Nippon India Aggressive Hybrid Fund - Direct Plan - Monthly 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-9.07%
Cat. Avg.-1.36%
2Y
Fund-5.83%
Cat. Avg.0.75%
3Y
Fund5.15%
Cat. Avg.10.37%
5Y
Fund5.78%
Cat. Avg.9.05%
10Y
Fund6.01%
Cat. Avg.11.82%
SI
Fund6.06%
Cat. Avg.12.42%
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.
No available Data
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57394 | -4.3% | -8.9% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.14 L. | -4.9% | -5.0% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.74 L. | -3.1% | -2.1% |
| 5Y | 08 Nov, 21 | 3 L. | 3.32 L. | +10.6% | +4.1% |
| 10Y | 07 Nov, 16 | 6 L. | 8.48 L. | +41.3% | +6.8% |
| SI | 07 Sep, 16 | 6.10 L. | 8.66 L. | +41.9% | +6.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 90926 | -9.1% | -9.1% |
| 2Y | 16 Oct, 24 | 1 L. | 88671 | -11.3% | -5.8% |
| 3Y | 16 Oct, 23 | 1 L. | 1.16 L. | +16.3% | +5.2% |
| 5Y | 18 Oct, 21 | 1 L. | 1.32 L. | +31.5% | +5.6% |
| 10Y | 17 Oct, 16 | 1 L. | 1.81 L. | +80.5% | +6.1% |
| SI | 09 Aug, 16 | 1 L. | 1.82 L. | +82.1% | +6.1% |
SIP Calculator
Visualize how small monthly investments grow over time.
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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.