Nippon India Equity Savings Growth
- Equity Savings
- Hybrid
- Moderate Risk
Explore On
Rating:
2
Key Metrics
Aum
₹853.22 Cr
Expense Ratio
1.32%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹100.00
Launch Date
30 May 2015
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -0.46% | -- |
| 3 Months | -0.25% | -- |
| 6 Months | -0.71% | -- |
| 1 Year | +1.67% | +1.67% |
| 2 Years | -- | +3.67% |
| 3 Years | +20.68% | +6.47% |
| 5 Years | +36.41% | +6.41% |
| Since Launch | +61.86% | +4.46% |
Holdings as on 14 June 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Cash Offset For Derivatives | 362.97 | 42.54 |
| ICICI Bank | 72.07 | 8.45 |
| HDFC Bank | 57.35 | 6.72 |
| Bharti Airtel | 47.44 | 5.56 |
| Mahindra & Mahindra Ltd | 44.73 | 5.24 |
| Reliance Industries | 43.93 | 5.15 |
| 7.32% Govt Stock 2030 | 35.83 | 4.20 |
| Kotak Mahindra Bank | 35.19 | 4.12 |
| Eternal | 33.69 | 3.95 |
| Triparty Repo | 32.30 | 3.79 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.05
Sharpe Ratio
3.83%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| HSBC Equity Savings Growth | +10.1% | +12.84% | +10.63% |
| UTI Equity Savings Fund Regular Growth | +1.41% | +8.43% | +8.21% |
| Axis Equity Savings Fund Regular Plan Growth | +1.68% | +8.66% | +7.36% |
| Franklin India Equity Savings Fund Regular Growth | +2.53% | +7.19% | +6.55% |
| Nippon India Equity Savings Growth | +1.67% | +6.47% | +6.41% |
Results are calculated on CAGR basis
About Fund
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.
The Nippon India Equity Savings Growth has an AUM of 853.22 crores & has delivered CAGR of 6.41 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.32%. The minimum investment in Nippon India Equity Savings Growth is Rs 5000 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Low & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include Cash Offset For Derivatives, ICICI Bank, HDFC Bank, Bharti Airtel.
The major sectors where the fund is invested are Regional Banks, Auto & Truck Manufacturers, Oil & Gas Operations, Communications Services.
Some of the similar funds are HSBC Equity Savings Growth, UTI Equity Savings Fund Regular Growth, Axis Equity Savings Fund Regular Plan Growth, Franklin India Equity Savings Fund Regular Growth, Nippon India Equity Savings Growth. Nippon India Equity Savings Growth has a sharpe ratio of 0.05 & a standard deviation of 3.83%.
FAQs
According to the morning star rating Nippon India Equity Savings Growth has a Low risk & Moderate return.
Nippon India Equity Savings Growth is managed by Ashutosh Bhargava,Herin Visaria,Sushil Budhia,Amber Singhania.
The expense ratio of Nippon India Equity Savings Growth is 1.32%.
The 5 year annualized return on Nippon India Equity Savings Growth is 6.41% & it has generated 1.67% in the last 1 year.
The minimum investment in Nippon India Equity Savings Growth is 5000 Rs.
Nippon India Equity Savings Growth has an AUM of 853.22 crores.
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