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Nippon India Equity Hybrid Fund

Nippon India Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

19.03

as on 28 Nov 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,872 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

  • ₹ 81.754

    as on 28 Nov 2023
  • Regular - Growth

  • 13 / 33

  • ₹ 500

  • ₹ 2,776 Cr.

    as on 31 May 2023
  • 2.05%

  • 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 ₹ 81.754 as on 28 Nov 2023.

This fund has 10 years of track record. Since 31 Mar 2023 expense ratio of this fund is 2.05%. 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 Kinjal Desai

    Picture of Kinjal DesaiKinjal Desai is Fund Manager – Overseas at Reliance Mutual Fund. Kinjal has obtained her Masters in Economics from Warwick University, UK. She has a total experience of 6 years as Research Analyst – Equities at Reliance Mutual Fund where she started her career as an Associate.
  • 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
  • About Akshay Sharma

    Picture of Akshay Sharma

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 8.49% 10.47% 26.40% 27.87% 27.59% 27.27% 20.87% 18.55% 43.83% 26.21% 22.48% 24.09% 17.43%
Category Average 3.82% 3.66% 10.66% 12.54% 10.01% 15.63% 12.85% 13.69% 20.05% 14.27% 12.99% 14.77% 12.42%
Nippon India Equity Hybrid Fund 4.07%₹ 10,407 4.36%₹ 10,436 12.11%₹ 11,211 14.53%₹ 11,453 22.22%₹ 13,401 11.74%₹ 12,493 16.94%₹ 28,367 19.03%₹ 16,872 15.47%₹ 45,291 9.26%₹ 15,574 14.41%₹ 86,107 12.55%₹ 32,648 10.39%₹ 2,05,692
ICICI Prudential Equity & Debt Fund 4.42%₹ 10,441 6.31%₹ 10,630 15.47%₹ 11,547 18.60%₹ 11,860 27.34%₹ 13,713 16.19%₹ 13,511 20.48%₹ 29,312 27.27%₹ 20,626 21.03%₹ 48,981 18.17%₹ 23,053 21.87%₹ 1,03,296 17.20%₹ 48,953 16.51%₹ 2,85,455
Kotak Equity Hybrid 3.82%₹ 10,382 2.51%₹ 10,250 10.10%₹ 11,009 12.11%₹ 11,210 18.03%₹ 13,143 9.81%₹ 12,064 13.75%₹ 27,525 17.26%₹ 16,128 13.31%₹ 43,904 15.53%₹ 20,588 16.39%₹ 90,384 - -
HDFC Hybrid Equity Fund 2.37%₹ 10,236 1.21%₹ 10,121 6.27%₹ 10,627 9.40%₹ 10,940 12.75%₹ 12,814 10.55%₹ 12,227 12.63%₹ 27,232 17.10%₹ 16,063 12.76%₹ 43,561 13.37%₹ 18,731 15.15%₹ 87,672 13.41%₹ 35,216 11.72%₹ 2,20,748
Sundaram Equity Hybrid Fund 1.80%₹ 10,179 0.49%₹ 10,048 10.54%₹ 11,054 - - - - - - - - - -
Canara Robeco Equity Hybrid Fund 4.57%₹ 10,457 3.67%₹ 10,367 9.37%₹ 10,936 10.48%₹ 11,048 17.66%₹ 13,120 8.14%₹ 11,698 12.49%₹ 27,194 13.63%₹ 14,675 11.30%₹ 42,643 13.62%₹ 18,938 13.82%₹ 84,859 14.73%₹ 39,560 12.77%₹ 2,33,583

Portfolio Holdings

Portfolio holdings pattern of Nippon India Equity Hybrid Fund as on 30 Nov 2023 are listed below:

  • Equity Holdings:

    73.42%
  • Debt Holdings:

    21.81%
  • Others Holdings:

    4.77%

Top Sector Holdings of Nippon India Equity Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 17.21% ₹ 493.49 Cr.
Computers - Software 6.81% ₹ 195.48 Cr.
Refineries/Marketing 5.10% ₹ 146.26 Cr.
Housing Finance 4.13% ₹ 118.43 Cr.
Pharmaceuticals 3.96% ₹ 113.60 Cr.
Others 62.79% -

Top Stock Holdings of Nippon India Equity Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 5.20% ₹ 149.02 Cr.
HDFC Bank Ltd. 5.00% ₹ 143.53 Cr.
Infosys Ltd. 4.96% ₹ 142.38 Cr.
Reliance Industries Ltd. 4.72% ₹ 135.35 Cr.
Axis Bank Ltd. 3.86% ₹ 110.61 Cr.
Others 76.26% -

Top Debt Instrument Type holdings of Nippon India Equity Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 19.97% ₹ 572.49 Cr.
GOI 1.84% ₹ 52.89 Cr.
Others 78.19% -

Top Debt Holdings of Nippon India Equity Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Housing Development Finance Corporation Ltd. 2.64% ₹ 75.88 Cr.
Bond - LIC Housing Finance Ltd. 2.10% ₹ 60.04 Cr.
Bond - Govt of India 1.84% ₹ 52.89 Cr.
Bond - Bharti Telecom Ltd. 1.75% ₹ 50.17 Cr.
Bond - National Bank for Agriculture & Rural Development 1.73% ₹ 49.52 Cr.
Others 89.94%

Other Holdings

Holding TypeHolding Percentage
TREPS 3.21%
InvITs 0.91%
Net Receivables 0.64%
Margin 0.01%