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Nippon India Hybrid Bond Fund Direct Plan Growth Plan
2Direct
Growth
3 yr CAGR
+5.49%
2Direct
Growth
3 yr CAGR
+5.49%
Fund overview
Net Asset Value
₹60.4808
AUM (Fund size)
831.48 Crore
Lock-in period
No Lock-in
Exit Load
1% in 365 days
Expense ratio
1.12%
Risk
High
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.05 Lakhs ₹
Min investment of ₹1,000 required
Top holdings
| Holdings | Weightage |
|---|---|
| National Bank For Agriculture And Rural Development | 6.01% |
| Century Textiles And Industries Limited | 4.22% |
| 7.1% Govt Stock 2029 | 3.66% |
| Piramal Capital & Housing Finance Limited | 3.63% |
| 07.09 KA Sdl 2030 | 3.61% |
| Delhi International Airport Limited | 3.17% |
| Shriram Housing Finance Limited 9.25% | 3.03% |
| DLF Cyber City Developers Ltd. 8.4% | 3.02% |
| Godrej Properties Limited | 3.01% |
| Prestige Projects Private Limited 11.75% | 3.01% |
Calculate returns
Monthly (SIP)
One-Time
₹
yrs
₹4,000 invested monthly becomes ₹0 in a period of 20 years
Top Sectors
Related Funds
| Fund | NAV | 3yr Returns | Risk |
|---|---|---|---|
| 65.63 | 11.29% | Moderately High risk | |
| 72.48 | 9.64% | Moderately High risk | |
| 76.46 | 10% | High Risk | |
| 107.70 | 9.07% | Moderately High risk | |
| 79.24 | 10.1% | High Risk | |
| 71.61 | 9.64% | Moderately High risk | |
| 33.61 | 7.07% | Very High Risk | |
| 54.29 | 8.5% | Moderately High risk | |
| 27.26 | 19.94% | Very High Risk |
Key Ratios
Key Ratios
| Ratio | This Fund | Category Avg | Insight |
|---|---|---|---|
| Alpha | -2.98% | -0.09% | Better than category avg |
| Beta | 0.98% | 1.14% | Better than category avg |
| Credit Rating | AA% | % | |
| Yield to maturity | 8.89% | 5.42% |
Alpha
Better than category avg
Better than category avgThe fund has underperformed the benchmark and has provided lower returns than the expected catgeory average
This fund
-2.98
Category avg.
-0.09
BetaBetter than category avg
Better than category avgThe fund is more stable as compared to the index and is hence less risky as compared to category average
This fund
0.98
Category avg.
1.14
Credit Rating
Indicates a very strong ability to make timely interest and ultimate principal payments
This fund
AA
Category avg.
Yield to maturity
Fund is taking higher risk than average which may lead to higher returns
This fund
8.89
Category avg.
5.42
About Nippon Life India Asset Management Ltd
Nippon India Mutual Fund is one of India’s leading mutual fund companies.It is is one of the fastest growing AMCs in India. It was registered on June 30, 1995. Nippon Mutual Fund was originally Reliance Capital Mutual Fund and changed its name in 2004.
Managers | Dhrumil Shah, Kinjal Desai, Sushil Budhia, Akshay Sharma |
Custodians | Deutsche Bank AG |
Address | Nippon Life India Asset Management Limited 4th Floor, Tower A, Peninsula Business Park, |
Fax Nos. | 022- 6808 7097 |
Telephone Nos. | 022-6808 7000/18602660111 |
Homepage | https://mf.nipponindiaim.com/ |
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Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.05 Lakhs ₹
Min investment of ₹1,000 required
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Frequently Asked Questions
What are Balanced/Hybrid funds?
Hybrid funds are mutual funds in which the fund manager allocates your money in both equity and debt in a certain ratio. The ratio is decided when the fund is announced and it remains constant throughout.
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
What is a lock-in period?
It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates
Is KYC necessary for BLACK?
KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.
What is a Mandate (Auto-SIP)?
A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.
