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Nippon India Equity Hybrid Fund

Nippon India Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

22.41

as on 07 Jun 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 18,360 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

  • ₹ 74.275

    as on 07 Jun 2023
  • Regular - Growth

  • 13 / 33

  • ₹ 500

  • ₹ 2,776 Cr.

    as on 31 Mar 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 ₹ 74.275 as on 07 Jun 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 5.62% 8.75% 10.54% 27.10% 27.59% 33.38% 18.90% 18.22% 18.17% 13.34% 20.45% 21.69% 17.37%
Category Average 3.58% 5.33% 2.96% 14.34% 9.77% 19.58% 10.79% 13.18% 12.74% 8.17% 12.54% 13.28% 12.00%
Nippon India Equity Hybrid Fund 3.90%₹ 10,390 6.84%₹ 10,684 3.71%₹ 10,371 17.28%₹ 11,727 15.95%₹ 13,008 10.42%₹ 12,191 11.07%₹ 26,817 22.41%₹ 18,360 15.27%₹ 45,139 6.34%₹ 13,600 11.60%₹ 80,302 11.73%₹ 30,329 9.76%₹ 1,98,924
ICICI Prudential Equity & Debt Fund 3.32%₹ 10,332 4.82%₹ 10,482 3.97%₹ 10,396 15.31%₹ 11,530 14.87%₹ 12,941 16.63%₹ 13,601 13.34%₹ 27,407 27.33%₹ 20,669 20.45%₹ 48,562 15.04%₹ 20,157 18.96%₹ 96,209 16.36%₹ 45,527 15.53%₹ 2,70,664
Kotak Equity Hybrid 3.50%₹ 10,350 5.15%₹ 10,514 2.99%₹ 10,299 14.45%₹ 11,444 12.21%₹ 12,775 9.57%₹ 12,005 9.10%₹ 26,307 23.39%₹ 18,807 14.33%₹ 44,541 12.60%₹ 18,104 15.33%₹ 88,032 - -
HDFC Hybrid Equity Fund 3.40%₹ 10,340 6.20%₹ 10,619 4.54%₹ 10,454 18.71%₹ 11,871 16.98%₹ 13,072 11.74%₹ 12,485 12.31%₹ 27,137 23.76%₹ 18,975 16.32%₹ 45,824 12.10%₹ 17,710 15.37%₹ 88,130 13.51%₹ 35,547 12.20%₹ 2,26,424
Sundaram Equity Hybrid Fund 1.80%₹ 10,179 0.49%₹ 10,048 10.54%₹ 11,054 - - - - - - - - - -
Canara Robeco Equity Hybrid Fund 4.08%₹ 10,408 5.64%₹ 10,564 2.73%₹ 10,272 14.22%₹ 11,421 12.36%₹ 12,785 8.18%₹ 11,703 7.61%₹ 25,924 17.90%₹ 16,404 11.25%₹ 42,602 11.96%₹ 17,594 12.98%₹ 83,089 14.24%₹ 37,903 12.74%₹ 2,33,051

Portfolio Holdings

Portfolio holdings pattern of Nippon India Equity Hybrid Fund as on 08 Jun 2023 are listed below:

  • Equity Holdings:

    73.31%
  • Debt Holdings:

    23.45%
  • Others Holdings:

    3.24%

Top Sector Holdings of Nippon India Equity Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 16.73% ₹ 464.34 Cr.
Computers - Software 8.55% ₹ 236.89 Cr.
Housing Finance 5.23% ₹ 145.29 Cr.
Refineries/Marketing 4.97% ₹ 138.07 Cr.
Engineering, designing, construction 4.48% ₹ 124.59 Cr.
Others 60.04% -

Top Stock Holdings of Nippon India Equity Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 5.56% ₹ 154.22 Cr.
HDFC Bank Ltd. 5.17% ₹ 143.41 Cr.
ICICI Bank Ltd. 4.96% ₹ 137.73 Cr.
Housing Development Finance Corporation Ltd. 4.84% ₹ 134.49 Cr.
Reliance Industries Ltd. 4.60% ₹ 127.74 Cr.
Others 74.87% -

Top Debt Instrument Type holdings of Nippon India Equity Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 18.28% ₹ 507.33 Cr.
GOI 3.48% ₹ 96.79 Cr.
CP 1.69% ₹ 46.87 Cr.
Others 76.55% -

Top Debt Holdings of Nippon India Equity Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 3.48% ₹ 96.79 Cr.
Bond - Housing Development Finance Corporation Ltd. 1.81% ₹ 50.12 Cr.
Bond - Bharat Oman Refinery Ltd. 1.79% ₹ 49.76 Cr.
Bond - Summit Digitel Infrastructure Pvt Ltd. 1.77% ₹ 49.17 Cr.
Bond - National Bank for Agriculture & Rural Development 1.77% ₹ 49.25 Cr.
Others 89.38%

Other Holdings

Holding TypeHolding Percentage
Net Receivables 1.65%
TREPS 1.58%
Margin 0.01%