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NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - IDCW Option

Nippon India · Aggressive Hybrid
High
₹0.05
Current NAV
21 Mar 2025
126.2%
1Y Return
31.3%
3Y CAGR
17.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.19%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.19).
  • Very large asset base (AUM: ₹17,240 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
1.19
Sharpe Ratio
1.39
Beta
3.19
Alpha
1.42
Sortino
Fund Details
Fund House Nippon India
Category Aggressive Hybrid
AUM ₹17240 Cr
Expense Ratio 0.19%
Min SIP ₹500
Min Lumpsum ₹1000
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