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Nippon India Equity Hybrid Fund

Nippon India Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

8.61

as on 03 Oct 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,816 today.

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NAV Performance

Nippon India Equity Hybrid Fund performance graph for last 3 years
Performance of Nippon India Equity Hybrid Fund for last 3 Years

Fund Information

  • ₹ 66.290

    as on 03 Oct 2022
  • Regular - Growth

  • 12 / 33

  • ₹ 500

  • ₹ 3,329 Cr.

    as on 31 Dec 2021
  • 2.07%

  • 02 Jan 2013

  • Hybrid - Aggressive Hybrid Fund

  • Nifty 50

  • Nippon India Mutual Fund

    Show All Funds

Highlights of this fund

Nippon India Equity Hybrid Fund is an Open-ended Hybrid Fund. The fund belongs to Aggressive Hybrid Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 02 Jan 2013. This fund is offered by one of the top AMC (Assets Management Company) Nippon India Mutual Fund. You can also view here all other Hybrid funds offered by Nippon India Mutual Fund.

Latest NAV of the fund is ₹ 66.290 as on 03 Oct 2022.

This fund has 9 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.07%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 100. Lumpsum invest is offered with minimum investment of ₹ 500.

Fund Objective

To generate consistent returns and appreciation of capital by investing in mix of securities comprising of equity, equity relted instruments and fixed income instruments

List of Fund Managers of Nippon India Equity Hybrid Fund

  • About Sushil Budhia

    Picture of Sushil BudhiaMr. Budhia has done CA Prior to joining Nippon India Mutual Fund, he has worked with YES Bank as Senior President, Axis Bank and UTI Mutual Fund.
  • About Meenakshi Dawar

    Picture of Meenakshi DawarMs. Meenakshi Dawar has over 11 years of experience in Fund Management and Equity Research. She is currently managing Reliance Value Fund and Reliance Vision Fund at Reliance Mutual Fund. Prior to joining Reliance Nippon Life Asset Management Limited, she was managing Large Cap and Hybrids funds at IDFC mutual fund. She was also instrumental in launch of various new products at IDFC. She has also worked with ICICI Securities as Equity Research Analyst covering Indian Markets. She has a done her Post Graduate in management from Indian Institute of management - Ahmadabad and B.Tech from IGIT-Delhi

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 1.80% 13.37% 10.54% 27.10% 37.53% 30.15% 19.08% 17.25% 17.15% 25.74% 32.99% 25.42% 19.16%
Category Average -1.68% 7.79% 0.55% 0.85% 21.05% 14.08% 10.15% 12.61% 2.26% 10.19% 14.94% 12.59% 12.21%
Nippon India Equity Hybrid Fund -2.17%₹ 9,782 7.24%₹ 10,723 -1.08%₹ 9,892 1.24%₹ 10,123 1.79%₹ 12,116 23.15%₹ 15,182 10.38%₹ 26,637 8.61%₹ 12,816 13.67%₹ 44,127 4.71%₹ 12,590 8.22%₹ 73,821 10.37%₹ 26,832 9.02%₹ 1,91,326
ICICI Prudential Equity & Debt Fund -1.20%₹ 9,879 7.55%₹ 10,754 0.27%₹ 10,026 7.11%₹ 10,710 6.09%₹ 12,391 34.47%₹ 18,112 19.87%₹ 29,133 20.99%₹ 17,720 23.69%₹ 50,803 13.61%₹ 18,937 17.82%₹ 93,608 15.74%₹ 43,168 15.47%₹ 2,69,843
Kotak Equity Hybrid -2.28%₹ 9,771 7.34%₹ 10,734 0.02%₹ 10,002 2.80%₹ 10,279 3.12%₹ 12,201 23.75%₹ 15,330 11.48%₹ 26,924 17.14%₹ 16,082 17.61%₹ 46,679 11.67%₹ 17,370 14.77%₹ 86,858 - -
Canara Robeco Equity Hybrid Fund -2.60%₹ 9,740 7.16%₹ 10,715 -1.72%₹ 9,828 -2.09%₹ 9,790 -0.65%₹ 11,958 17.17%₹ 13,739 7.02%₹ 25,773 14.81%₹ 15,139 12.79%₹ 43,569 11.25%₹ 17,043 12.42%₹ 81,943 13.42%₹ 35,237 12.85%₹ 2,34,450
DSP Equity And Bond Fund -2.41%₹ 9,758 8.63%₹ 10,863 -1.81%₹ 9,818 -4.91%₹ 9,508 -2.20%₹ 11,857 17.83%₹ 13,895 5.66%₹ 25,426 12.96%₹ 14,419 11.69%₹ 42,883 9.98%₹ 16,097 11.42%₹ 79,954 12.58%₹ 32,716 12.18%₹ 2,26,233
Mirae Asset Hybrid - Equity Fund -2.30%₹ 9,769 6.42%₹ 10,642 -1.75%₹ 9,825 -1.74%₹ 9,826 -1.15%₹ 11,925 18.26%₹ 13,998 7.23%₹ 25,828 13.99%₹ 14,816 12.90%₹ 43,641 10.59%₹ 16,549 11.84%₹ 80,793 - -

Portfolio Holdings

Portfolio holdings pattern of Nippon India Equity Hybrid Fund as on 04 Oct 2022 are listed below:

  • Equity Holdings:

    74.66%
  • Debt Holdings:

    22.34%
  • Others Holdings:

    3.00%

Top Sector Holdings of Nippon India Equity Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 18.64% ₹ 615.65 Cr.
Computers - Software 13.47% ₹ 444.91 Cr.
Refineries/Marketing 5.37% ₹ 177.14 Cr.
Engineering, designing, construction 4.36% ₹ 143.82 Cr.
Pharmaceuticals 3.99% ₹ 131.62 Cr.
Others 54.17% -

Top Stock Holdings of Nippon India Equity Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 9.43% ₹ 311.48 Cr.
ICICI Bank Ltd. 6.28% ₹ 207.24 Cr.
HDFC Bank Ltd. 5.89% ₹ 194.54 Cr.
Reliance Industries Ltd. 5.37% ₹ 177.14 Cr.
Larsen & Toubro Ltd. 3.73% ₹ 123.23 Cr.
Others 69.30% -

Top Debt Instrument Type holdings of Nippon India Equity Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 18.94% ₹ 625.70 Cr.
GOI 2.78% ₹ 91.92 Cr.
PTC 0.62% ₹ 20.46 Cr.
Others 77.66% -

Top Debt Holdings of Nippon India Equity Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - U P Power Corporation Ltd. 3.88% ₹ 128.09 Cr.
Bond - Govt of India 2.78% ₹ 91.92 Cr.
Bond - ICICI Prudential Life Insurance Co Ltd. 1.81% ₹ 59.86 Cr.
Bond - Renew Wind Energy (Rajasthan One) Pvt Ltd. 1.66% ₹ 54.91 Cr.
Bond - IndInfravit Trust 1.53% ₹ 50.51 Cr.
Others 88.34%

Other Holdings

Holding TypeHolding Percentage
TREPS 2.47%
Net Receivables 0.33%
Margin 0.20%