Funds similar to Nippon India Equity Savings Fund - Segregated Portfolio 2 Direct-Growth in the Hybrid: Equity Savings category include ICICI Prudential Equity Savings Fund Direct-Growth, Kotak Equity Savings Fund Direct-Growth, and HDFC Equity Savings Direct Plan-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

The category rank of Nippon India Equity Savings Fund - Segregated Portfolio 2 Direct-Growth is shown in the Trailing Returns section above.

Nippon India Equity Savings Fund - Segregated Portfolio 2 Direct-Growth has an expense ratio of 0.49%. The peers ICICI Prudential Equity Savings Fund Direct-Growth has an expense ratio of 1.13% and Kotak Equity Savings Fund Direct-Growth has 1.07%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Nippon India Equity Savings Fund - Segregated Portfolio 2 Direct-Growth has an AUM of ₹25.81 crore. The peers ICICI Prudential Equity Savings Fund Direct-Growth has an AUM of ₹16,179 crore and Kotak Equity Savings Fund Direct-Growth has ₹10,409.5 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

The top performing fund in the Hybrid: Equity Savings category on a 3-year basis is HSBC Equity Savings Fund Direct-Growth with a CAGR of 12.96%. Nippon India Equity Savings Fund - Segregated Portfolio 2 Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.

The Sharpe ratio of Nippon India Equity Savings Fund - Segregated Portfolio 2 Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.