Nippon India Aggressive Hybrid Fund - Monthly 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-10.57%
Cat. Avg.-2.50%
2Y
Fund-7.27%
Cat. Avg.-0.41%
3Y
Fund3.81%
Cat. Avg.9.10%
5Y
Fund4.56%
Cat. Avg.7.85%
10Y
Fund4.78%
Cat. Avg.10.66%
SI
Fund4.83%
Cat. Avg.10.68%
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 Nov, 25 | 60000 | 56984 | -5.0% | -10.2% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.12 L. | -6.3% | -6.5% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.71 L. | -5.2% | -3.6% |
| 5Y | 08 Nov, 21 | 3 L. | 3.20 L. | +6.8% | +2.7% |
| 10Y | 07 Nov, 16 | 6 L. | 7.96 L. | +32.7% | +5.6% |
| SI | 07 Sep, 16 | 6.10 L. | 8.12 L. | +33.1% | +5.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 89431 | -10.6% | -10.6% |
| 2Y | 16 Oct, 24 | 1 L. | 85992 | -14.0% | -7.3% |
| 3Y | 16 Oct, 23 | 1 L. | 1.12 L. | +11.9% | +3.8% |
| 5Y | 18 Oct, 21 | 1 L. | 1.24 L. | +24.1% | +4.4% |
| 10Y | 17 Oct, 16 | 1 L. | 1.61 L. | +60.7% | +4.9% |
| SI | 09 Aug, 16 | 1 L. | 1.62 L. | +61.7% | +4.8% |
SIP Calculator
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 Profit
₹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.