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Nippon India Equity Savings Fund(G)-Direct Plan

Nippon India Equity Savings Fund(G)-Direct Plan

HybridDirect GrowthMedium Risk

+6.80%

5Y annualised

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NAV : 10 Sep 2026

₹18.24

Min. SIP amount

₹100

Fund size (AUM)

771 Cr

Expense ratio

0.74%

Launched on

30 May 2015

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,20,409

Stock Allocation

Stock nameSectorAllocation
Icici Bank LimitedBank9.09%
Mahindra & Mahindra LimitedAutomobile & Ancillaries8.59%
Hdfc Bank LimitedBank7.07%

Fund Composition

771 Cr

Large Cap

65.00%

Mid Cap

7.91%

Others

27.09%

Sector Allocation

771 Cr

Bank

26.68%

Automobile & Ancillaries

14.41%

Government Securities

12.61%

Corporate Debt

9.70%

Crude Oil

4.93%

Telecom

4.75%

Diversified

3.49%

It

2.67%

Others

19.76%

Minimum investments

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

Nil upto 10% of units and for remaining units 1% on or before 15D and Nil after 15D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

SB

Sushil Budhia

Present

DS

Dhrumil Shah

Present

HV

Herin Visaria

Present

Similar/Peer Fund Comparison

Fund name
E

Edelweiss Equity Savings Fund(G)-Direct Plan

+11.44%
H

HSBC Equity Savings Fund(G)-Direct Plan

+12.82%
W

WOC Equity Savings Fund(G)-Direct Plan

+0.00%
M

Mahindra Manulife Equity Savings Fund(G)-Direct Plan

+9.37%
C

Capitalmind Flexi Cap Fund(G)-Direct Plan

+0.00%
M

Mirae Asset Equity Savings Fund(G)-Direct Plan

+9.86%
A

Aditya Birla SL Equity Savings Fund(G)-Direct Plan

+8.07%
A

Axis Equity Savings Fund(G)-Direct Plan

+9.55%

FAQs

Nippon India Equity Savings Fund(G)-Direct Plan is a part of Nippon Life India Asset Management Limited, it was incepted on 30 May 2015. This fund is managed by Sushil Budhia, Dhrumil Shah and Herin Visaria. It is a Hybrid type of fund.

The current NAV of Nippon India Equity Savings Fund(G)-Direct Plan is ₹18.24 (as of 10 Sep 2026).

Nippon India Equity Savings Fund(G)-Direct Plan has delivered 3.01% in 1 year, 6.82% in 3 years, and 6.80% in 5 years (annualised).

The minimum SIP amount for Nippon India Equity Savings Fund(G)-Direct Plan is ₹100.

The expense ratio of Nippon India Equity Savings Fund(G)-Direct Plan is 0.74%.

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