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NIPPON INDIA AGGRESSIVE HYBRID FUND - IDCW Option

Nippon India · Aggressive Hybrid
High
₹26.54
Current NAV
25 Jun 2026
10.7%
1Y Return
14.2%
3Y CAGR
11.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.67).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.67).
  • Very large asset base (AUM: ₹19,220 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.67
Sharpe Ratio
0.67
Beta
3.67
Alpha
2.29
Sortino
Fund Details
Fund House Nippon India
Category Aggressive Hybrid
AUM ₹19220 Cr
Expense Ratio 1.47%
Min SIP ₹500
Min Lumpsum ₹1000
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