• right-arrow
  • Mutual Funds
    right-arrow
  • Nippon Mutual Fund
    right-arrow
  • Nippon India Equity Hybrid Fund Inc Dis tcum Cap Wdrl (RIDCW-A)

Formerly Nippon India Equity Hybrid DR

Nippon Mutual Fund

Nippon India Equity Hybrid Fund Inc Dis tcum Cap Wdrl (RIDCW-A)

HybridAggressive Hybrid

20.685

NAV (Oct 21)

8.1%
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

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

Relative Size

3,644 Cr. Large within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Build Long Term Wealth

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

No single fund can achieve what a plan can. Learn why

chart-amc-about

Historical NAV

20.685

NAV (Oct 21)

Fund Returns

Last 1Y
48.7%
Last 3Y
9.5%
Last 5Y
8.1%
Last 10Y
12.5%
Since Inception
15.5%
6 Month CAGR
21.1%
info-icon-blue

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

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
1.98
Launched (12y ago)
Apr 01, 2009
AUM in Crores
3643.301
ISIN
INF204K01FY7
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Kinjal Desai

Fund Manager

user-avatar

Sanjay H Parekh

Fund Manager

user-avatar

Sushil Budhia

Fund Manager

calculator

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.

build-long-item-wealth-img

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
  • Expert Investing Only
    Expert Investing Only
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 1,957 cr

5

₹ 2,690 cr

5

₹ 3,398 cr

5

amc-icon

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 240,382 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 90 equity,369 debt and 34 hybrid funds.

amc-img

  • tel-amc-about
    022-33031000
  • mail-amc-about
    customer_care@reliancemutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    Nippon India Liquid Fund (G)

    recommended-badge

    5%

    7%

    recommended-badge

    28.2%

    22.8%

    top-ranked-badge

    4.3%

    6.7%

    top-ranked-badge

    26.8%

    22.5%

    top-ranked-badge

    3.4%

    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

    How to invest in best mutual funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    01

    Choose a plan

    Choose a plan to invest to start investing

    02

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund.

    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

    testimonial image
    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Nippon India Equity Hybrid Fund Inc Dis tcum Cap Wdrl (RIDCW-A)

    About Nippon India Equity Hybrid Fund Inc Dis tcum Cap Wdrl (RIDCW-A)

    Nippon India Equity Hybrid Fund Inc Dis tcum Cap Wdrl (RIDCW-A) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 15.5% over a period of 12 years. The fund was previously known as Nippon India Equity Hybrid DR . The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Kinjal Desai, Sanjay H Parekh, Sushil Budhia

    Nippon India Equity Hybrid Fund Inc Dis tcum Cap Wdrl (RIDCW-A) 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 Dis tcum Cap Wdrl (RIDCW-A) NAV,AUM,Risk

    The Nippon India Equity Hybrid Fund Inc Dis tcum Cap Wdrl (RIDCW-A) fund was launched on Apr 01, 2009. The NAV (Net Asset Value) of this Aggressive Hybrid Hybrid fund as of 2021-10-21 is ₹20.68. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹3643.301. The category risk of the Nippon India Equity Hybrid Fund Inc Dis tcum Cap Wdrl (RIDCW-A) fund is Very High Risk. The fund charges 1.98 % as expense ratio.

    Nippon India Equity Hybrid Fund Inc Dis tcum Cap Wdrl (RIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 74.2% in this asset class. The top three holdings of the fund are , infosys ltd , hdfc bank ltd , reliance industries ltd , icici bank ltd , u.p. power corporation limited , housing development finance corp ltd , axis bank ltd , bharti airtel ltd , sun pharmaceuticals industries ltd , larsen & toubro ltd , grasim industries ltd , nirma limited , itc ltd , state bank of india , hindustan unilever ltd , triparty repo , tata steel ltd , adani ports & special economic zone ltd , icici prudential life insurance company limited , renew wind energy (rajasthan one) private limited , jindal steel & power ltd , ntpc ltd , bharat oman refineries limited , hcl technologies ltd , indinfravit trust , narmada wind energy private limited , aditya birla capital ltd , ongc petro additions limited , tata consultancy services ltd , summit digitel infrastructure private limited , maruti suzuki india ltd , innovation trust xxx , 6.19% govt stock 2034 , power finance corporation ltd. , hdfc bank limited , deepak nitrite ltd , 8.33% govt stock 2026 , kotak mahindra bank ltd , bajaj finance ltd , hdfc life insurance company limited , tata motors ltd class a , reliance general insurance company limited , max life insurance company limited , vivriti capital private limited , oil & natural gas corp ltd , welspun enterprises ltd , mahindra & mahindra ltd , lic housing finance ltd , bharti hexacom limited , hindustan zinc limited , sbi cards and payment services ltd ordinary shares , sadbhav engineering ltd , sadbhav infrastructure projects ltd , india pesticides ltd , crompton greaves consumer electricals ltd , gland pharma ltd , ge power india ltd , ahmedabad-maliya tollway limited , 6.79% govt stock 2029 , aadhar housing finance limited , 6.64% govt stock 2035 , bajaj finserv ltd , cash margin - derivatives , sbi life insurance company limited , piramal capital & housing finance limited , kudgi transmission limited , 6.67% govt stock 2035 , cipla ltd , dixon technologies (india) ltd , bharti airtel limited - rights form , 07.89 gj sdl 2025 , net current assets , 9.23% gujarat gs 2021

    Nippon India Equity Hybrid Fund Inc Dis tcum Cap Wdrl (RIDCW-A) 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.

    Get started with investing today

    Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.