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Nippon India Equity Hybrid Fund Direct Growth

Growth
115.980.56% (-0.65)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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Nippon India Equity Hybrid Fund Performance & Key Metrics

Nippon India Equity Hybrid Fund Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.1337.980.37
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4339.760.18

Nippon India Equity Hybrid Fund Scheme InfoNippon India Equity Hybrid Fund Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
Nil for 10% of investments and 1% for remaining on or before 12M Nil after 12M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
CRISIL Hybrid 35+65 - Aggressive Index

About Aggressive Hybrid Fund

About Aggressive Hybrid Fund

Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.

Nippon India Equity Hybrid Fund Peers

What are peers and why compare against them?

What are peers and why compare against them?

A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.

Nippon India Equity Hybrid Fund Peers & Comparison

Comparing 3 mutual funds from 
HybridAggressive Hybrid Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Nippon India Equity Hybrid Fund7.01%19.73%12.83%
SBI Equity Hybrid Fund12.13%17.55%15.16%
ICICI Pru Equity & Debt Fund9.67%22.26%17.71%
HDFC Hybrid Equity Fund7.38%17.39%12.75%

Nippon India Equity Hybrid Fund Returns Comparison

Compare Nippon India Equity Hybrid Fund with any MF, ETF, stock or index
Compare Nippon India Equity Hybrid Fund with any MF, ETF, stock or index
Nippon India Equity Hybrid Fund
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Nippon India Equity Hybrid Fund Portfolio

What are constituents?

What are constituents?

Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.

Nippon India Equity Hybrid Fund Asset Allocation

Nippon India Equity Hybrid Fund Asset Allocation

Actual

Target

Sep 2024

Dec 2024

Mar 2025

May 2025

ACTUAL
+1 moreREITs & InvITGovernment SecuritiesCash & EquivalentsCorporate DebtEquity0.52%4.02%4.62%5.23%13.27%72.35%

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

Nippon India Equity Hybrid Fund Sector Distribution

Nippon India Equity Hybrid Fund Sector Distribution

+36 moreConstruction & EngineeringPower GenerationIT Services & ConsultingOthersPrivate Banks57.98 %5.03 %5.04 %5.68 %9.09 %17.18 %

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

Nippon India Equity Hybrid Fund Sector Weightage

Nippon India Equity Hybrid Fund Sector Weightage

Mar 24May 24Sep 24Dec 24Mar 25May 2514.70%14.99%0.00%0.00%16.70%17.18%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Nippon India Equity Hybrid Fund Current Holdings

Nippon India Equity Hybrid Fund Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of Nippon India Equity Hybrid Fund

AMC Profile of Nippon India Equity Hybrid Fund

Reliance Nippon Life Asset Management or RNAM is one of India’s two largest asset management companies. Currently, it has over $60 billion in its corpus. It is a wholly owned subsidiary of the Reliance Anil Dhirubhai Ambani or ADA Group.

Reliance Nippon Life Asset Management or RNAM is one of India’s two largest asset management companies. Currently, it has over $60 billion in its corpus. It is a wholly owned subsidiary of the Reliance Anil Dhirubhai Ambani or ADA Group.

  • No.of Schemes

    76

  • Total AUM

    ₹ 4,40,712.48 Cr.

Nippon India Equity Hybrid Fund Manager Details

Nippon India Equity Hybrid Fund Manager Details

Nippon India Equity Hybrid Fund Manager Profile

Nippon India Equity Hybrid Fund Manager Profile

Meenakshi Dawar

AUM:  ₹21,511.93 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 5yrs

Sushil Budhia

AUM:  ₹28,598.35 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Nippon India Equity Hybrid Fund Manager Performance (0)

Nippon India Equity Hybrid Fund Manager Performance (0)

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Nippon India Equity Hybrid Fund Tax Implications

Nippon India Equity Hybrid Fund Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

+

-

You make

Nippon India Equity Hybrid Fund Review & Opinions

Nippon India Equity Hybrid Fund Review & Opinions

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
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Nippon India Equity Hybrid Fund FAQs

