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Nippon India Equity Hybrid Fund

Nippon India Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

9.01

as on 18 Jan 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,957 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

  • ₹ 68.243

    as on 18 Jan 2022
  • Regular - Growth

  • 15 / 33

  • ₹ 500

  • ₹ 3,329 Cr.

    as on 18 Jan 2022
  • 2.07%

    since 30 Nov 2021
  • 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 ₹ 68.243 as on 18 Jan 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 6.18% 2.66% 18.62% 55.67% 41.05% 29.12% 20.68% 17.66% 49.45% 54.07% 40.59% 27.37% 19.84%
Category Average 4.48% -0.90% 10.20% 26.69% 20.41% 16.85% 13.40% 14.33% 24.60% 31.49% 23.78% 16.57% 14.18%
Nippon India Equity Hybrid Fund 4.79%₹ 10,478 -0.12%₹ 9,988 9.02%₹ 10,902 29.00%₹ 12,899 24.28%₹ 13,528 11.02%₹ 12,332 31.18%₹ 32,241 9.01%₹ 12,957 19.16%₹ 47,731 9.10%₹ 15,461 11.01%₹ 79,150 12.89%₹ 33,639 11.19%₹ 2,14,657
ICICI Prudential Equity & Debt Fund 6.18%₹ 10,618 0.03%₹ 10,003 18.62%₹ 11,861 42.79%₹ 14,278 38.67%₹ 14,391 25.74%₹ 15,830 43.42%₹ 35,715 20.95%₹ 17,704 31.12%₹ 56,219 15.82%₹ 20,846 20.64%₹ 1,00,297 17.59%₹ 50,607 17.24%₹ 2,96,841
Kotak Equity Hybrid 4.79%₹ 10,478 0.81%₹ 10,081 11.18%₹ 11,117 29.98%₹ 12,997 26.15%₹ 13,641 22.66%₹ 15,062 35.28%₹ 33,390 20.81%₹ 17,643 27.24%₹ 53,365 14.30%₹ 19,515 18.60%₹ 95,430 - -
Mirae Asset Hybrid - Equity Fund 4.31%₹ 10,431 -0.81%₹ 9,919 9.43%₹ 10,943 24.32%₹ 12,432 22.56%₹ 13,422 19.37%₹ 14,262 29.47%₹ 31,764 17.54%₹ 16,244 22.91%₹ 50,297 15.25%₹ 20,343 17.03%₹ 91,845 - -
Canara Robeco Equity Hybrid Fund 4.91%₹ 10,491 -0.20%₹ 9,980 9.86%₹ 10,985 24.76%₹ 12,475 23.16%₹ 13,459 21.49%₹ 14,775 29.00%₹ 31,637 18.96%₹ 16,840 23.85%₹ 50,949 15.55%₹ 20,605 17.87%₹ 93,749 15.91%₹ 43,817 15.69%₹ 2,73,205
DSP Equity And Bond Fund 3.64%₹ 10,364 -1.80%₹ 9,819 7.68%₹ 10,767 23.61%₹ 12,360 20.72%₹ 13,309 20.13%₹ 14,445 29.10%₹ 31,663 19.58%₹ 17,108 23.74%₹ 50,872 14.33%₹ 19,538 17.20%₹ 92,225 14.88%₹ 40,091 15.19%₹ 2,65,921

Portfolio Holdings

Portfolio holdings pattern of Nippon India Equity Hybrid Fund as on 19 Jan 2022 are listed below:

  • Equity Holdings:

    74.22%
  • Debt Holdings:

    23.30%
  • Others Holdings:

    2.48%

Top Sector Holdings of Nippon India Equity Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 19.65% ₹ 715.53 Cr.
Computers - Software 10.61% ₹ 386.70 Cr.
Refineries/Marketing 6.42% ₹ 233.79 Cr.
Housing Finance 4.32% ₹ 157.32 Cr.
Pharmaceuticals 3.81% ₹ 138.77 Cr.
Others 55.19% -

Top Stock Holdings of Nippon India Equity Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 8.28% ₹ 301.54 Cr.
HDFC Bank Ltd. 7.64% ₹ 278.32 Cr.
Reliance Industries Ltd. 6.42% ₹ 233.79 Cr.
ICICI Bank Ltd. 5.39% ₹ 196.24 Cr.
Housing Development Finance Corporation Ltd. 3.93% ₹ 143.29 Cr.
Others 68.34% -

Top Debt Instrument Type holdings of Nippon India Equity Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 20.32% ₹ 740.58 Cr.
GOI 2.24% ₹ 81.51 Cr.
PTC 0.74% ₹ 26.78 Cr.
Others 76.70% -

Top Debt Holdings of Nippon India Equity Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - U P Power Corporation Ltd. 4.17% ₹ 152.09 Cr.
Bond - Nirma Ltd. 2.74% ₹ 99.93 Cr.
Bond - Govt of India 2.24% ₹ 81.51 Cr.
Bond - ICICI Prudential Life Insurance Co Ltd. 1.65% ₹ 60.06 Cr.
Bond - Renew Wind Energy (Rajasthan One) Pvt Ltd. 1.53% ₹ 55.78 Cr.
Others 87.67%

Other Holdings

Holding TypeHolding Percentage
TREPS 2.20%
Margin 0.17%
Net Receivables 0.11%