- Mutual Funds
- Nippon Mutual Fund
- Nippon India Hybrid Bond Fund (Growth)
Formerly Reliance Hybrid Bond Gr
Nippon India Hybrid Bond Fund (Growth)
₹ 46.401
NAV (Mar 17)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 46.401
NAV (Mar 17)
Fund Returns
Last 1Y | 4.3% |
Last 3Y | 8.5% |
Last 5Y | 2.7% |
Last 10Y | 6.2% |
Since Inception | 8.3% |
6 Month CAGR | 2.3% |
Scheme Information
The fund will run 90% accrual and equity exposure of 10% to create alpha with lower volatility. Fixed Income: - Accrual strategy with moderate MTM volatility (Duration: 2 - 3 years). - Investment into well researched credits primarily in AA & below rated papers. Equity Strategy: - Investment into equities with a long term view.
Expense Ratio | 1.96 |
Launched (20y ago) | Dec 29, 2003 |
AUM in Crores | 716.189 |
ISIN | INF204K01FD1 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 85+15 - ConservativeTR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 6.7 |
Standard Deviation (5yr) | 6 |
Beta (3yr) | 1.05 |
Beta (5yr) | 0.93 |
Sharpe Ratio (3yr) | 0.036 |
Sharpe Ratio (5yr) | -0.366 |
YTM | 9.04 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Nippon India Hybrid Bond Fund (Growth) | 781,171 | 48,559 | 2.7% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
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
Top Stock Holdings
triparty repo
10.8%rural electrification corporation limited
6.1%lodha developers private limited
3.9%trust investment advisors private limited
3.7%shriram housing finance limited
3.5%Allocation by Sector
financial services
4.3%technology
1.7%energy
1.4%consumer defensive
1.1%industrials
0.9%Compare Nippon India Hybrid Bond Fund (Growth)
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 21,232 cr | ||
₹ 3,212 cr | ||
₹ 2,695 cr | ||
₹ 415 cr | ||
₹ 1,013 cr |
About the AMC
Nippon Life India Asset Management Ltd
Nippon Life India Asset Management Ltd manages assets worth 238,077 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 99 equity,377 debt and 32 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
27.8% | 15% | ||
4% | 6.8% | ||
3.9% | 6.6% | ||
27.8% | 16.7% | ||
4% | 5.5% |
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 8.3% over a period of 19 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 3/17/2023 is ₹46.40 with the total AUM as of 3/20/2023 is ₹716.189. 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)?
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 1.96% for regular plan.