INF204K01B08

CASPeR Ranking #79

Nippon India Equity Hybrid Fund - Direct Plan - Growth Option

Very High Risk Aggressive Allocation Allocation

NAV (Fri Oct 11 2024)

₹116

Returns (Since Inception)

16.90%

Category Average

14.67%

Rating

2

Allocation and Holdings

Asset class

Weightage

Financial Services

15.07%

Technology

3.44%

Industrials

3.28%

Utilities

3.12%

Energy

2.99%

Communication Services

2.86%

Healthcare

2.67%

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Overall rating

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Scheme Information

Fund name

Nippon India Equity Hybrid Fund - Direct Plan - Growth Option


Minimum SIP

100


Risk Level

Very High Risk


AUM

₹3975.65 Cr


ISIN

INF204K01B08


Inception Date

Jan 01 2013


Standard Deviation

9.13


Beta

1.02


Sharpe Ratio

1.256


Benchmark

CRISIL Hybrid 35+65 - Agg TR INR


Expense Ratio

1.150%


Exit Load

10% of the units allotted shall be redeemed without any exit load, on or before completion of 12 months from the date of allotment of units. Any redemption in excess of such limit in the fi rst 12 months from the date of allotment shall be subject to the following exit load, Redemption of units would be done on First in First out Basis (FIFO): 1% if redeemed or switched out on or before completion of 12 months from the date of allotment of units. Nil, if redeemed or switched out after completion of 12 months from the date of allotment of units Exit Load,

Risk

Very High Risk

Investment Objective

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

Fund Managers

Meenakshi Dawar

Kinjal Desai

Sushil Budhia

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