• Mutual Funds
  • Nippon Mutual Fund
  • Nippon India Equity Hybrid Fund Inc Dist cum Cap Wdrl (Dividend Payout - Quarterly)

Formerly Nippon India Equity Hybrid Qt DP

Nippon Mutual Fund

Nippon India Equity Hybrid Fund Inc Dist cum Cap Wdrl (Dividend Payout - Quarterly)

HybridAggressive Hybrid

17.3034

NAV (Dec 03)

8.8%
5 Year CAGR
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

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

Relative Size

3,500 Cr. Large within the category

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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Historical NAV

17.3034

NAV (Dec 3)

Fund Returns

Last 1Y

32.9%

Last 3Y

7.4%

Last 5Y

8.8%

Last 10Y

NA

Since Inception

12.6%

6 Month CAGR

8.7%

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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

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

2

Launched (8y ago)

Jun 21, 2013

AUM in Crores

3499.677

ISIN

INF204K013R8

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
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Kinjal Desai

Fund Manager

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Meenakshi Dawar

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%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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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
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,193 cr

5

₹ 18,740 cr

5

₹ 3,414 cr

5

₹ 2,707 cr

5

₹ 1,256 cr

5

amc-icon

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 246,095 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 99 equity,369 debt and 34 hybrid funds.

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

    Nippon India Liquid Fund (G)

    4.8%

    7%

    24.4%

    22.5%

    4.1%

    6.7%

    23%

    22.3%

    3.3%

    5.4%

    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
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap 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

    How does Scripbox rate funds?

    Proprietary 4-step 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.

    Fund Size

    Fund Size

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

    Sub-asset Class View

    Sub-asset Class View

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

    Fund Performance

    Fund 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.

    Fund Size

    Fund 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 Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Nippon India Equity Hybrid Fund Inc Dist cum Cap Wdrl (D-Q)

    About Nippon India Equity Hybrid Fund Inc Dist cum Cap Wdrl (D-Q)

    Nippon India Equity Hybrid Fund Inc Dist cum Cap Wdrl (D-Q) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 12.6% over a period of 8 years. The fund was previously known as Nippon India Equity Hybrid Qt DP . The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Kinjal Desai, Meenakshi Dawar, Sanjay H Parekh, Sushil Budhia

    Nippon India Equity Hybrid Fund Inc Dist cum Cap Wdrl (D-Q) 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 Inc Dist cum Cap Wdrl (D-Q) NAV,AUM,Risk

    The Nippon India Equity Hybrid Fund Inc Dist cum Cap Wdrl (D-Q) fund was launched on Jun 21, 2013. The NAV (Net Asset Value) of this Aggressive Hybrid Hybrid fund as of 2021-12-03 is ₹17.30. The total AUM (Asset Under Management) of the fund as of 06/12/2021 is ₹3499.677. The category risk of the Nippon India Equity Hybrid Fund Inc Dist cum Cap Wdrl (D-Q) fund is Very High Risk. The fund charges 2 % as expense ratio.

    Nippon India Equity Hybrid Fund Inc Dist cum Cap Wdrl (D-Q) Holdings

    The fund’s highest allocation is towards Equity and has invested 73.3% in this asset class. The top three holdings of the fund are , infosys ltd , hdfc bank ltd , icici bank ltd , reliance industries ltd , u.p. power corporation limited , housing development finance corp ltd , axis bank ltd , bharti airtel ltd , larsen & toubro ltd , state bank of india , sun pharmaceuticals industries ltd , triparty repo , grasim industries ltd , itc ltd , tata steel ltd , hindustan unilever ltd , adani ports & special economic zone ltd , net current assets , icici prudential life insurance company limited , renew wind energy (rajasthan one) private limited , jindal steel & power ltd , indinfravit trust , bharat oman refineries limited , ntpc ltd , national bank for agriculture and rural development , narmada wind energy private limited , hcl technologies ltd , ongc petro additions limited , maruti suzuki india ltd , summit digitel infrastructure private limited , tata consultancy services ltd , tata motors ltd class a , mahindra & mahindra ltd , aditya birla capital ltd , 6.19% govt stock 2034 , hdfc bank limited , deepak nitrite ltd , bajaj finance ltd , kotak mahindra bank ltd , 8.33% govt stock 2026 , innovation trust xxx , max life insurance company limited , reliance general insurance company limited , piramal capital & housing finance ltd , tvs motor co ltd , sbi life insurance company limited , ashok leyland ltd , welspun enterprises ltd , oil & natural gas corp ltd , lic housing finance ltd , vivriti capital private limited , ahmedabad-maliya tollway limited , angel one ltd ordinary shares , ge power india ltd , gland pharma ltd , sbi cards and payment services ltd ordinary shares , sadbhav infrastructure projects ltd , sadbhav engineering ltd , crompton greaves consumer electricals ltd , hdfc life insurance company limited , hindustan zinc limited , 6.64% govt stock 2035 , bharti hexacom limited , aadhar housing finance limited , 6.79% govt stock 2029 , bajaj finserv ltd , 07.89 gj sdl 2025 , fsn e-commerce ventures limited , cash margin - derivatives , kudgi transmission limited , 6.67% govt stock 2035 , dixon technologies (india) ltd , cipla ltd , united spirits ltd , bharti airtel ltd (partly paid rs.1.25) , 9.23% gujarat gs 2021

    Nippon India Equity Hybrid Fund Inc Dist cum Cap Wdrl (D-Q) 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.

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