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  • Nippon India Aggressive Hybrid Fund - Monthly IDCW Option

Nippon India Aggressive Hybrid Fund - Monthly IDCW Option

Hybrid: Aggressive Open Ended Scheme
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NAV
₹ 15.7883 ₹ 0.01 (0.08 %)
as on 28-10-2026
Asset Size (AUM)
3,856.85 Cr
Launch Date
Aug 09, 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 09, 2016
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8.16

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
1.12 %
Expense Ratio
1.96%
Volatility
9.02 %
Fund House
Nippon India Mutual Fund
Fund Manager
Sushil Budhia, Meenakshi Dawar, Jignesh Kamani
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
10% of the units allotted shall be redeemed without any exit load, on or before completion of 12 months from the date of allotment of units. Any redemption in excess of such limit in the first 12 months from the date of allotment shall be subject to the following exit load, Redemption of units would be done on First in First out Basis (FIFO): 1% if redeemed or switched out on or before completion of 12 months from the date of allotment of units. Nil, thereafter.
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 - 28-10-2026

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 09-08-2016 -6.78 -0.66 8.42 8.48 8.13
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings