• Mutual Funds
  • Nippon Mutual Fund
  • Nippon India Hybrid Bond Fund (Growth)

Formerly Reliance Hybrid Bond Gr

Nippon Mutual Fund

Nippon India Hybrid Bond Fund (Growth)

HybridConservative Hybrid

46.1074

NAV (Nov 25)

2.3%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in conservative hybrid mutual funds.

Conservative hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Conservative hybrid funds are primarily debt funds which invest a small amount in Equity instruments.

They will tend to fluctuate a little in line with market movements - providing marginal extra gains when the market moves up and marginally lower returns when the market is down.It’ s better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

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

Rolling Returns

Poor

The performance of the fund on a Rolling Returns metric has been Poor

Scripbox Recommended Equity Funds

Want the equity funds that are right for your long term equity investment needs?

Learn more

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

46.1074

NAV (Nov 25)

Fund Returns

Last 1Y

4.9%

Last 3Y

1.7%

Last 5Y

2.3%

Last 10Y

6.4%

Since Inception

8.4%

6 Month CAGR

4.8%

Scheme Information

Investment Objective

The primary investment objective of the Scheme is to generate regular income in order to make regular dividend payments to unit holders and the secondary objective is growth of capital.

Expense Ratio

1.86

Launched (19y ago)

Dec 29, 2003

AUM in Crores

727.920

ISIN

INF204K01FD1

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 85+15 - ConservativeTR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

7.4

Standard Deviation (5yr)

6

Beta (3yr)

1.08

Beta (5yr)

0.93

Sharpe Ratio (3yr)

-0.303

Sharpe Ratio (5yr)

-0.437

YTM

8.66

Fund Managers

Kinjal Desai

Fund Manager

Sushil Budhia

Fund Manager

Dhrumil Shah

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 2022-11-25

Top Stock Holdings

triparty repo

9.7%
9.7%

rural electrification corporation limited

6%
6%

innovation trust xxx

3.7%
3.7%

7.35% govt stock 2024

3.5%
3.5%

jsw steel limited

3.4%
3.4%
See all holdings

Allocation by Sector

financial services

4.5%
4.5%

technology

1.7%
1.7%

energy

1.6%
1.6%

consumer defensive

1%
1%

industrials

0.9%
0.9%
See all sectors

Compare Nippon India Hybrid Bond Fund (Growth)

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

₹ 21,109 cr

₹ 3,307 cr

₹ 2,759 cr

₹ 761 cr

₹ 428 cr

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 249,383 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 99 equity,374 debt and 32 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)

    20.4%

    15.8%

    4%

    6.8%

    3.9%

    5.5%

    20%

    17.8%

    3.9%

    6.6%

    Nippon India Hybrid Bond Fund (G) Review

    Nippon India Hybrid Bond Fund (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 8.4% over a period of 18 years. The fund was previously known as Reliance Hybrid Bond Gr. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Dhrumil Shah, Kinjal Desai, Sushil Budhia.

    Nav of Nippon India Hybrid Bond Fund (G) as of 11/25/2022 is ₹46.11 with the total AUM as of 11/28/2022 is ₹727.92. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Hybrid Bond Fund (G) was launched on Dec 29, 2003. The category risk of the fund is High Risk.

    The minimum SIP amount for Nippon India Hybrid Bond Fund (G) 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 Hybrid Bond Fund (G)?

    Nippon India Hybrid Bond Fund (G) is a Conservative 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 Hybrid Bond Fund (G)?

    You can invest in Nippon India Hybrid Bond Fund (G) 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 Hybrid Bond Fund (G)?

    The minimum sip amount for Nippon India Hybrid Bond Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Nippon India Hybrid Bond Fund (G) good to invest in?

    As per Scripbox experts, Nippon India Hybrid Bond Fund (G) is a Not Recommended fund. You can investNippon India Hybrid Bond Fund (G) 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 Hybrid Bond Fund (G)?

    The expense ratio of the Nippon India Hybrid Bond Fund (G) is 1.86% for regular plan.