Nippon India Equity Hybrid Fund Direct Dividend Monthly+0.59%

3Groww
3.24%
1 Year Return
Hybrid
Aggressive
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Nippon India Equity Hybrid Fund Direct Dividend Monthly

RiskModerately High
Min SIP Amount₹100
Expense Ratio1.12%
NAV10.60 (18 Oct 2019)
Fund Started09 Aug 2016
Fund Size9,353 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Nippon India Equity Hybrid Fund Direct Dividend Monthly
3.2%
6.8%
9.4%
12.3%
Category Average
0.5%
6.2%
7.7%
-
Rank within category
36
21
15
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 3.2% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Yes Bank Ltd.FinancialBonds/NCD7.2%
    Morgan Credits Pvt. Ltd.FinancialZCB3.5%
    Indian Receivable TrustFinancialZCB2.0%
    Indian Receivable TrustFinancialZCB0.8%
    Uttar Pradesh Power Corporation LtdEngineeringDebenture0.7%
    Trust Investment Advisors Pvt. Ltd.FinancialCP0.6%
    Indian Receivable TrustFinancialZCB0.6%
    GOISovereignGOI Sec0.6%
    Indiabulls Housing Finance Ltd.FinancialCP0.5%
    Indusind Bank Ltd.FinancialCD0.5%
    See All

    Fund Managers

    addAmit Tripathi
    Education
    Mr. Tripathi is a B.Com (H) and PGDM.
    Experience
    Prior to joining Reliance Mutual Fund he has worked with New India Assurance Co. Ltd, Sun Invest Associates Ltd and CFS Financial Services Pvt. Ltd.
    Funds Managed
    addSanjay Parekh
    Education
    Mr. Parekh is a B.Com (H) and Chartered Accountant.
    Experience
    Prior to joining Reliance Mutual Fund he has worked with ICICI Prudential MF, Ask Investments Managers, Prabhudas Lilladher, Sunidhi Consultancy Services, Insight Asset Management and Capital Market Magazine.
    Funds Managed

    Other Details

    Nippon India Equity Hybrid Fund Direct Dividend Monthly is a Hybrid Mutual Fund Scheme launched by Reliance Mutual Fund. This scheme was introduced to investors on 09 Aug 2016. Amit Tripathi, Sanjay Parekh is the Current Fund Manager of Nippon India Equity Hybrid Fund Direct Dividend Monthly.The fund currently has an Asset Under Management(AUM) of ₹9,353 Cr and the Latest NAV as of 18 Oct 2019 is ₹10.60.

    The Nippon India Equity Hybrid Fund Direct Dividend Monthly is rated Moderately High risk. Minimum SIP Investment is 100. Minimum Lumpsum Investment is 500. Exit load of 1% if redeemed within 12 months.

    Investment Objective

    Reliance RSF Balanced Option endeavors to generate superior risk adjusted returns by investing in a combination of Equities and Fixed Income instruments. The fund attempts to optimize the benefit of Equity Growth potential with relative stability of fixed income investments. On the equity space the fund invests primarily in the large cap with a tactical exposure to emerging leaders to generate alpha. The fixed income strategy is focused on generating higher accrual through investments in high quality instruments with a moderate duration.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Exit load of 1% if redeemed within 12 months
    Exit Load

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    About Reliance Mutual Fund

    Address
    Corporate Office : Reliance Centre, 7th Floor South Wing, OFf Western Express Highway, Santacruz(E) Mumbai-400055
    Phone
    022-33031000/30301111
    Launch Date
    29 Jun 1995
    Reliance Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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