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-9.73%
Cat. Avg.-2.50%
2Y
Fund-7.55%
Cat. Avg.-0.41%
3Y
Fund3.59%
Cat. Avg.9.10%
5Y
Fund4.39%
Cat. Avg.7.85%
10Y
Fund3.88%
Cat. Avg.10.66%
SI
Fund3.74%
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 | 57195 | -4.7% | -9.5% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.13 L. | -5.9% | -6.1% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.71 L. | -5.1% | -3.5% |
| 5Y | 08 Nov, 21 | 3 L. | 3.19 L. | +6.5% | +2.5% |
| 10Y | 07 Nov, 16 | 6 L. | 7.92 L. | +32.0% | +5.5% |
| SI | 07 Jun, 10 | 9.85 L. | 14.76 L. | +49.9% | +4.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 90272 | -9.7% | -9.7% |
| 2Y | 16 Oct, 24 | 1 L. | 85463 | -14.5% | -7.6% |
| 3Y | 16 Oct, 23 | 1 L. | 1.11 L. | +11.2% | +3.6% |
| 5Y | 18 Oct, 21 | 1 L. | 1.23 L. | +23.1% | +4.3% |
| 10Y | 17 Oct, 16 | 1 L. | 1.47 L. | +47.4% | +4.0% |
| SI | 21 May, 10 | 1 L. | 1.83 L. | +82.8% | +3.7% |
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.