Should I invest in NIPPON INDIA AGGRESSIVE HYBRID FUND - MONTHLY IDCW Option?

We don't give personal investment advice. NIPPON INDIA AGGRESSIVE HYBRID FUND - DIRECT Plan - MONTHLY 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: 18.5%. 5-year CAGR: 8.23%.

Nippon India

NIPPON INDIA AGGRESSIVE HYBRID FUND - DIRECT Plan - MONTHLY IDCW Option

Latest NAV

₹18.0425

As of

3 Jun 2026

2,415 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	+0.14%	+6.60%	-6.45	32 / 58	Q3
1W	-1.17%	+5.20%	-6.37	25 / 58	Q2
2W	-0.06%	+6.18%	-6.24	23 / 58	Q2
1M	-1.57%	+5.07%	-6.64	32 / 58	Q3
3M	-8.26%	+4.49%	-12.75	53 / 58	Q4
6M	-10.42%	+1.53%	-11.94	49 / 58	Q4
YTD	-10.32%	+1.04%	-11.35	52 / 58	Q4
1Y	-5.76%	+5.41%	-11.17	41 / 58	Q3
2Y	-1.84%	+4.56%	-6.40	42 / 57	Q3
3Y	+8.32%	+10.78%	-2.46	36 / 58	Q3
4Y	+8.67%	+10.80%	-2.13	32 / 55	Q3
5Y	+8.23%	+9.86%	-1.63	32 / 52	Q3
7Y	+7.62%	+10.11%	-2.48	32 / 48	Q3
10Y	—	—	—	—	—
Inception	+6.25%	+8.46%	-2.21	39 / 58	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	-10.32%	-6.04%	-4.28	44 / 50
2025	+0.73%	+7.92%	-7.19	31 / 56
2024	+16.95%	+14.90%	+2.05	14 / 56
2023	+17.97%	+18.81%	-0.84	30 / 56
2022	+7.41%	+1.96%	+5.45	13 / 53
2021	+28.22%	+21.02%	+7.20	10 / 54
2020	-4.76%	+13.62%	-18.38	50 / 52
2019	+1.44%	+3.69%	-2.25	29 / 47
2018	-10.42%	-8.13%	-2.29	24 / 35
2017	+22.06%	+15.92%	+6.13	4 / 35
2016	—	—	—	—

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

+8.56%

108 windows

min -38.6% · max 65.7%

66% positive

3-Year rolling

+8.00%

84 windows

min -14.5% · max 24.4%

82% positive

5-Year rolling

+9.44%

59 windows

min 1.9% · max 20.1%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+7.78%

35 windows

min 6.1% · max 9.9%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

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

11.65%

3-year · annualised

Sharpe ratio

0.19

vs risk-free 6.5%

Sortino ratio

0.25

Downside-only deviation

Max drawdown

-18.48%

Sep 2024 → Mar 2026

% positive months

75.0%

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	₹17.2110	3 Jun 2026
NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - DIRECT Plan - IDCW Option	Nippon India	₹0.0000	3 Jun 2026
SBI Equity Hybrid Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹99.9127	3 Jun 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Annual IDCW	ICICI Prudential	₹27.9300	3 Jun 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹23.1247	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Direct Plan IDCW	Bandhan	₹21.1180	3 Jun 2026
quant Aggressive Hybrid Fund-IDCW Option-Direct Plan	Quant	₹69.7436	3 Jun 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund -DIRECT - IDCW	Aditya Birla Sun Life	₹281.8300	3 Jun 2026
Franklin India Aggressive Hybrid Fund - Direct - IDCW	Franklin India	₹32.9866	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW	Mirae Asset	₹20.5210	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹18.0425
2 Jun 2026	₹18.0795
1 Jun 2026	₹18.0534
29 May 2026	₹18.1859
27 May 2026	₹18.3474
26 May 2026	₹18.2932
25 May 2026	₹18.3426
22 May 2026	₹18.1806
21 May 2026	₹18.1224
20 May 2026	₹18.1101

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 03 Jun 2026, the NAV of NIPPON INDIA AGGRESSIVE HYBRID FUND - DIRECT Plan - MONTHLY IDCW Option is ₹18.0425. 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 - MONTHLY IDCW Option has NAV history starting from 09 Aug 2016, a track record of about 9 years 9 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 - MONTHLY 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 - MONTHLY IDCW Option has delivered a absolute return of -5.76% — -11.17 pp behind the Aggressive Hybrid Fund category average of 5.41%. The fund ranks #41 of 58 in its category — the third (Q3) quartile.

Over the trailing 3-year window, NIPPON INDIA AGGRESSIVE HYBRID FUND - DIRECT Plan - MONTHLY IDCW Option has delivered a CAGR of 8.32% — -2.46 pp behind the Aggressive Hybrid Fund category average of 10.78%. The fund ranks #36 of 58 in its category — the third (Q3) quartile.

Over the trailing 5-year window, NIPPON INDIA AGGRESSIVE HYBRID FUND - DIRECT Plan - MONTHLY IDCW Option has delivered a CAGR of 8.23% — -1.63 pp behind the Aggressive Hybrid Fund category average of 9.86%. The fund ranks #32 of 52 in its category — the third (Q3) quartile.

₹1 lakh invested in NIPPON INDIA AGGRESSIVE HYBRID FUND - DIRECT Plan - MONTHLY IDCW Option exactly 5 years ago would be worth approximately ₹148,527 today — a multiplier of 1.49×, based on the 5-year CAGR of 8.23%. The category average over the same window would have grown ₹1 lakh to ₹160,059.

A ₹10,000 monthly SIP in NIPPON INDIA AGGRESSIVE HYBRID FUND - DIRECT Plan - MONTHLY IDCW Option over the last 5 years — total invested ₹600,000 — would be worth ₹683,325 today. That's an XIRR (money-weighted annualised return) of 5.14%.

NIPPON INDIA AGGRESSIVE HYBRID FUND - DIRECT Plan - MONTHLY IDCW Option doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,130,752 — XIRR 8.35%.

On a 5-year basis, NIPPON INDIA AGGRESSIVE HYBRID FUND - DIRECT Plan - MONTHLY IDCW Option ranks #32 out of 52 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 9.86%; this fund delivered 8.23%.

The worst peak-to-trough decline NIPPON INDIA AGGRESSIVE HYBRID FUND - DIRECT Plan - MONTHLY IDCW Option has experienced over the last 5-year window is 18.48% — 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 - MONTHLY IDCW Option averaged 9.44% (best 20.11%, worst 1.90%). 100% 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 - MONTHLY IDCW Option returned 0.73% — lagging the Aggressive Hybrid Fund category average of 7.92% by 7.19 pp. It ranked #31 of 56 in its category that year.

NIPPON INDIA AGGRESSIVE HYBRID FUND - DIRECT Plan - MONTHLY 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 - MONTHLY 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: 18.5%. 5-year CAGR: 8.23%.

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