Nippon India Aggressive Hybrid Fund - IDCW Option
Expense Ratio: 1.95
Risk: Very High
Hybrid Scheme - Aggressive Hybrid Fund
Plan: Regular
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Inception: 10-05-2005
Exit Load: Nil
Fund Size:₹4,116.13 Cr
Performance
1Y
Fund-10.78%
Cat. Avg.-2.50%
2Y
Fund-7.73%
Cat. Avg.-0.41%
3Y
Fund3.41%
Cat. Avg.9.10%
5Y
Fund4.13%
Cat. Avg.7.85%
10Y
Fund3.71%
Cat. Avg.10.66%
SI
Fund3.68%
Cat. Avg.10.68%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 56662 | -5.6% | -11.1% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.12 L. | -6.8% | -6.9% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.69 L. | -6.0% | -4.1% |
| 5Y | 08 Nov, 21 | 3 L. | 3.16 L. | +5.5% | +2.1% |
| 10Y | 07 Nov, 16 | 6 L. | 7.85 L. | +30.8% | +5.3% |
| SI | 07 Jun, 10 | 9.85 L. | 14.63 L. | +48.5% | +4.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 20 Oct, 25 | 1 L. | 89056 | -10.9% | N/A |
| 2Y | 21 Oct, 24 | 1 L. | 85392 | -14.6% | -7.6% |
| 3Y | 19 Oct, 23 | 1 L. | 1.11 L. | +10.6% | +3.4% |
| 5Y | 19 Oct, 21 | 1 L. | 1.22 L. | +22.4% | +4.1% |
| 10Y | 19 Oct, 16 | 1 L. | 1.44 L. | +44.0% | +3.7% |
| SI | 21 May, 10 | 1 L. | 1.81 L. | +81.1% | +3.7% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Years
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Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.