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-5.54%
Cat. Avg.1.00%
2Y
Fund-1.94%
Cat. Avg.4.45%
3Y
Fund8.24%
Cat. Avg.12.96%
5Y
Fund8.19%
Cat. Avg.11.83%
10Y
FundN/A
Cat. Avg.12.50%
SI
Fund6.23%
Cat. Avg.12.72%
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 | 55771 | -7.0% | -13.1% |
| 2Y | 07 Jun, 24 | 1.20 L. | 1.12 L. | -6.6% | -6.5% |
| 3Y | 07 Jun, 23 | 1.80 L. | 1.79 L. | -0.6% | -0.4% |
| 5Y | 07 Jun, 21 | 3 L. | 3.41 L. | +13.5% | +5.0% |
| SI | 07 Sep, 16 | 5.85 L. | 8.36 L. | +42.9% | +7.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 03 Jun, 25 | 1 L. | 94461 | -5.5% | -5.5% |
| 2Y | 03 Jun, 24 | 1 L. | 96158 | -3.8% | -1.9% |
| 3Y | 05 Jun, 23 | 1 L. | 1.26 L. | +26.3% | +8.1% |
| 5Y | 03 Jun, 21 | 1 L. | 1.48 L. | +48.2% | +8.2% |
| SI | 09 Aug, 16 | 1 L. | 1.81 L. | +81.0% | +6.2% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
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.