Nippon India Aggressive Hybrid Fund - Growth Plan
Expense Ratio: 1.95
Risk: Very High
Hybrid Scheme - Aggressive Hybrid Fund
Plan: Regular
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Inception: 10-05-2005
Exit Load: Nil
Fund Size:₹4,116.13 Cr
Performance
1Y
Fund-0.01%
Cat. Avg.-0.32%
2Y
Fund6.19%
Cat. Avg.5.97%
3Y
Fund11.94%
Cat. Avg.11.73%
5Y
Fund11.26%
Cat. Avg.10.62%
10Y
Fund9.56%
Cat. Avg.11.35%
SI
Fund10.70%
Cat. Avg.10.94%
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 | 58781 | -2.0% | -3.8% |
| 2Y | 07 Jun, 24 | 1.20 L. | 1.21 L. | +0.7% | +0.7% |
| 3Y | 07 Jun, 23 | 1.80 L. | 1.95 L. | +8.3% | +5.3% |
| 5Y | 07 Jun, 21 | 3 L. | 3.81 L. | +27.0% | +9.5% |
| 10Y | 07 Jun, 16 | 6 L. | 10.05 L. | +67.5% | +10.0% |
| SI | 07 Jun, 10 | 9.60 L. | 23.98 L. | +149.8% | +10.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 04 Jun, 25 | 1 L. | 99990 | -0.0% | -0.0% |
| 2Y | 04 Jun, 24 | 1 L. | 1.13 L. | +12.8% | +6.2% |
| 3Y | 05 Jun, 23 | 1 L. | 1.40 L. | +39.7% | +11.8% |
| 5Y | 04 Jun, 21 | 1 L. | 1.71 L. | +70.5% | +11.3% |
| 10Y | 06 Jun, 16 | 1 L. | 2.50 L. | +149.5% | +9.6% |
| SI | 21 May, 10 | 1 L. | 5.11 L. | +411.3% | +10.7% |
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.