Should I invest in NIPPON INDIA AGGRESSIVE HYBRID FUND?

We don't give personal investment advice. NIPPON INDIA AGGRESSIVE HYBRID FUND - DIRECT Plan - IDCW Option is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 18.4%. 5-year CAGR: 8.70%.

Nippon India

NIPPON INDIA AGGRESSIVE HYBRID FUND - DIRECT Plan - IDCW Option

Latest NAV

₹38.0245

As of

17 Jul 2026

3,330 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.35%	+0.20%	+0.14	23 / 55	Q2
1W	-0.24%	-0.16%	-0.08	40 / 55	Q3
2W	+0.08%	+0.10%	-0.02	43 / 55	Q4
1M	+1.35%	+0.84%	+0.51	26 / 55	Q2
3M	+1.63%	+1.61%	+0.03	28 / 55	Q3
6M	-5.54%	-0.75%	-4.79	45 / 55	Q4
YTD	-6.76%	-2.54%	-4.22	45 / 55	Q4
1Y	-3.97%	-0.18%	-3.78	36 / 55	Q3
2Y	-2.21%	+1.30%	-3.51	36 / 54	Q3
3Y	+7.70%	+9.24%	-1.54	32 / 55	Q3
4Y	+10.06%	+11.12%	-1.06	27 / 52	Q3
5Y	+8.70%	+9.61%	-0.91	28 / 49	Q3
7Y	+8.82%	+11.18%	-2.36	31 / 48	Q3
10Y	+6.64%	+7.86%	-1.21	18 / 33	Q3
Inception	+7.36%	+8.35%	-0.99	33 / 55	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-6.76%	-2.48%	-4.28	43 / 50
2025	+0.80%	+1.24%	-0.44	27 / 53
2024	+16.95%	+15.74%	+1.20	15 / 53
2023	+19.07%	+19.87%	-0.80	27 / 53
2022	+7.41%	+2.08%	+5.33	12 / 50
2021	+28.37%	+22.26%	+6.11	9 / 51
2020	-4.77%	+14.45%	-19.22	48 / 49
2019	+2.87%	+3.69%	-0.82	26 / 47
2018	-8.95%	-8.13%	-0.82	21 / 35
2017	+14.20%	+15.92%	-1.72	26 / 35
2016	-2.27%	+0.88%	-3.15	20 / 28

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+10.13%

153 windows

min -33.3% · max 55.7%

73% positive

3-Year rolling

+8.21%

129 windows

min -12.1% · max 25.9%

87% positive

5-Year rolling

+7.31%

105 windows

min -5.8% · max 22.0%

91% positive

7-Year rolling

+6.24%

80 windows

min 0.3% · max 10.8%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

12.58%

3-year · annualised

Sharpe ratio

0.14

vs risk-free 6.5%

Sortino ratio

0.19

Downside-only deviation

Max drawdown

-18.36%

Sep 2024 → Mar 2026

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
HDFC Hybrid Equity Fund - IDCW Option - Direct Plan	HDFC	₹17.7700	17 Jul 2026
NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - DIRECT Plan - IDCW Option	Nippon India	₹0.0000	17 Jul 2026
SBI Equity Hybrid Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹102.7411	17 Jul 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Annual IDCW	ICICI Prudential	₹29.1200	17 Jul 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹24.2754	17 Jul 2026
Bandhan Aggressive Hybrid Fund-Direct Plan IDCW	Bandhan	₹21.9550	17 Jul 2026
quant Aggressive Hybrid Fund-IDCW Option-Direct Plan	Quant	₹72.3931	17 Jul 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund -DIRECT - IDCW	Aditya Birla Sun Life	₹296.3500	17 Jul 2026
Franklin India Aggressive Hybrid Fund - Direct - IDCW	Franklin India	₹34.1499	17 Jul 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW	Mirae Asset	₹21.2090	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹38.0245
16 Jul 2026	₹37.8931
15 Jul 2026	₹37.9435
14 Jul 2026	₹37.8553
13 Jul 2026	₹38.0988
10 Jul 2026	₹38.1155
9 Jul 2026	₹37.8169
8 Jul 2026	₹37.5770
7 Jul 2026	₹38.1535
6 Jul 2026	₹38.1962