Nippon India Equity Hybrid Fund FAQs

  1. What is the NAV of Nippon India Equity Hybrid Fund?

    The Current NAV of Nippon India Equity Hybrid Fund is ₹115.98, as of 13th June 2025

  2. What are the returns of Nippon India Equity Hybrid Fund?

    The Nippon India Equity Hybrid Fund has been there since 1st January 2013
    • 1 Year Returns: 7.01
    • 3 Year Returns: 19.73
    • 5 Year Returns: 21.74

  3. What are the top 5 sectors holdings of Nippon India Equity Hybrid Fund?

    The top sectors Nippon India Equity Hybrid Fund has invested in are as for 1st 01 2013 are as follows -
    • Private Banks | 17.18%
    • Others | 9.09%
    • IT Services & Consulting | 5.68%
    • Power Generation | 5.04%
    • Construction & Engineering | 5.03%

  4. What are the top 5 holdings Nippon India Equity Hybrid Fund?

    The top 5 holdings for Nippon India Equity Hybrid Fund are
    • HDFC Bank Ltd | 5.90%
    • ICICI Bank Ltd | 5.82%
    • Triparty Repo | 4.25%
    • Larsen and Toubro Ltd | 3.35%
    • Bharti Airtel Ltd | 3.17%

  5. What is the asset allocation of Nippon India Equity Hybrid Fund?

    The Nippon India Equity Hybrid Fund is a plan that invests
    • Equity | 72.35%
    • Corporate Debt | 13.27%
    • Cash & Equivalents | 5.23%
    • Government Securities | 4.62%
    • REITs & InvIT | 4.02%

  6. How to invest in Nippon India Equity Hybrid Fund?

    If you wish to invest in Nippon India Equity Hybrid Fund Plan via smallcase, you can follow these quick and easy steps -
    1. Log in to smallcase
    2. Search and select the Nippon India Equity Hybrid Fund
    3. Complete filling your details and KYC
    4. Enter the Amount and type of investment (SIP or Lumpsum)
    5. And Voila! your SIP or Lumpsump investment in Nippon India Equity Hybrid Fund is completed
    6. You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.

  7. What is the AUM of Nippon India Equity Hybrid Fund?

    The AUM of Nippon India Equity Hybrid Fund is 3897.03 Cr as of 13th June 2025

  8. What is the expense ratio of Nippon India Equity Hybrid Fund Plan?

    The expense ratio of Nippon India Equity Hybrid Fund Plan is 1.13

  9. How to exit Nippon India Equity Hybrid Fund?

    If you have invested in Nippon India Equity Hybrid Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.

  10. What is the alpha of Nippon India Equity Hybrid Fund?

    The alpha ratio for the Nippon India Equity Hybrid Fund is 0.16

    Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  11. What is the Volatility or Standard Deviation of Nippon India Equity Hybrid Fund?

    The volatility or standard deviation for the Nippon India Equity Hybrid Fund is 10.84

    Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  12. What is the sharpe ratio of Nippon India Equity Hybrid Fund?

    The sharpe ratio for the Nippon India Equity Hybrid Fund is 0.37

    The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.

  13. What is the Sortino ratio of Nippon India Equity Hybrid Fund?

    The Sortino ratio for the Nippon India Equity Hybrid Fund is 0.04

    The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.

  14. What is the Price to Earnings (PE) of Nippon India Equity Hybrid Fund?

    The PE ratio (price-to-earnings) of the Nippon India Equity Hybrid Fund is 37.98 while category PE ratio is 39.76

  15. 1. Test MF FAQ for Mutual Fund Nippon India Equity Hybrid Fund Shares?

    The Current NAV of Nippon India Equity Hybrid Fund is ₹115.98, as of 13th June 2025

  16. 5. Test MF FAQ Is there any lock-in period for Nippon India Equity Hybrid Fund Plan?

    There is a lock in period of N/A for Nippon India Equity Hybrid Fund