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Nippon India Aggressive Hybrid Fund - Growth Plan

(Erstwhile Nippon India Equity Hybrid Fund - Growth Plan)

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Category: Hybrid: Aggressive
Launch Date: 05-06-2005
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 1.95% As on (31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 4,102 Cr As on (31-12-2025)
Turn over: 42
NAV as on 28-01-2026

105.1224

0.84 (0.7962%)

CAGR Since Inception

12.06%

CRISIL Hybrid 35+65 Aggressive Index 12.2%

PERFORMANCE of Nippon India Aggressive Hybrid Fund - Growth Plan

Scheme Performance (%) Data as on - 28-01-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Nippon India Aggressive Hybrid Fund - Growth Plan 9.88 15.01 15.17 10.42 12.06
Benchmark - - - - -
Hybrid: Aggressive 8.69 14.45 13.74 12.33 12.57

Yearly Performance (%)

Nav Movement

Fund Managers

Meenakshi Dawar, Sushil Budhia

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.

RETURNS CALCULATOR for Nippon India Aggressive Hybrid Fund - Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

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.

Key Performance and Risk Statistics of Nippon India Aggressive Hybrid Fund - Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Nippon India Aggressive Hybrid Fund - Growth Plan 9.02 1.01 2.56 1.04 8.33 4.55
Hybrid: Aggressive - - - - - -

PEER COMPARISION

Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Nippon India Aggressive Hybrid Fund - Growth Plan 05-06-2005 9.88 9.84 15.01 15.17 10.42
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 14.2 12.5 15.82 14.51 0.0
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 13.65 13.02 18.88 21.18 16.6
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 12.54 10.85 14.26 13.02 13.2
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 12.35 12.03 14.62 13.18 12.56
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 10.49 10.09 15.51 12.46 11.19
Union Aggressive Hybrid Fund - Regular Plan - Growth Option 18-12-2020 9.84 8.46 13.31 12.42 0.0
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 9.72 11.91 16.87 16.11 0.0
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 01-02-1993 9.59 9.66 13.86 12.47 12.88
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 10-02-1995 9.52 10.04 14.71 12.37 11.05

Asset Allocation (%)

PORTFOLIO ANALYSIS of Nippon India Aggressive Hybrid Fund - Growth Plan

Portfolio as on