- Mutual Funds
- Nippon Mutual Fund
- Nippon India Equity Hybrid Fund Inc Dist cumCap Wdrl (RIDCW-M)
Formerly Nippon India Equity Hybrid Mn DR
Nippon India Equity Hybrid Fund Inc Dist cumCap Wdrl (RIDCW-M)
₹ 16.3772
NAV (Apr 16)
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 16.3772
NAV (Apr 16)
Fund Returns
Last 1Y | 29.2% |
Last 3Y | 17.1% |
Last 5Y | 10.4% |
Last 10Y | NA |
Since Inception | 9.7% |
6 Month CAGR | 13.7% |
Scheme Information
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 |
Launched (8y ago) | Aug 09, 2016 |
AUM in Crores | 3435.181 |
ISIN | INF204KB1BG0 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 9.3 |
Standard Deviation (5yr) | 18.5 |
Beta (3yr) | 0.99 |
Beta (5yr) | 1.41 |
Sharpe Ratio (3yr) | 1.199 |
Sharpe Ratio (5yr) | 0.368 |
YTM | 8.35 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Nippon India Equity Hybrid Fund Inc Dist cumCap Wdrl (RIDCW-M) | 9,45,068 | 2,12,456 | 10.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
icici bank ltd
5%hdfc bank ltd
5%reliance industries ltd
4.4%larsen & toubro ltd
3.9%sun pharmaceuticals industries ltd
3.3%Allocation by Sector
financial services
23.1%industrials
9.4%consumer cyclical
8.3%healthcare
7.6%technology
6.2%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 33,502 cr | ||
₹ 10,737 cr | ||
₹ 1,868 cr | ||
₹ 1,829 cr | ||
₹ 3,417 cr |
About the AMC
Nippon Life India Asset Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.5% | 6.9% | ||
5.5% | 6.7% | ||
5.5% | 5.8% | ||
5.5% | 6.7% | ||
5.5% | 5.8% |
Nippon India Equity Hybrid Fund Inc Dist cumCap Wdrl (RIDCW-M) Review
Nippon India Equity Hybrid Fund Inc Dist cumCap Wdrl (RIDCW-M) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 9.7% over a period of 7 years. The fund was previously known as Nippon India Equity Hybrid Mn DR. 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 Inc Dist cumCap Wdrl (RIDCW-M) as of 4/16/2024 is ₹16.38 with the total AUM as of 4/18/2024 is ₹3435.181. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Equity Hybrid Fund Inc Dist cumCap Wdrl (RIDCW-M) was launched on Aug 09, 2016. The category risk of the fund is Very High Risk.
The minimum SIP amount for Nippon India Equity Hybrid Fund Inc Dist cumCap Wdrl (RIDCW-M) 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 Inc Dist cumCap Wdrl (RIDCW-M)?
How to invest in Nippon India Equity Hybrid Fund Inc Dist cumCap Wdrl (RIDCW-M)?
You can invest in Nippon India Equity Hybrid Fund Inc Dist cumCap Wdrl (RIDCW-M) 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 Inc Dist cumCap Wdrl (RIDCW-M)?
The minimum sip amount for Nippon India Equity Hybrid Fund Inc Dist cumCap Wdrl (RIDCW-M) is ₹1000. You can invest in multiples of ₹5000.
Is Nippon India Equity Hybrid Fund Inc Dist cumCap Wdrl (RIDCW-M) good to invest in?
As per Scripbox experts, Nippon India Equity Hybrid Fund Inc Dist cumCap Wdrl (RIDCW-M) is a Neutral fund. You can investNippon India Equity Hybrid Fund Inc Dist cumCap Wdrl (RIDCW-M) 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 Inc Dist cumCap Wdrl (RIDCW-M)?
The expense ratio of the Nippon India Equity Hybrid Fund Inc Dist cumCap Wdrl (RIDCW-M) is 2% for regular plan.