Nippon Mutual Fund

Nippon India Equity Hybrid Fund (G)

₹ 101.94

NAV (May 12)

21.634%
5 Year CAGR
Scripbox Opinion
neutral-badge
Neutral
Click here for top ranked funds in aggressive hybrid mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Good

The performance of the fund on a Downside Protection Measure metric has been Good

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Scheme Information

Investment Objective

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
1.98 %
Launched 19Y ago
2005-06-08
AUM in Crores
3811.2
ISIN
INF204K01FW1
Lock-in (days)
No Lock-in
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
10.4
Beta
0.8
Sharpe Ratio
0.7
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-04-30

Top Stock Holdings

HDFC Bank Ltd.

5%
5%

ICICI Bank Ltd.

4.99%
4.99%

Others

3.82%
3.82%

Infosys Ltd.

3.57%
3.57%

Larsen & Toubro Ltd.

3.54%
3.54%
See all holdings
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Allocation by Sector

Financial

22.08%
22.08%

Energy

6.85%
6.85%

Technology

6.07%
6.07%

Healthcare

5.9%
5.9%

Automobile

5.18%
5.18%
See all sectors
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comparison

Comparison with Hybrid Funds

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 12.2% over 19 years. The fund has grown over a period of 19 years. The fund is managed by Nippon India Mutual Fund. The fund managers are Meenakshi Dawar, Sushil Budhia.

Nav of Nippon India Equity Hybrid Fund (G) as of 5/12/2025 is ₹101.94 with the total AUM as of 5/13/2025 is ₹3811.19. 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 Very High.

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

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