Nippon India Equity Hybrid Fund Dividend Monthly-0.31%

3Groww
3.87%
1 Year Return
Hybrid
Aggressive
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Nippon India Equity Hybrid Fund Dividend Monthly

RiskModerately High
Min SIP Amount₹100
Expense Ratio1.80%
NAV10.40 (21 Jan 2020)
Fund Started09 Aug 2016
Fund Size8,335 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Nippon India Equity Hybrid Fund Dividend Monthly
3.9%
7.7%
6.5%
12.3%
Category Average
8.8%
10.2%
8.0%
-
Rank within category
32
21
13
-
*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
    0
    with 3.9% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity8.7%
    Yes Bank Ltd.FinancialBonds/NCD7.1%
    Grasim Industries Ltd.ConstructionEquity5.3%
    ICICI Bank Ltd.FinancialEquity5.2%
    Infosys Ltd.TechnologyEquity4.8%
    Reliance Industries Ltd.EnergyEquity4.7%
    Larsen & Toubro Ltd.ConstructionEquity4.2%
    Nirma Ltd.FMCGNCD3.8%
    Axis Bank Ltd.FinancialEquity3.7%
    State Bank of IndiaFinancialEquity2.6%
    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 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 Dividend Monthly.The fund currently has an Asset Under Management(AUM) of ₹8,335 Cr and the Latest NAV as of 21 Jan 2020 is ₹10.40.

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

    Investment Objective

    The primary investment objective of this option is to generate consistent returns and appreciation of capital by investing in a mix of securities comprising of equity, equity related instruments & fixed income instruments.

    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)

    Not Supported
    Min for First Investment
    Not Supported
    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
    30 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
    Enter investment amount
    + ₹1,000
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    + ₹10,000
    ONE TIME
    MONTHLY SIP
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