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HybridEquity SavingsDirect · Growth

Nippon India Equity Savings Fund- Direct Plan- Growth Plan- Bonus Option

Nippon India · Scheme 134595

₹18.35▼ 0.02%NAV · 2026-09-18
41
Weak FundScore
Start SIP
AUM
₹801 cr
Expense ratio
0.93%
3Y CAGR
7.5%
Risk level
Moderate
Min SIP
₹100
Benchmark
Nifty Equity Savings Index
Fund manager: Sanjay Parekh, Anju Chajjer, Jahnvee ShahExit load: Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 15 days.
Below average · 41/100

Lags peers on our factors — weigh the risks carefully.

🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.

📈 Why it could do well

  • ✓Return stability: rolling-return std 5.5%
  • ✓Volatility: 7% annualised
  • ✓Expense ratio: 0.93%

📉 What could drag it down

  • •Returns have been uneven across periods — less predictable than peers.
  • •Weak risk-adjusted returns (Sharpe -0.11) — took on risk without enough payoff.
  • •3Y CAGR: +7.5%
  • •3Y CAGR vs category: -1.5% vs category avg

FundScore breakdown

41/100 · Weak
How it works →
22
Returns
Weak
42
Consistency
Weak
25
Risk-adjusted
Weak
54
Downside protection
Average
75
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.