Nippon India Mutual Fund

Nippon India Aggressive Hybrid Fund - Quarterly 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-9.80%
Cat. Avg.-2.50%
2Y
Fund-7.70%
Cat. Avg.-0.41%
3Y
Fund3.49%
Cat. Avg.9.10%
5Y
Fund4.11%
Cat. Avg.7.85%
10Y
Fund4.14%
Cat. Avg.10.66%
SI
Fund6.02%
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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Nippon India Mutual Fund
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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000057178-4.7%-9.6%
2Y07 Nov, 241.20 L.1.13 L.-6.0%-6.2%
3Y07 Nov, 231.80 L.1.70 L.-5.3%-3.6%
5Y08 Nov, 213 L.3.18 L.+5.9%+2.3%
10Y07 Nov, 166 L.7.84 L.+30.7%+5.3%
SI08 Jul, 138 L.11.16 L.+39.5%+4.9%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.90204-9.8%-9.8%
2Y16 Oct, 241 L.85198-14.8%-7.7%
3Y16 Oct, 231 L.1.11 L.+10.8%+3.5%
5Y18 Oct, 211 L.1.21 L.+21.5%+4.0%
10Y17 Oct, 161 L.1.51 L.+51.2%+4.2%
SI21 Jun, 131 L.2.18 L.+118.0%+6.0%

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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