Nippon India Aggressive Hybrid Fund - Direct Plan - Quarterly 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-5.81%
Cat. Avg.1.00%
2Y
Fund-3.36%
Cat. Avg.4.45%
3Y
Fund7.19%
Cat. Avg.12.96%
5Y
Fund7.33%
Cat. Avg.11.83%
10Y
Fund5.55%
Cat. Avg.12.50%
SI
Fund7.16%
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 | 55639 | -7.3% | -13.5% |
| 2Y | 07 Jun, 24 | 1.20 L. | 1.11 L. | -7.7% | -7.6% |
| 3Y | 07 Jun, 23 | 1.80 L. | 1.76 L. | -2.4% | -1.6% |
| 5Y | 07 Jun, 21 | 3 L. | 3.31 L. | +10.4% | +3.9% |
| 10Y | 07 Jun, 16 | 6 L. | 8.37 L. | +39.5% | +6.5% |
| SI | 07 Nov, 13 | 7.55 L. | 11.18 L. | +48.1% | +6.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 03 Jun, 25 | 1 L. | 94187 | -5.8% | -5.8% |
| 2Y | 03 Jun, 24 | 1 L. | 93391 | -6.6% | -3.4% |
| 3Y | 05 Jun, 23 | 1 L. | 1.23 L. | +22.6% | +7.1% |
| 5Y | 03 Jun, 21 | 1 L. | 1.42 L. | +42.4% | +7.3% |
| 10Y | 03 Jun, 16 | 1 L. | 1.72 L. | +71.6% | +5.5% |
| SI | 11 Oct, 13 | 1 L. | 2.40 L. | +139.8% | +7.2% |
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.