Click here for top ranked funds in aggressive hybrid mutual funds.
However, Scripbox does not recommend investing in aggressive hybrid mutual funds.
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.
No single fund can achieve what a plan can. Learn why
Scheme Information
Investment Objective
The primary investment objective of this option is to generate consistent returns and appreciation of capital by investing in mix of securities comprising of Equity,Equity related instruments & fixed income instruments.
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.
Nippon Life India Asset Management Ltd manages assets worth 215,397 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 90 equity,369 debt and 34 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Nippon India Equity Hybrid Fund (G)
About Nippon India Equity Hybrid Fund (G)
Nippon India Equity Hybrid Fund (G) is a aggressive hybrid hybrid fund and has delivered an annualised return of 12.0% over a period of 16 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, Sanjay H Parekh, Sushil Budhia
Nippon India Equity Hybrid Fund (G) Investment Objective
The primary investment objective of this option is to generate consistent returns and appreciation of capital by investing in mix of securities comprising of Equity,Equity related instruments & fixed income instruments. However, there is no assurance that the objective of the scheme will be realized.
Nippon India Equity Hybrid Fund (G) NAV,AUM,Risk
The Nippon India Equity Hybrid Fund (G) fund was launched on Jun 08, 2005. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2021-07-30 is ₹ 61.9927. The total AUM (Asset Under Management) of the fund as of 2021-08-02 is ₹ 3964.220. The category risk of the Nippon India Equity Hybrid Fund (G) fund is Very High Risk.
The fund charges 2.04 % as expense ratio.
Nippon India Equity Hybrid Fund (G) Holdings
The fund’s highest allocation is towards equity and has invested 73.9% in this asset class. The top three holdings of the fund are u.p. power corporation limited,nirma limited and icici prudential life insurance company limited
Nippon India Equity Hybrid Fund (G) SIP
The minimum SIP (Systematic Investment Plan) amount for this 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.
Nippon India Equity Hybrid Fund (G) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 35+65 - Agg TR INR
Nippon India Equity Hybrid Fund (G) Review
Nippon India Equity Hybrid Fund (G) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Nippon India Equity Hybrid Fund (G) has a score of 4 out of 5.
Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.
