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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

69.0471

NAV (Jan 27)

3.9%
5 Year CAGR
Scripbox Opinion
Not Recommended
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

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

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

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

Investment Objective

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

Fund Managers

Meenakshi Dawar

Fund Manager

Sushil Budhia

Fund Manager

Kinjal Desai

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Nippon India Equity Hybrid Fund (Growth)70%804,124 71,5123.9%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2023-01-27

Top Stock Holdings

infosys ltd

6.2%
6.2%

hdfc bank ltd

5%
5%

icici bank ltd

4.8%
4.8%

reliance industries ltd

4.8%
4.8%

housing development finance corp ltd

4.6%
4.6%
See all holdings

Allocation by Sector

financial services

27%
27%

technology

9.2%
9.2%

industrials

7.9%
7.9%

consumer cyclical

5.5%
5.5%

consumer defensive

5.4%
5.4%
See all sectors

Compare Nippon India Equity Hybrid Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 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.

amc-img

  • 022-33031000
  • customer_care@reliancemutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Nippon India Value Fund (G)
    Nippon India Value Fund (G)

    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)?

    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 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.