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: 7.04%.

Nippon India

NIPPON INDIA AGGRESSIVE HYBRID FUND - IDCW Option

Latest NAV

₹26.7513

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%	+0.27%	+0.08	18 / 34	Q3
1W	-0.25%	+0.10%	-0.36	26 / 34	Q4
2W	+0.05%	+0.11%	-0.07	22 / 34	Q3
1M	+1.28%	+1.33%	-0.05	19 / 34	Q3
3M	+1.42%	+1.78%	-0.36	18 / 34	Q3
6M	-5.89%	-1.13%	-4.77	26 / 33	Q4
YTD	-7.14%	-2.97%	-4.17	27 / 33	Q4
1Y	-4.74%	-2.16%	-2.58	20 / 33	Q3
2Y	-4.06%	-1.24%	-2.82	23 / 33	Q3
3Y	+6.06%	+7.06%	-0.99	19 / 33	Q3
4Y	+8.17%	+9.03%	-0.86	18 / 32	Q3
5Y	+7.04%	+7.52%	-0.48	20 / 30	Q3
7Y	+7.38%	+9.73%	-2.35	20 / 30	Q3
10Y	+4.74%	+7.68%	-2.95	20 / 29	Q3
Inception	+4.03%	+6.55%	-2.52	23 / 34	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	-7.14%	-3.27%	-3.87	25 / 31
2025	-2.21%	+2.10%	-4.32	20 / 31
2024	+16.01%	+12.84%	+3.17	11 / 31
2023	+16.35%	+17.18%	-0.82	16 / 31
2022	+6.59%	+1.09%	+5.50	8 / 31
2021	+27.25%	+23.51%	+3.73	10 / 31
2020	-5.50%	+10.62%	-16.12	30 / 31
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

+5.43%

185 windows

min -33.9% · max 54.3%

57% positive

3-Year rolling

+5.71%

161 windows

min -14.0% · max 24.2%

76% positive

5-Year rolling

+5.14%

137 windows

min -8.1% · max 20.1%

86% positive

7-Year rolling

+3.96%

112 windows

min -2.0% · max 9.3%

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

12.99%

3-year · annualised

Sharpe ratio

0.02

vs risk-free 6.5%

Sortino ratio

0.03

Downside-only deviation

Max drawdown

-53.09%

Sep 2024 → Apr 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
NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - IDCW Option	Nippon India	₹0.0000	17 Jul 2026
SBI Magnum Balanced Fund - Dividend	SBI	₹66.9211	17 Jul 2026
ICICI Prudential Balanced Plan-Dividend	ICICI Prudential	₹43.5700	17 Jul 2026
FT India Balanced Fund-Dividend Plan	Franklin Templeton	₹28.4960	17 Jul 2026
Kotak Balance	Kotak Mahindra	₹38.2850	17 Jul 2026
DSP BlackRock Balanced Fund-Dividend	DSP BlackRock	₹27.0800	17 Jul 2026
Canara Robeco Balance - Dividend Plan	Canara Robeco	₹92.1900	17 Jul 2026
UTI â€“ Balanced Fund-Growth	UTI	₹408.2704	17 Jul 2026
PGIM India Aggressive Hybrid Equity Fund - Dividend Option	PGIM India	₹13.9200	17 Jul 2026
Birla Sun Life 95 Fund-Plan A (Dividend)	Birla Sun Life	₹172.1500	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹26.7513
16 Jul 2026	₹26.6594
15 Jul 2026	₹26.6955
14 Jul 2026	₹26.6340
13 Jul 2026	₹26.8060
10 Jul 2026	₹26.8195
9 Jul 2026	₹26.6100
8 Jul 2026	₹26.4418
7 Jul 2026	₹26.8481
6 Jul 2026	₹26.8787

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 - IDCW Option is ₹26.7513. 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 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 - 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 -4.74% — -2.58 pp behind the Aggressive Hybrid Fund category average of -2.16%. The fund ranks #20 of 33 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 6.06% — -0.99 pp behind the Aggressive Hybrid Fund category average of 7.06%. The fund ranks #19 of 33 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 7.04% — -0.48 pp behind the Aggressive Hybrid Fund category average of 7.52%. The fund ranks #20 of 30 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 ₹158,869 today — a multiplier of 1.59×, based on the 10-year CAGR of 4.74%. The category average over the same window would have grown ₹1 lakh to ₹209,676.

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 ₹674,276 today. That's an XIRR (money-weighted annualised return) of 4.61%.

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 ₹1,661,274 (multiplier 1.38×). XIRR: 6.33%. 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 #20 out of 30 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 7.52%; this fund delivered 7.04%.

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 5.13% (best 20.11%, worst -8.07%). 86% 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 2.10% by 4.32 pp. It ranked #20 of 31 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: 7.04%.

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