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  • Nippon Life India Asset Management Ltd
  • Nippon India Equity Hybrid Fund Plan (Dividend Payout - Monthly)

Formerly Reliance Equity Hybrid Mn DP

Nippon India Equity Hybrid Fund Plan (Dividend Payout - Monthly)

Nippon India Equity Hybrid Fund Plan (Dividend Payout - Monthly)

Hybrid

Aggressive Hybrid

9.2252

NAV (Nov 24)

Scripbox Opinion

Neutral

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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

4 Years

The fund has an Extended history for analysis and the track record is excellent.

Relative Size

4,565 Cr

Category leader in size

Category View

Neutral

The category has a neutral investment outlook

Consistency Of Performance

Relatively moderate

The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only
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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.

Low

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Moderately Low

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Moderate

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Moderately High

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High

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Moderately High risk

1.96 %

Expense Ratio

Aug 09, 2016

Launched (4y ago)

₹ 4,565

AUM in Crores

INF204KB1BF2

ISIN

No Lock-in

Lock-in

CRISIL Hybrid 35+65 - Agg TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
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Amit Tripathi

Fund Manager

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Kinjal Desai

Fund Manager

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Sanjay H Parekh

Fund Manager

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Sushil Budhia

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
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    One click investing tracking
asset-allocation

Asset allocation and Holdings

Last updated on 2020-11-24

Top Stock Holdings

Hdfc bank ltd

8.3%
8.3%

Reliance industries ltd

7.8%
7.8%

Infosys ltd

6.7%
6.7%

Icici bank ltd

5%
5%

Grasim industries ltd

3.6%
3.6%
See all holdingsright-arrow
allocation by market cap

Allocation by Sector

Financial services

23.5%
90%

Energy

10.9%
90%

Industrials

9.1%
90%

Technology

8.3%
90%

Basic materials

7.1%
90%
See all sectorsright-arrow
comparison

Comparison with Hybrid Funds

Quant Absolute Fund (G)

Quant Absolute Fund (G)

Aggressive Hybrid

19 Years

Age

5

Track Record

Sundaram Equity Hybrid Fund (G)

Sundaram Equity Hybrid Fund (G)

Aggressive Hybrid

20 Years

Age

5

Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Conservative Hybrid

16 Years

Age

5

Track Record

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

Aggressive Hybrid

21 Years

Age

5

Track Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aggressive Hybrid

25 Years

Age

5

Track Record

amc-icon

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 182,588 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 87 equity,369 debt and 31 hybrid funds.

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  • tel-amc-about
    022-33031000
  • mail-amc-about
    customer_care@reliancemutual.com
  • Nippon India Liquid Fund (G)

    Nippon India Liquid Fund (G)

    Liquid

    Recommended

    Top Ranked

    ₹ 26,076 Cr

    Fund Size

    6.3%

    3Y returns

    Nippon India Growth Fund (G)

    Nippon India Growth Fund (G)

    Mid Cap

    Recommended

    Top Ranked

    ₹ 7,004 Cr

    Fund Size

    3.7%

    3Y returns

    Nippon India Liquid Fund Retail (G)

    Nippon India Liquid Fund Retail (G)

    Liquid

    Top Ranked

    ₹ 26,076 Cr

    Fund Size

    5.4%

    3Y returns

    Nippon India Growth Fund (DP-A)

    Nippon India Growth Fund (DP-A)

    Mid Cap

    Top Ranked

    ₹ 7,004 Cr

    Fund Size

    2.6%

    3Y returns

    Nippon India Liquid Fund Retail (DP-Q)

    Nippon India Liquid Fund Retail (DP-Q)

    Liquid

    Top Ranked

    ₹ 26,076 Cr

    Fund Size

    4%

    3Y returns

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Standard Multicap fund (Growth)

    Kotak Standard Multicap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    Investment Calculator

    Investment Duration5 years

    ₹ 0

    Total Investment

    ₹ 0

    Wealth Gained

    ₹ 0

    Total Corpus Created (₹)

    With assumed returns of 9 %
    How does Scripbox rate funds?

    Proprietary system to rate mutual 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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative 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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Equity Funds

    Debt Funds

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    continuous monitoring

    Continuous monitoring & alerts

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    Annual reviews & rebalances

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    About Nippon India Equity Hybrid Fund Plan (DP-M)

    About Nippon India Equity Hybrid Fund Plan (DP-M)

    Nippon India Equity Hybrid Fund Plan (DP-M) is a aggressive hybrid hybrid fund and has delivered an annualised return of 1.9% over a period of 4 years .The fund was previously known as Reliance Equity Hybrid Mn DP.The fund is managed by Nippon Life India Asset Management Ltd.The fund managers are Amit Tripathi, Kinjal Desai, Sanjay H Parekh, Sushil Budhia

    Nippon India Equity Hybrid Fund Plan (DP-M) 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 Plan (DP-M) NAV,AUM,Risk

    The Nippon India Equity Hybrid Fund Plan (DP-M) fund was launched on Aug 09, 2016. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2020-11-24 is ₹ 9.2252. The total AUM (Asset Under Management) of the fund as of 2020-11-25 is ₹ 4564.591. The category risk of the Nippon India Equity Hybrid Fund Plan (DP-M) fund is Moderately High risk. The fund charges 1.96 % as expense ratio.

    Nippon India Equity Hybrid Fund Plan (DP-M) Holdings

    The fund’s highest allocation is towards equity and has invested 74.7% in this asset class. The top three holdings of the fund are u.p. power corporation limited,nirma limited and indian receivable trust 19 feb - 2019

    Nippon India Equity Hybrid Fund Plan (DP-M) 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 Plan (DP-M) 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 Plan (DP-M) Review

    Nippon India Equity Hybrid Fund Plan (DP-M) 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 Plan (DP-M) has a score of 5 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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