Widely used:
Our Opinion
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Our Opinion
Riskometer
Very High
₹116.7756 0.91%
As on 20-Jun-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Nippon India Equity Hybrid Fund - Direct Plan
|
|
|
Very High
|
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1.13 |
|
 |
|
Very High
|
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0.97 |
||
|
|
Very High
|
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0.66 |
||
|
|
Very High
|
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0.87 |
||
|
|
Very High
|
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0.48 |
₹3,897 Cr
1.00 (365)
500
100
100
60
Investment Strategy
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.
Suitability
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
Aggressive hybrid funds invest 65-80 per cent of your money in equity shares and the rest in bonds. Their returns are slightly lower than those of pure equity funds which invest all your money in shares, but they also fall relatively less when the stock markets decline. This makes them suitable for conservative equity investors or first-time equity investors who are not used to sharp ups and downs.
Like for all equity-linked investments, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other aggressive hybrid fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Nippon India Equity Hybrid Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Nippon India Equity Hybrid Fund - Direct Plan can be bought from the Nippon India Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Nippon India Equity Hybrid Fund - Direct Plan, is ₹116.7756 as of 23-Jun-2025.
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 7.18 24/07/2037 |
1.61
|
|
GOI Sec 7.10 08/04/2034 |
1.35
|
|
NHIT |
1.29
|
|
Cube Highways Trust |
1.17
|
|
L&T Metro Rail (Hyderabad) Ltd NCD 7.55 28/04/2035 |
0.91
|
Over the past five years, Nippon India Equity Hybrid Fund - Direct Plan has delivered an annualised return of 21.28% as of 23-Jun-2025.
The minimum investment required to start investing in Nippon India Equity Hybrid Fund - Direct Plan is ₹500 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
