Nippon India Hybrid Bond Fund Direct Plan Monthly Reinvestment Inc Dist cum Cap Wdrl

Nippon India Hybrid Bond Fund Direct Plan Monthly Reinvestment Inc Dist cum Cap Wdrl 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.

1. Nippon India Hybrid Bond Fund Direct Plan Monthly Reinvestment Inc Dist cum Cap Wdrl has ₹840 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
2. The fund has an expense ratio 1.1.
   

Nippon India Hybrid Bond Fund Direct Plan Monthly Reinvestment Inc Dist cum Cap Wdrl has given a CAGR return of 6.13% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 5.87%, 8.45% and 9.36% respectively.

Nippon India Hybrid Bond Fund Direct Plan Monthly Reinvestment Inc Dist cum Cap Wdrl has allocated its funds majorly in Corporate, Financial Services, Government, Cash Equivalent, Real Estate, Industrial, Tech, Energy, Consumer Cyclical, Consumer Defensive, Basic Materials, Health, Communication, Utilities.

As it is a conservative allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

The primary investment objective of the scheme is to generate regular income in order to make regular dividend payments to unitholders and the secondary objective is growth of capital.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 100.00. Nippon India Hybrid Bond Fund Direct Plan Monthly Reinvestment Inc Dist cum Cap Wdrl has no lock in period.