Nippon India Hybrid Bond Fund Direct Plan Growth Plan
Hybrid
Direct
Conservative Allocation
NAV: ₹ 57.03 as on 24-04-2024
Fund Performance
42 people have invested ₹ 79.4K in Nippon India Hybrid Bond Fund Direct Plan Growth Plan in the last three months
Mutual Fund Insights
Over the last 1 month, this fund has increased expense ratio by 2.7% moving from 1.13 to 1.16.
In the last 1 year, Kotak Debt Hybrid Direct Growth has given 17.85% return, outperforming this fund by 7.68%.
In the last 3 years, Kotak Debt Hybrid Direct Growth has given 12.2% return, outperforming this fund by 3.11% per annum.
In the last 5 years, Kotak Debt Hybrid Direct Growth has given 12.68% return, outperforming this fund by 8.16% per annum.
INDmoney Rank of Nippon India Hybrid Bond Fund Direct Plan Growth Plan
Powered by IND quant engine
7
/9
28% Performance
73% Risk Management
4% Cost
7 out of 9 among conservative allocation
About the Nippon India Hybrid Bond Fund Direct Plan Growth Plan
Nippon India Hybrid Bond Fund Direct Plan Growth Plan is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Sushil Budhia, Kinjal Desai, Dhrumil Shah. This fund gives you the benefit of diversification.
Key Parameters
- Nippon India Hybrid Bond Fund Direct Plan Growth Plan has ₹782 Cr worth of assets under management (AUM) as on Mar 2024 and is more than category average.
- The fund has an expense ratio 1.2.
Nippon India Hybrid Bond Fund Direct Plan Growth Plan Overview
 | 1.16% |
 Benchmark | CRISIL Hybrid 85+15 - ConservativeTR INR |
 | ₹782 Cr |
 | 1 January, 2013 |
 | ₹5000/₹100 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 71.82% |
Nippon India Hybrid Bond Fund Direct Plan Growth Plan Distribution as on (31-Mar-24)
Sector Allocation
Financial Services
30.8%
Energy
12.6%
Tech
12.4%
Consumer Cyclical
10.1%
Industrial
8.2%
Consumer Defensive
7.8%
Basic Materials
7%
Health
4.8%
Communication
3.2%
Utilities
3.1%
Top Holdings of Nippon India Hybrid Bond Fund Direct Plan Growth Plan as on (31-Mar-24)
Equity Holdings51
Debt Holdings36
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 HDFC Bank Ltd | 1.36% | 0% | |
 Reliance Industries Ltd | 1.17% | 0% | |
 ICICI Bank Ltd | 0.9% | 0% | |
 Infosys Ltd | 0.59% | 0% | |
 Tata Consultancy Services Ltd | 0.56% | 0% |
See all
Nippon India Hybrid Bond Fund Direct Plan Growth Plan: Monthly Changes Updates
All changes are between Oct'69 and Dec'69
AUM Change
- AUM of the fund stands at 781.7 Cr as of Mar'24
- AUM increased by 2.7 Cr between Mar'24 and Feb'24
Fund Portfolio Changes
Peer Analysis
Nippon India Hybrid Bond Fund Direct Plan Growth Plan Fund Manager
Sushil Budhia
Fund Manager of Nippon India Hybrid Bond Fund Direct Plan Growth Plan, since 1 February 2020
Top funds managed
Kinjal Desai
Fund Manager of Nippon India Hybrid Bond Fund Direct Plan Growth Plan, since 29 December 2003
Top funds managed
Dhrumil Shah
Fund Manager of Nippon India Hybrid Bond Fund Direct Plan Growth Plan, since 10 September 2021
Top funds managed
Nippon India Hybrid Bond Fund Direct Plan Growth Plan Highlights
High Risk
Investors understand that their principal will be at High Risk
About the fund
This fund has delivered an average annual returns of 7.42% since inception which is more than its category average return of 6.18%
Fund Allocations
This fund has an allocation of 12.81% in Equity, 77.56% in Debt and 9.38% in Cash related instruments
AUM size ₹782 Cr
This fund has AUM of ₹782 Cr which is more than its category average of ₹ 726 Cr
Expense Ratio 1.16%
This fund has an expense ratio of 1.16% which is less than its category average expense ratio of 1.25%
Frequently Asked Questions
The current NAV of Nippon India Hybrid Bond Fund Direct Plan Growth Plan is ₹57.03 as on 24-Apr-2024.
Existing (Absolute + CAGR) as on 24-Apr-2024.
Nippon India Hybrid Bond Fund Direct Plan Growth Plan | Absolute Returns | CAGR Returns |
1 Month Returns | 0.73% | 0.73% |
6 Month Returns | 5.49% | 5.49% |
1 Year Returns | 10.17% | 10.17% |
3 Years Returns | 29.81% | 9.09% |
5 Years Returns | 24.72% | 4.52% |
With INDmoney, the process of investing is very simple and involves zero commission.
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
1.16% as on March 2024
₹782 Cr as on March 2024
National Bank For Agriculture And Rural Development(6.37%), Piramal Capital & Housing Finance Limited(3.87%), 7.1% Govt Stock 2029(3.83%), Lodha Developers Private Limited(3.42%), JSW Steel Limited(3.22%) as on March 2024
Corporate(63.06%), Government(12.81%), Cash Equivalent(9.4%) as on March 2024
AA | 47.09 |
AAA | 31.84 |
A | 21.08 |
Sushil Budhia, Kinjal Desai, Dhrumil Shah are the fund managers of Nippon India Hybrid Bond Fund Direct Plan Growth Plan
The Exit load of Nippon India Hybrid Bond Fund Direct Plan Growth Plan is 1%