Nippon India Equity Hybrid Fund - Direct Plan - Growth Option - Regular - Latest NAV [ ₹72.1904 ], Returns, Performance, Portfolio & Returns 2021

Nippon India Equity Hybrid Fund - Direct Plan - Growth Option

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Min amount: ₹500

Calculate Returns

20 yrs
₹500 invested monthly becomes
0 in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years9.06%
3 Years7.72%
1 Year58.99%
6 Months18.5%
Fund Details
RiskVery High Risk
Fund TypeAggressive Allocation
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
HDFC Bank Ltd8.53%
Infosys Ltd8.28%
Reliance Industries Ltd7.61%
ICICI Bank Ltd5.43%
U.P. Power Corporation Limited4.08%
Housing Development Finance Corp Ltd4.08%
Bharti Airtel Ltd3.76%
Axis Bank Ltd3.61%
Triparty Repo3.35%
Sun Pharmaceuticals Industries Ltd3.21%

About Nippon India Equity Hybrid Fund

Nippon India Equity Hybrid Fund is an open-ended hybrid scheme that predominantly invests in equity and equity-related instruments. The fund focuses on generating consistent returns and capital growth. It tries to balance out the benefit of equity growth potential with relative stability of investing in fixed income instruments.

Pros and Cons of Nippon India Equity Hybrid Fund

The fixed income instruments focus on obtaining higher accrual as it invests in high quality instruments over a medium term. It also allocates funds to purchase stocks from large cap companies to generate alpha. However, the historical data shows that the returns have been lower than the category average returns.

Fund Information and Statistics

i) Inception/Launch Date The fund was launched initially on 8 June 2005.

ii) Risk Level Nippon India Equity Hybrid Fund has a moderately high risk profile as the fund invests in a mix of securities, comprising equity, equity-related instruments, and fixed income instruments. The fund attempts to generate relatively better risk-adjusted returns.

iii) Redemption Since there is no lock-in period, no penalty will be charged for redemption of units. However, you may have to pay an exit load if you redeem before completing 12 months from the date of allotment.

iv) Fund Manager Mr Sushil Budhia and Mr Sanjay Parekh are currently serving as the Fund Managers for the fund.

v) Entry/Exit Load With effect from 1 August 2009, no entry load is to be charged on the purchase of fund units. An exit load of 1% will be charged when you redeem/switch-out more than 10% of the units allotted within a 12 months from the date of allotment. After completing 12 months, there won’t be any exit load charged.

About Nippon India Mutual Fund

Nippon India Mutual Fund (NIMF), earlier known as Reliance Mutual Fund, was established as a trust under the Indian Trusts Act, 1882. The fund house registered with SEBI on 30 June 1995. The company has Rs2,04,883.7169 crore as the average asset under management (AAUM) and has about 88.99 lakh folios as on 31 March 2020.

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Frequently Asked Questions

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Min amount: ₹500

Calculate Returns

20 yrs
₹500 invested monthly becomes
0 in a period of 20 years
Very High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns