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  • Nippon Mutual Fund
  • Nippon India Hybrid Bond Fund (RIDCW-M)

Formerly Nippon India Hybrid Bond Mn DR

Nippon Mutual Fund

Nippon India Hybrid Bond Fund (RIDCW-M)

HybridConservative Hybrid
Top Ranked

10.8839

NAV (Jun 21)

3.5%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within conservative hybrid mutual funds.

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

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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

10.8839

NAV (Jun 21)

Fund Returns

Last 1Y
9.1%
Last 3Y
8.1%
Last 5Y
4.1%
Last 10Y
6.2%
Since Inception
8.5%
6 Month CAGR
4.6%

Scheme Information

Investment Objective

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
1.9
Launched (21y ago)
Dec 29, 2003
AUM in Crores
818.178
ISIN
INF204K01FF6
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
Beta (3yr)
0.54
Beta (5yr)
0.99
Sharpe Ratio (3yr)
0.818
Sharpe Ratio (5yr)
-0.263
YTM
8.93
Fund Managers

Dhrumil Shah

Fund Manager

Kinjal Desai

Fund Manager

Sushil Budhia

Fund Manager

Akshay Sharma

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Nippon India Hybrid Bond Fund (RIDCW-M)70%7,96,375 63,7633.5%
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.

Asset allocation and Holdings

Last updated on 2024-06-21

Top Stock Holdings

national bank for agriculture and rural development

6.1%
6.1%

piramal capital & housing finance limited

3.7%
3.7%

7.1% govt stock 2029

3.7%
3.7%

lodha developers private limited

3.3%
3.3%

dlf cyber city developers limited 8.4%

3.1%
3.1%
See all holdings

Allocation by Sector

financial services

3.9%
3.9%

energy

1.5%
1.5%

technology

1.4%
1.4%

consumer cyclical

1.3%
1.3%

industrials

1%
1%
See all sectors

Comparison with Hybrid Funds

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

₹ 35,122 cr

₹ 11,281 cr

₹ 3,375 cr

₹ 3,214 cr

₹ 848 cr

amc-img

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 381,120 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 105 equity,425 debt and 71 hybrid funds.amc-img
phone-img022-33031000
Fund NameScripbox Opinion
Till Date CAGR
Nippon India Arbitrage Fund (G)
Nippon India Arbitrage Fund (G)

5.7%

6.9%

5.7%

5.8%

5.7%

6.7%

5.7%

6.7%

5.7%

5.8%

Nippon India Hybrid Bond Fund (RIDCW-M) Review

Nippon India Hybrid Bond Fund (RIDCW-M) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 6.9% over a period of 20 years. The fund was previously known as Nippon India Hybrid Bond Mn DR. 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 (RIDCW-M) as of 6/21/2024 is ₹10.88 with the total AUM as of 6/24/2024 is ₹818.178. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Hybrid Bond Fund (RIDCW-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 (RIDCW-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 (RIDCW-M)?

Nippon India Hybrid Bond Fund (RIDCW-M) is a Conservative Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Nippon India Hybrid Bond Fund (RIDCW-M)?

You can invest in Nippon India Hybrid Bond Fund (RIDCW-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 (RIDCW-M)?

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

Is Nippon India Hybrid Bond Fund (RIDCW-M) good to invest in?

As per Scripbox experts, Nippon India Hybrid Bond Fund (RIDCW-M) is a Top Ranked fund. You can investNippon India Hybrid Bond Fund (RIDCW-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 (RIDCW-M)?

The expense ratio of the Nippon India Hybrid Bond Fund (RIDCW-M) is 1.9% for regular plan.