- Mutual Funds
- Nippon India Mutual Fund
- Nippon India Equity Hybrid Fund (G)
Nippon India Equity Hybrid Fund (G)
₹ 102.6453
NAV (Sep 06)
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
₹ 102.6453
NAV (Sep 6)
Fund Returns
Last 1Y | 29.2% |
Last 3Y | 16.6% |
Last 5Y | 15.5% |
Last 10Y | 11% |
Since Inception | 12.9% |
6 Month CAGR | 12.4% |
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 | 1.97 |
Launched (0y ago) | 1.97 |
AUM in Crores | 3893.7 |
ISIN | INF204K01FW1 |
Lock-in | |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 9.2 |
Beta | 0.8 |
Sharpe Ratio | 1.2 |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Nippon India Equity Hybrid Fund (G) | 10,78,249 | 3,45,637 | 15.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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
HDFC Bank Ltd.
5%ICICI Bank Ltd.
5%Others
3.8%Infosys Ltd.
3.6%Larsen & Toubro Ltd.
3.5%Allocation by Sector
Financial
19.58%Energy
7.69%Automobile
6.7%Healthcare
6.46%Technology
6.32%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,488 cr | ||
₹ 3,347 cr | ||
₹ 5,044 cr | ||
₹ 12,117 cr | ||
₹ 24,596 cr |
About the AMC
Nippon India Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.906% | 6.872% | ||
6.566% | 8.85% | ||
17.832% | 20.995% | ||
21.961% | 13.612% | ||
13.32% | 7.945% |
Nippon India Equity Hybrid Fund (G) Review
Nippon India Equity Hybrid Fund (G) is a Hybrid Hybrid fund and has delivered an annualised return of 12.852% over a period of 19 years. The fund is managed by Nippon India Mutual Fund. The fund manager’s name is [object Object],[object Object].
Nav of Nippon India Equity Hybrid Fund (G) as of 9/6/2024 is ₹102.65 with the total AUM as of 9/7/2024 is ₹3893.7417. 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 2005-06-08. The category risk of the fund is Above Average.
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 2 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 1.97% for regular plan.