Nippon India Equity Savings Fund
Direct · Growth ₹18.16
03 Nov 2026
NAV
5.2%
3Y CAGR
4.7%
5Y CAGR
5.7%
10Y CAGR
5.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-2.49
Sharpe
-31.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.49%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.38 L | 6.4% | -48.7% | 31.4% |
| 3 Years | ₹36.00 L | ₹39.73 L | 5.1% | -20.6% | 12.6% |
| 5 Years | ₹60.00 L | ₹69.94 L | 5.1% | -7.3% | 11.2% |
| 7 Years | ₹84.00 L | ₹1.07 Cr | 6.1% | 2.2% | 8.2% |
| 10 Years | ₹1.20 Cr | ₹1.65 Cr | 6.2% | 5.4% | 6.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 6.4% | 6.9% |
| 3 Years | 5.1% | 9.2% |
| 5 Years | 5.1% | 9.3% |
| 7 Years | 6.1% | 9.2% |
| 10 Years | 6.2% | 9.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 6.2% | 6.8% | -30.9% | 32.8% | -0.03 | -0.04 | 82% | — | — |
| 3 Years | 5.2% | 7.7% | -7.5% | 14.6% | -0.24 | -0.26 | 77% | — | — |
| 5 Years | 4.7% | 3.6% | 0.3% | 13.1% | -0.57 | -0.55 | 100% | — | — |
| 10 Years | 5.7% | 5.7% | 4.8% | 6.6% | -2.49 | -0.93 | 100% | — | — |
-31.7%
Max Drawdown
19 mo
Drawdown Duration
30 mo
Recovery Time
-3.4%
Avg Drawdown
Calmar Ratio by Duration
0.19
1Y
0.16
3Y
0.15
5Y
0.14
7Y
0.18
10Y
47
Total Holdings
46.7%
Top 10 Weight
25
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | ICICI Bank Limited | 8.29% |
| 2 | HDFC Bank Limited | 7.32% |
| 3 | Mahindra & Mahindra Limited | 5.99% |
| 4 | Reliance Industries Limited | 5.25% |
| 5 | Kotak Mahindra Bank Limited | 5.14% |
| 6 | Bharti Airtel Limited | 4.77% |
| 7 | Ashok Leyland Limited | 3.37% |
| 8 | Axis Bank Limited | 3.16% |
| 9 | ITC Limited | 1.87% |
| 10 | NTPC Limited | 1.56% |