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Home>Mutual Funds>Nippon India Mutual Fund>Nippon India Equity Hybrid Fund Direct IDCW Quarterly

Nippon India Equity Hybrid Fund Direct IDCW Quarterly

Hybrid
Aggressive Hybrid
Very High Risk
Payout
6.65%
3Y annualised
+2.15% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 May 2022₹17.85
Min. SIP amount₹100
Rating1
Fund size₹3,071.30Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns9.2%6.7%6.2%11.1%
Category average42.2%12.7%12.2%NA
Rank with in category194030NA
Understand terms

Holdings (79)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity7.3%
ICICI Bank Ltd.FinancialEquity6.5%
HDFC Bank Ltd.FinancialEquity6.1%
Reliance Industries Ltd.EnergyEquity5.4%
Bharti Airtel Ltd.CommunicationEquity3.8%
Sun Pharmaceutical Industries Ltd.HealthcareEquity3.5%
Larsen & Toubro Ltd.ConstructionEquity3.4%
Axis Bank Ltd.FinancialEquity3.3%
State Bank of IndiaFinancialEquity3.1%
Housing Development Finance Corpn. Ltd.FinancialEquity3.0%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

Lower expense ratio: 1.08%

Cons

Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Low rating: 1

Expense ratio, exit load and tax

Expense ratio: 1.08%

Inclusive of GST

Exit load

For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹100

Fund management

Meenakshi Dawar
Sep 2021 - Present
View details

Education
Ms. Dawar is a B.Tech from IGIT New Delhi and PGDM from IIM Ahmedabad.
Experience
Prior to joining Nippon India Mutual Fund had worked with IDFC Mutual Fund. She has worked in institutional equities sales and research division on sell side.
Also manages these schemes

Sushil Budhia
Feb 2020 - Present
View details

Education
Mr. Budhia has done CA
Experience
Prior to joining Nippon India Mutual Fund, he has worked with YES Bank as Senior President, Axis Bank and UTI Mutual Fund.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
4th Floor, Tower A, Peninsula Business Park,Ganapatrao Kadam Marg,Lower Parel (W), Mumbai 400013
Phone
022-68334800 / 18602660111
Launch Date
30 Jun 1995
Website
NA
Amc Image
Nippon India Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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FAQs

How to Invest in Nippon India Equity Hybrid Fund Direct IDCW Quarterly?

You can easily invest in Nippon India Equity Hybrid Fund Direct IDCW Quarterly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Nippon India Equity Hybrid Fund Direct IDCW Quarterly from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Nippon India Equity Hybrid Fund Direct IDCW Quarterly as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Nippon India Equity Hybrid Fund Direct IDCW Quarterly provide?

The Nippon India Equity Hybrid Fund Direct IDCW Quarterly has been there from 11 Oct 2013 and the average annual returns provided by this fund is 9.24% since its inception.

How much expense ratio is charged by Nippon India Equity Hybrid Fund Direct IDCW Quarterly?

The term Expense Ratio used for Nippon India Equity Hybrid Fund Direct IDCW Quarterly or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Nippon India Equity Hybrid Fund Direct IDCW Quarterly is 1.08% as of 22 May 2022...

What is the AUM of Nippon India Equity Hybrid Fund Direct IDCW Quarterly?

The AUM, short for Assets Under Management of Nippon India Equity Hybrid Fund Direct IDCW Quarterly is ₹3,071.30Cr as of 22 May 2022.

How to Redeem Nippon India Equity Hybrid Fund Direct IDCW Quarterly?

If you want to sell your Nippon India Equity Hybrid Fund Direct IDCW Quarterly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Nippon India Equity Hybrid Fund Direct IDCW Quarterly?

You can select either SIP or Lumpsum investment of Nippon India Equity Hybrid Fund Direct IDCW Quarterly based on your investment objective and risk tolerance.

What is the NAV of Nippon India Equity Hybrid Fund Direct IDCW Quarterly?

The NAV of Nippon India Equity Hybrid Fund Direct IDCW Quarterly is ₹17.85 as of 20 May 2022.

What is the PE and PB ratio of Nippon India Equity Hybrid Fund Direct IDCW Quarterly?

The PE ratio ratio of Nippon India Equity Hybrid Fund Direct IDCW Quarterly is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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