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Fund Nav

Fund Name	NAV Date	NAV	Rupee Change	Percent Change
NIPPON INDIA EQUITY HYBRID FUND - SEGREGATED PORTFOLIO 2 - DIRECT Plan - MONTHLY IDCW Option	07/Feb/2023	0.0	0.0000	%
NIPPON INDIA EQUITY HYBRID FUND - SEGREGATED PORTFOLIO 2 - MONTHLY IDCW Option	07/Feb/2023	0.0	0.0000	%
NIPPON INDIA EQUITY HYBRID FUND - SEGREGATED PORTFOLIO 2 - QUARTERLY IDCW Option	07/Feb/2023	0.0	0.0000	%
NIPPON INDIA EQUITY HYBRID FUND - SEGREGATED PORTFOLIO 2 - DIRECT Plan - QUARTERLY IDCW Option	07/Feb/2023	0.0	0.0000	%
Nippon India Equity Hybrid Fund - Segregated Portfolio 2 - Growth Plan	07/Feb/2023	0.0	0.0000	%
NIPPON INDIA EQUITY HYBRID FUND - SEGREGATED PORTFOLIO 2 - IDCW Option	07/Feb/2023	0.0	0.0000	%
Nippon India Equity Hybrid Fund - Segregated Portfolio 2 - Direct Plan - Growth Plan	07/Feb/2023	0.0	0.0000	%
NIPPON INDIA EQUITY HYBRID FUND - SEGREGATED PORTFOLIO 2 - DIRECT Plan - IDCW Option	07/Feb/2023	0.0	0.0000	%
NIPPON INDIA EQUITY HYBRID FUND - SEGREGATED PORTFOLIO 1 - MONTHLY IDCW Option	07/Feb/2023	0.0099	0.0000	0.0000%
NIPPON INDIA EQUITY HYBRID FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - MONTHLY IDCW Option	07/Feb/2023	0.0104	0.0000	0.0000%
NIPPON INDIA EQUITY HYBRID FUND - SEGREGATED PORTFOLIO 1 - QUARTERLY IDCW Option	07/Feb/2023	0.0137	0.0000	0.0000%
NIPPON INDIA EQUITY HYBRID FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - QUARTERLY IDCW Option	07/Feb/2023	0.0142	0.0000	0.0000%
NIPPON INDIA EQUITY HYBRID FUND - SEGREGATED PORTFOLIO 1 - IDCW Option	07/Feb/2023	0.0159	0.0000	0.0000%
NIPPON INDIA EQUITY HYBRID FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - IDCW Option	07/Feb/2023	0.0206	0.0000	0.0000%
Nippon India Equity Hybrid Fund - Segregated Portfolio 1 - Growth Plan	07/Feb/2023	0.0518	0.0000	0.0000%
Nippon India Equity Hybrid Fund - Segregated Portfolio 1 - Direct Plan - Growth Plan	07/Feb/2023	0.0558	0.0000	0.0000%
NIPPON INDIA EQUITY HYBRID FUND - MONTHLY IDCW Option	07/Feb/2023	13.2116	-0.0338	-0.2552%
NIPPON INDIA EQUITY HYBRID FUND - DIRECT Plan - MONTHLY IDCW Option	07/Feb/2023	14.1847	-0.0358	-0.2517%
NIPPON INDIA EQUITY HYBRID FUND - QUARTERLY IDCW Option	07/Feb/2023	18.3166	-0.0468	-0.2549%
NIPPON INDIA EQUITY HYBRID FUND - DIRECT Plan - QUARTERLY IDCW Option	07/Feb/2023	19.8073	-0.0501	-0.2523%
NIPPON INDIA EQUITY HYBRID FUND - IDCW Option	07/Feb/2023	21.3275	-0.0544	-0.2544%
NIPPON INDIA EQUITY HYBRID FUND - DIRECT Plan - IDCW Option	07/Feb/2023	28.412	-0.0719	-0.2524%
Nippon India Equity Hybrid Fund - Growth Plan	07/Feb/2023	69.5128	-0.1773	-0.2544%
Nippon India Equity Hybrid Fund - Direct Plan Growth Plan	07/Feb/2023	76.818	-0.1943	-0.2523%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Nippon India Equity Hybrid Fund Analysis

Performance Summary of Fund

Bmsmoney Aggressive Hybrid Fund Category Rank: 21

Positive Aspects of Fund

Negative Aspects of Fund

Nippon India Equity Hybrid Fund Performance Snapshot (Regular Plan)

