Nippon India Mutual Fund
Nippon India Aggressive Hybrid Fund Growth Plan5.5Q23
- NAV
- ₹116.6
- Expense
- 1.03%
- AUM
- ₹406306.3 L Cr
- 1Y
- +4.3%
- 3Y
- +14.9%
- 5Y
- +14.2%
#2 of 5
Min SIP: ₹100Ideal: 5+ years
Edelweiss Mutual Fund
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| -0.64% | +3.97% | +1.09% | -2.20% | +4.47% | +17.35% | +16.84% | +14.07% |
Breakdown
Simulated ₹10,000/month systematic investment plan, computed from NAV history.
1 Year SIP
+1.08%
₹1.21 L value on ₹1.20 L invested
3 Year SIP
—
Not enough NAV history yet.
5 Year SIP
—
Not enough NAV history yet.
This fund (1Y)
+4.47%
Rank #1 of 5
Category average (1Y)
+1.87%
Quartile Q1 ★ Top 25%
Beats 80% of aggressive hybrid funds on 1Y return.
💡 Higher Sharpe = better risk-adjusted returns. Above 1.0 is good, above 2.0 is excellent. Drawdown is the worst peak-to-trough decline.
Poor risk-adjusted returns
Sharpe ratio of -0.20 means you’re not being adequately compensated for the risk taken.
Estimated corpus
₹4.72 L
How it stacks up vs alternatives
⚠️ Projection based on past CAGR. Actual returns may vary. Markets are subject to risk; past performance is not a guarantee of future results.
Return 4.5% · Risk (std dev) 10.3%
Safe but slow
Stable but modest returns — suits capital preservation.
Sharpe ratio of -0.20 confirms poor risk-adjusted returns.
Use the SIP Calculator with this fund's historical CAGR to project a monthly investment.
Nippon India Mutual Fund
Nippon India Aggressive Hybrid Fund Growth PlanTata Mutual Fund
Tata Aggressive Hybrid Fund -Direct Plan- Growth Option💡 Ratings are not guarantees. Past performance does not predict future results.
Expense ratio: 0.36%
That is ₹360 per year on every ₹1 lakh invested.
10-year impact on ₹1 lakh (assuming 12% gross return)
Without this expense, ₹1 lakh would have grown to ₹3.11 L.
Portfolio holdings updated monthly
AMFI publishes scheme portfolios monthly. Check back after the next disclosure cycle for top holdings and sector allocation.
65-80% equity, 20-35% debt. Equity growth with debt cushion. Single-fund solution for moderate risk.
This is an Hybrid Fund (equity-taxed).
💡 Worked example
Invest ₹1,00,000 and gain ₹25,000 over 2 years:
Aggressive Hybrid and Balanced Advantage funds with >65% equity allocation — taxed identically to equity funds.
If the broader market falls 20%, this fund is expected to fall about 13.2%.
Based on 1Y max drawdown of -9.9% versus a typical market correction of ~-15%. Historical fall ratio ≈ 0.66× market. Above-average protection.
⚠️ Estimate, not a guarantee. Actual market falls vary.
Choosing this Direct plan over a Regular plan saves about ₹13.41 L. Index fund would still beat it by ₹3.40 L thanks to its lower expense ratio.
Franklin Templeton Mutual Fund
Franklin India Aggressive Hybrid Fund - DirectDSP Mutual Fund
DSP Aggressive Hybrid