Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 2/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 52/100 · Average
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)7.21%
- Expense ratio (20%)0.93%
- AUM (15%)₹800 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Nippon India Mutual Fund · Hybrid · Equity Savings
₹18.3
AUM: ₹800 Cr
NAV updated 24 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
0.93%
Exit Load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 15 days.
Fund Manager
Sanjay Parekh, Anju Chajjer, Jahnvee Shah
Inception
May 2015
Benchmark
NIFTY Equity Savings Total Return Index
Sharpe Ratio
-0.94
Std Dev (1Y)
4.0%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-1.3%
3m
+1.79%
6m
+0.69%
1y
+3.83%
3y
+7.21%
5y
+6.99%
10y
+5.19%
since inception
+4.49%
TopFund's Take on Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Nippon India Equity Savings Fund- Growth Plan- Bonus Option sits in the middle of the pack for Equity Savings funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 52/100.
Cost: At 0.93%, the expense ratio is meaningfully cheaper — about 24% below the Equity Savings category average of 1.22% (based on 200 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.94 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 4.0% is on the lower side for a Equity Savings fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Nippon India Equity Savings Fund- Growth Plan- Bonus Option
The current NAV (Net Asset Value) of Nippon India Equity Savings Fund- Growth Plan- Bonus Option is ₹18.3. NAV is updated every business day after market close by AMFI.
1Y: 3.83% · 3Y CAGR: 7.21% · 5Y CAGR: 6.99%
The expense ratio of Nippon India Equity Savings Fund- Growth Plan- Bonus Option is 0.93% per annum. This is the annual fee charged by the fund to manage your investment.
Nippon India Equity Savings Fund- Growth Plan- Bonus Option is managed by Sanjay Parekh, Anju Chajjer, Jahnvee Shah at Nippon India Mutual Fund.
Nippon India Equity Savings Fund- Growth Plan- Bonus Option is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, Nippon India Equity Savings Fund- Growth Plan- Bonus Option is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Nippon India Equity Savings Fund- Growth Plan- Bonus Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Nippon India Equity Savings Fund- Growth Plan- Bonus Option is ₹800 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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