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KPIs^*	Fund	Cat. Avg	Better Than Cat. Avg	In 1^st Quartile	In 4^th Quartile	Rank _{(In Cat.)}	Min / Max
1M Return %	-0.92	-1.17	Yes	No	No	13/27	-6.18 / 0.31
1M Rolling Return %	0.02	-0.15	Yes	No	No	9/27	-1.05 / 0.55
3M Return %	-0.37	-1.03	Yes	No	No	10/27	-7.00 / 1.73
3M Rolling Return %	1.70	0.60	Yes	Yes	No	5/26	-1.90 / 3.11
6M Return %	4.30	2.20	Yes	Yes	No	7/27	-2.78 / 7.09
6M Rolling Return %	1.67	0.72	Yes	Yes	No	7/26	-2.98 / 5.29
1Y Return %	4.99	2.05	Yes	Yes	No	7/26	-4.92 / 7.10
1Y Rolling Return %	17.20	18.85	No	No	No	14/25	11.11 / 38.75
3Y Return %	8.85	12.99	No	No	Yes	23/25	6.66 / 27.86
3Y Rolling Return %	6.71	13.94	No	No	Yes	20/20	6.71 / 27.23
5Y Return %	4.72	9.23	No	No	Yes	20/20	4.72 / 17.29
Standard Deviation	22.69	17.37	No	No	Yes	25/25	14.76 / 22.69
Semi Deviation	19.32	13.59	No	No	Yes	25/25	11.36 / 19.32
Max Drawdown	-34.70	-21.80	No	No	Yes	25/25	-34.70 / -16.27
VaR 1 Y	-14.66	-13.44	No	No	Yes	19/25	-18.65 / -9.98
Average Drawdown	-7.89	-7.37	No	No	No	17/25	-11.59 / -5.27
Sharpe Ratio	0.10	0.37	No	No	Yes	24/25	0.02 / 1.21
Sterling Ratio	0.20	0.43	No	No	Yes	25/25	0.20 / 0.95
Sortino Ratio	0.08	0.18	No	No	Yes	24/25	0.04 / 0.54
Jensen Alpha	-11.59	-2.03	No	No	Yes	20/20	-11.59 / 14.26
Treynor Ratio	0.02	0.06	No	No	Yes	19/20	0.00 / 0.20
Modigliani Square measure	6.08	11.75	No	No	Yes	20/20	6.08 / 24.44
Active Return	-0.08	-0.02	No	No	Yes	20/20	-0.08 / 0.17

_{Returns, performance summary of fund and return related sentences are updated daily. Last Updated On :

Feb. 7, 2023.}
_{Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

Dec. 31, 2022} _{KPIs: Key Performance Indicators}

Nippon India Equity Hybrid Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Nippon India Equity Hybrid Fund

Top Performing Funds in Aggressive Hybrid Fund Category

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Fund Name	Category Rank	Analysis	1Y Return	3Y Return	Max Drawdown	VaR _{1Y 95%}	Sharpe Ratio	Sortino Ratio	Hurst Index
Canara Robeco Equity Hybrid Fund	5	The Canara Robeco Equity Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has eight KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Canara Robeco Equity Hybrid Fund performance snapshot section.	1.08%	12.77%	-16.27%	-9.98%	0.44	0.20	0.49
Edelweiss Aggressive Hybrid Fund	2	The Edelweiss Aggressive Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has 13 KPIs that are in top quartile. The fund has 57% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Edelweiss Aggressive Hybrid Fund performance snapshot section.	5.67%	14.46%	-21.18%	-11.64%	0.45	0.21	0.50
Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana	1	The Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has 14 KPIs that are in top quartile. The fund has 67% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana performance snapshot section.	1.84%	15.47%	-19.33%	-11.96%	0.53	0.24	0.48
Quant Absolute Fund	4	The Quant Absolute Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has 15 KPIs that are in top quartile. The fund has 65% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has four KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Quant Absolute Fund performance snapshot section.	4.72%	27.86%	-21.56%	-14.66%	1.21	0.54	0.48
Tata Hybrid Equity Fund	3	The Tata Hybrid Equity Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has four KPIs that are in top quartile. The fund has 17% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Tata Hybrid Equity Fund performance snapshot section.	5.45%	13.54%	-21.61%	-14.93%	0.41	0.20	0.48

Nippon India Equity Hybrid Fund Performance Snapshot (Direct Plan)

