Nippon India Aggressive Hybrid Fund - Growth
- Aggressive Allocation
- Hybrid
- Very High Risk
Explore On
Rating:
2
Key Metrics
Aum
₹3,958.21 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 | -2.74% | -- |
| 3 Months | +0.19% | -- |
| 6 Months | -3.98% | -- |
| 1 Year | -1.9% | -1.9% |
| 2 Years | -- | +3.41% |
| 3 Years | +39% | +11.6% |
| 5 Years | +69.38% | +11.12% |
| Since Launch | +926.6% | +11.73% |
Holdings as on 11 June 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| HDFC Bank | 190.98 | 4.82 |
| ICICI Bank | 162.48 | 4.10 |
| Bharti Airtel | 147.11 | 3.72 |
| Larsen & Toubro Ltd | 142.44 | 3.60 |
| Triparty Repo | 121.65 | 3.07 |
| AXIS Bank Ltd | 118.36 | 2.99 |
| Reliance Industries | 115.33 | 2.91 |
| NTPC | 111.79 | 2.82 |
| State Bank of India | 78.00 | 1.97 |
| Bajaj Finance | 74.76 | 1.89 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.55
Sharpe Ratio
10.88%
Std. Deviation
10.45%
Tracking Error
-12.06%
Alpha
1.51
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Edelweiss Aggressive Hybrid B Growth | -1.21% | +13.38% | +13.01% |
| UTI Aggressive Hybrid Fund Regular Plan Growth | -2.9% | +12.42% | +11.88% |
| HSBC Aggressive Hybrid Fund Growth | +2.09% | +12.88% | +10.53% |
| Nippon India Aggressive Hybrid Fund - Growth | -1.9% | +11.6% | +11.12% |
| Tata Aggressive Hybrid Fund Regular Growth | -2.28% | +8.54% | +9.13% |
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 3958.21 crores & has delivered CAGR of 11.12 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, Bharti Airtel, Larsen & Toubro Ltd.
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 0.55 & a standard deviation of 10.88%.
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 11.12% & it has generated -1.90% 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 3958.21 crores.
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