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: 11.53%.

Nippon India

Nippon India Aggressive Hybrid Fund - Growth Plan

Latest NAV

₹107.0611

As of

17 Jul 2026

3,980 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	+0.34%	+0.25%	+0.10	4 / 12	Q2
1W	-0.25%	+0.03%	-0.29	11 / 12	Q4
2W	+0.05%	+0.12%	-0.08	9 / 12	Q3
1M	+1.28%	+0.45%	+0.83	2 / 10	Q1
3M	+1.42%	+0.82%	+0.61	4 / 10	Q2
6M	+0.69%	-0.67%	+1.37	4 / 10	Q2
YTD	-0.65%	-2.03%	+1.39	2 / 10	Q1
1Y	+1.93%	-1.60%	+3.52	1 / 10	Q1
2Y	+3.15%	+1.13%	+2.03	3 / 10	Q2
3Y	+11.32%	+8.82%	+2.50	4 / 10	Q2
4Y	+13.87%	+11.90%	+1.97	4 / 9	Q2
5Y	+11.53%	+9.75%	+1.78	4 / 7	Q3
7Y	+10.58%	+11.30%	-0.72	5 / 7	Q3
10Y	+9.59%	+9.53%	+0.05	5 / 7	Q3
Inception	+10.89%	+7.96%	+2.92	5 / 12	Q2

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	-0.65%	-2.48%	+1.83	1 / 9
2025	+5.65%	+4.25%	+1.40	1 / 9
2024	+16.01%	+16.22%	-0.21	6 / 9
2023	+23.58%	+19.93%	+3.65	4 / 9
2022	+6.59%	+3.88%	+2.71	2 / 8
2021	+27.25%	+24.49%	+2.76	1 / 7
2020	-5.50%	+9.22%	-14.72	7 / 7
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

+12.25%

185 windows

min -33.5% · max 57.4%

80% positive

3-Year rolling

+12.20%

161 windows

min -9.5% · max 26.7%

92% positive

5-Year rolling

+11.49%

137 windows

min -1.7% · max 23.5%

98% positive

7-Year rolling

+10.37%

112 windows

min 5.3% · max 15.8%

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

9.95%

3-year · annualised

Sharpe ratio

0.48

vs risk-free 6.5%

Sortino ratio

0.81

Downside-only deviation

Max drawdown

-13.18%

Sep 2024 → Feb 2025

% 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 Premier Multi-Cap Fund-Dividend	HDFC	₹15.2580	17 Jul 2026
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Growth Plan	Nippon India	₹0.0000	17 Jul 2026
Edelweiss Nifty Enhancer Fund- Plan A-Growth Option	Edelweiss	₹64.6400	17 Jul 2026
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAT PLAN -GROWTH OPTION	Baroda BNP Paribas	₹28.0480	17 Jul 2026
PGIM India Aggressive Hybrid Equity Fund - Growth Option	PGIM India	₹129.8300	17 Jul 2026
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Sundaram	₹159.5201	17 Jul 2026
WhiteOak Capital Aggressive Hybrid Fund Direct Plan Growth		₹10.3010	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹107.0611
16 Jul 2026	₹106.6934
15 Jul 2026	₹106.8377
14 Jul 2026	₹106.5918
13 Jul 2026	₹107.2799
10 Jul 2026	₹107.3342
9 Jul 2026	₹106.4958
8 Jul 2026	₹105.8224
7 Jul 2026	₹107.4485
6 Jul 2026	₹107.5712

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 - Growth Plan is ₹107.0611. 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 1 months. 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 1.93% — +3.52 pp ahead of the Aggressive Hybrid Fund category average of -1.60%. The fund ranks #1 of 10 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Nippon India Aggressive Hybrid Fund - Growth Plan has delivered a CAGR of 11.32% — +2.5 pp ahead of the Aggressive Hybrid Fund category average of 8.82%. The fund ranks #4 of 10 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 11.53% — +1.78 pp ahead of the Aggressive Hybrid Fund category average of 9.75%. The fund ranks #4 of 7 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 ₹249,790 today — a multiplier of 2.50×, based on the 10-year CAGR of 9.59%. The category average over the same window would have grown ₹1 lakh to ₹248,543.

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 ₹781,991 today. That's an XIRR (money-weighted annualised return) of 10.53%.

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 ₹2,071,241 (multiplier 1.73×). XIRR: 10.52%. 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 #4 out of 7 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 9.75%; this fund delivered 11.53%.

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 11.49% (best 23.46%, worst -1.68%). 98% of rolling windows ended positive. The 5-year Sharpe ratio is 0.45 — weak risk-adjusted performance.

In calendar year 2025, Nippon India Aggressive Hybrid Fund - Growth Plan returned 5.65% — beating the Aggressive Hybrid Fund category average of 4.25% by 1.40 pp. It ranked #1 of 9 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: 11.53%.

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