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Nippon India Equity Savings Fund - IDCW - Monthly

  • Regular
  • Direct
Category : Equity Savings

Scheme 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.

Scheme Details

  • Fund manager(s)Ashutosh Bhargava , Herin Visaria , Sushil Budhia
  • Launch date – 30-May-2015
  • Expense ratio – 1.77% as declared on 30-Sep-2025 (category average is 1.71%)
  • Benchmark - Nifty Equity Savings Index
  • Min SIP amount - ₹100
  • Min investment amount (one time- first time) - ₹5000
  • Min investment amount (addtional purchase) - ₹1000
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Nippon India Equity Savings Fund - IDCW - Monthly charges 1.0% of sell value; if fund sold before 15 days. There are no other charges.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details

Nippon Life India Asset Management Limited
Registered Office: 4th Floor, Tower A, Peninsula Business Park, Ganapatrao Kadam Marg, Lower Parel (W), Mumbai 400 013
Tel no.: 022-6808 7000/1860 266 0111
Fax no.: 022-6808 7097
Website.: mf.nipponindiaim.com

Forum

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