Nippon India Mutual Fund

Nippon India Aggressive Hybrid Fund - Monthly IDCW Option

Nippon India Mutual Fund

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.

No available Data

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000056984-5.0%-10.2%
2Y07 Nov, 241.20 L.1.12 L.-6.3%-6.5%
3Y07 Nov, 231.80 L.1.71 L.-5.2%-3.6%
5Y08 Nov, 213 L.3.20 L.+6.8%+2.7%
10Y07 Nov, 166 L.7.96 L.+32.7%+5.6%
SI07 Sep, 166.10 L.8.12 L.+33.1%+5.5%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.89431-10.6%-10.6%
2Y16 Oct, 241 L.85992-14.0%-7.3%
3Y16 Oct, 231 L.1.12 L.+11.9%+3.8%
5Y18 Oct, 211 L.1.24 L.+24.1%+4.4%
10Y17 Oct, 161 L.1.61 L.+60.7%+4.9%
SI09 Aug, 161 L.1.62 L.+61.7%+4.8%

SIP Calculator

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Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Profit
₹14.80L
SIP 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.

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