Formerly Reliance Hybrid Bond Qt DP
₹ 11.1235
NAV (Mar 05)
Neutral
However, Scripbox does not recommend investing in 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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
18 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
870 Cr. Medium within the category
Category View
Relatively Poor. The category has a relatively poor investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
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Scheme Information
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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Low Risk
1.88 %
Expense Ratio
Dec 29, 2003
Launched (18y ago)
₹ 870
AUM in Crores
INF204K01FG4
ISIN
No Lock-in
Lock-in
CRISIL Hybrid 85+15 - ConservativeTR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Conservative Hybrid
17 Years
Age
Track Record
Aggressive Hybrid
20 Years
Age
Track Record
About the AMC
Nippon Life India Asset Management Ltd
Nippon Life India Asset Management Ltd manages assets worth 190,624 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 87 equity,369 debt and 34 hybrid funds.
Liquid
Recommended
Top Ranked
₹ 19,337 Cr
Fund Size
5.9%
3Y returns
Mid Cap
Recommended
Top Ranked
₹ 8,153 Cr
Fund Size
12.5%
3Y returns
Liquid
Top Ranked
₹ 19,337 Cr
Fund Size
5.1%
3Y returns
Mid Cap
Top Ranked
₹ 8,153 Cr
Fund Size
11.2%
3Y returns
Liquid
Top Ranked
₹ 19,337 Cr
Fund Size
3.8%
3Y returns
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Nippon India Hybrid Bond Fund (DP-Q) is a conservative hybrid hybrid fund and has delivered an annualised return of 6.9% over a period of 18 years .The fund was previously known as Reliance Hybrid Bond Qt DP.The fund is managed by Nippon Life India Asset Management Ltd.The fund managers are Amit Tripathi, Kinjal Desai, Sanjay H Parekh, Sushil Budhia
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. However, there is no assurance that the objective of the scheme will be realized.
The Nippon India Hybrid Bond Fund (DP-Q) fund was launched on Dec 29, 2003. The NAV (Net Asset Value) of this conservative hybrid hybrid as of 2021-03-05 is ₹ 11.1235. The total AUM (Asset Under Management) of the fund as of 2021-03-08 is ₹ 869.868. The category risk of the Nippon India Hybrid Bond Fund (DP-Q) fund is Low Risk. The fund charges 1.88 % as expense ratio.
The fund’s highest allocation is towards debt and has invested 82.3% in this asset class. The top three holdings of the fund are mariposa agri ventures and hospitalities private limited,molagavalli renewable private limited and sanghi industries limited
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 85+15 - ConservativeTR INR
Nippon India Hybrid Bond Fund (DP-Q) has a score of 2 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Nippon India Hybrid Bond Fund (DP-Q) has a score of 3 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.