Should I invest in Nippon India Aggressive Hybrid Fund?

We don't give personal investment advice. Nippon India Aggressive Hybrid Fund - Growth Plan 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: 13.2%. 5-year CAGR: 11.29%.

Nippon India

Nippon India Aggressive Hybrid Fund - Growth Plan

Latest NAV

₹102.9520

As of

3 Jun 2026

3,949 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%	+11.67%	-11.53	10 / 11	Q4
1W	-1.18%	+10.37%	-11.55	6 / 11	Q3
2W	-0.09%	+11.13%	-11.22	5 / 11	Q2
1M	-1.64%	+9.95%	-11.59	7 / 11	Q3
3M	-1.93%	+9.16%	-11.08	7 / 11	Q3
6M	-4.43%	+7.07%	-11.50	7 / 11	Q3
YTD	-4.26%	+7.19%	-11.45	7 / 11	Q3
1Y	+0.10%	+8.97%	-8.87	5 / 11	Q2
2Y	+3.62%	+6.49%	-2.87	5 / 11	Q2
3Y	+12.01%	+11.47%	+0.54	5 / 11	Q2
4Y	+12.74%	+12.05%	+0.69	5 / 10	Q2
5Y	+11.29%	+10.70%	+0.59	5 / 8	Q3
7Y	+9.65%	+10.31%	-0.66	5 / 7	Q3
10Y	+9.58%	+9.59%	-0.01	5 / 7	Q3
Inception	+10.72%	+9.59%	+1.13	6 / 11	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	-4.26%	-5.46%	+1.20	5 / 9
2025	+5.65%	+16.45%	-10.80	2 / 10
2024	+16.01%	+14.60%	+1.41	6 / 10
2023	+23.58%	+17.94%	+5.65	4 / 10
2022	+6.59%	+3.45%	+3.14	2 / 9
2021	+27.25%	+21.43%	+5.82	1 / 8
2020	-5.50%	+8.07%	-13.57	8 / 8
2019	+2.59%	+5.77%	-3.18	6 / 8
2018	-4.36%	-5.93%	+1.57	6 / 8
2017	+28.42%	+24.12%	+4.30	2 / 8
2016	+3.89%	-1.43%	+5.32	1 / 6

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

+12.12%

184 windows

min -38.3% · max 64.4%

79% positive

3-Year rolling

+11.94%

159 windows

min -10.8% · max 25.8%

91% positive

5-Year rolling

+11.39%

135 windows

min -3.1% · max 21.8%

99% positive

7-Year rolling

+10.32%

111 windows

min 5.3% · max 15.5%

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

9.87%

3-year · annualised

Sharpe ratio

0.55

vs risk-free 6.5%

Sortino ratio

0.85

Downside-only deviation

Max drawdown

-13.18%

Sep 2024 → Feb 2025

% positive months

77.8%

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 Premier Multi-Cap Fund-Dividend	HDFC	₹14.8230	3 Jun 2026
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Growth Plan	Nippon India	₹0.0000	3 Jun 2026
Edelweiss Nifty Enhancer Fund- Plan A-Growth Option	Edelweiss	₹62.8400	3 Jun 2026
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAT PLAN -GROWTH OPTION	Baroda BNP Paribas	₹27.2786	3 Jun 2026
PGIM India Aggressive Hybrid Equity Fund - Growth Option	PGIM India	₹125.4000	2 Jun 2026
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Sundaram	₹153.7561	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹102.9520
2 Jun 2026	₹103.1653
1 Jun 2026	₹103.0188
29 May 2026	₹103.7821
27 May 2026	₹104.7082
26 May 2026	₹104.4014
25 May 2026	₹104.6854
22 May 2026	₹103.7683
21 May 2026	₹103.4385
20 May 2026	₹103.3705

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 - Growth Plan is ₹102.9520. It's a Aggressive Hybrid Fund from Nippon India, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Nippon India Aggressive Hybrid Fund - Growth Plan has NAV history starting from 21 May 2010, a track record of about 16 years. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Nippon India Aggressive Hybrid Fund - Growth Plan 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 - Growth Plan has delivered a absolute return of 0.10% — -8.87 pp behind the Aggressive Hybrid Fund category average of 8.97%. The fund ranks #5 of 11 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Nippon India Aggressive Hybrid Fund - Growth Plan has delivered a CAGR of 12.01% — +0.54 pp ahead of the Aggressive Hybrid Fund category average of 11.47%. The fund ranks #5 of 11 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Nippon India Aggressive Hybrid Fund - Growth Plan has delivered a CAGR of 11.29% — +0.59 pp ahead of the Aggressive Hybrid Fund category average of 10.70%. The fund ranks #5 of 8 in its category — the third (Q3) quartile.

₹1 lakh invested in Nippon India Aggressive Hybrid Fund - Growth Plan exactly 10 years ago would be worth approximately ₹249,621 today — a multiplier of 2.50×, based on the 10-year CAGR of 9.58%. The category average over the same window would have grown ₹1 lakh to ₹249,929.

A ₹10,000 monthly SIP in Nippon India Aggressive Hybrid Fund - Growth Plan over the last 5 years — total invested ₹600,000 — would be worth ₹764,856 today. That's an XIRR (money-weighted annualised return) of 9.64%.

A ₹10,000 monthly SIP for 10 years in Nippon India Aggressive Hybrid Fund - Growth Plan = ₹1,200,000 invested. It would currently be worth ₹2,015,658 (multiplier 1.68×). XIRR: 10.01%. 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 - Growth Plan ranks #5 out of 8 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 10.70%; this fund delivered 11.29%.

The worst peak-to-trough decline Nippon India Aggressive Hybrid Fund - Growth Plan has experienced over the last 5-year window is 13.18% — its NAV fell from a high on 26 Sep 2024 to a low on 28 Feb 2025. 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 - Growth Plan averaged 11.39% (best 21.84%, worst -3.07%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.48 — weak risk-adjusted performance.

In calendar year 2025, Nippon India Aggressive Hybrid Fund - Growth Plan returned 5.65% — lagging the Aggressive Hybrid Fund category average of 16.45% by 10.80 pp. It ranked #2 of 10 in its category that year.

Nippon India Aggressive Hybrid Fund - Growth Plan 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 - Growth Plan 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: 13.2%. 5-year CAGR: 11.29%.

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