Nippon India Aggressive Hybrid Fund - Direct Plan Growth Plan
Expense Ratio: 1.08
Risk: Very High
Hybrid Scheme - Aggressive Hybrid Fund
Plan: Direct
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Inception: 10-05-2005
Exit Load: Nil
Fund Size:₹4,116.13 Cr
Performance
1Y
Fund2.49%
Cat. Avg.2.34%
2Y
Fund3.95%
Cat. Avg.4.03%
3Y
Fund12.31%
Cat. Avg.13.11%
5Y
Fund12.23%
Cat. Avg.12.18%
10Y
Fund10.61%
Cat. Avg.12.65%
SI
Fund12.10%
Cat. Avg.13.07%
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.
No available Data
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61264 | +2.1% | +4.5% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.26 L. | +4.8% | +4.9% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.01 L. | +11.7% | +7.6% |
| 5Y | 09 Aug, 21 | 3 L. | 3.97 L. | +32.4% | +11.4% |
| 10Y | 08 Aug, 16 | 6 L. | 10.79 L. | +79.8% | +11.4% |
| SI | 07 Jan, 13 | 8.15 L. | 18.89 L. | +131.8% | +11.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 1.02 L. | +2.5% | +2.5% |
| 2Y | 15 Jul, 24 | 1 L. | 1.08 L. | +8.1% | +4.0% |
| 3Y | 17 Jul, 23 | 1 L. | 1.41 L. | +41.2% | +12.2% |
| 5Y | 15 Jul, 21 | 1 L. | 1.78 L. | +78.0% | +12.2% |
| 10Y | 15 Jul, 16 | 1 L. | 2.74 L. | +174.1% | +10.6% |
| SI | 02 Jan, 13 | 1 L. | 4.70 L. | +369.5% | +12.1% |
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.