Can I invest in SIP and Lumpsum in Nippon India Equity Hybrid Fund (IDCW-Q) Direct Growth?

Yes, you can invest both lumpsum and SIP in Nippon India Equity Hybrid Fund (IDCW-Q). Minimum lumpsum investment Nippon India Equity Hybrid Fund (IDCW-Q) is ₹500 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Nippon India Equity Hybrid Fund (IDCW-Q) Direct Growth?

The latest NAV (Net Asset Value) of Nippon India Equity Hybrid Fund (IDCW-Q) is Nippon India Equity Hybrid Fund (IDCW-Q) is ₹21.25 as on 2025-03-11.

Which are the biggest stock holdings of Nippon India Equity Hybrid Fund (IDCW-Q)?

The 5 biggest stock holdings of Nippon India Equity Hybrid Fund (IDCW-Q) are: HDFC Bank (5.80%), ICICI Bank (5.35%), Infosys (3.49%), Larsen & Toubro (3.18%), Bharti Airtel (2.96%)

What are the top sectors Nippon India Equity Hybrid Fund (IDCW-Q) invests in?

A majority of Nippon India Equity Hybrid Fund (IDCW-Q) 's AUM worth ₹3,531.27 (Cr) is invested in these 3 top sectors: Debt : 23.19% Banks : 16.27% IT-Software : 7.07%

Mutual Funds
Nippon India Equity Hybrid Fund (IDCW-Q)

Nippon India Equity Hybrid Fund (IDCW-Q)

Aggressive Hybrid Fund

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NAV
21.25(-0.15%)
Fund Size (CR)
₹3,712.19
Expense Ratio
1.97
Scheme Type
Active Fund
Value Research

Min. investment
₹500
Minimum Additional Investment
₹500
Minimum SIP Investment
₹100
Minimum Withdrawal
₹100
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
11.81%

Absolute Return: -17.07%

Annualized Return: 0%

Basic Details

Scheme Manager

Meenakshi Dawar

Bench Mark

CRISIL Hybrid 35+65 - Aggressive Index

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	3 March 2025	10106.36	1.06%	-	1.22%	139/203
1 Month	10 February 2025	9645.62	-3.54%	-	-4.07%	48/203
3 Month	10 December 2024	9000.67	-9.99%	-	-9.54%	135/203
6 Month	10 September 2024	9078.28	-9.22%	-	-9.49%	100/203
1 Year	7 March 2024	10270.56	2.71%	2.71%	3.55%	140/203
3 Year	10 March 2022	14721.47	47.21%	13.75%	11.95%	63/203
5 Year	9 March 2020	22036.58	120.37%	17.10%	15.43%	62/203
Since Inception	20 June 2013	37038.20	270.38%	11.81%	11.61%	95/203

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 April 2024	1,20,000	183092.85	52.58%	52.58%
3 Year	1 April 2022	3,60,000	662986.47	84.16%	22.57%
5 Year	1 April 2020	6,00,000	1313652.15	118.94%	16.97%
10 Year	1 April 2015	12,00,000	2838502.69	136.54%	8.99%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

2.95%

Standard Deviation

0.76%

Beta

0.63%

Sharpe Ratio

-0.01%

Treynor's Ratio

4.00%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
HDFC Bank	5.80%	1182356	204.83	Equity	Banks
ICICI Bank	5.35%	1570000	189.04	Equity	Banks
Infosys	3.49%	730000	123.20	Equity	IT - Software
Larsen & Toubro	3.18%	354838	112.27	Equity	Infrastructure Developers & Operators
Bharti Airtel	2.96%	665000	104.42	Equity	Telecomm-Service
Reliance Industr	2.74%	806000	96.73	Equity	Refineries
Axis Bank	2.68%	933200	94.77	Equity	Banks
NTPC	2.47%	2800620	87.23	Equity	Power Generation & Distribution
St Bk of India	1.97%	1010000	69.57	Equity	Banks
Sun Pharma.Inds.	1.80%	400000	63.73	Equity	Pharmaceuticals

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
DSP Aggressive Hybrid Fund - Direct (G)	10137.49	-2.93%	-6.60%	-5.99%	13.30%	15.18%
DSP Aggressive Hybrid Fund - Direct (IDCW)	10137.49	-2.93%	-6.61%	-6.00%	13.29%	15.05%
Invesco India Aggressive Hybrid Fund - Direct (G)	595.95	-5.08%	-11.62%	-7.89%	9.43%	16.01%
Invesco India Aggressive Hybrid Fund - Direct (IDCW)	595.95	-5.08%	-11.63%	-7.92%	9.36%	15.95%
SBI Equity Hybrid Fund - Direct (G)	71142.58	-1.95%	-4.98%	-4.32%	8.80%	11.46%

