Nippon India Aggressive Hybrid Fund - Quarterly 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-4.63%
Cat. Avg.1.17%
2Y
Fund-3.74%
Cat. Avg.2.43%
3Y
Fund5.49%
Cat. Avg.11.24%
5Y
Fund6.91%
Cat. Avg.10.60%
10Y
Fund4.64%
Cat. Avg.11.33%
SI
Fund6.41%
Cat. Avg.11.21%
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 | 07 Aug, 25 | 60000 | 58328 | -2.8% | -5.6% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.15 L. | -4.0% | -4.1% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.79 L. | -0.7% | -0.5% |
| 5Y | 09 Aug, 21 | 3 L. | 3.33 L. | +11.1% | +4.2% |
| 10Y | 08 Aug, 16 | 6 L. | 8.19 L. | +36.4% | +6.1% |
| SI | 08 Jul, 13 | 7.85 L. | 11.39 L. | +45.1% | +5.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 94925 | -5.1% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 92370 | -7.6% | -3.9% |
| 3Y | 20 Jul, 23 | 1 L. | 1.17 L. | +17.4% | +5.5% |
| 5Y | 20 Jul, 21 | 1 L. | 1.40 L. | +39.7% | +6.9% |
| 10Y | 20 Jul, 16 | 1 L. | 1.57 L. | +57.3% | +4.6% |
| SI | 21 Jun, 13 | 1 L. | 2.25 L. | +125.5% | +6.4% |
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.