Nippon India Aggressive Hybrid Fund - Growth
- Aggressive Allocation
- Hybrid
- Very High Risk
Explore On
Rating:
2
Key Metrics
Aum
₹4,013.79 Cr
Expense Ratio
1.63%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹100.00
Launch Date
8 Jun 2005
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +3.74% | -- |
| 3 Months | +3.75% | -- |
| 6 Months | +0.23% | -- |
| 1 Year | +1.09% | +1.09% |
| 2 Years | -- | +3.11% |
| 3 Years | +39.34% | +11.69% |
| 5 Years | +72.44% | +11.51% |
| Since Launch | +964.96% | +11.87% |
Holdings as on 10 July 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| HDFC Bank | 184.26 | 4.68 |
| ICICI Bank | 176.65 | 4.49 |
| Larsen & Toubro Ltd | 144.65 | 3.67 |
| Bharti Airtel | 142.60 | 3.62 |
| AXIS Bank Ltd | 120.07 | 3.05 |
| NTPC | 108.36 | 2.75 |
| Reliance Industries | 106.49 | 2.70 |
| Triparty Repo | 94.16 | 2.39 |
| Mahindra & Mahindra Ltd | 73.50 | 1.87 |
| Bajaj Finance | 72.47 | 1.84 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.50
Sharpe Ratio
10.76%
Std. Deviation
10.45%
Tracking Error
-12.06%
Alpha
1.51
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Edelweiss Aggressive Hybrid B Growth | -0.17% | +12.89% | +12.98% |
| UTI Aggressive Hybrid Fund Regular Plan Growth | -0.85% | +12.18% | +12.26% |
| HSBC Aggressive Hybrid Fund Growth | +4.31% | +12.92% | +10.78% |
| Nippon India Aggressive Hybrid Fund - Growth | +1.09% | +11.69% | +11.51% |
| Tata Aggressive Hybrid Fund Regular Growth | -1.03% | +8.27% | +9.47% |
Results are calculated on CAGR basis
About Fund
The primary investment objective of this option is to generate consistent returns and appreciation of capital by investing in a mix of securities comprising of equity, equity related instruments & fixed income instruments.
The Nippon India Aggressive Hybrid Fund - Growth has an AUM of 4013.79 crores & has delivered CAGR of 11.51 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.63%. The minimum investment in Nippon India Aggressive Hybrid Fund - Growth is Rs 500 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include HDFC Bank, ICICI Bank, Larsen & Toubro Ltd, Bharti Airtel.
The major sectors where the fund is invested are Regional Banks, Construction Services, Electric Utilities, Software & Programming.
Some of the similar funds are Edelweiss Aggressive Hybrid B Growth, UTI Aggressive Hybrid Fund Regular Plan Growth, HSBC Aggressive Hybrid Fund Growth, Nippon India Aggressive Hybrid Fund - Growth, Tata Aggressive Hybrid Fund Regular Growth. Nippon India Aggressive Hybrid Fund - Growth has a sharpe ratio of 0.50 & a standard deviation of 10.76%.
FAQs
According to the morning star rating Nippon India Aggressive Hybrid Fund - Growth has a Medium risk & High return.
Nippon India Aggressive Hybrid Fund - Growth is managed by Meenakshi Dawar,Kinjal Desai,Sushil Budhia,Amber Singhania.
The expense ratio of Nippon India Aggressive Hybrid Fund - Growth is 1.63%.
The 5 year annualized return on Nippon India Aggressive Hybrid Fund - Growth is 11.51% & it has generated 1.09% in the last 1 year.
The minimum investment in Nippon India Aggressive Hybrid Fund - Growth is 500 Rs.
Nippon India Aggressive Hybrid Fund - Growth has an AUM of 4013.79 crores.
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