Nippon India Equity Hybrid Fund - Growth Plan

(Erstwhile Reliance Equity Hybrid Fund - Growth Plan)

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Category: Hybrid: Aggressive
Launch Date: 05-06-2005
Asset Class: Mixed Asset
Benchmark: NIFTY 50 TRI
Expense Ratio: 2.04% As on (31-12-2021)

Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 3,301.4 Cr As on (31-12-2021)
Turn over: 40.00

NAV as on Tue Jan 25 00:00:00 IST 2022

66.0277

0.53 (0.8097%)

CAGR Since Inception

12.01%

NIFTY 50 TRI 14.12%

PERFORMANCE of Nippon India Equity Hybrid Fund - Growth Plan

Scheme Performance (%) Data as on - 25-01-2022

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Nippon India Equity Hybrid Fund - Growth Plan	25.16	8.47	8.09	12.29	12.01
NIFTY 50 TRI	22.79	18.41	16.41	14.25	14.12
Hybrid: Aggressive	21.9	15.71	12.17	13.7	13.0

Yearly Performance (%)

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Fund Managers

Sushil Budhia,Meenakshi Dawar

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	11.49	0.21	1.43	1.16	7.46	3.45
Hybrid: Aggressive	-	-	-	-	-	-

PEER COMPARISION of Nippon India Equity Hybrid Fund - Growth Plan

Compare SIP Compare Lumpsum

Period

Data as on - 25-01-2022

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	25.16	9.35	8.47	8.09	12.29
ICICI Prudential Equity & Debt Fund - Growth	05-11-1999	41.87	24.99	20.97	15.31	17.09
Quant Absolute Fund - Growth Option - Regular Plan	21-03-2001	39.69	37.59	28.52	19.7	16.7
Mahindra Manulife Hybrid Equity Nivesh Yojana - Regular Plan - Growth	19-07-2019	28.31	22.27	0.0	0.0	0.0
UTI - Hybrid Equity Fund - Regular Plan - Growth	20-03-1995	27.01	20.05	15.31	11.54	12.89
Baroda Hybrid Equity Fund - Plan A - Growth Option	12-09-2003	25.85	20.73	15.97	11.93	11.92
Kotak Equity Hybrid - Growth	01-11-2014	25.66	20.34	20.04	13.33	0.0
IDFC Hybrid Equity Fund-Regular Plan Growth	05-12-2016	24.8	18.96	15.89	10.95	0.0
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option	12-08-2009	24.72	18.38	16.65	13.57	12.59
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option	16-06-2009	24.68	18.37	16.65	13.57	12.6