings Fund (PIDCW-I) NAV is ₹13.25.