Nippon India Equity Hybrid Fund - Growth Plan

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Category: Hybrid: Aggressive
Launch Date: 05-06-2005
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 1.98% As on (31-03-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 368.78 Cr As on (31-03-2025)
Turn over: 42

NAV as on 28-04-2025

100.696 1 (0.9903%)

CAGR Since Inception

12.31%

CRISIL Hybrid 35+65 Aggressive Index 12.22%

PERFORMANCE of Nippon India Equity Hybrid Fund - Growth Plan

Scheme Performance (%) Data as on - 28-04-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Nippon India Equity Hybrid Fund - Growth Plan	8.46	14.95	21.77	9.89	12.31
Benchmark	-	-	-	-	-
Hybrid: Aggressive	8.28	13.77	20.1	11.47	13.0

Yearly Performance (%)

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Fund Managers

Meenakshi Dawar, Sushil Budhia

Investment Objective

The scheme aims to generate consistent returns by investing a major portion in equity and a small portion in debt and money market instruments. It will invest upto 50 per cent of its assets in equities and equity related securities and atleast 25 per cent of its assets in debt and money market instruments with an average maturity of 1 to 7 years.

RETURNS CALCULATOR for Nippon India Equity Hybrid Fund - Growth Plan

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

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	-	-	-	-	-	-

PEER COMPARISION of Nippon India Equity Hybrid Fund - Growth Plan

Compare SIP Compare Lumpsum

Period

Data as on - 28-04-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Nippon India Equity Hybrid Fund - Growth Plan	05-06-2005	8.46	18.86	14.95	21.77	9.89
DSP Aggressive Hybrid Fund- Regular Plan - Growth	26-05-1999	17.9	22.65	16.13	19.93	12.82
SBI Equity Hybrid Fund - Regular Plan -Growth	01-12-1995	12.65	18.56	12.56	18.31	11.92
Bandhan Aggressive Hybrid Fund-Regular Plan Growth	05-12-2016	12.15	19.06	13.52	20.26	0.0
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth	19-07-2019	11.69	22.33	16.2	22.08	0.0
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option	05-08-2018	11.63	15.45	9.83	16.06	0.0
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth	15-06-2018	11.39	21.88	15.6	18.27	0.0
ICICI Prudential Equity & Debt Fund - Growth	05-11-1999	11.23	24.67	18.71	27.58	15.57
UTI Aggressive Hybrid Fund - Regular Plan - Growth	20-03-1995	11.11	20.85	16.74	23.23	12.11
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option	12-08-2009	10.85	21.45	16.63	21.88	12.45

PORTFOLIO ANALYSIS of Nippon India Equity Hybrid Fund - Growth Plan

Asset Allocation (%)