1 LakhInvestment Grown to
₹ 10000Monthly SIP Grown to
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.
Taxability of earnings:
|VR Balanced TRI||19.48||-1.45||-0.71||-4.42||-2.03||7.79||24.91||--||--||--||--|
|Hybrid: Aggressive Hybrid||26.10||1.23||1.26||-2.04||1.83||11.24||30.25||--||--||--||--|
As on 08-Dec-2021
|Fund name||Rating||Launch Date||1-Year Return||3-Year Return||5-Year Return||Expense Ratio||Assets (Cr)|
|Nippon India Equity Hybrid Fund - Segregated Portfolio 1 - Regular Plan||Sep-19||--||--||--||--||9|
|SBI Equity Hybrid Fund | Invest Online||Dec-95||26.56||17.31||14.42||1.66%||48,043|
|ICICI Prudential Equity & Debt Fund | Invest Now||Nov-99||46.07||20.55||15.56||1.80%||18,740|
|DSP Equity & Bond Fund | Invest Online||May-99||28.19||19.29||14.54||1.86%||7,559|
|Canara Robeco Equity Hybrid Fund - Regular Plan | Invest Online||Feb-93||25.70||18.28||15.20||1.93%||6,932|
|Best Performance||Worst Performance|
|Return (%)||Period||Return (%)||Period|
|Week||0.00||27-Sep-2019 - 04-Oct-2019||0.00||27-Sep-2019 - 04-Oct-2019|
|Month||0.00||27-Sep-2019 - 29-Oct-2019||0.00||27-Sep-2019 - 29-Oct-2019|
|Quarter||0.00||27-Sep-2019 - 27-Dec-2019||0.00||27-Sep-2019 - 27-Dec-2019|
|Year||0.00||26-Sep-2019 - 25-Sep-2020||0.00||26-Sep-2019 - 25-Sep-2020|
|VR Balanced TRI*||16.35||17.90||0.70||0.83||--||--|
|Hybrid: Aggressive Hybrid*||15.63||16.75||0.71||0.76||0.89||0.69|
The Risk Measures have been calculated using calendar month returns for the last three years.
* As on 30-Nov-2021
|The underlying data is unavailable.|
|Company||Instrument||Credit Rating||1Y Range||% Assets|
|8.85% Reliance Capital 2026||Non Convertible Debenture||D||92.69 - 92.69||92.69|
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-Oct-2021
Education: Mr. Tripathi is a B.Com (H) and PGDM.
Experience: Prior to joining Nippon India Mutual Fund he has worked with New India Assurance Co. Ltd, Sun Invest Associates Ltd and CFS Financial Services Pvt. Ltd.
Education: Mr. Parekh is a B.Com (H) and Chartered Accountant.
Experience: Prior to joining Nippon India Mutual Fund he has worked with ICICI Prudential MF, Ask Investments Managers, Prabhudas Lilladher, Sunidhi Consultancy Services, Insight Asset Management and Capital Market Magazine.
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.
|Minimum Investment (₹)||500|
|Minimum Addl Investment (₹)||500|
|Minimum SIP Investment (₹)||--|
|Minimum No of Cheques||--|
|Minimum Withdrawal (₹)||100|
|Minimum Balance (₹)||1|
|Lock-in Period||Not Applicable|
|Fund House:||Nippon India Mutual Fund|
|Return Since Launch:||-90.80%|
|Benchmark:||CRISIL Hybrid 35+65 Aggressive Index|
|Assets:||₹ 9 Cr (As on 31-Oct-2021)|
|Expense:||-- (As on )|
AMC: Nippon Life India Asset Management Ltd.
Address: 4th Floor, Tower A, Peninsula Business Park, Ganapatrao Kadam Marg, Lower Parel (W), Mumbai - 400013
Phone: 022-68334800 / 18602660111
Email: [email protected]
Registrar & Transfer Agent: KFin Technologies Pvt Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016
Email: [email protected]