INF204KA1W77

CASPeR Ranking #120

Nippon India Equity Savings Direct Growth

Moderate Risk Equity Savings Allocation

NAV (Fri Oct 04 2024)

₹17

Returns (Since Inception)

8.71%

Category Average

9.21%

Rating

2

Allocation and Holdings

Asset class

Weightage

Industrials

4.83%

Energy

8.85%

Financial Services

7.32%

Unknown

14.29%

Basic Materials

3.37%

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Overall rating

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Scheme Information

Fund name

Nippon India Equity Savings Direct Growth


Minimum SIP

100


Risk Level

Moderate Risk


AUM

₹610.16 Cr


ISIN

INF204KA1W77


Inception Date

May 30 2015


Standard Deviation

3.967


Beta

-


Sharpe Ratio

0.753


Benchmark

NIFTY Equity Savings TR INR


Expense Ratio

0.740%


Exit Load

1% if redeemed or switched out on or before completion of 15 days from the date of allotment of units. Nil, thereafter.

Risk

Moderate Risk

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.

Fund Managers

Dhrumil Shah

Kinjal Desai

Anand Gupta

Sushil Budhia

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