- Mutual Funds
- Nippon India Mutual Fund
- Nippon India Equity Savings Fund (PIDCW-Q)
Nippon India Equity Savings Fund (PIDCW-Q)
₹ 13.0989
NAV (Oct 17)
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
₹ 13.0989
NAV (Oct 17)
Fund Returns
Last 1Y | 12.3% |
Last 3Y | 7.4% |
Last 5Y | 6.1% |
Last 10Y | NA |
Since Inception | 4.8% |
6 Month CAGR | 5.8% |
Scheme Information
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 | 1.69% |
Launched 9Y ago | 2015-05-30 |
AUM in Crores | 658.1 |
ISIN | INF204KA1W36 |
Lock-in | No Lock-in |
Benchmark | NIFTY Equity Savings Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 4.1 |
Beta | 0.6 |
Sharpe Ratio | 0.8 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Nippon India Equity Savings Fund (PIDCW-Q) | 8,48,999 | 1,16,387 | 6.1% | |
| 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
Others
47.32%Larsen & Toubro Ltd.
5.57%HDFC Bank Ltd.
4.99%Coal India Ltd.
4.92%GOI
4.79%Allocation by Sector
Financial
7.44%Technology
3.48%Energy
2.19%Automobile
1.94%Capital Goods
1.56%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 50,495 cr | ||
₹ 3,342 cr | ||
₹ 5,410 cr | ||
₹ 12,689 cr | ||
₹ 24,796 cr |
About the AMC
Nippon India Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6% | 6.9% | ||
7.2% | 8.9% | ||
15.8% | 20.9% | ||
19.4% | 13.6% | ||
15.3% | 8.4% |
Nippon India Equity Savings Fund (PIDCW-Q) Review
Nippon India Equity Savings Fund (PIDCW-Q) is a Equity Savings Hybrid fund and has delivered an annualised return of 4.81% 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-Q) as of 10/17/2024 is ₹13.10 with the total AUM as of 10/18/2024 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-Q) was launched on 2015-05-30. The category risk of the fund is High.
The minimum SIP amount for Nippon India Equity Savings Fund (PIDCW-Q) 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-Q)?
How to invest in Nippon India Equity Savings Fund (PIDCW-Q)?
You can invest in Nippon India Equity Savings Fund (PIDCW-Q) 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-Q)?
The minimum sip amount for Nippon India Equity Savings Fund (PIDCW-Q) is ₹1000. You can invest in multiples of ₹5000.
Is Nippon India Equity Savings Fund (PIDCW-Q) 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-Q)?
The expense ratio of the Nippon India Equity Savings Fund (PIDCW-Q) is 1.69% for regular plan.
What is the NAV of Nippon India Equity Savings Fund (PIDCW-Q)?
Today's Nippon India Equity Savings Fund (PIDCW-Q) NAV is ₹13.10.