NIPPON INDIA EQUITY HYBRID FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - MONTHLY IDCW Option
Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From Nippon India Mutual Fund. It's been running since 25 Sep 2019.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 56 other funds in Hybrid Scheme - Aggressive Hybrid Fund
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 7 of last 7 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 47% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of NIPPON INDIA EQUITY HYBRID FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - MONTHLY IDCW Option against other hybrid funds.
Technical details (for the pros)
Fund info
- Fund house
- Nippon India Mutual Fund
- Category
- Hybrid Scheme - Aggressive Hybrid Fund
- Plan
- Direct
- Option
- IDCW
- ISIN (Growth)
- INF204KB11G2
- ISIN (Div re-invest)
- INF204KB12G0
- Fund code
- 147684
- First price on record
- 25 Sep 2019 · 1,354 daily prices
About NIPPON INDIA EQUITY HYBRID FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - MONTHLY IDCW Option
NIPPON INDIA EQUITY HYBRID FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - MONTHLY IDCW Option is a Hybrid Scheme - Aggressive Hybrid Fund offered by Nippon India Mutual Fund under the Direct plan with the IDCW option. It has approximately 7 years of NAV track record. The fund falls in the hybrid category — Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.
The current NAV of NIPPON INDIA EQUITY HYBRID FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - MONTHLY IDCW Option is ₹0.0234 (as of 21 Mar 2025). Historically, it has delivered 125.00% over the last year, 31.03% CAGR over 3 years, 17.60% CAGR over 5 years. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 47.3% annualised volatility — a "very high" level of bumpiness; its deepest peak-to-trough fall on record was 0.0%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of NIPPON INDIA EQUITY HYBRID FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - MONTHLY IDCW Option?+
The latest NAV of NIPPON INDIA EQUITY HYBRID FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - MONTHLY IDCW Option is ₹0.0234 as of 21 Mar 2025, up 125.00% from the previous day. NAV is updated once a business day after the market close.
What are the returns of NIPPON INDIA EQUITY HYBRID FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - MONTHLY IDCW Option?+
NIPPON INDIA EQUITY HYBRID FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - MONTHLY IDCW Option has delivered 1-year return 125.00%, 3-year CAGR 31.03%, 5-year CAGR 17.60%, since-inception CAGR 15.93%. Returns are historical and don't predict future performance — markets move in cycles.
What category does NIPPON INDIA EQUITY HYBRID FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - MONTHLY IDCW Option belong to?+
NIPPON INDIA EQUITY HYBRID FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - MONTHLY IDCW Option is categorised as Hybrid Scheme - Aggressive Hybrid Fund. Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.
How risky is NIPPON INDIA EQUITY HYBRID FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - MONTHLY IDCW Option?+
Based on its 3-year annualised volatility of 47.3%, NIPPON INDIA EQUITY HYBRID FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - MONTHLY IDCW Option sits in the "very high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is NIPPON INDIA EQUITY HYBRID FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - MONTHLY IDCW Option a direct plan?+
NIPPON INDIA EQUITY HYBRID FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - MONTHLY IDCW Option is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).
How old is NIPPON INDIA EQUITY HYBRID FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - MONTHLY IDCW Option?+
NIPPON INDIA EQUITY HYBRID FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - MONTHLY IDCW Option has NAV history available from 25 Sep 2019 — approximately 7 years of track record and 1,354 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.