Share Fund
Nippon India Equity Hybrid Fund endeavors to generate relatively better risk adjusted returns by investing in a combination of Equities and Fixed Income instruments. The fund attempts to optimize the benefit of Equity Growth potential with relative stability of fixed income investments. On the equity space the fund aims to maintains a large cap oriented portfolio with a tactical exposure to emerging leaders to generate alpha. The fixed income strategy is focused on generating higher accrual through investments in high quality instruments with a moderate duration.
Suitability
This product is suitable for investors who are seeking
• Long term capital growth
• Investment in equity and equity related instruments and fixed income instruments
| Scheme Class | Debt |
| Scheme Category | Other Bond |
| Expense Ratio | 1.3% |
| Min subscription | ₹ 500 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 9 |
| AMC AUM (in Crs.) | ₹ 2,33,617 |
| Min Addition Subscription | ₹ 500 |
| Benchmark Type | CRISIL Hybrid 35+65 - Agg TR INR |
| Exit Load | Exit load of 1.0%, if redeemed between (0-12) months. No Exit load, if redeemed after 12 months. |
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|
| Company | Holding Type | Asset(%) |
|---|---|---|
Reliance Capital Limited | Bond - Corporate Bond | 93 |
Net Current Assets | Cash | 7 |
| Asset | Percent |
|---|---|
Bond - Corporate Bond | 93 |
Cash | 7 |
| Sector | Percent |
|---|---|
Bond - Corporate Bond | 93 |
Cash | 7 |
Fund Manager
Meenakshi Dawar
1+ years of experience
Kinjal Desai
3+ years of experience
Sushil Budhia
2+ years of experience
About
customercare@nipponindiaim.in
Phone
18002090007
Address
Nippon Life India Asset Management Limited,4th Floor, Tower A, Peninsula Business Park,,Ganapatrao Kadam Marg,,Lower Parel (W), Mumbai - 400 013
