Nippon India Hybrid Bond Fund Direct Plan Growth Plan

Nippon India Hybrid Bond Fund Direct Plan Growth Plan

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Hybrid
Direct
Conservative Allocation
NAV: ₹ 56.84 as on 18-04-2024
Fund Performance
zero opening, trading, fund transfer fee
40 people have invested ₹ 78.6K in Nippon India Hybrid Bond Fund Direct Plan Growth Plan in the last three months

Mutual Fund Insights

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Over the last 1 month, this fund has increased expense ratio by 2.7% moving from 1.13 to 1.16.
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In the last 5 years, Kotak Debt Hybrid Direct Growth has given 12.45% return, outperforming this fund by 8.09% per annum.
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In the last 3 years, Kotak Debt Hybrid Direct Growth has given 11.98% return, outperforming this fund by 2.95% per annum.
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In the last 1 year, Kotak Debt Hybrid Direct Growth has given 17.61% return, outperforming this fund by 7.56%.

INDmoney Rank of Nippon India Hybrid Bond Fund Direct Plan Growth Plan

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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, Dhrumil Shah, Kinjal Desai. This fund gives you the benefit of diversification.

Key Parameters

  1. 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.
  2. The fund has an expense ratio 1.2.

Nippon India Hybrid Bond Fund Direct Plan Growth Plan Overview

Expense ratio
Expense ratio
1.16%
Benchmark
Benchmark
CRISIL Hybrid 85+15 - ConservativeTR INR
AUM
AUM
₹782 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹5000/₹100
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
71.82%

Nippon India Hybrid Bond Fund Direct Plan Growth Plan Distribution as on (31-Mar-24)

  • Equity 12.8%

  • Debt & Cash 86.9%

Sector Allocation

Mar'24

Feb'24

Jan'24

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

  • Debt & Cash

Equity Holdings51
Debt Holdings33

Nippon India Hybrid Bond Fund Direct Plan Growth Plan: Monthly Changes Updates

All changes are between Oct'69 and Dec'69
AUM Change
Parameters
Mar'24
Feb'24
Jan'24
AUM
₹ 781.7 Cr
₹ 779.1 Cr
₹ 778.6 Cr
  • 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

Nippon India Hybrid Bond Fund Direct Plan Growth Plan Fund Manager

Sushil Budhia
Sushil Budhia
Fund Manager of Nippon India Hybrid Bond Fund Direct Plan Growth Plan, since 1 February 2020
Dhrumil Shah
Dhrumil Shah
Fund Manager of Nippon India Hybrid Bond Fund Direct Plan Growth Plan, since 10 September 2021
Kinjal Desai
Kinjal Desai
Fund Manager of Nippon India Hybrid Bond Fund Direct Plan Growth Plan, since 29 December 2003

Nippon India Hybrid Bond Fund Direct Plan Growth Plan Highlights

Risk meter
pointer

High Risk

Investors understand that their principal will be at High Risk
About the fund

About the fund

This fund has delivered an average annual returns of 7.41% since inception which is more than its category average return of 6.17%
Fund Allocations

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

AUM size ₹782 Cr

This fund has AUM of ₹782 Cr which is more than its category average of ₹ 723 Cr
Expense Ratio 1.16%

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 ₹56.84 as on 18-Apr-2024.
Existing (Absolute + CAGR) as on 18-Apr-2024.
Nippon India Hybrid Bond Fund Direct Plan Growth Plan
Absolute Returns
CAGR Returns
1 Month Returns
0.7%
0.7%
6 Month Returns
5.07%
5.07%
1 Year Returns
10.05%
10.05%
3 Years Returns
29.62%
9.03%
5 Years Returns
23.77%
4.36%
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1.16% as on March 2024
₹782 Cr as on March 2024
7.1% Govt Stock 2029(6.41%), National Bank For Agriculture And Rural Development(6.37%), Piramal Capital & Housing Finance Limited(3.87%), Lodha Developers Private Limited(3.42%), JSW Steel Limited(3.21%) 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, Dhrumil Shah, Kinjal Desai 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%