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KPIs	Fund	Cat. Avg	Better Than Cat. Avg	In 1^st Quartile	In 4^th Quartile	Rank _{(In Cat.)}	Min / Max
1M Return %	-0.85	-1.06	Yes	No	No	14/27	-6.05 / 0.41
1M Rolling Return %	0.08	-0.04	Yes	No	No	10/27	-0.94 / 0.65
3M Return %	-0.18	-0.73	Yes	No	No	10/27	-6.64 / 2.16
3M Rolling Return %	1.89	0.90	Yes	Yes	No	5/26	-1.56 / 3.25
6M Return %	4.72	2.84	Yes	Yes	No	6/27	-2.12 / 7.78
6M Rolling Return %	2.06	1.34	Yes	No	No	8/26	-2.20 / 5.74
1Y Return %	5.80	3.30	Yes	No	No	8/26	-3.69 / 8.20
1Y Rolling Return %	18.09	20.23	No	No	No	16/25	12.45 / 39.10
3Y Return %	9.70	14.34	No	No	Yes	24/25	7.91 / 29.06
3Y Rolling Return %	7.54	15.15	No	No	Yes	20/20	7.54 / 28.28
5Y Return %	5.64	10.43	No	No	Yes	20/20	5.64 / 18.41
Standard Deviation	22.69	17.37	No	No	Yes	25/25	14.76 / 22.69
Semi Deviation	19.32	13.59	No	No	Yes	25/25	11.36 / 19.32
Max Drawdown	-34.70	-21.80	No	No	Yes	25/25	-34.70 / -16.27
VaR 1 Y	-14.66	-13.44	No	No	Yes	19/25	-18.65 / -9.98
Average Drawdown	-7.89	-7.37	No	No	No	17/25	-11.59 / -5.27
Sharpe Ratio	0.10	0.37	No	No	Yes	24/25	0.02 / 1.21
Sterling Ratio	0.20	0.43	No	No	Yes	25/25	0.20 / 0.95
Sortino Ratio	0.08	0.18	No	No	Yes	24/25	0.04 / 0.54
Jensen Alpha	-11.59	-2.03	No	No	Yes	20/20	-11.59 / 14.26
Treynor Ratio	0.02	0.06	No	No	Yes	19/20	0.00 / 0.20
Modigliani Square measure	6.08	11.75	No	No	Yes	20/20	6.08 / 24.44
Active Return	-0.08	-0.02	No	No	Yes	20/20	-0.08 / 0.17

_{Returns, performance summary of fund and return related sentences are updated daily. Last Updated On :

Feb. 7, 2023.}
_{Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On :

Dec. 31, 2022} _{KPIs: Key Performance Indicators}

Nippon India Equity Hybrid Fund Regular vs Direct Plan Performance

Parameters	Regular Plan	Direct Plan
1M Return %	-0.92%	-0.85%
1M Rolling Return %	0.02%	0.08%
3M Return %	-0.37%	-0.18%
3M Rolling Return %	1.70%	1.89%
6M Return %	4.30%	4.72%
6M Rolling Return %	1.67%	2.06%
1Y Return %	4.99%	5.80%
1Y Rolling Return %	17.20%	18.09%
3Y Return %	8.85%	9.70%
3Y Rolling Return %	6.71%	7.54%
5Y Return %	4.72%	5.64%
Standard Deviation	22.69%	22.69%
Semi Deviation	19.32%	19.32%
Max Drawdown	-34.70%	-34.70%
VaR 1 Y	-14.66%	-14.66%
Average Drawdown	-7.89%	-7.89%
Sharpe Ratio	0.10%	0.10%
Sterling Ratio	0.20%	0.20%
Sortino Ratio	0.08%	0.08%
Jensen Alpha	-11.59%	-11.59%
Treynor Ratio	0.02%	0.02%
Modigliani Square measure	6.08%	6.08%
Active Return	-0.08%	-0.08%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

_{Annulized Returns}

Nippon India Equity Hybrid Fund Expected Return

Investment Period	Mini. Possible Return _{in Investment Period}	Max. Possible Return _{in Investment Period}	Expected Return _{in Investment Period}	Loss Probability _{in Investment Period}
10 Year	8.29%	19.49%	13.85%	0.00%
One Year	-48.31%	87.61%	15.57%	13.79%
Three Year	-3.16%	44.40%	14.15%	0.48%
Five Year	2.96%	36.60%	14.28%	0.00%
Seven Year	7.01%	25.34%	13.53%	0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

_{Annulized Returns}

Methodology

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Aggressive Hybrid Fund Category Performance Analysis

Return Chart (Regular Plan)

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Returns (Regular Plan)

