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 |
| Benchmark Type | CRISIL Hybrid 85+15 - ConservativeTR INR |
| Expense Ratio | 1.08% |
| Min subscription | ₹ 500 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 8,763 |
| AMC AUM (in Crs.) | ₹ 2,33,617 |
| Min Addition Subscription | ₹ 500 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 7.52% | |
| 1000 | 1000 | 7.43% | |
| 1000 | 1000 | 10.46% | |
| 1000 | 1000 | 13.47% | |
| 0 | 1000 | 12.76% | |
| 1000 | 1000 | 13.54% | |
| 500 | 500 | 8.55% | |
| 1000 | 1000 | 9.53% | |
| 1000 | 1000 | 7.43% | |
| 1000 | 1000 | 10.46% | |
| 1000 | 1000 | 11.4% | |
| 1000 | 1000 | 11.17% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| HDFC Bank Ltd | Equity | 9 |
| Yes Bank Limited | Bond - Corporate Bond | 7 |
| Reliance Industries Ltd | Equity | 6 |
| Grasim Industries Ltd | Equity | 5 |
| Infosys Ltd | Equity | 5 |
| ICICI Bank Ltd | Equity | 5 |
| Larsen & Toubro Ltd | Equity | 4 |
| Triparty Repo | Cash - Repurchase Agreement | 4 |
| Axis Bank Ltd | Equity | 3 |
| Nirma Limited | Bond - Corporate Bond | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 73 |
| Bond - Corporate Bond | 16 |
| Cash - Repurchase Agreement | 5 |
| Bond - Asset Backed | 3 |
| Cash | 2 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Financial Services | 27 |
| Bond - Corporate Bond | 16 |
| Basic Materials | 10 |
| Energy | 10 |
| Industrials | 9 |
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.
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Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m