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  • Nippon India Mutual Fund
  • Nippon India Hybrid Bond Fund (PIDCW-Q)
Nippon Mutual Fund

Nippon India Hybrid Bond Fund (PIDCW-Q)

HybridConservative Hybrid
Top Ranked

12.2572

NAV (Sep 06)

4.689%
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

Satisfactory

The performance of the fund on a Consistency of Credit Quality metric has been Satisfactory

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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

12.2572

NAV (Sep 6)

Fund Returns

Last 1Y
9.6%
Last 3Y
7.8%
Last 5Y
4.7%
Last 10Y
6.1%
Since Inception
8.5%
6 Month CAGR
4.7%

Scheme Information

Investment Objective

The scheme primarily aims to generate regular income in order to make regular dividend payments to unitholders while the secondary objective is growth of capital.

Expense Ratio
1.9
Launched (0y ago)
1.9
AUM in Crores
825.7
ISIN
INF204K01FG4
Lock-in
Benchmark
CRISIL Hybrid 85+15 Conservative Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
2.1
Beta
0.3
Sharpe Ratio
1.2
YTM
Fund Managers

Dhrumil Shah

Fund Manager

Sushil Budhia

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 (PIDCW-Q)70%8,19,701 87,0894.7%
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 2024-02-08

Top Stock Holdings

National Bank For Agriculture & Rural Development

6.1%
6.05%

Others

4.9%
4.93%

Piramal Capital & Housing Finance Ltd.

3.7%
3.67%

GOI

3.7%
3.67%

JSW Steel Ltd.

3%
3.04%
See all holdings

Allocation by Sector

Financial

3.86%
3.86%

Energy

1.87%
1.87%

Technology

1.76%
1.76%

Automobile

1.22%
1.22%

Consumer Staples

1.071126%
1.071126%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
ICICI Prudential Multi Asset Fund (G)
ICICI Prudential Multi Asset Fund (G)

₹ 46,488 cr

₹ 3,347 cr

₹ 5,044 cr

₹ 12,117 cr

₹ 24,596 cr

amc-img

About the AMC

Nippon India Mutual Fund

Reliance Nippon India Mutual Fund was established in 1996. It is a joint venture between India's Reliance Mutual Fund and Japan's Nippon Life Insurance Company. It is india's top asset management company with a total AUM of Rs 1.8 Lac Crore with about 91.9 lac active folios. It is the first compnay to be listed and traded on both the NSE and Bombay Stock Exchange (BSE).amc-img
Fund NameScripbox Opinion
Till Date CAGR
Nippon India Arbitrage Fund (G)
Nippon India Arbitrage Fund (G)

5.906%

6.872%

6.566%

8.85%

17.832%

20.995%

21.961%

13.612%

13.32%

7.945%

Nippon India Hybrid Bond Fund (PIDCW-Q) Review

Nippon India Hybrid Bond Fund (PIDCW-Q) is a Hybrid Hybrid fund and has delivered an annualised return of 8.498% over a period of 20 years. The fund is managed by Nippon India Mutual Fund. The fund manager’s name is [object Object],[object Object].

Nav of Nippon India Hybrid Bond Fund (PIDCW-Q) as of 9/6/2024 is ₹12.26 with the total AUM as of 9/10/2024 is ₹825.7358. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Hybrid Bond Fund (PIDCW-Q) was launched on 2003-12-29. The category risk of the fund is Below Average.

The minimum SIP amount for Nippon India Hybrid Bond Fund (PIDCW-Q) 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-Q)?

Nippon India Hybrid Bond Fund (PIDCW-Q) is a 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 (PIDCW-Q)?

You can invest in Nippon India Hybrid Bond Fund (PIDCW-Q) 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-Q)?

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

Is Nippon India Hybrid Bond Fund (PIDCW-Q) good to invest in?

As per Scripbox experts, Nippon India Hybrid Bond Fund (PIDCW-Q) is a 4 fund. You can investNippon India Hybrid Bond Fund (PIDCW-Q) 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-Q)?

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