Fund Name	1D Return		1W Return		1M Return		3M Return		6M Return		1Y Return		3Y Return		5Y Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Axis Equity Hybrid Fund	0.14	1	0.82	8	-1.61	24	-3.23	26	-2.78	27	-4.92	26	8.91	22
Dsp Equity & Bond Fund	0.05	2	1.38	1	0.31	1	-0.27	7	1.17	18	-1.07	22	10.82	14	9.66	9
Jm Equity Hybrid Fund	0.03	3	1.08	3	-0.90	12	1.25	2	7.09	1	7.10	1	19.94	3	9.74	8
Pgim India Hybrid Equity Fund	0.02	4	0.88	6	-0.33	5	1.73	1	4.56	5	0.03	20	9.68	19	6.95	16
Tata Hybrid Equity Fund	0.00	5	1.02	4	-1.11	15	-0.35	8	3.37	9	5.45	5	13.54	9	8.95	12
Navi Equity Hybrid Fund	-0.02	6	0.67	11	-0.79	10	-0.35	9	2.69	12	1.99	12	9.28	21
Kotak Equity Hybrid Fund	-0.09	7	0.64	12	-0.93	14	-0.86	12	2.91	11	3.91	9	15.11	7	11.07	3
Hdfc Hybrid Equity Fund	-0.14	8	0.88	7	-0.39	6	0.76	3	5.64	2	6.89	2	15.75	5	8.69	13
Idfc Hybrid Equity Fund	-0.14	9	0.35	18	-0.76	9	-0.87	13	1.04	19	0.65	17	13.04	10	8.17	14
Aditya Birla Sun Life Equity Hybrid 95 Fund	-0.14	10	0.69	10	-1.17	16	-2.53	24	-1.63	26	-2.25	25	10.62	17	6.53	17
Union Hybrid Equity Fund	-0.16	11	0.73	9	-1.42	20	-2.04	23	0.40	22	0.24	19
Franklin India Equity Hybrid Fund	-0.17	12	0.04	24	-1.46	21	-0.83	11	3.54	8	2.75	10	12.88	11	9.31	10
Canara Robeco Equity Hybrid Fund	-0.17	13	0.96	5	-0.74	8	-1.13	18	1.83	14	1.08	16	12.77	13	11.01	4
Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana	-0.17	14	0.45	15	-1.27	19	-1.18	19	1.83	15	1.84	13	15.47	6
Lic Mf Equity Hybrid Fund	-0.19	15	1.12	2	-0.28	3	-0.94	15	0.01	24	-1.66	24	6.66	25	6.47	18
Uti Hybrid Equity Fund	-0.19	16	0.58	13	0.00	2	0.65	4	4.36	6	5.28	6	16.19	4	8.97	11
Shriram Hybrid Equity Fund	-0.21	17	0.37	17	-0.83	11	-1.89	22	0.06	23	1.76	14	9.51	20	7.58	15
Baroda Bnp Paribas Aggressive Hybrid Fund	-0.21	18	0.32	19	-1.21	17	-0.92	14	2.22	13
Sbi Equity Hybrid Fund	-0.21	19	-0.21	25	-2.60	26	-2.83	25	-1.04	25	0.38	18	10.73	15	9.89	7
Nippon India Equity Hybrid Fund	-0.25	20	0.26	21	-0.92	13	-0.37	10	4.30	7	4.99	7	8.85	23	4.72	20
Edelweiss Aggressive Hybrid Fund	-0.27	21	0.57	14	-0.32	4	0.37	5	4.99	4	5.67	4	14.46	8	10.61	5
Mirae Asset Hybrid Equity Fund	-0.29	22	0.18	22	-1.59	23	-0.97	16	1.59	16	1.47	15	12.82	12	10.16	6
Indiabulls Equity Hybrid Fund	-0.29	23	0.30	20	-1.48	22	-1.34	20	3.28	10	2.40	11	10.70	16
Invesco India Equity & Bond Fund	-0.31	24	0.45	16	-1.22	18	-1.36	21	1.24	17	-0.54	21	8.48	24
Idbi Hybrid Equity Fund	-0.31	25	0.18	23	-1.92	25	-1.05	17	0.67	21	-1.57	23	10.50	18	5.74	19
Icici Prudential Equity & Debt Fund	-0.31	26	-0.26	26	-0.62	7	-0.15	6	5.14	3	6.84	3	20.33	2	13.12	2
Quant Absolute Fund	-0.51	27	-2.14	27	-6.18	27	-7.00	27	0.99	20	4.72	8	27.86	1	17.29	1

Returns (Direct Plan)

