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Nippon India Equity Hybrid Fund Growth-2.56%

10.06%
1 Year Return
Hybrid
Aggressive
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Nippon India Equity Hybrid Fund Growth

RiskVery High
Min SIP Amount₹100
Expense Ratio1.96%
NAV₹55.67 (26 Feb 2021)
Fund Started08 Jun 2005
Fund Size4,244 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
10.1%
0.5%
9.0%
9.6%
Category Average
23.3%
8.6%
13.6%
-
Rank Within Category
46
34
27
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount100
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 10.1% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
Cons
1. Higher expense ratio - 1.96%
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns
4. 5Y Returns are lower than the category average returns
5. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity8.4%
Infosys Ltd.TechnologyEquity7.6%
ICICI Bank Ltd.FinancialEquity5.2%
Reliance Industries Ltd.EnergyEquity4.3%
Grasim Industries Ltd.ConstructionEquity4.2%
Axis Bank Ltd.FinancialEquity3.9%
Bharti Airtel Ltd.CommunicationEquity3.6%
Uttar Pradesh Power Corporation LtdEngineeringDebenture3.5%
Adani Ports and Special Economic Zone Ltd.ServicesEquity3.4%
State Bank of IndiaFinancialEquity2.9%
See All

Fund Managers

Amit Tripathi
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Sanjay Parekh
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Sushil Budhia
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Nippon India Equity Hybrid Fund Growth Details

Nippon India Equity Hybrid Fund Growth is a Hybrid Mutual Fund Scheme launched by Nippon India Mutual Fund. This scheme was made available to investors on 08 Jun 2005. Amit Tripathi, Sanjay Parekh is the Current Fund Manager of Nippon India Equity Hybrid Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹4,244 Cr and the Latest NAV as of 26 Feb 2021 is ₹55.67.

The Nippon India Equity Hybrid Fund Growth is rated Very High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 500. For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.

Investment Objective

The scheme aims to generate consistent returns by investing a major portion in equity and a small portion in debt and money market instruments. It will invest upto 50 per cent of its assets in equities and equity related securities and atleast 25 per cent of its assets in debt and money market instruments with an average maturity of 1 to 7 years.

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

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About Nippon India 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
30 Jun 1995
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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