• Mutual Funds
  • Nippon Mutual Fund
  • Nippon India Equity Hybrid Fund (RIDCW-A)

Formerly Nippon India Equity Hybrid DR

Nippon Mutual Fund

Nippon India Equity Hybrid Fund (RIDCW-A)

HybridAggressive Hybrid

20.4479

NAV (Aug 05)

4.6%
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 ->

Fund Size

₹ 2,818 Cr

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

View all 7 analysis

View Less

Invest in this fund

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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

20.4479

NAV (Aug 5)

Fund Returns

Last 1Y

5.3%

Last 3Y

10%

Last 5Y

4.6%

Last 10Y

11.4%

Since Inception

14.5%

6 Month CAGR

-0.6%

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.

Expense Ratio

2.08

Launched (13y ago)

Apr 01, 2009

AUM in Crores

2817.520

ISIN

INF204K01FY7

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Meenakshi Dawar

Fund Manager

Sushil Budhia

Fund Manager

Kinjal Desai

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-08-05

Top Stock Holdings

icici bank ltd

6.5%
6.5%

infosys ltd

6.2%
6.2%

reliance industries ltd

6%
6%

hdfc bank ltd

5.9%
5.9%

housing development finance corp ltd

3.6%
3.6%
See all holdings

Allocation by Sector

financial services

27.2%
27.2%

technology

9.2%
9.2%

industrials

7%
7%

energy

6.6%
6.6%

consumer defensive

5.2%
5.2%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Kotak Equity Arbitrage Fund (G)
Kotak Equity Arbitrage Fund (G)

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 234,206 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 99 equity,369 debt and 37 hybrid funds.

amc-img

  • 022-33031000
  • customer_care@reliancemutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Nippon India Value Fund (G)
    Nippon India Value Fund (G)

    21.4%

    15.7%

    4.1%

    6.9%

    3.9%

    6.7%

    21%

    17.6%

    3.9%

    5.5%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Nippon India Equity Hybrid Fund (RIDCW-A) Review

    Nippon India Equity Hybrid Fund (RIDCW-A) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 14.5% over a period of 13 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, Meenakshi Dawar, Sushil Budhia.

    Nav of Nippon India Equity Hybrid Fund (RIDCW-A) as of 8/5/2022 is ₹20.45 with the total AUM as of 8/8/2022 is ₹2817.52. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Equity Hybrid Fund (RIDCW-A) was launched on Apr 01, 2009. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Nippon India Equity Hybrid Fund (RIDCW-A) 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 (RIDCW-A)?

    Nippon India Equity Hybrid Fund (RIDCW-A) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in Nippon India Equity Hybrid Fund (RIDCW-A)?

    You can invest in Nippon India Equity Hybrid Fund (RIDCW-A) 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 (RIDCW-A)?

    The minimum sip amount for Nippon India Equity Hybrid Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

    Is Nippon India Equity Hybrid Fund (RIDCW-A) good to invest in?

    As per Scripbox experts, Nippon India Equity Hybrid Fund (RIDCW-A) is a Neutral fund. You can investNippon India Equity Hybrid Fund (RIDCW-A) 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 (RIDCW-A)?

    The expense ratio of the Nippon India Equity Hybrid Fund (RIDCW-A) is 2.08% for regular plan.