Fund Name	1D Return		1W Return		1M Return		3M Return		6M Return		1Y Return		3Y Return		5Y Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Axis Equity Hybrid Fund	0.13	1	0.84	8	-1.45	23	-2.97	26	-2.12	27	-3.69	26	10.38	22
Dsp Equity & Bond Fund	0.05	2	1.40	1	0.41	1	-0.02	8	1.71	19	-0.04	22	11.95	15	10.78	8
Pgim India Hybrid Equity Fund	0.04	3	0.92	6	-0.19	5	2.16	1	5.46	4	1.69	18	11.49	18	8.65	16
Jm Equity Hybrid Fund	0.03	4	1.10	3	-0.79	12	1.56	2	7.78	1	8.20	1	20.99	2	10.80	7
Tata Hybrid Equity Fund	0.00	5	1.04	4	-1.02	15	-0.12	9	3.88	9	6.46	6	14.67	9	10.18	11
Navi Equity Hybrid Fund	-0.01	6	0.70	11	-0.62	8	0.11	6	3.69	11	3.94	10	11.31	20
Kotak Equity Hybrid Fund	-0.09	7	0.67	12	-0.80	13	-0.51	11	3.66	12	5.39	9	16.70	6	12.55	3
Hdfc Hybrid Equity Fund	-0.14	8	0.89	7	-0.33	6	0.92	3	5.99	3	7.58	3	16.49	8	9.46	14
Idfc Hybrid Equity Fund	-0.14	9	0.37	18	-0.64	10	-0.56	13	1.70	20	1.97	17	14.52	10	9.64	13
Aditya Birla Sun Life Equity Hybrid 95 Fund	-0.14	10	0.70	10	-1.10	19	-2.34	24	-1.24	26	-1.47	25	11.50	16	7.43	18
Union Hybrid Equity Fund	-0.16	11	0.71	9	-1.31	20	-1.77	23	0.95	22	1.27	19
Franklin India Equity Hybrid Fund	-0.16	12	0.06	24	-1.36	21	-0.59	14	4.07	8	3.77	13	14.02	13	10.47	10
Canara Robeco Equity Hybrid Fund	-0.16	13	0.98	5	-0.63	9	-0.84	19	2.46	15	2.33	16	14.13	12	12.36	5
Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana	-0.17	14	0.49	15	-1.09	18	-0.70	17	2.87	14	3.90	12	17.72	4
Lic Mf Equity Hybrid Fund	-0.18	15	1.15	2	-0.18	4	-0.68	16	0.56	24	-0.56	23	7.91	25	7.74	17
Uti Hybrid Equity Fund	-0.19	16	0.59	14	0.06	2	0.81	5	4.70	7	5.93	7	16.98	5	9.72	12
Shriram Hybrid Equity Fund	-0.20	17	0.40	17	-0.70	11	-1.52	22	0.84	23	3.32	14	11.18	21	9.10	15
Baroda Bnp Paribas Aggressive Hybrid Fund	-0.21	18	0.35	19	-1.06	16	-0.52	12	3.08	13
Sbi Equity Hybrid Fund	-0.21	19	-0.20	25	-2.54	26	-2.67	25	-0.69	25	1.07	21	11.50	17	10.69	9
Nippon India Equity Hybrid Fund	-0.25	20	0.28	21	-0.85	14	-0.18	10	4.72	6	5.80	8	9.70	24	5.64	20
Edelweiss Aggressive Hybrid Fund	-0.27	21	0.61	13	-0.16	3	0.83	4	6.02	2	7.78	2	16.56	7	12.37	4
Mirae Asset Hybrid Equity Fund	-0.29	22	0.21	22	-1.47	24	-0.63	15	2.31	16	2.88	15	14.44	11	11.82	6
Indiabulls Equity Hybrid Fund	-0.29	23	0.31	20	-1.40	22	-1.15	21	3.84	10	3.92	11	12.74	14
Invesco India Equity & Bond Fund	-0.30	24	0.48	16	-1.07	17	-0.96	20	2.10	17	1.09	20	10.24	23
Idbi Hybrid Equity Fund	-0.31	25	0.20	23	-1.84	25	-0.83	18	1.13	21	-0.73	24	11.43	19	6.96	19
Icici Prudential Equity & Debt Fund	-0.31	26	-0.25	26	-0.56	7	-0.02	7	5.45	5	7.44	4	20.96	3	13.87	2
Quant Absolute Fund	-0.50	27	-2.11	27	-6.05	27	-6.64	27	1.84	18	6.49	5	29.06	1	18.41	1

Rolling Returns (Regular Plan)

Fund Name	1 Month Median Return		3 Month Median Return		6 Month Median Return		1 Year Median Return		3 Year Median Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Equity Hybrid 95 Fund	-0.41	22	0.07	18	-1.48	24	19.42	9	11.94	15
Axis Equity Hybrid Fund	-1.05	27	-1.90	26	-2.17	25	17.37	13
Franklin India Equity Hybrid Fund	0.00	10	0.34	16	0.92	11	16.63	18	13.46	13
Shriram Hybrid Equity Fund	-0.30	21	0.18	17	0.14	17	12.54	24	10.33	19
Canara Robeco Equity Hybrid Fund	-0.52	24	0.05	19	0.01	18	17.16	15	15.32	4
Dsp Equity & Bond Fund	-0.50	23	-1.08	25	-1.00	22	15.56	20	14.79	5
Edelweiss Aggressive Hybrid Fund	0.25	3	1.13	9	2.37	5	20.41	6	14.73	6
Essel Equity Hybrid Fund	-0.09	12	0.49	14	0.65	12	16.00	19
Hdfc Hybrid Equity Fund	0.10	5	2.02	3	2.46	3	21.12	5	14.16	8
Icici Prudential Equity & Debt Fund	0.55	1	3.11	1	5.29	1	33.82	2	18.89	2
Idbi Hybrid Equity Fund	-0.73	26	-0.31	21	-0.26	21	16.86	16	11.13	16
Idfc Hybrid Equity Fund	-0.12	15	-0.13	20	0.29	14	19.93	8	13.69	11
Indiabulls Equity Hybrid Fund	-0.19	17	0.53	13	0.22	15	13.93	21
Invesco India Equity & Bond Fund	-0.27	20	-0.56	23	-0.21	20	13.28	23
Jm Equity Hybrid Fund	0.03	8	1.14	8	1.09	10	16.77	17	13.75	10
Kotak Equity Hybrid Fund	0.04	7	0.87	10	2.22	6	20.28	7	16.90	3
Mahindra Hybrid Equity Nivesh Yojana	-0.26	19	1.29	7	1.42	9	22.86	3
Nippon India Equity Hybrid Fund	0.02	9	1.70	5	1.67	7	17.20	14	6.71	20
Pgim India Hybrid Equity Fund	-0.12	14	0.46	15	-2.98	26	13.45	22	10.60	17
Quant Absolute Fund	0.51	2	2.65	2	4.97	2	38.75	1	27.23	1
Sbi Equity Hybrid Fund	-0.17	16	0.59	12	0.37	13	18.12	12	14.10	9
Tata Hybrid Equity Fund	-0.08	11	1.83	4	2.45	4	18.51	10	12.64	14
Uti Hybrid Equity Fund	0.19	4	1.45	6	1.52	8	21.95	4	13.59	12
Lic Mf Equity Hybrid Fund	-0.55	25	-0.70	24	-1.17	23	11.11	25	10.42	18
Mirae Asset Hybrid Equity Fund	-0.10	13	0.70	11	0.20	16	18.16	11	14.34	7
Union Hybrid Equity Fund	-0.24	18	-0.41	22	-0.16	19
Baroda Bnp Paribas Aggressive Hybrid Fund	0.06	6

