Nippon India Aggressive Hybrid Fund - Monthly 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-5.92%
Cat. Avg.1.14%
2Y
Fund-3.84%
Cat. Avg.2.83%
3Y
Fund6.35%
Cat. Avg.11.81%
5Y
Fund7.02%
Cat. Avg.10.93%
10Y
FundN/A
Cat. Avg.11.50%
SI
Fund5.31%
Cat. Avg.11.23%
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 Aug, 25 | 60000 | 58019 | -3.3% | -6.8% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.15 L. | -4.2% | -4.4% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.79 L. | -0.5% | -0.4% |
| 5Y | 09 Aug, 21 | 3 L. | 3.37 L. | +12.2% | +4.7% |
| SI | 07 Sep, 16 | 5.95 L. | 8.25 L. | +38.7% | +6.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 94078 | -5.9% | -5.9% |
| 2Y | 15 Jul, 24 | 1 L. | 92458 | -7.5% | -3.8% |
| 3Y | 17 Jul, 23 | 1 L. | 1.20 L. | +19.9% | +6.2% |
| 5Y | 15 Jul, 21 | 1 L. | 1.40 L. | +40.4% | +7.0% |
| SI | 09 Aug, 16 | 1 L. | 1.67 L. | +67.2% | +5.3% |
SIP Planner
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 Gained
₹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.