Nippon India Aggressive Hybrid Fund - Direct Plan - Quarterly 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-9.34%
Cat. Avg.-1.36%
2Y
Fund-7.20%
Cat. Avg.0.75%
3Y
Fund4.13%
Cat. Avg.10.37%
5Y
Fund4.94%
Cat. Avg.9.05%
10Y
Fund5.27%
Cat. Avg.11.82%
SI
Fund7.00%
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 | 57327 | -4.5% | -9.1% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.13 L. | -5.5% | -5.6% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.72 L. | -4.5% | -3.1% |
| 5Y | 08 Nov, 21 | 3 L. | 3.24 L. | +7.9% | +3.1% |
| 10Y | 07 Nov, 16 | 6 L. | 8.25 L. | +37.5% | +6.3% |
| SI | 07 Nov, 13 | 7.80 L. | 11.50 L. | +47.4% | +5.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 90662 | -9.3% | -9.3% |
| 2Y | 16 Oct, 24 | 1 L. | 86120 | -13.9% | -7.2% |
| 3Y | 16 Oct, 23 | 1 L. | 1.13 L. | +12.9% | +4.1% |
| 5Y | 18 Oct, 21 | 1 L. | 1.26 L. | +26.4% | +4.8% |
| 10Y | 17 Oct, 16 | 1 L. | 1.68 L. | +68.3% | +5.3% |
| SI | 11 Oct, 13 | 1 L. | 2.41 L. | +141.3% | +7.0% |
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.