Nippon India Equity Savings Fund
🎯Investment Objective
“The fund seeks to invest in combination of Active Equities, Arbitrage Opportunities and Fixed Income Securities. The fund endeavors to capture the equity growth potential along with moderate volatility & regular income through investment in arbitrage opportunities and fixed income securities. The fund attempts to provide higher growth potential than debt funds due to moderate equity exposure and relatively lower volatility than equity funds through allocation to fixed income instruments & arbitrage opportunities.”
Source: Nippon India Equity Savings Fund scheme information document
Asset Allocation
Quarterly comparison data not available.
This is a conservative allocation with only 1% in equities, focused on capital preservation and income.
Asset Allocation - The Single Most Important Investment Decision →
Sector Allocation
✅ Well-diversified, no sector dominates, with the top 3 at just 0.6%. This spread reduces sector-specific risk.
Holdings-Based Style Box
This fund sits in the Mid-Blend quadrant based on its holdings characteristics.
The fund primarily holds mid-cap stocks (ranked 101–250 by market cap) — offering a balance of growth potential and relative stability. The ‘Blend’ position means the portfolio mixes both value and growth stocks — a balanced approach.
📖 What do Large/Mid/Small Cap mean? →Key Metrics
Fund DNA
Portfolio Holdings66 positions
The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves, increasing weight (↑ green) means they're buying more, decreasing (↓ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.
📖 Learn: Diversification & Asset Allocation →| # | Company | Sector | Allocation | Weight (%) | 3M Change |
|---|---|---|---|---|---|
| 1 | ICICI Bank Limited | Banks | 0.1% | - | |
| 2 | HDFC Bank Limited | Banks | 0.1% | - | |
| 3 | ICICI Bank Limited_30/03/2026 | Banks | 0.1% | - | |
| 4 | Mahindra & Mahindra Limited | Automobiles | 0.1% | - | |
| 5 | Larsen & Toubro Limited | Construction | 0.1% | - | |
| 6 | Reliance Industries Limited | Petroleum Products | 0.1% | - | |
| 7 | Kotak Mahindra Bank Limited | Banks | 0.0% | - | |
| 8 | Eternal Limited | Retailing | 0.0% | - | |
| 9 | 7.32% Government of India | SOVEREIGN | 0.0% | - | |
| 10 | Mahindra & Mahindra Limited_30/03/2026 | Automobiles | 0.0% | - |
Check Holdings Overlap
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Estimate future value based on Nippon India Equity Savings Fund's historical returns
⚠️ Important Disclaimer
This projection uses past returns (7.87% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.
💡 Why SIP works: Investing ₹10,000/month uses rupee cost averaging, buying more units when markets dip. Over 5 years, this smooths out volatility.
Returns
| 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| - | - | - | +3.81% | +7.87% | +7.85% |
Performance
This chart shows the fund's NAV growth over time. Since inception, this fund has delivered a CAGR of 5.4%.
👤Fund Manager
Fund manager information is not available for this fund.
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All mutual fund data is for educational purposes only. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Equiscale does not provide investment advice.