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  • Nippon Mutual Fund
  • Nippon India Equity Hybrid Fund (Growth)

Formerly Reliance Equity Hybrid Gr

Nippon Mutual Fund

Nippon India Equity Hybrid Fund (Growth)

HybridAggressive Hybrid

83.315

NAV (Dec 01)

9.5%
5 Year CAGR
Scripbox Opinion
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 ->

Fund Size

Satisfactory

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

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

83.315

NAV (Dec 1)

Fund Returns

Last 1Y
15.3%
Last 3Y
19.2%
Last 5Y
9.5%
Last 10Y
12.6%
Since Inception
12.2%
6 Month CAGR
13.9%

Scheme Information

Investment Objective

The primary investment objective of this option is to generate consistent returns and appreciation of capital by investing in a mix of securities comprising of equity,equity related instruments & fixed income instruments.

Expense Ratio
2.03
Launched (18y ago)
Jun 08, 2005
AUM in Crores
3006.351
ISIN
INF204K01FW1
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
10.2
Standard Deviation (5yr)
18.6
Beta (3yr)
1.05
Beta (5yr)
1.42
Sharpe Ratio (3yr)
1.319
Sharpe Ratio (5yr)
0.314
YTM
8.47
Fund Managers

Kinjal Desai

Fund Manager

Meenakshi Dawar

Fund Manager

Sushil Budhia

Fund Manager

Akshay Sharma

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Nippon India Equity Hybrid Fund (Growth)70%9,23,739 1,91,1279.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2023-12-01

Top Stock Holdings

hdfc bank ltd

6.5%
6.5%

infosys ltd

4.9%
4.9%

icici bank ltd

4.8%
4.8%

reliance industries ltd

4.2%
4.2%

larsen & toubro ltd

4%
4%
See all holdings

Allocation by Sector

financial services

23.5%
23.5%

industrials

8.1%
8.1%

consumer cyclical

7.7%
7.7%

technology

7.7%
7.7%

healthcare

7%
7%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 9,338 cr

₹ 26,182 cr

₹ 7,605 cr

₹ 1,354 cr

₹ 1,051 cr

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 296,849 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 105 equity,425 debt and 71 hybrid funds.amc-img
022-33031000
customer_care@reliancemutual.com
Fund NameScripbox Opinion
Till Date CAGR
Nippon India Arbitrage Fund (G)
Nippon India Arbitrage Fund (G)

4.9%

6.8%

4.9%

6.6%

4.9%

5.7%

4.9%

6.6%

4.9%

5.7%

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 a period of 18 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 Akshay Sharma, Kinjal Desai, Meenakshi Dawar, Sushil Budhia.

Nav of Nippon India Equity Hybrid Fund (G) as of 12/1/2023 is ₹83.31 with the total AUM as of 12/2/2023 is ₹3006.351. 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)?

Nippon India Equity Hybrid Fund (G) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

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 Neutral 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 2.03% for regular plan.