Widely used:
Analyst’s Choice
Value Research Rating
Analyst’s Choice
Riskometer
Moderate
₹16.7186 -0.23%
As on 13-Aug-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Nippon India Equity Savings Fund - Direct Plan
|
|
|
Moderate
|
Please wait... |
0.74 |
|
 |
|
Low to Moderate
|
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0.50 |
||
 |
|
Moderately High
|
Please wait... |
0.69 |
||
|
|
Moderately High
|
Please wait... |
0.32 |
||
|
|
Moderate
|
Please wait... |
0.50 |
₹531 Cr
1.00 (15)
5,000
100
100
60
Investment Strategy
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.
Suitability
"Equity-savings funds invest about a third of your money each in equity shares, bonds and arbitrage opportunities, though these proportions may vary a bit depending upon the market outlook of the fund manager. These funds are suitable for those who cannot withstand too much volatility in the value of their investments and are content with moderate returns which are slightly higher than fixed income options.
They may also suit those looking for a regular income from their accumulation. The debt and arbitrage portions of these funds can provide a moderate, but steady stream of income. The equity allocation, though adds a bit of volatility, but helps boost returns to keep up with the rate of inflation over the long term.
Invest only if your investment horizon is three years or more. To derive dependable income with some degree of inflation protection, invest your accumulated savings in these funds gradually over at least a few months, and then maintain a withdrawal rate in the range of 4-6 per cent of the value of your investment every year."
Capital Gains Taxation
Dividend Taxation
Nippon India Equity Savings Fund - Direct Plan invests about a third of your money each in equity shares, bonds and arbitrage opportunities, though these proportions may vary a bit.
Mutual funds can be bought directly from the website of the fund house. For instance, Nippon India Equity Savings Fund - Direct Plan fund can be purchased from the website of Nippon India Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Nippon India Equity Savings Fund - Direct Plan is ₹16.7186 as of 14-Aug-2024.
The AUM of Nippon India Equity Savings Fund - Direct Plan Fund is ₹531 Cr as of 31-Jul-2024
The riskometer level of Nippon India Equity Savings Fund - Direct Plan is Moderate. See More
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 7.26 06/02/2033 |
4.79
|
|
GOI GOI Sec 7.10 18/04/2029 |
2.85
|
|
GOI Sec 7.26 22/08/2032 |
1.92
|
|
GOI Sec 7.17 17/04/2030 |
1.91
|
|
Indian Railway Finance Corporation Ltd SERIES 129 Debenture 8.45 04/12/2028 |
0.97
|
As of 31-Jul-2024, Nippon India Equity Savings Fund - Direct Plan had invested 50.43% in Cash & Cash Eq., 24.86% in Equity and 24.71% in Debt See More
Nippon India Equity Savings Fund - Direct Plan is 9 years 2 months old. It has delivered 5.74% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
13.12%
|
9.02%
|
5.78%
|
4.38%
|
--
|
5.74%
|
No, There is no lock in period in Nippon India Equity Savings Fund - Direct Plan.
The expense ratio of Nippon India Equity Savings Fund - Direct Plan is 0.74.
Mutual Funds 
Nippon India Nippon India Equity Savings Fund - Direct Plan