Rolling Returns (Direct Plan)

Fund Name	1 Month Median Return		3 Month Median Return		6 Month Median Return		1 Year Median Return		3 Year Median Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Equity Hybrid 95 Fund	-0.35	22	0.26	19	-1.10	24	20.34	9	12.83	15
Axis Equity Hybrid Fund	-0.94	27	-1.56	26	-1.52	25	19.02	12
Franklin India Equity Hybrid Fund	0.09	9	0.59	16	1.42	12	17.81	18	14.67	12
Shriram Hybrid Equity Fund	-0.16	21	0.55	17	0.90	15	14.27	24	12.01	18
Canara Robeco Equity Hybrid Fund	-0.41	23	0.37	18	0.64	18	18.61	14	16.70	5
Dsp Equity & Bond Fund	-0.42	24	-0.82	25	-0.47	22	16.74	20	15.96	7
Edelweiss Aggressive Hybrid Fund	0.41	3	1.64	7	3.36	3	22.55	5	16.75	4
Essel Equity Hybrid Fund	0.06	11	0.94	13	1.62	10	18.14	15
Hdfc Hybrid Equity Fund	0.15	7	2.18	3	2.79	6	21.89	7	14.89	10
Icici Prudential Equity & Debt Fund	0.60	2	3.25	1	5.57	2	34.50	2	19.56	2
Idbi Hybrid Equity Fund	-0.66	26	-0.08	21	0.19	21	17.83	17	12.11	17
Idfc Hybrid Equity Fund	-0.02	15	0.18	20	0.92	14	21.41	8	15.19	8
Indiabulls Equity Hybrid Fund	-0.11	17	1.04	12	1.22	13	16.20	21
Union Hybrid Equity Fund	-0.16	20	-0.16	23	0.40	20
Invesco India Equity & Bond Fund	-0.12	19	-0.16	22	0.60	19	15.13	23
Jm Equity Hybrid Fund	0.14	8	1.34	9	1.59	11	17.68	19	14.85	11
Kotak Equity Hybrid Fund	0.15	6	1.23	10	2.94	4	21.97	6	18.47	3
Mahindra Hybrid Equity Nivesh Yojana	-0.10	16	1.77	6	2.44	7	25.28	3
Nippon India Equity Hybrid Fund	0.08	10	1.89	5	2.06	8	18.09	16	7.54	20
Pgim India Hybrid Equity Fund	0.02	13	0.86	14	-2.20	26	15.36	22	12.39	16
Quant Absolute Fund	0.65	1	3.05	2	5.74	1	39.10	1	28.28	1
Sbi Equity Hybrid Fund	-0.11	18	0.75	15	0.71	17	18.93	13	14.90	9
Tata Hybrid Equity Fund	-0.01	14	2.08	4	2.93	5	19.79	11	13.78	14
Uti Hybrid Equity Fund	0.24	4	1.60	8	1.82	9	22.83	4	14.38	13
Lic Mf Equity Hybrid Fund	-0.47	25	-0.42	24	-0.57	23	12.45	25	11.68	19
Mirae Asset Hybrid Equity Fund	0.02	12	1.06	11	0.89	16	19.87	10	16.08	6
Baroda Bnp Paribas Aggressive Hybrid Fund	0.21	5

