3 Year return
16.42%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
High Risk
Asset Under Management
₹3975.65 Cr.
Expense Ratio
1.14% (inclusive of GST)
Exit Load
10% of the units allotted shall be redeemed within any exit load, on or before completion of 12 monts from the date allotment of units. 1.00% - If redeemed / switched on or before completion of 12 months from the date of allotment of units. Nil - If redeemed / switched after completion of 12 moths from the date of allotment of units.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Nippon India Mutual Fund Managers
MD
Meenakshi Dawar
Fund Manager since Feb 2020
Fund House Details
Nippon India Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
JM Aggressive Hybrid Fund |
22.81% |
3.5 |
Bank of India Mid and Small Cap Equity and Debt Fund |
20.43% |
3 |
Quant Absolute Fund |
17.01% |
4 |
Schemes by Nippon India Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
Nippon India Arbitrage Fund Direct Plan Monthly IDCW Payout
Hybrid . Arbitrage Fund
Nippon India Arbitrage Fund Direct Plan Monthly IDCW Reinvestment
Hybrid . Arbitrage Fund
Nippon India Arbitrage Fund Direct Plan IDCW Payout
Hybrid . Arbitrage Fund
Nippon India Arbitrage Fund Direct Plan IDCW Reinvestment
Hybrid . Arbitrage Fund
Nippon India Arbitrage Fund Direct Plan Growth
About Nippon India Equity Hybrid Fund Direct Plan Growth Plan
Nippon India Equity Hybrid Fund Direct Growth is a Hybrid Mutual Fund Scheme offered by Nippon India Mutual Fund. With a focus on achieving relatively favourable risk-adjusted returns, the fund employs a blend of Equities and Fixed Income instruments in its portfolio. On the equity front, the fund maintains a substantial allocation to large-cap securities, while strategically venturing into emerging leaders to potentially generate alpha. In the fixed income segment, the fund pursues a strategy centred around investing in high-quality instruments with a moderate duration, aimed at optimising accrual.
Investment Objective of the Scheme
The core investment objective of Nippon India Equity Hybrid Fund Direct Plan Growth is to attain consistent returns and capital appreciation. This is realised through a well-balanced mix of securities, including equities, equity-related instruments, and fixed income instruments. By combining these asset classes, the fund aims to provide investors with an avenue for potential growth while managing risk through diversification.
Key Features of The Fund
5-year return | 14.42% |
Expense Ratio | 1.14% |
Fund Manager | Meenakshi Dawar |
Fund Size | ₹3975.65 Cr |
Risk Profile | High |
Is This Scheme Right for Me?
This scheme is ideal for investors who prioritise long-term capital appreciation. The fund's combination of equities, equity-related instruments, and fixed income instruments can provide a balanced approach to capitalising on market opportunities while mitigating risk. It is essential to note, however, that all investments convey inherent risks, and that the appropriateness of this scheme should correspond with the investor's financial objectives, tolerance for risk, and investment horizon. If you are seeking the potential benefits of both equity appreciation and fixed income stability, this scheme may be a viable option. However, talk to your financial advisor and do your own research before making a decision.
AMC Contact Details
Name | Nippon India Mutual Fund |
Launch Date | June 1995 |
Addresss | Nippon Life India Asset Management Limited, 4th Floor, Tower A, Peninsula Business Park, Ganapatrao Kadam Marg, Lower Parel (W), Mumbai – 400 013 |
Contact | 1860 266 0111 |
customercare@nipponindiaim.in | |
Website | https://mf.nipponindiaim.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Make Use of SIPs for Harnessing the Power of Compounding
FAQs
What is today's NAV of Nippon India Equity Hybrid Fund?
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What is the expense ratio of Nippon India Equity Hybrid Fund?
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What is the minimum SIP amount to invest in Nippon India Equity Hybrid Fund?
How do I invest in Nippon India Equity Hybrid Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Nippon India Equity Hybrid Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Nippon India Equity Hybrid Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Nippon India Equity Hybrid Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.