• Mutual Funds
  • Nippon Mutual Fund
  • Nippon India Equity Savings fund (RIDCW-Q)

Formerly Nippon India Equity Savings Qt DR

Nippon Mutual Fund

Nippon India Equity Savings fund (RIDCW-Q)

HybridEquity Savings

10.4973

NAV (Oct 04)

-0.3%
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 ->

Fund Size

₹ 201 Cr

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

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

View all 7 analysis

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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

10.4973

NAV (Oct 4)

Fund Returns

Last 1Y

0.1%

Last 3Y

2.4%

Last 5Y

-0.3%

Last 10Y

NA

Since Inception

2.6%

6 Month CAGR

-0.3%

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.

Expense Ratio

1.66

Launched (7y ago)

May 30, 2015

AUM in Crores

201.230

ISIN

INF204KA1W44

Lock-in

No Lock-in

Benchmark

NIFTY Equity Savings TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Dhrumil Shah

Fund Manager

Kinjal Desai

Fund Manager

Sushil Budhia

Fund Manager

Anand Gupta

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-10-04

Top Stock Holdings

cash offset for derivatives

44%
44%

cash margin - derivatives

14.1%
14.1%

larsen & toubro ltd

7.2%
7.2%

reliance industries ltd

6%
6%

future on larsen & toubro ltd

5.8%
5.8%
See all holdings

Allocation by Sector

financial services

16.9%
16.9%

basic materials

15.5%
15.5%

industrials

7.2%
7.2%

technology

6.9%
6.9%

energy

6.2%
6.2%
See all sectors

Compare Nippon India Equity Savings fund (RIDCW-Q)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 20,359 cr

₹ 3,320 cr

₹ 2,749 cr

₹ 390 cr

₹ 583 cr

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 247,301 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 99 equity,374 debt and 32 hybrid funds.

amc-img

  • 022-33031000
  • customer_care@reliancemutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Nippon India Value Fund (G)
    Nippon India Value Fund (G)

    19.4%

    15.5%

    4.1%

    6.8%

    19.1%

    17.4%

    4%

    5.5%

    4%

    6.6%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Nippon India Equity Savings fund (RIDCW-Q) Review

    Nippon India Equity Savings fund (RIDCW-Q) is a Equity Savings Hybrid fund and has delivered an annualised return of 2.6% over a period of 7 years. The fund was previously known as Nippon India Equity Savings Qt DR. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Anand Gupta, Dhrumil Shah, Kinjal Desai, Sushil Budhia.

    Nav of Nippon India Equity Savings fund (RIDCW-Q) as of 10/4/2022 is ₹10.50 with the total AUM as of 10/5/2022 is ₹201.23. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Equity Savings fund (RIDCW-Q) 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 (RIDCW-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 (RIDCW-Q)?

    Nippon India Equity Savings fund (RIDCW-Q) is a Equity Savings Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in Nippon India Equity Savings fund (RIDCW-Q)?

    You can invest in Nippon India Equity Savings fund (RIDCW-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 (RIDCW-Q)?

    The minimum sip amount for Nippon India Equity Savings fund (RIDCW-Q) is ₹1000. You can invest in multiples of ₹5000.

    Is Nippon India Equity Savings fund (RIDCW-Q) good to invest in?

    As per Scripbox experts, Nippon India Equity Savings fund (RIDCW-Q) is a Not Recommended fund. You can investNippon India Equity Savings fund (RIDCW-Q) 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 (RIDCW-Q)?

    The expense ratio of the Nippon India Equity Savings fund (RIDCW-Q) is 1.66% for regular plan.