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  • Nippon India Equity Hybrid Fund Inc Dist cumCap Wdrl (RIDCW-M)

Formerly Nippon India Equity Hybrid Mn DR

Nippon Mutual Fund

Nippon India Equity Hybrid Fund Inc Dist cumCap Wdrl (RIDCW-M)

HybridAggressive Hybrid

17.4728

NAV (Jun 14)

12.3%
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.

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 ->

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

17.4728

NAV (Jun 14)

Fund Returns

Last 1Y
30.9%
Last 3Y
16.4%
Last 5Y
12.4%
Last 10Y
11.6%
Since Inception
12.7%
6 Month CAGR
13.7%

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
1.99
Launched (8y ago)
Aug 09, 2016
AUM in Crores
3535.425
ISIN
INF204KB1BG0
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
9.1
Standard Deviation (5yr)
18.4
Beta (3yr)
0.99
Beta (5yr)
1.4
Sharpe Ratio (3yr)
1.095
Sharpe Ratio (5yr)
0.428
YTM
8.35
Fund Managers

Kinjal Desai

Fund Manager

Meenakshi Dawar

Fund Manager

Sushil Budhia

Fund Manager

Akshay Sharma

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Nippon India Equity Hybrid Fund Inc Dist cumCap Wdrl (RIDCW-M)70%9,92,211 2,59,59912.3%
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 2024-06-14

Top Stock Holdings

hdfc bank ltd

5.1%
5.1%

icici bank ltd

5%
5%

reliance industries ltd

4.1%
4.1%

larsen & toubro ltd

3.7%
3.7%

axis bank ltd

3.1%
3.1%
See all holdings

Allocation by Sector

financial services

23.8%
23.8%

industrials

10%
10%

consumer cyclical

8.6%
8.6%

healthcare

6.9%
6.9%

technology

5.8%
5.8%
See all sectors

Comparison with Hybrid Funds

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

₹ 35,122 cr

₹ 11,281 cr

₹ 9,275 cr

₹ 2,114 cr

₹ 2,400 cr

amc-img

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 380,402 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
phone-img022-33031000
Fund NameScripbox Opinion
Till Date CAGR
Nippon India Arbitrage Fund (G)
Nippon India Arbitrage Fund (G)

5.7%

6.9%

5.7%

6.7%

5.7%

5.8%

5.7%

6.7%

5.7%

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 10.4% 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 6/14/2024 is ₹17.47 with the total AUM as of 6/16/2024 is ₹3535.425. 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)?

Nippon India Equity Hybrid Fund Inc Dist cumCap Wdrl (RIDCW-M) 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 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 1.99% for regular plan.