Jama - Nippon India Equity Hybrid Fund


Nippon India Equity Hybrid Fund


NAV : 49.4006
(+0.2003999999999948arrow_upward)
AUM : ₹4,926 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
2.51%10.1%-20.84%-15.06%-11.71%-5.9%2.07%



NAV History



Expense Ratio Trends


Fund Details

An open ended hybrid scheme investing predominantly in equity and equity related instruments
NAV49.4006
Launch Date-
Min (1st time)₹500
Min (later on)₹500
Min SIP-
Expense Ratio2.0%
Exit Load : 10% of the units allotted shall be redeemed without any exit load, on or before completion of 12 months from the date of allotment of units. Any redemption in excess of such limit in the first 12 months from the date of allotment shall be subject to the following exit load. Redemption of units would be done on First in First out Basis (FIFO): s IFREDEEMEDORSWITCHEDOUTONORBEFORECOMPLETIONOF months from the date of allotment of units. s.IL THEREAFTER


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : -5.9% Past 3 yr Data




Fund Objective:
Reliance Equity Hybrid Fund endeavors to generate relatively better risk adjusted returns by investing in a combination of Equities and Fixed Income instruments. The fund attempts to optimize the benefit of Equity Growth potential with relative stability of fixed income investments. On the equity space the fund aims to maintains a large cap oriented portfolio with a tactical exposure to emerging leaders to generate alpha. The fixed income strategy is focused on generating higher accrual through investments in high quality instruments with a moderate duration.
Fund Manager:
Mr. Amit Tripathi, Mr. Sanjay Parekh