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Nippon India Equity Hybrid Fund - Direct Plan

The primary investment objective of this option is to generate consistent returns and appreciation of capital by investing in mix of securities comprising of Equity, Equity related instruments & fixed income instruments.

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

Fund Info

Scheme Class	Hybrid
Scheme Category	Aggressive Allocation
Expense Ratio	1.08%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 4,914
AMC AUM (in Crs.)	₹ 2,33,617
Min Addition Subscription	₹ 500

Benchmark Type

CRISIL Hybrid 85+15 - ConservativeTR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-12) months. No Exit load, if redeemed after 12 months.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Hybrid Equity Fund - Direct Plan	1000	1000	-0.5%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	-1.2%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	2.37%
SBI Equity Hybrid Fund - Direct Plan	1000	1000	6.22%
Canara Robeco Equity Debt Hybrid Fund - Direct Plan	0	1000	6.97%
Mirae Asset Hybrid Equity Fund - Direct Plan	1000	1000	6.31%
Nippon India Equity Hybrid Fund - Direct Plan	500	500	-5.23%
L&T Hybrid Equity Fund - Direct Plan	1000	1000	1.09%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	-1.2%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	2.37%
Principal Hybrid Equity Fund - Direct Plan	1000	1000	3.17%
DSP Equity & Bond Fund - Direct Plan	1000	1000	4.89%

Top 10 Holdings

Company	Holding Type	Asset(%)
HDFC Bank Ltd	Equity	8
ICICI Bank Ltd	Equity	6
Grasim Industries Ltd	Equity	5
Infosys Ltd	Equity	5
Larsen & Toubro Ltd	Equity	5
Reliance Industries Ltd	Equity	5
Nirma Limited	Bond - Corporate Bond	4
Housing Development Finance Corp Ltd	Equity	4
ITC Ltd	Equity	3
INDIAN RECEIVABLE TRUST 2019 SERIES 5	Bond - Asset Backed	3

Asset Allocation(%)

Asset	Percent
Equity	73
Bond - Corporate Bond	17
Bond - Asset Backed	6
Other Assets And Liabilities	1
Cash - Commercial Paper	1

Sector Allocation(%)

Sector	Percent
Financial Services	25
Bond - Corporate Bond	17
Industrials	12
Energy	9
Technology	6

Fund Manager

Sanjay H Parekh

8+ years of experience

Kinjal Desai

1+ years of experience

Sushil Budhia

0+ years of experience

Nippon India Mutual Fund

AUM₹2,33,617 Cr

About

Reliance Mutual Fund is a part of Reliance Anil Dhirubhai Ambani (ADA) Group and it is one of the largest growing asset management companies in India. It has an asset under management of Rs 2,40,445.37 and 83.99 lakhs folios.##Reliance Mutual Fund is present across 160 cities across the country. The main motto of the asset management company is to launch products that are not only innovative, but also conducive for investors. They believe in increasing their value to investors.##RMF provides a host of mutual funds across various categories, be it equity, debt and hybrid. The schemes have a well-managed portfolio and it has pioneered to become one of the most trusted asset management companies in India.##Reliance Mutual Fund has been sponsored by Reliance Capital Limited and Nippon Life Insurance Company.

customer_care@reliancemutual.com

Phone

18002090007

Address

9th Floor, Crescenzo, C-38 & 39,,G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051, Mumbai - 400055

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m