- Mutual Funds
- Nippon Mutual Fund
- Nippon India Equity Hybrid Fund (Growth)
Formerly Reliance Equity Hybrid Gr
Nippon India Equity Hybrid Fund (Growth)
₹ 69.0471
NAV (Jan 27)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 69.0471
NAV (Jan 27)
Fund Returns
Last 1Y | 5.2% |
Last 3Y | 8% |
Last 5Y | 3.9% |
Last 10Y | 10.3% |
Since Inception | 11.6% |
6 Month CAGR | 6.6% |
Scheme Information
Nippon India Equity Hybrid Fund endeavors to generate relatively better risk adjusted returns by investing in a combination of Equities and Fixed Income instruments. The fund attempts to optimize the benefit of Equity Growth potential with relative stability of fixed income investments. On the equity space the fund aims to maintains a large cap oriented portfolio with a tactical exposure to emerging leaders to generate alpha. The fixed income strategy is focused on generating higher accrual through investments in high quality instruments with a moderate duration.
Expense Ratio | 2.11 |
Launched (18y ago) | Jun 08, 2005 |
AUM in Crores | 2928.573 |
ISIN | INF204K01FW1 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 22.7 |
Standard Deviation (5yr) | 19 |
Beta (3yr) | 1.45 |
Beta (5yr) | 1.4 |
Sharpe Ratio (3yr) | 0.316 |
Sharpe Ratio (5yr) | 0.09 |
YTM | 8.18 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Nippon India Equity Hybrid Fund (Growth) | 804,124 | 71,512 | 3.9% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
infosys ltd
6.2%hdfc bank ltd
5%icici bank ltd
4.8%reliance industries ltd
4.8%housing development finance corp ltd
4.6%Allocation by Sector
financial services
27%technology
9.2%industrials
7.9%consumer cyclical
5.5%consumer defensive
5.4%Compare Nippon India Equity Hybrid Fund (Growth)
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 21,281 cr | ||
₹ 949 cr | ||
₹ 530 cr | ||
₹ 2,750 cr | ||
₹ 3,294 cr |
About the AMC
Nippon Life India Asset Management Ltd
Nippon Life India Asset Management Ltd manages assets worth 243,204 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 99 equity,377 debt and 32 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
17.6% | 15.3% | ||
4.1% | 6.8% | ||
4.1% | 6.6% | ||
17.2% | 17.1% | ||
4.1% | 5.5% |
Nippon India Equity Hybrid Fund (G) Review
Nippon India Equity Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 11.6% over a period of 17 years. The fund was previously known as Reliance Equity Hybrid Gr. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Kinjal Desai, Meenakshi Dawar, Sushil Budhia.
Nav of Nippon India Equity Hybrid Fund (G) as of 1/27/2023 is ₹69.05 with the total AUM as of 1/30/2023 is ₹2928.573. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Equity Hybrid Fund (G) was launched on Jun 08, 2005. The category risk of the fund is Very High Risk.
The minimum SIP amount for Nippon India Equity Hybrid Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Nippon India Equity Hybrid Fund (G)?
How to invest in Nippon India Equity Hybrid Fund (G)?
You can invest in Nippon India Equity Hybrid Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Nippon India Equity Hybrid Fund (G)?
The minimum sip amount for Nippon India Equity Hybrid Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Nippon India Equity Hybrid Fund (G) good to invest in?
As per Scripbox experts, Nippon India Equity Hybrid Fund (G) is a Not Recommended fund. You can investNippon India Equity Hybrid Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Nippon India Equity Hybrid Fund (G)?
The expense ratio of the Nippon India Equity Hybrid Fund (G) is 2.11% for regular plan.