- Mutual Funds
- Nippon India Mutual Fund
- Nippon India Equity Hybrid Fund Direct Growth
Nippon India Equity Hybrid Fund Direct Plan Growth
₹ 107.75
NAV (Apr 04)
Aggressive Hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Scheme Information
The scheme aims to generate consistent returns by investing a major portion in equity and a small portion in debt and money market instruments. It will invest upto 50 per cent of its assets in equities and equity related securities and atleast 25 per cent of its assets in debt and money market instruments with an average maturity of 1 to 7 years.
Expense Ratio | 1.11 % |
Launched | - |
AUM in Crores | 3531.3 |
ISIN | INF204K01B08 |
Lock-in (days) | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 10.2 |
Beta | 0.8 |
Sharpe Ratio | 0.7 |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
5%ICICI Bank Ltd.
4.99%Others
3.82%Infosys Ltd.
3.57%Larsen & Toubro Ltd.
3.54%
Allocation by Sector
Financial
21.87%Technology
6.53%Energy
6.45%Healthcare
5.76%Automobile
5.25%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,236 cr | ||
₹ 52,257 cr | ||
₹ 5,511 cr | ||
₹ 22,130 cr | ||
₹ 11,696 cr |
