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Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 - Growth Plan

Nippon India · Aggressive Hybrid
High
₹0.12
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 0.81%.
  • Very large asset base (AUM: ₹10,960 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
0.91
Sharpe Ratio
0.81
Beta
1.41
Alpha
1.10
Sortino
Fund Details
Fund House Nippon India
Category Aggressive Hybrid
AUM ₹10960 Cr
Expense Ratio 0.81%
Min SIP ₹500
Min Lumpsum ₹1000
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