Widely used:
Analyst’s Choice
Value Research Rating
Analyst’s Choice
Riskometer
High
₹58.8510 -0.11%
As on 13-Aug-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Nippon India Hybrid Bond Fund - Direct Plan
|
|
|
High
|
Please wait... |
1.12 |
|
 |
|
High
|
Please wait... |
0.61 |
||
 |
|
High
|
Please wait... |
0.91 |
||
|
|
Moderately High
|
Please wait... |
1.24 |
||
|
|
Moderately High
|
Please wait... |
0.49 |
₹826 Cr
1.00 (365)
5,000
100
100
60
Investment Strategy
The scheme primarily aims to generate regular income in order to make regular dividend payments to unitholders while the secondary objective is growth of capital.
Suitability
"Conservative hybrid funds invest roughly a quarter of your money in equity shares and the rest in bonds. These funds are suitable for those who cannot withstand too much volatility in the value of their investments and are content with moderate returns which are slightly higher than returns from fixed income options.
They may also suit those looking for a regular income from their accumulation. The debt portion of these funds provides a moderate, but steady stream of income. The small equity allocation though adds a bit of volatility, but helps boost returns to keep up with the rate of inflation over the long term.
Invest only if your investment horizon is three years or more. To derive dependable income with some degree of inflation protection, invest your accumulated savings in these funds gradually over at least a few months, and then maintain a withdrawal rate in the range of 4-6 per cent of the value of your investment every year."
Capital Gains Taxation
Dividend Taxation
Nippon India Hybrid Bond Fund - Direct Plan invests 75-90 per cent of its assets in bonds and the remaining 10-25 per cent in equity stocks.
Mutual funds can be bought directly from the website of the fund house. For instance, Nippon India Hybrid Bond Fund - Direct Plan fund can be purchased from the website of Nippon India Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Nippon India Hybrid Bond Fund - Direct Plan is ₹58.8510 as of 14-Aug-2024.
The AUM of Nippon India Hybrid Bond Fund - Direct Plan Fund is ₹826 Cr as of 31-Jul-2024
The riskometer level of Nippon India Hybrid Bond Fund - Direct Plan is High. See More
| Company | Percentage of Portfolio |
|---|---|
|
National Bank For Agriculture & Rural Development SR 23H Debenture 7.58 31/07/2026 |
6.05
|
|
GOI GOI Sec 7.10 18/04/2029 |
3.67
|
|
Piramal Capital & Housing Finance Ltd Debenture 6.75 26/09/2031 |
3.67
|
|
JSW Steel Ltd Debenture 8.50 12/10/2027 |
3.04
|
|
Shriram Housing Finance Ltd SR 35 NCD 9.25 04/10/2027 |
3.04
|
As of 31-Jul-2024, Nippon India Hybrid Bond Fund - Direct Plan had invested 80.14% in Debt, 13.08% in Equity, 6.39% in Cash & Cash Eq. and 0.39% in Real Estate See More
Nippon India Hybrid Bond Fund - Direct Plan is 11 years 7 months old. It has delivered 7.49% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
10.03%
|
8.70%
|
5.31%
|
4.92%
|
7.04%
|
7.49%
|
No, There is no lock in period in Nippon India Hybrid Bond Fund - Direct Plan.
The expense ratio of Nippon India Hybrid Bond Fund - Direct Plan is 1.12.
Mutual Funds 
Nippon India Nippon India Hybrid Bond Fund - Direct Plan
