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Asset Size:4565Cr
Expense Ratio:1.96%
Fund Manager(s):Sanjay H Parekh,Amit Tripathi,Kinjal Desai,
5year Returns:3.9%

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Nippon India Equity Hybrid Fund - Growth

       

Balanced Equity
Aggressive Allocation

Nav : 49.2007 ( 0.13%) December 2nd, 2020

People currently viewing this : 1

Rank (of 245)

31

Annualized Returns(5 yrs)

3.9%

Investment Horizon

>3 Yr

Doubled Money

18yrs 2m

Returns since June 8th, 2005

10.84%

Min Investment ₹100

Amount Invested

57.2L

Projected Wealth Gained

15.5L

Projected Maturity Amount

72.7L

     

Balanced Equity
Aggressive Allocation

Nav : 49.2007 ( 0.13%) December 2nd, 2020

People currently viewing this : 1

Upwardly's Take :

These funds invest predominantly in Equity (65-80%) with rest allocation in debt. Investors looking for exposure to equity but wanting more stability than pure Equity funds should invest in this fund. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with minimum of 3 years horizon for your medium to long term goals like Retirement, Children's education etc

Min Investment ₹100

Amount Invested

57.2L

Projected Wealth Gained

15.5L

Projected Maturity Amount

72.7L

Rank (of 245)

31

Annualized Returns(5 yrs)

3.9%

Investment Horizon

>3 Yr

Doubled Money

18yrs 2m

Returns since June 8th, 2005

10.84%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

The primary investment objective of this option is to generate consistent returns and appreciation of capital by investing in mix of securities comprising of Equity,Equity related instruments & fixed income instruments.

Basic Details
Fund House
Nippon
Launch Date
June 8th, 2005
Expense Ratio
1.96%
Fund Category Risk
Moderate
Std Dev (1Yr)
36.565
Std Dev (3Yr)
22.631
Std Dev (5Yr)
19.142
Asset Size
4565Cr
Investment Details
Investment Plan
Growth
Return since Launch
10.84 %
Exit Load
1% if withdrawn within 12 Month(s)
No exit load if withdrawn after 12 Month(s)
YTM
9.17 %
Modified Duration
2.95
Contact Details
Phone No.
+91 22 30994600/30301111