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

Nippon India Equity Hybrid Fund Direct IDCW Monthly

Hybrid
Aggressive Hybrid
Very High Risk
Payout
11.52%
3Y annualised
+0.63% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Oct 2021₹13.65
Min. SIP amount₹100
Rating1star
Fund size₹3,643.30 Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns52.1%11.5%9.7%12.7%
Category average42.2%12.7%12.2%NA
Rank with in category83829NA
Understand termsinfo

Holdings (67)

NameSectorInstrumentAssets
TechnologyEquity8.3%
FinancialEquity7.6%
EnergyEquity6.4%
FinancialEquity5.4%
Uttar Pradesh Power Corporation Ltd
EngineeringDebenture4.2%
FinancialEquity3.9%
FinancialEquity3.6%
CommunicationEquity3.5%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity3.4%
ConstructionEquity3.0%
See All

Pros and cons

info
Category: Hybrid Aggressive Hybrid
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Pros

1Y annualised returns higher than category average by 9.93%
Lower expense ratio: 1.26%
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Cons

3Y and 5Y annualised returns lower than category average
Low rating: 1

Expense ratio, exit load and tax

Expense ratio: 1.26%

Inclusive of GST

Exit load

Exit load of 1% if redeemed 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 termsinfo
Check past data

Minimum investment amounts

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

Fund management

Amit Tripathi
Jan 2013 - Present
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Sanjay Parekh
Jan 2013 - Present
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Meenakshi Dawar
Sep 2021 - Present
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Sushil Budhia
Feb 2020 - Present
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Fund house & investment objective

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Fund house contact details

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