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of NIPPON INDIA AGGRESSIVE HYBRID FUND - DIRECT Plan - IDCW Option is ₹38.0245. It's a Aggressive Hybrid Fund from Nippon India, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

NIPPON INDIA AGGRESSIVE HYBRID FUND - DIRECT Plan - IDCW Option has NAV history starting from 02 Jan 2013, a track record of about 13 years 6 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

NIPPON INDIA AGGRESSIVE HYBRID FUND - DIRECT Plan - IDCW Option is managed by Nippon India. It's classified by AMFI under the 'Aggressive Hybrid Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, NIPPON INDIA AGGRESSIVE HYBRID FUND - DIRECT Plan - IDCW Option has delivered a absolute return of -3.97% — -3.78 pp behind the Aggressive Hybrid Fund category average of -0.18%. The fund ranks #36 of 55 in its category — the third (Q3) quartile.

Over the trailing 3-year window, NIPPON INDIA AGGRESSIVE HYBRID FUND - DIRECT Plan - IDCW Option has delivered a CAGR of 7.70% — -1.54 pp behind the Aggressive Hybrid Fund category average of 9.24%. The fund ranks #32 of 55 in its category — the third (Q3) quartile.

Over the trailing 5-year window, NIPPON INDIA AGGRESSIVE HYBRID FUND - DIRECT Plan - IDCW Option has delivered a CAGR of 8.70% — -0.91 pp behind the Aggressive Hybrid Fund category average of 9.61%. The fund ranks #28 of 49 in its category — the third (Q3) quartile.

₹1 lakh invested in NIPPON INDIA AGGRESSIVE HYBRID FUND - DIRECT Plan - IDCW Option exactly 10 years ago would be worth approximately ₹190,280 today — a multiplier of 1.90×, based on the 10-year CAGR of 6.64%. The category average over the same window would have grown ₹1 lakh to ₹213,017.

A ₹10,000 monthly SIP in NIPPON INDIA AGGRESSIVE HYBRID FUND - DIRECT Plan - IDCW Option over the last 5 years — total invested ₹600,000 — would be worth ₹705,298 today. That's an XIRR (money-weighted annualised return) of 6.40%.

A ₹10,000 monthly SIP for 10 years in NIPPON INDIA AGGRESSIVE HYBRID FUND - DIRECT Plan - IDCW Option = ₹1,200,000 invested. It would currently be worth ₹1,809,680 (multiplier 1.51×). XIRR: 7.96%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, NIPPON INDIA AGGRESSIVE HYBRID FUND - DIRECT Plan - IDCW Option ranks #28 out of 49 funds in the Aggressive Hybrid Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 9.61%; this fund delivered 8.70%.

The worst peak-to-trough decline NIPPON INDIA AGGRESSIVE HYBRID FUND - DIRECT Plan - IDCW Option has experienced over the last 5-year window is 18.36% — its NAV fell from a high on 26 Sep 2024 to a low on 30 Mar 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, NIPPON INDIA AGGRESSIVE HYBRID FUND - DIRECT Plan - IDCW Option averaged 7.31% (best 21.98%, worst -5.84%). 91% of rolling windows ended positive. The 5-year Sharpe ratio is 0.20 — weak risk-adjusted performance.

In calendar year 2025, NIPPON INDIA AGGRESSIVE HYBRID FUND - DIRECT Plan - IDCW Option returned 0.80% — lagging the Aggressive Hybrid Fund category average of 1.24% by 0.44 pp. It ranked #27 of 53 in its category that year.

NIPPON INDIA AGGRESSIVE HYBRID FUND - DIRECT Plan - IDCW Option is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. NIPPON INDIA AGGRESSIVE HYBRID FUND - DIRECT Plan - IDCW Option is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 18.4%. 5-year CAGR: 8.70%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.