Nippon India Aggressive Hybrid Fund - Direct Plan - Monthly IDCW Option
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
Fund-4.18%
Cat. Avg.2.34%
2Y
Fund-2.27%
Cat. Avg.4.03%
3Y
Fund7.64%
Cat. Avg.13.11%
5Y
Fund8.27%
Cat. Avg.12.18%
10Y
FundN/A
Cat. Avg.12.65%
SI
Fund6.53%
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 | 58418 | -2.6% | -5.5% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.17 L. | -2.9% | -3.0% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.83 L. | +1.6% | +1.0% |
| 5Y | 09 Aug, 21 | 3 L. | 3.48 L. | +16.0% | +6.0% |
| SI | 07 Sep, 16 | 5.95 L. | 8.76 L. | +47.3% | +7.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 14 Jul, 25 | 1 L. | 95822 | -4.2% | -4.2% |
| 2Y | 15 Jul, 24 | 1 L. | 95113 | -4.9% | -2.5% |
| 3Y | 14 Jul, 23 | 1 L. | 1.25 L. | +24.7% | +7.6% |
| 5Y | 14 Jul, 21 | 1 L. | 1.49 L. | +48.8% | +8.3% |
| SI | 09 Aug, 16 | 1 L. | 1.88 L. | +87.5% | +6.5% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
%
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.