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
Fund0.86%
Cat. Avg.0.83%
2Y
Fund7.10%
Cat. Avg.7.17%
3Y
Fund12.87%
Cat. Avg.13.01%
5Y
Fund12.16%
Cat. Avg.11.85%
10Y
Fund10.62%
Cat. Avg.12.51%
SI
Fund11.89%
Cat. Avg.12.74%
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 | 09 Jun, 25 | 60000 | 59052 | -1.6% | -3.0% |
| 2Y | 07 Jun, 24 | 1.20 L. | 1.22 L. | +1.6% | +1.6% |
| 3Y | 07 Jun, 23 | 1.80 L. | 1.98 L. | +9.8% | +6.2% |
| 5Y | 07 Jun, 21 | 3 L. | 3.90 L. | +30.0% | +10.5% |
| 10Y | 07 Jun, 16 | 6 L. | 10.56 L. | +76.0% | +10.9% |
| SI | 07 Jan, 13 | 8.05 L. | 18.09 L. | +124.7% | +11.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 04 Jun, 25 | 1 L. | 1.01 L. | +0.9% | +0.9% |
| 2Y | 04 Jun, 24 | 1 L. | 1.15 L. | +14.7% | +7.1% |
| 3Y | 05 Jun, 23 | 1 L. | 1.43 L. | +43.2% | +12.7% |
| 5Y | 04 Jun, 21 | 1 L. | 1.77 L. | +77.5% | +12.2% |
| 10Y | 06 Jun, 16 | 1 L. | 2.75 L. | +174.8% | +10.6% |
| SI | 02 Jan, 13 | 1 L. | 4.52 L. | +352.1% | +11.9% |
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.