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Asset Size:4025Cr
Expense Ratio:1.97%
Fund Manager(s):Sanjay H Parekh,Amit Tripathi,Kinjal Desai,
5year Returns:7.09%

check

Nippon India Equity Hybrid Fund Payout Inc Dist cum Cap Wdrl

       

Balanced Equity
Aggressive Allocation

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Rank (of 245)

31

Annualized Returns(5 yrs)

7.09%

Investment Horizon

>3 Yr

Doubled Money

10yrs 1m

Returns since April 1st, 2009

14.61%

Min Investment ₹100

Amount Invested

57.2L

Projected Wealth Gained

33L

Projected Maturity Amount

90.2L

     

Balanced Equity
Aggressive Allocation

Nav : 17.5026 ( -0.95%) April 30th, 2021

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

33L

Projected Maturity Amount

90.2L

Rank (of 245)

31

Annualized Returns(5 yrs)

7.09%

Investment Horizon

>3 Yr

Doubled Money

10yrs 1m

Returns since April 1st, 2009

14.61%

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
April 1st, 2009
Expense Ratio
1.97%
Fund Category Risk
Moderate
Std Dev (1Yr)
13.203
Std Dev (3Yr)
23.132
Std Dev (5Yr)
18.682
Asset Size
4025Cr
Investment Details
Investment Plan
Growth
Return since Launch
14.61 %
Exit Load
1% if withdrawn within 12 Month(s)
No exit load if withdrawn after 12 Month(s)
YTM
8.31 %
Modified Duration
3.1
Contact Details
Phone No.
+91 22 30994600/30301111