Category Risk

Fund Name	VaR 1 Y _95%		Max Drawdown		Average Drawdown		Standard Deviation		Semi Deviation
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Kotak Equity Hybrid Fund	-12.60	9	-25.50	24	-7.32	14	18.25	20	14.84	24
Aditya Birla Sun Life Equity Hybrid 95 Fund	-18.65	25	-24.84	23	-9.88	24	18.31	22	14.49	21
Axis Equity Hybrid Fund	-12.83	11	-20.69	10	-9.43	22	17.14	14	13.26	13
Franklin India Equity Hybrid Fund	-13.73	16	-21.58	15	-8.51	20	16.87	11	13.22	11
Shriram Hybrid Equity Fund	-11.09	2	-18.29	3	-5.92	5	15.30	3	11.68	3
Canara Robeco Equity Hybrid Fund	-9.98	1	-16.27	1	-5.59	3	14.87	2	11.48	2
Dsp Equity & Bond Fund	-14.13	17	-20.69	11	-11.59	25	17.61	16	13.76	15
Edelweiss Aggressive Hybrid Fund	-11.64	4	-21.18	13	-6.61	11	16.67	9	13.10	10
Navi Equity Hybrid Fund	-12.52	8	-22.53	18	-7.44	15	16.86	10	13.73	14
Hdfc Hybrid Equity Fund	-11.83	5	-23.13	19	-5.27	1	18.20	19	14.13	17
Icici Prudential Equity & Debt Fund	-17.61	24	-23.48	20	-5.33	2	19.21	23	14.52	23
Idbi Hybrid Equity Fund	-12.24	7	-17.18	2	-8.19	19	14.76	1	11.36	1
Idfc Hybrid Equity Fund	-14.15	18	-23.69	21	-8.09	18	18.02	17	14.52	22
Indiabulls Equity Hybrid Fund	-12.80	10	-20.62	9	-7.63	16	16.95	13	13.23	12
Invesco India Equity & Bond Fund	-12.96	12	-21.08	12	-6.20	8	16.03	5	13.04	8
Jm Equity Hybrid Fund	-13.12	15	-20.58	8	-7.02	13	21.25	24	14.48	20
Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana	-11.96	6	-19.33	4	-6.11	7	16.56	8	12.98	7
Nippon India Equity Hybrid Fund	-14.66	19	-34.70	25	-7.89	17	22.69	25	19.32	25
Pgim India Hybrid Equity Fund	-14.96	22	-22.46	17	-9.86	23	17.23	15	13.79	16
Quant Absolute Fund	-14.66	20	-21.56	14	-5.98	6	18.27	21	14.24	18
Sbi Equity Hybrid Fund	-11.17	3	-19.50	5	-6.37	9	16.04	6	12.51	5
Tata Hybrid Equity Fund	-14.93	21	-21.61	16	-5.67	4	16.88	12	13.08	9
Uti Hybrid Equity Fund	-15.67	23	-24.42	22	-8.98	21	18.19	18	14.38	19
Lic Mf Equity Hybrid Fund	-13.10	14	-19.65	6	-6.53	10	15.57	4	12.07	4
Mirae Asset Hybrid Equity Fund	-13.08	13	-20.51	7	-6.78	12	16.45	7	12.60	6
Baroda Bnp Paribas Aggressive Hybrid Fund

Category Risk Adjusted Return/Fund Ratio

Fund Name	Sharpe Ratio		Sortino Ratio		Sterling ratio		Hurst Index	Jensen’s Alpha		Beta		R²		Treynor Ratio		Modigliani² Measure		Active Return
Fund Name	%	Rank	%	Rank	%	Rank	Hurst Index	%	Rank	Value	Rank	Value	Rank	%	Rank	%	Rank	%	Rank
Kotak Equity Hybrid Fund	0.45	8	0.20	9	0.43	12	0.51
Aditya Birla Sun Life Equity Hybrid 95 Fund	0.23	18	0.12	18	0.32	20	0.50	-5.40	15	1.19	3	0.95	11	0.04	14	9.14	14	-0.03	10
Axis Equity Hybrid Fund	0.19	20	0.11	19	0.33	19	0.48	-5.35	14	1.10	9	0.96	4	0.03	15	8.78	15	-0.06	16
Franklin India Equity Hybrid Fund	0.40	11	0.19	11	0.44	10	0.50	-1.21	9	1.07	14	0.95	13	0.06	9	12.14	9	-0.05	13
Shriram Hybrid Equity Fund	0.19	19	0.11	20	0.35	18	0.47
Canara Robeco Equity Hybrid Fund	0.44	9	0.20	8	0.51	5	0.49	-0.36	6	0.99	18	0.98	2	0.07	8	13.45	7	-0.02	7
Dsp Equity & Bond Fund	0.25	17	0.13	17	0.37	17	0.49	-4.57	13	1.13	6	0.95	12	0.04	13	9.57	13	-0.08	19
Edelweiss Aggressive Hybrid Fund	0.45	7	0.21	7	0.47	7	0.50	-0.64	8	1.09	11	0.96	10	0.07	7	13.01	8	-0.01	5
Navi Equity Hybrid Fund	0.17	21	0.10	22	0.30	21	0.51	-6.40	18	1.16	4	0.96	7	0.03	17	8.63	16	-0.05	15
Hdfc Hybrid Equity Fund	0.47	6	0.22	5	0.48	6	0.49
Icici Prudential Equity & Debt Fund	0.67	2	0.32	3	0.61	3	0.48	4.37	2	1.14	5	0.86	18	0.11	2	15.79	2	0.02	3
Idbi Hybrid Equity Fund	0.30	15	0.15	15	0.42	13	0.49	-2.45	11	0.98	19	0.98	1	0.05	11	11.36	10	-0.03	9
Idfc Hybrid Equity Fund	0.35	13	0.17	13	0.40	15	0.50
Indiabulls Equity Hybrid Fund	0.26	16	0.14	16	0.37	16	0.49	-3.81	12	1.09	12	0.96	5	0.04	12	10.01	12	-0.05	12
Invesco India Equity & Bond Fund	0.14	23	0.08	23	0.29	23	0.50	-5.91	16	1.07	13	0.93	15	0.02	18	8.43	17	-0.07	17
Jm Equity Hybrid Fund	0.63	3	0.34	2	0.68	2	0.52	3.52	3	1.24	2	0.75	20	0.11	3	14.61	4	0.06	2
Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana	0.53	4	0.24	4	0.54	4	0.48	0.69	4	1.09	10	0.97	3	0.08	5	14.32	5	0.00	4
Nippon India Equity Hybrid Fund	0.10	24	0.08	24	0.20	25	0.50	-11.59	20	1.49	1	0.89	17	0.02	19	6.08	20	-0.08	20
Pgim India Hybrid Equity Fund	0.17	22	0.10	21	0.30	22	0.49	-6.02	17	1.12	8	0.92	16	0.03	16	8.42	18	-0.05	14
Quant Absolute Fund	1.21	1	0.54	1	0.95	1	0.48	14.26	1	1.13	7	0.78	19	0.20	1	24.44	1	0.17	1
Sbi Equity Hybrid Fund	0.32	14	0.16	14	0.41	14	0.50	-2.35	10	1.03	16	0.96	9	0.05	10	11.22	11	-0.05	11
Tata Hybrid Equity Fund	0.41	10	0.20	10	0.44	9	0.48	-0.41	7	0.95	20	0.96	8	0.07	6	14.09	6	-0.02	8
Uti Hybrid Equity Fund	0.48	5	0.22	6	0.46	8	0.50	0.04	5	1.05	15	0.96	6	0.08	4	14.85	3	-0.01	6
Lic Mf Equity Hybrid Fund	0.02	25	0.04	25	0.24	24	0.48	-7.02	19	1.00	17	0.94	14	0.00	20	6.72	19	-0.07	18
Mirae Asset Hybrid Equity Fund	0.38	12	0.18	12	0.43	11	0.50
Baroda Bnp Paribas Aggressive Hybrid Fund

