Nippon India Equity Hybrid Fund - Growth Plan

Fund House: Nippon India Mutual Fund

Category: Hybrid: Aggressive

Status: Open Ended Schemes

Launch Date: 05-06-2005

Minimum Investment: 500.0

Asset Class: Mixed Asset

Minimum Topup: 500.0

Benchmark: CRISIL Hybrid 35+65 Aggressive Index

Total Assets: 3687.78 As on (31-03-2025)

Expense Ratio: 1.98% As on (31-03-2025)

Turn over: 81.00% | Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.

NAV as on 25-04-2025

99.6988

-1.141

CAGR Since Inception

12.25%

CRISIL Hybrid 35+65 Aggressive Index 12.22%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Nippon India Equity Hybrid Fund - Growth Plan 7.26 15.07 21.67 9.79 12.25
Benchmark - - - - -
Hybrid: Aggressive 7.48 13.81 20.27 11.36 12.95

Funds Manager

Meenakshi Dawar, Sushil Budhia

RETURNS CALCULATORS for Nippon India Equity Hybrid Fund - Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Nippon India Equity Hybrid Fund - Growth Plan

Portfolio Holdings

Show All Holdings

Sector Allocation

Show All Sectors

PEER COMPARISION of Nippon India Equity Hybrid Fund - Growth Plan

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Nippon India Equity Hybrid Gr 05-06-2005 7.26 19.01 15.07 21.67 9.79
DSP Aggressive Hybrid Fund Reg Gr 26-05-1999 16.96 22.9 16.07 20.28 12.72
SBI Equity Hybrid Reg Gr 01-12-1995 11.74 18.96 12.59 18.43 11.78
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 11.11 22.63 16.21 22.36 0.0
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 11.11 19.27 13.58 20.39 0.0
Invesco India Aggressive Hybrid Reg Gr 15-06-2018 10.74 22.47 15.61 18.56 0.0
UTI Aggressive Hybrid Fund Reg Gr 20-03-1995 10.48 21.35 16.94 23.31 12.02
Axis Aggressive Hybrid Reg Gr 05-08-2018 10.18 15.8 9.68 16.28 0.0
PGIM India Hybrid Equity Gr 29-01-2004 10.09 15.46 11.5 16.83 8.39
Kotak Equity Hybrid Gr 25-11-1999 9.87 18.3 13.96 22.04 12.17

Asset Allocation (%)

Key Performance and Risk Statistics of Nippon India Equity Hybrid Fund - Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Nippon India Equity Hybrid Fund - Growth Plan 9.02 0.6 2.93 1.06 8.33 4.55
Hybrid: Aggressive - - - - - -