Nippon India Hybrid Mutual Fund

Nippon India Hybrid Mutual Funds are suitable for investors seeking long-term capital growth in investment schemes under equity and equity-related and fixed-income instruments.

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164.31Jun 21, 2024
12%
₹7,484
164.31Jun 21, 2024
12%
₹7,484
33.38Jun 21, 2024
11%
₹7,484
28.17Jun 21, 2024
11%
₹3,310
23.95Jun 21, 2024
11%
₹3,310
17.49Jun 21, 2024
11%
₹3,310
97.53Jun 21, 2024
11%
₹3,310
16.41Jun 21, 2024
6%
₹15,157
14.89Jun 21, 2024
5%
₹15,157
12.95Jun 21, 2024
5%
₹15,157
24.84Jun 21, 2024
5%
₹15,157

Investment Objective

The investment objective of Nippon India Equity Hybrid Fund is to generate consistent returns by investing a significant portion in equity and a small portion in debt securities and money market instruments. The fund aims to provide investors with a balanced investment portfolio that offers the best of both worlds, i.e., capital appreciation through equity investments and income generation through debt investments.

Risks Involved in Nippon India Hybrid Mutual Fund

Like any investment, Nippon India Hybrid Mutual Fund comes with certain risks. Investors must be aware that past performance may or may not be sustained in the future, which may not necessarily provide the basis for comparing with other investments. As a hybrid fund, this mutual fund is subject to market, credit, and interest rate risks. Investors should carefully consider their investment goals, risk tolerance, and investment time horizon before investing in this fund.

Return Potential of Nippon India Hybrid Mutual Fund

The return potential of Nippon India Hybrid Mutual Fund depends on various factors, including market conditions, interest rates, and the performance of the underlying investments. The fund's returns for one year and above can be found on the official website of Nippon India Mutual Fund. However, it is essential to note that past performance does not indicate future performance.

Who Should Invest in Nippon India Hybrid Mutual Fund?

Nippon India Hybrid Mutual Fund is suitable for investors looking for a balanced investment portfolio with the potential for capital appreciation and income generation. This fund is ideal for investors willing to take moderate risks and have a medium to the long-term investment horizon. However, investors should consult their financial advisors to determine whether this fund aligns with their investment objectives, risk tolerance, and financial situation.

Things To Consider Before Investing in Nippon India Hybrid Mutual Fund

Before investing in Nippon India Hybrid Mutual Fund, there are several things that investors should consider. Here are some points to keep in mind:

  1. Investment Objectives: Understanding the fund's investment objectives before investing is crucial. The Nippon India Hybrid Mutual Fund is a type of hybrid fund that invests in a combination of equity and debt securities. Investors should evaluate whether the fund aligns with their investment objectives.
  2. Risk Profile: Investors should assess their risk profile and choose a hybrid fund that matches their risk levels. As with any mutual fund, there is a risk of capital loss in Nippon India Hybrid Mutual Fund. Past performance may or may not be sustained in the future and may not necessarily provide the basis for comparison with other investments.
  3. Investment Horizon: Investors should consider their investment horizon before investing in Nippon India Hybrid Mutual Fund. If the investment horizon is shorter than five years, debt-oriented hybrid funds may be more suitable.
  4. Asset Allocation: The Nippon India Hybrid Mutual Fund invests in a combination of equity and debt securities. Investors should evaluate whether the fund's asset allocation aligns with their investment objectives and risk profile.
  5. Expense Ratio: Investors should also consider the expense ratio of the Nippon India Hybrid Mutual Fund. The expense ratio is the fund's annual fee to cover its operating expenses. A lower expense ratio can result in higher returns for investors.
  6. Performance: Past performance may or may not be sustained in the future, which may not necessarily provide the basis for comparison with other investments. Investors should evaluate the Nippon India Hybrid Mutual Fund's historical performance and compare it with similar funds. However, it's important to remember that past performance does not guarantee future results.

Tax on Nippon India Hybrid Mutual Fund

As for tax implications, Nippon India Hybrid Mutual Fund investments are subject to capital gains tax. Short-term capital gains (gains on assets held for less than one year) are taxed at the investor's applicable tax slab rate. In comparison, long-term capital gains (gains on investments held for more than one year) are taxed at 10% (without indexation) or 20% (with indexation) plus surcharge and cess, as applicable. Investors should consult with their tax advisors to understand the tax implications of investing in this fund.

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FAQs

How is Nippon India Hybrid Mutual Fund doing?

As of March 22, 2023, the latest NAV for the Nippon India Equity Hybrid Fund's Growth Plan - Growth Option is ₹68.0364. The fund's Value Research Analyst's Choice Riskometer rating is "Very High" and has a Value Research Rating of 3. The 3-year return for the fund is 18.67%. Additionally, as of December 31, 2022, the fund has ₹2,765 Crores worth of assets under management (AUM) and is considered a medium-sized fund.

Is Nippon India Hybrid Mutual Fund Safe?

Mutual funds, including hybrid mutual funds, are subject to market risk, and there is no assurance that the fund's investment objective will be achieved. Therefore, it is vital for investors to carefully read the fund's offer document and consult with a financial advisor before investing. It is also essential to regularly monitor the fund's performance.

Is it good to invest in hybrid funds?

Investing in hybrid funds can be a good option for investors who want to balance the risk and returns of their portfolio. Hybrid funds invest in a mix of equity and debt securities, allowing for diversification and potentially higher returns than debt funds while minimising risk compared to pure equity funds. However, as with any investment, one must consider one's financial goals, risk tolerance, and investment horizon before investing in a hybrid fund.

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