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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.14 | 40.80 | 2.12 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 46.36 | 2.06 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
CRISIL Hybrid 35+65 - Aggressive Index |
Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Nippon India Equity Hybrid Fund(IDCW) | 28.29% | 13.96% | 9.00% |
SBI Equity Hybrid Fund(IDCW-Payout) | 22.39% | 10.58% | 11.05% |
ICICI Pru Equity & Debt Fund(H-IDCW) | 21.59% | 10.38% | 11.47% |
HDFC Hybrid Equity Fund(IDCW) | 15.67% | 6.01% | 3.30% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Debt
Others
Holdings
5.15 %
Holdings
5.03 %
Holdings
3.44 %
Nippon India Mutual Fund is one of India’s leading mutual funds, with Average Assets Under Management (AAUM) of Rs 2,79,431 Crores. NIMF has been established as a trust under the Indian Trusts Act, 1882 with Nippon Life Insurance Company as its Sponsor and Nippon Life India Trustee Ltd as its Trustee.
No.of Schemes
78
Total AUM
₹ 4,17,371.24 Cr.
Meenakshi Dawar
AUM: ₹20,944.31 Cr.
|
Exp: 5yrs
Sushil Budhia
AUM: ₹27,782.89 Cr.
|
Exp: —
Kinjal Desai
AUM: ₹1,35,725.94 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%