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Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹103.5299 -0.68%
As on 04-Oct-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Nippon India Equity Hybrid Fund
|
|
|
Very High
|
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1.97 |
|
 |
|
Very High
|
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1.59 |
||
 |
|
Very High
|
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1.74 |
||
|
|
Very High
|
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1.77 |
||
|
|
Very High
|
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1.88 |
₹3,894 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
Nippon India Equity Hybrid Fund invests 65-80 per cent of its assets in equity stocks and the remaining 20-35 per cent in bonds.
Mutual funds can be bought directly from the website of the fund house. For instance, Nippon India Equity Hybrid Fund fund can be purchased from the website of Nippon India Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Nippon India Equity Hybrid Fund is ₹103.5299 as of 05-Oct-2024.
The AUM of Nippon India Equity Hybrid Fund Fund is ₹3,894 Cr as of 31-Aug-2024
The riskometer level of Nippon India Equity Hybrid Fund is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 7.18 24/07/2037 |
1.55
|
|
Power Finance Corporation Ltd SR BS233B NCD 7.64 25/08/2026 |
1.28
|
|
Bajaj Housing Finance Ltd Debenture 7.89 14/07/2034 |
0.91
|
|
Torrent Power Ltd SR NCD 8.65 10-D 02/06/2032 |
0.80
|
|
Piramal Capital & Housing Finance Ltd Debenture 6.75 26/09/2031 |
0.78
|
As of 31-Aug-2024, Nippon India Equity Hybrid Fund had invested 73.72% in Equity, 21.39% in Debt, 2.55% in Cash & Cash Eq. and 2.36% in Real Estate See More
Nippon India Equity Hybrid Fund is 19 years 4 months old. It has delivered 12.85% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
30.84%
|
16.21%
|
15.14%
|
10.13%
|
11.16%
|
12.85%
|
No, There is no lock in period in Nippon India Equity Hybrid Fund.
The expense ratio of Nippon India Equity Hybrid Fund is 1.97.
