• Home
  • MF Research
  • NIPPON INDIA AGGRESSIVE HYBRID FUND - MONTHLY IDCW Option

NIPPON INDIA AGGRESSIVE HYBRID FUND - MONTHLY IDCW Option

Hybrid: Aggressive Open Ended Scheme
Download Fund Card download share-white
arrow-down
NAV
₹ 16.0657 ₹ -0.03 (-0.21 %)
as on 03-06-2026
Asset Size (AUM)
3,958.2 Cr
Launch Date
Aug 08, 2016
Invest in this scheme
Investment Objective
The scheme aims to generate consistent returns by investing a major portion in equity and a small portion in debt and money market instruments. It will invest upto 50 per cent of its assets in equities and equity related securities and atleast 25 per cent of its assets in debt and money market instruments with an average maturity of 1 to 7 years.
Minimum Investment 500.0
Minimum Top-up 500.0
Investment Returns Since Launch in Aug 08, 2016
arrow-up

8.7

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
1.12 %
Expense Ratio
2.1%
Volatility
9.02 %
Fund House
Nippon India Mutual Fund
Fund Manager
Sushil Budhia, Meenakshi Dawar
Key Features
Scheme description
This fund has moderate ups and downs compared to equity funds and can give good returns as it invests both in debt and equity. Investment in this fund can be made for a horizon of at least 5 years or more
Minimum Purchase Application Amount
Rs. 500.0 (plus in multiples of Rs. 500.0)
Entry Load
Not applicable
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
NIPPON INDIA AGGRESSIVE HYBRID FUND - MONTHLY IDCW Option
Performance

Scheme Performance (%)

Data as on - 03-06-2026

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
NIPPON INDIA AGGRESSIVE HYBRID FUND - MONTHLY IDCW Option 08-08-2016 -0.33 2.99 11.53 10.94 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings