- Mutual Funds
- Nippon Mutual Fund
- Nippon India Hybrid Bond Fund (PIDCW-M)
Formerly Nippon India Hybrid Bond Mn DP
Nippon India Hybrid Bond Fund (PIDCW-M)
₹ 10.8394
NAV (Apr 18)
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
₹ 10.8394
NAV (Apr 18)
Fund Returns
Last 1Y | 8.9% |
Last 3Y | 8.2% |
Last 5Y | 3.2% |
Last 10Y | 5.2% |
Since Inception | 7% |
6 Month CAGR | 4.6% |
Scheme Information
The primary investment objective of the scheme is to generate regular income in order to make regular dividend payments to unitholders and the secondary objective is growth of capital.
Expense Ratio | 1.93 |
Launched (21y ago) | Dec 29, 2003 |
AUM in Crores | 781.749 |
ISIN | INF204K01FE9 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 85+15 - ConservativeTR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 2.1 |
Standard Deviation (5yr) | 6.1 |
Beta (3yr) | 0.56 |
Beta (5yr) | 0.98 |
Sharpe Ratio (3yr) | 1.266 |
Sharpe Ratio (5yr) | -0.292 |
YTM | 9.02 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Nippon India Hybrid Bond Fund (PIDCW-M) | 7,90,628 | 58,016 | 3.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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
7.1% govt stock 2029
6.4%national bank for agriculture and rural development
6.4%triparty repo
4.3%piramal capital & housing finance limited
3.9%lodha developers private limited
3.4%Allocation by Sector
financial services
3.9%energy
1.6%technology
1.6%consumer cyclical
1.3%industrials
1%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 33,502 cr | ||
₹ 10,737 cr | ||
₹ 8,943 cr | ||
₹ 1,868 cr | ||
₹ 1,829 cr |
About the AMC
Nippon Life India Asset Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.5% | 6.9% | ||
5.5% | 6.7% | ||
5.5% | 5.8% | ||
5.5% | 6.7% | ||
5.5% | 5.8% |
Nippon India Hybrid Bond Fund (PIDCW-M) Review
Nippon India Hybrid Bond Fund (PIDCW-M) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 7% over a period of 20 years. The fund was previously known as Nippon India Hybrid Bond Mn DP. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Akshay Sharma, Dhrumil Shah, Kinjal Desai, Sushil Budhia.
Nav of Nippon India Hybrid Bond Fund (PIDCW-M) as of 4/18/2024 is ₹10.84 with the total AUM as of 4/19/2024 is ₹781.749. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Hybrid Bond Fund (PIDCW-M) 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 (PIDCW-M) 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 (PIDCW-M)?
How to invest in Nippon India Hybrid Bond Fund (PIDCW-M)?
You can invest in Nippon India Hybrid Bond Fund (PIDCW-M) 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 (PIDCW-M)?
The minimum sip amount for Nippon India Hybrid Bond Fund (PIDCW-M) is ₹1000. You can invest in multiples of ₹5000.
Is Nippon India Hybrid Bond Fund (PIDCW-M) good to invest in?
As per Scripbox experts, Nippon India Hybrid Bond Fund (PIDCW-M) is a Top Ranked fund. You can investNippon India Hybrid Bond Fund (PIDCW-M) 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 (PIDCW-M)?
The expense ratio of the Nippon India Hybrid Bond Fund (PIDCW-M) is 1.93% for regular plan.