Nippon India Aggressive Hybrid Fund - IDCW Option
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-6.06%
Cat. Avg.0.14%
2Y
Fund-2.29%
Cat. Avg.4.62%
3Y
Fund7.00%
Cat. Avg.12.09%
5Y
Fund7.28%
Cat. Avg.11.02%
10Y
Fund4.86%
Cat. Avg.11.50%
SI
Fund3.87%
Cat. Avg.11.01%
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 | 56029 | -6.6% | -12.6% |
| 2Y | 07 Jun, 24 | 1.20 L. | 1.11 L. | -7.3% | -7.2% |
| 3Y | 07 Jun, 23 | 1.80 L. | 1.76 L. | -2.3% | -1.5% |
| 5Y | 07 Jun, 21 | 3 L. | 3.30 L. | +9.9% | +3.8% |
| 10Y | 07 Jun, 16 | 6 L. | 8.09 L. | +34.9% | +5.9% |
| SI | 07 Jun, 10 | 9.60 L. | 14.59 L. | +52.0% | +5.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 29 May, 25 | 1 L. | 93939 | -6.1% | -6.1% |
| 2Y | 29 May, 24 | 1 L. | 95474 | -4.5% | -2.3% |
| 3Y | 29 May, 23 | 1 L. | 1.23 L. | +22.5% | +7.0% |
| 5Y | 31 May, 21 | 1 L. | 1.41 L. | +41.1% | +7.1% |
| 10Y | 30 May, 16 | 1 L. | 1.60 L. | +60.2% | +4.8% |
| SI | 21 May, 10 | 1 L. | 1.84 L. | +83.7% | +3.9% |
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.