Nippon India Equity Hybrid Fund - Segregated Portfolio 2 - Direct Plan

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.

Fund Manager

• Name

  Amit Tripathi since 06-Mar-2020

• 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.

• Interviews

  31-Oct-2022:"Investor is acting as a portfolio manager in some sense, when investing in passive funds"

  08-May-2013:Debt fund exit strategy

• Name

  Sanjay Parekh since 06-Mar-2020

• 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.

Contact Information

• AMC

  Nippon Life India Asset Management Ltd.

• Website

  https://mf.nipponindiaim.com/

• Address

  4th Floor, Tower A, Peninsula Business Park, Ganapatrao Kadam Marg, Lower Parel (W), Mumbai - 400013

Registrar Agent

• Registrar & Transfer Agent

  KFin Technologies Ltd.

• Website

  https://mfs.kfintech.com/mfs/

• Email

  [email protected]

• Phone

  040-44857874

• Address

  303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016

Basic Details

• Fund House

  Nippon India Mutual Fund

• Issue Open

  06-Mar-2020

• Issue Close

  06-Mar-2020

• Type

  Open-ended

• Category

  Hybrid: Aggressive Hybrid

• Min. Investment(₹)

  500

• Plans

  Growth, IDCW, IDCW Monthly, IDCW Quarterly

• Lock-in Period

  NA

• Exit Load

• Riskometer

  Very High

• Benchmark

  CRISIL Hybrid 35+65 Aggressive Index