Nippon India Aggressive Hybrid Fund
Direct · Growth ₹118.08
03 Nov 2026
NAV
12.6%
3Y CAGR
11.4%
5Y CAGR
12.0%
10Y CAGR
12.0%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.23
Sharpe
-42.3%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
1.10%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.63 L | 15.3% | -65.2% | 76.4% |
| 3 Years | ₹36.00 L | ₹44.45 L | 12.2% | -29.1% | 26.8% |
| 5 Years | ₹60.00 L | ₹78.97 L | 11.3% | -13.8% | 23.4% |
| 7 Years | ₹84.00 L | ₹1.23 Cr | 10.7% | -4.8% | 17.6% |
| 10 Years | ₹1.20 Cr | ₹2.23 Cr | 12.0% | 9.4% | 14.6% |
| 12 Years | ₹1.44 Cr | ₹3.09 Cr | 11.9% | 9.8% | 13.8% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 15.3% | 9.3% |
| 3 Years | 12.2% | 14.2% |
| 5 Years | 11.3% | 14.7% |
| 7 Years | 10.7% | 14.0% |
| 10 Years | 12.0% | 14.0% |
| 12 Years | 11.9% | 13.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.6% | 10.2% | -39.6% | 76.3% | 0.44 | 1.04 | 84% | — | — |
| 3 Years | 12.6% | 13.6% | -10.7% | 28.8% | 0.80 | 1.77 | 92% | — | — |
| 5 Years | 11.4% | 10.4% | -2.5% | 25.6% | 0.90 | 3.55 | 99% | — | — |
| 10 Years | 12.0% | 11.6% | 9.2% | 14.7% | 4.23 | — | 100% | — | — |
-42.3%
Max Drawdown
19 mo
Drawdown Duration
11 mo
Recovery Time
-4.5%
Avg Drawdown
Calmar Ratio by Duration
0.34
1Y
0.30
3Y
0.27
5Y
0.24
7Y
0.28
10Y
0.30
12Y
76
Total Holdings
29.5%
Top 10 Weight
30
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | ICICI Bank Limited | 4.82% |
| 2 | HDFC Bank Limited | 4.55% |
| 3 | Bharti Airtel Limited | 3.55% |
| 4 | Larsen & Toubro Limited | 3.16% |
| 5 | Axis Bank Limited | 2.97% |
| 6 | Reliance Industries Limited | 2.48% |
| 7 | NTPC Limited | 2.34% |
| 8 | Bajaj Finance Limited | 1.98% |
| 9 | Mahindra & Mahindra Limited | 1.85% |
| 10 | State Bank of India | 1.82% |