Nippon India Equity Savings Segregated Portfolio 2 Direct Plan Quarterly Income Dist cum Cap Wdrl

Debt
Direct
Other Bond
Nippon India Equity Savings Segregated Portfolio 2 Direct Plan Quarterly Income Dist cum Cap Wdrl

About the Fund

Nippon India Equity Savings Segregated Portfolio 2 Direct Plan Quarterly Income Dist cum Cap Wdrl is a debt fund. This fund was started on 10 August, 2022. The fund is managed by Sushil Budhia, Anand Gupta, Kinjal Desai, Dhrumil Shah. This fund is suitable to keep your money safe.

Key Parameters

  1. Nippon India Equity Savings Segregated Portfolio 2 Direct Plan Quarterly Income Dist cum Cap Wdrl has ₹0 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
  2. The fund has an expense ratio 0.

Returns

Nippon India Equity Savings Segregated Portfolio 2 Direct Plan Quarterly Income Dist cum Cap Wdrl has given a CAGR return of 0.00% since inception.

Holdings

Nippon India Equity Savings Segregated Portfolio 2 Direct Plan Quarterly Income Dist cum Cap Wdrl has allocated its funds majorly in . Its top holdings are

Taxation

As it is a other bond mutual fund the taxation is as follows:
If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:
For short term (less than 3 years) capital gains will be taxed at your income slab rate.
For long term (more than 3 years) capital gains will be taxed at 20% with indexation benefit.
Dividends will always be taxed at slab rate.

Investment objective of Nippon India Equity Savings Segregated Portfolio 2 Direct Plan Quarterly Income Dist cum Cap Wdrl

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. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. Nippon India Equity Savings Segregated Portfolio 2 Direct Plan Quarterly Income Dist cum Cap Wdrl has no lock in period.

Fund Performance

Fund Overview

Expense ratio--
Benchmark
NIFTY Equity Savings TR INR
AUM₹0 Cr
Inception Date10 August, 2022
Min Lumpsum/SIP--/--
Exit Load
1%
Lock InNo Lock-in
TurnOver
409%
Risk
Risk meter
pointer
Moderate Risk
All changes are between Oct'69 and Dec'69

  • Returns %

  • Fund Ratios

  • Overview

Sushil Budhia
Sushil Budhia
Fund Manager of Nippon India Equity Savings Segregated Portfolio 2 Direct Plan Quarterly Income Dist cum Cap Wdrl, since 9 March 2020
Anand Gupta
Anand Gupta
Fund Manager of Nippon India Equity Savings Segregated Portfolio 2 Direct Plan Quarterly Income Dist cum Cap Wdrl, since 9 March 2020
Kinjal Desai
Kinjal Desai
Fund Manager of Nippon India Equity Savings Segregated Portfolio 2 Direct Plan Quarterly Income Dist cum Cap Wdrl, since 9 March 2020
Dhrumil Shah
Dhrumil Shah
Fund Manager of Nippon India Equity Savings Segregated Portfolio 2 Direct Plan Quarterly Income Dist cum Cap Wdrl, since 10 September 2021

Frequently Asked Questions

Existing (Absolute + CAGR) as on 01-Jan-0001.
Nippon India Equity Savings Segregated Portfolio 2 Direct Plan Quarterly Income Dist cum Cap Wdrl
Absolute Returns
CAGR Returns
1 Month Returns
0%
0%
6 Month Returns
0%
0%
1 Year Returns
0%
0%
3 Years Returns
0%
0%
5 Years Returns
0%
0%
With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.
Sushil Budhia, Anand Gupta, Kinjal Desai, Dhrumil Shah are the fund managers of Nippon India Equity Savings Segregated Portfolio 2 Direct Plan Quarterly Income Dist cum Cap Wdrl
The Exit load of Nippon India Equity Savings Segregated Portfolio 2 Direct Plan Quarterly Income Dist cum Cap Wdrl is 1%