Nippon India Equity Savings Fund - Segregated Portfolio 2 - Direct Plan

Investment Strategy

• The scheme seeks to generate income and capital appreciation by investing in arbitrage opportunities & pure equity investments along with investments in debt securities & money market instruments.

Fund Manager

• Name

  Ashutosh Bhargava since 08-Apr-2024

• Education

  Mr. Bhargava is B.Com & MBA (Finance)

• Experience

  Prior to joining Nippon India Mutual Fund he has worked with Reliance Capital Ltd and JP Morgan India Service Pvt. Ltd.

• Interviews

  04-Jun-2025:'The worst of the market is behind us'

  01-Jun-2024:'Growth and the quality of growth come much before valuations'

  08-Sep-2023:Meet Nippon India's Ashutosh Bhargava. He manages over Rs 57,000 crore

• Name

  Herin Visaria since 21-Mar-2025

• Education

  Mr. Herin has done B.com from Mumbai University

• Experience

  Prior to joining Nippon Mutual Fund, he has worked with Motilal Oswal MF, Motilal Oswal Securities Limited in Institutional Derivatives Research from Jan 2008 to Nov 2013, Religare Capital Markets Ltd in Institutional Derivatives Dealing from Dec 2013 to Aug 2017 & with Bank of Baroda Capital Markets Ltd. in Institutional Sales Trading from Sep 2017 to Mar 2018.

• Name

  Sushil Budhia since 06-Mar-2020

• Education

  Mr. Budhia has done CA

• Experience

  Prior to joining Nippon India Mutual Fund, he has worked with YES Bank as Senior President, Axis Bank and UTI Mutual Fund.

Contact Information

• AMC

  Nippon Life India Asset Management Ltd.

• Website

  https://mf.nipponindiaim.com/

• Address

  4th Floor, Tower A, Peninsula Business Park, Ganapatrao Kadam Marg, Lower Parel (W), Mumbai - 400013

Registrar Agent

• Registrar & Transfer Agent

  KFin Technologies Ltd.

• Website

  https://mfs.kfintech.com/mfs/

• Email

  [email protected]

• Phone

  040-44857874

• Address

  303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016

Basic Details

• Fund House

  Nippon India Mutual Fund

• Issue Open

  06-Mar-2020

• Issue Close

  06-Mar-2020

• Type

  Open-ended

• Category

  Hybrid: Equity Savings

• Min. Investment(₹)

  5,000

• Plans

  Growth, IDCW, IDCW Quarterly, IDCW Monthly, Bonus

• Lock-in Period

  NA

• Exit Load

• Riskometer

  Low to Moderate

• Benchmark

  NIFTY Equity Savings TRI