Rating : ★ ☆ ☆ ☆ ☆
Nippon India Equity Hybrid Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl
 ÂAggressive Hybrid Fund
Fund Type
Open Ended
Investment Plan
Dividend Reinvestment
Expense Ratio
1%
Asset Size
2973.03 Cr.
(As of 31 Jul, 2022)
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
Riskometer
Investors understand that their principal will be at Very High Risk.
Objective
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.
 
Fund manager
Sanjay H Parekh
Exit load
1 %
(If redeemed within 360 days)Minimum sip
₹500
Minimum investment
₹500
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
ICICI Bank Ltd
7.13%
Infosys Ltd
6.26%
HDFC Bank Ltd
5.91%
Reliance Industries Ltd
4.63%
Sector Allocation
About the Scheme Type
Aggressive Hybrid Funds are open ended schemes which invest a large portion of their assets – 65 to 80%, in equity and equity related instruments. The remaining, at least 20%, needs to be invested in debt instruments. Because of the debt component as well, they’re less risky as compared to pure play equity mutual funds but their returns are also less, for the same reason. These funds allow the fund manager to take advantage of arbitrage opportunities, meaning the fund manager can buy securities at a low price in one stock exchange and sell them ata higher price in the other.
Ratings
This fund is rated 1 stars by Morning Star Ratings.
★ ☆ ☆ ☆ ☆
Overview of Nippon India Mutual Fund
With Average Assets Under Management (AAUM) of Rs 2,33,628.56 Crores​​ ​(January 2019 - March 2019 QAAUM) and 90.67 lakhs folios (as on​ March 31, 2019​​), Reliance Nippon Life Asset Management Ltd is one of India's leading mutual funds. Reliance Nippon Life Asset Management Ltd is one of the fastest growing mutual funds in India, offering investors a well-rounded portfolio of products to meet varying investor requirements and has presence in 300​ cities (as on​ March 31, 2019​​) across the country. Reliance Nippon Life Asset Management Ltd constantly endeavours to launch innovative products and customer service initiatives to increase value to investors.
Vision statement of Reliance Nippon Life Asset Management Ltd - To be a globally respected wealth creator with an emphasis on customer care and a culture of good corporate governance.
Mission statement of Reliance Nippon Life Asset Management Ltd - To create and nurture a world-class, high performance environment aimed at delighting our customers.​
Main objectives of Reliance Nippon Life Asset Management Ltd are
- To carry on the activity of a mutual fund as may be permitted by law, and formulate and devise various collective schemes of savings and investments for people in India and abroad, and also ensure liquidity of investments for the unit holders
- To deploy funds thus raised so as to help the unit holders earn reasonable returns on their savings
- To take such steps as may be necessary from time to time to realise the effects without any limitation