News

Nippon India Mutual Fund Income Distribution cum Capital Withdrawal (IDCW)
Nippon India Mutual Fund has announced 06 March 2025 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) under the following schemes. The amount of distribution (Rs per unit) on the face value of Rs 10 per unit will be:
Nippon India ELSS Tax Saver Fund ' Regular Plan ' Annual IDCW Option Regular & Direct Plan ' IDCW Option: 1.50 each.
Nippon India ELSS Tax Saver Fund ' Regular Plan ' IDCW Option: 2.50
Nippon India ELSS Tax Saver Fund ' Direct Plan ' IDCW Option: 3.00
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Nippon India Mutual Fund Income Distribution cum Capital Withdrawal (IDCW)
Nippon India Mutual Fund has announced 03 March 2025 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) under the following schemes. The amount of distribution (Rs per unit) on the face value of Rs 10 per unit will be:
Nippon India Equity Hybrid Fund ' Regular Plan ' IDCW Option & Direct Plan ' IDCW Option: 2.00 each.
Nippon India Equity Hybrid Fund ' Regular Plan ' Monthly IDCW Option & Direct Plan ' Monthly IDCW Option: 1.00 each
Nippon India Equity Hybrid Fund ' Regular Plan ' Quarterly IDCW Option: 1.75
Nippon India Equity Hybrid Fund ' Direct Plan ' Quarterly IDCW Option: 2.00
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Nippon India Balanced Advantage Fund announces Income Distribution cum Capital Withdrawal (IDCW)
Nippon India Mutual Fund has announced 14 February 2025 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) on the face value of Rs 10 per unit under the regular plan ' IDCW payout and direct plan ' IDCW payout of Nippon India Balanced Advantage Fund. The quantum of distribution will be Rs 0.2000 per unit under each plan / option as on the record date.
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Fund House Details & Investment Objective

Date of Incorporation

19 June 2013

Total AUM (Cr)

₹3531.27

Nippon India Equity Hybrid Fund (IDCW-Q) is an Aggressive Hybrid Fund-oriented fund from the renowned AMC, Nippon India Mutual Fund. Launched in 19 June 2013, this fund is managed by Meenakshi Dawar. With assets under management (AUM) worth ₹3,531.27 (Cr), as of 11 March 2025, Nippon India Equity Hybrid Fund (IDCW-Q) is categorized as a Aggressive Hybrid Fund within its segment. The fund has generated a return of 11.81% since its launch.
The current NAV of Nippon India Equity Hybrid Fund (IDCW-Q) is ₹21.25, as on 11 March 2025. The fund's benchmark index is CRISIL Hybrid 35+65 - Aggressive Index. You can invest in Nippon India Equity Hybrid Fund (IDCW-Q) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹500.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
10% of the units allotted shall be redeemed within any exit load, on or before completion of 12 monts from the date allotment of units. 1.00% - If redeemed / switched on or before completion of 12 months from the date of allotment of units. Nil - If redeemed / switched after completion of 12 moths from the date of allotment of units. The fund has generated 13.75% and 17.10% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 75.51% in Equity, 23.95% in Debt and 0.55% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 23.19% in Debt, 16.27% in Banks, 7.07% in IT-Software, 4.46% in Automobiles, 3.72% in Pharmaceuticals & Biotech

FAQs

How to Invest in Nippon India Equity Hybrid Fund (IDCW-Q) Direct Growth?

Nippon India Equity Hybrid Fund (IDCW-Q) is a popular fund in the Aggressive Hybrid Fund segment. The fund has generated a return of 11.81% since inception. Looking to invest in Nippon India Equity Hybrid Fund (IDCW-Q) How about earning 1% extra return? All this is possible with m.Stock! Investing in Nippon India Equity Hybrid Fund (IDCW-Q) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Nippon India Equity Hybrid Fund (IDCW-Q)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Nippon India Equity Hybrid Fund (IDCW-Q) today and reap the benefits of this Aggressive Hybrid Fund fund!

How much returns has Nippon India Equity Hybrid Fund (IDCW-Q) Direct Growth generated?

In the short term, i.e., 1 year, Nippon India Equity Hybrid Fund (IDCW-Q) has generated annualised return of 2.71%. In the long-term, the fund has generated 13.75% and 17.10% in 3 and 5 years respectively. Since its inception, the fund has generated 11.81% returns.

What is the expense ratio of Nippon India Equity Hybrid Fund (IDCW-Q) Direct Growth?

The expense ratio of Nippon India Equity Hybrid Fund (IDCW-Q) Direct Growth is 1.97%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Nippon India Equity Hybrid Fund (IDCW-Q) Fund Direct Growth?

The Assets Under Management (AUM) of Nippon India Equity Hybrid Fund (IDCW-Q) is ₹3,531.27 (Cr) as of 2025-03-11 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Nippon India Equity Hybrid Fund (IDCW-Q) Direct Growth?

Redeeming or selling units of Nippon India Equity Hybrid Fund (IDCW-Q) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Nippon India Equity Hybrid Fund (IDCW-Q):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Nippon India Equity Hybrid Fund (IDCW-Q)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).