Should I invest in NIPPON INDIA AGGRESSIVE HYBRID FUND?

We don't give personal investment advice. NIPPON INDIA AGGRESSIVE HYBRID FUND - 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: 53.1%. 5-year CAGR: 6.82%.

Nippon India

NIPPON INDIA AGGRESSIVE HYBRID FUND - IDCW Option

Latest NAV

₹25.7245

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%	+10.29%	-10.15	19 / 37	Q3
1W	-1.18%	+9.11%	-10.29	17 / 37	Q2
2W	-0.09%	+9.94%	-10.03	15 / 37	Q2
1M	-1.64%	+9.09%	-10.73	21 / 37	Q3
3M	-8.34%	+8.02%	-16.36	33 / 37	Q4
6M	-10.68%	+5.31%	-16.00	30 / 36	Q4
YTD	-10.52%	+4.85%	-15.37	30 / 36	Q4
1Y	-6.45%	+7.28%	-13.72	22 / 36	Q3
2Y	-3.63%	+3.65%	-7.28	24 / 36	Q3
3Y	+6.72%	+9.44%	-2.72	22 / 36	Q3
4Y	+7.10%	+9.24%	-2.15	22 / 35	Q3
5Y	+6.82%	+8.27%	-1.46	22 / 33	Q3
7Y	+6.48%	+8.65%	-2.17	20 / 30	Q3
10Y	+4.73%	+7.76%	-3.03	19 / 28	Q3
Inception	+3.82%	+7.16%	-3.33	26 / 37	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	-10.52%	-6.67%	-3.85	25 / 31
2025	-2.21%	+13.04%	-15.25	23 / 34
2024	+16.01%	+11.71%	+4.30	11 / 34
2023	+16.35%	+15.66%	+0.69	16 / 34
2022	+6.59%	+1.00%	+5.59	8 / 34
2021	+27.25%	+21.44%	+5.81	10 / 34
2020	-5.50%	+9.68%	-15.18	33 / 34
2019	+1.93%	+3.54%	-1.61	18 / 32
2018	-11.60%	-7.66%	-3.94	22 / 32
2017	+9.21%	+16.43%	-7.22	28 / 32
2016	-4.93%	+2.00%	-6.94	22 / 26

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

+5.47%

184 windows

min -38.3% · max 64.4%

55% positive

3-Year rolling

+5.56%

159 windows

min -15.2% · max 23.2%

74% positive

5-Year rolling

+5.01%

135 windows

min -9.4% · max 18.5%

85% positive

7-Year rolling

+3.88%

111 windows

min -2.0% · max 8.8%

97% 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

11.76%

3-year · annualised

Sharpe ratio

0.06

vs risk-free 6.5%

Sortino ratio

0.08

Downside-only deviation

Max drawdown

-53.09%

Sep 2024 → Apr 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
NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - IDCW Option	Nippon India	₹0.0000	3 Jun 2026
SBI Magnum Balanced Fund - Dividend	SBI	₹65.1273	3 Jun 2026
ICICI Prudential Balanced Plan-Dividend	ICICI Prudential	₹42.1200	3 Jun 2026
FT India Balanced Fund-Dividend Plan	Franklin Templeton	₹27.5483	3 Jun 2026
Kotak Balance	Kotak Mahindra	₹36.6150	3 Jun 2026
DSP BlackRock Balanced Fund-Dividend	DSP BlackRock	₹26.1570	3 Jun 2026
Canara Robeco Balance - Dividend Plan	Canara Robeco	₹89.4500	3 Jun 2026
UTI â€“ Balanced Fund-Growth	UTI	₹393.2851	3 Jun 2026
PGIM India Aggressive Hybrid Equity Fund - Dividend Option	PGIM India	₹13.4500	2 Jun 2026
Birla Sun Life 95 Fund-Plan A (Dividend)	Birla Sun Life	₹163.8600	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹25.7245
2 Jun 2026	₹25.7778
1 Jun 2026	₹25.7412
29 May 2026	₹25.9319
27 May 2026	₹26.1633
26 May 2026	₹26.0867
25 May 2026	₹26.1576
22 May 2026	₹25.9285
21 May 2026	₹25.8461
20 May 2026	₹25.8291

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 - IDCW Option is ₹25.7245. It's a Aggressive Hybrid Fund from Nippon India, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

NIPPON INDIA AGGRESSIVE HYBRID FUND - IDCW Option 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 - 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 - IDCW Option has delivered a absolute return of -6.45% — -13.72 pp behind the Aggressive Hybrid Fund category average of 7.28%. The fund ranks #22 of 36 in its category — the third (Q3) quartile.

Over the trailing 3-year window, NIPPON INDIA AGGRESSIVE HYBRID FUND - IDCW Option has delivered a CAGR of 6.72% — -2.72 pp behind the Aggressive Hybrid Fund category average of 9.44%. The fund ranks #22 of 36 in its category — the third (Q3) quartile.

Over the trailing 5-year window, NIPPON INDIA AGGRESSIVE HYBRID FUND - IDCW Option has delivered a CAGR of 6.82% — -1.46 pp behind the Aggressive Hybrid Fund category average of 8.27%. The fund ranks #22 of 33 in its category — the third (Q3) quartile.

₹1 lakh invested in NIPPON INDIA AGGRESSIVE HYBRID FUND - IDCW Option exactly 10 years ago would be worth approximately ₹158,766 today — a multiplier of 1.59×, based on the 10-year CAGR of 4.73%. The category average over the same window would have grown ₹1 lakh to ₹211,131.

A ₹10,000 monthly SIP in NIPPON INDIA AGGRESSIVE HYBRID FUND - IDCW Option over the last 5 years — total invested ₹600,000 — would be worth ₹655,976 today. That's an XIRR (money-weighted annualised return) of 3.52%.

A ₹10,000 monthly SIP for 10 years in NIPPON INDIA AGGRESSIVE HYBRID FUND - IDCW Option = ₹1,200,000 invested. It would currently be worth ₹1,609,307 (multiplier 1.34×). XIRR: 5.72%. 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 - IDCW Option ranks #22 out of 33 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 8.27%; this fund delivered 6.82%.

The worst peak-to-trough decline NIPPON INDIA AGGRESSIVE HYBRID FUND - IDCW Option has experienced over the last 5-year window is 53.09% — its NAV fell from a high on 26 Sep 2024 to a low on 01 Apr 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 - IDCW Option averaged 5.01% (best 18.53%, worst -9.37%). 85% of rolling windows ended positive. The 5-year Sharpe ratio is 0.08 — weak risk-adjusted performance.

In calendar year 2025, NIPPON INDIA AGGRESSIVE HYBRID FUND - IDCW Option returned -2.21% — lagging the Aggressive Hybrid Fund category average of 13.04% by 15.25 pp. It ranked #23 of 34 in its category that year.

NIPPON INDIA AGGRESSIVE HYBRID FUND - 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 - 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: 53.1%. 5-year CAGR: 6.82%.

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