Nippon India Equity Hybrid Fund Additional Return Analysis

Nippon India Equity Hybrid Fund Value of Investment

Plan Type	1 Day	1 Week	1 Month	3 Month	6 Month	1 Year	3 Year	5 Year
Regular Plan _{Value of 1000 Rupee}	997.46	1002.64	990.79	996.33	1043.02	1049.89	1289.57	1259.47
Direct Plan _{Value of 1000 Rupee}	997.48	1002.79	991.49	998.22	1047.16	1058.01	1320.07	1315.42

Fund Information

Fund Launch Date: 10/May/2005
Fund Category: Aggressive Hybrid Fund
Investment Objective: Nippon India 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 Description: An open ended hybrid scheme investing predominantly in equity and equity related instruments
Fund Benchmark: Crisil Hybrid 35+65 - Aggressive Index

_{Source: Fund FactSheet}

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

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Table of Contents

Nippon India Equity Hybrid Fund

Fund Nav

Fund Performance Analysis

Nippon India Equity Hybrid Fund Analysis

Performance Summary of Fund

Bmsmoney Aggressive Hybrid Fund Category Rank: 21

Positive Aspects of Fund

Negative Aspects of Fund

Nippon India Equity Hybrid Fund Performance Snapshot (Regular Plan)

Nippon India Equity Hybrid Fund Performance vs Category Average

Top Performing Peers of Nippon India Equity Hybrid Fund

Top Performing Funds in Aggressive Hybrid Fund Category

Nippon India Equity Hybrid Fund Performance Snapshot (Direct Plan)

Nippon India Equity Hybrid Fund Regular vs Direct Plan Performance

Nippon India Equity Hybrid Fund Expected Return

Methodology

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Aggressive Hybrid Fund Category Performance Analysis

Return Chart (Regular Plan)

Returns (Regular Plan)

Returns (Direct Plan)

Rolling Returns (Regular Plan)

Rolling Returns (Direct Plan)

Category Risk

Category Risk Adjusted Return/Fund Ratio

Nippon India Equity Hybrid Fund Additional Return Analysis

Nippon India Equity Hybrid Fund Value of Investment

Fund Information

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Bmsmoney Highlights

Mutual Funds Generating More Than Saving A/C Return

Mutual Funds Generating More Than Fixed Deposit Return

Mutual Funds Beating Inflation

Top Performing Equity Funds

Top Performing Debt Funds

Top Banking & Financial Services Funds

Top Consumption Funds

Top Focused Funds

Top Performing Overnight Funds

Top Performing Gilt Funds

Top Performing Credit Risk Funds

What is Mutual Fund

SEBI Classification of Mutual fund

Mutual Fund Analysis Methodology