Our Opinion
Recently Viewed
Clear AllAs per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Nippon India Aggressive Hybrid Fund - Direct Plan
|
Very High
|
loading... |
1.03 |
|||
|
Very High
|
loading... |
0.92 |
||||
|
Very High
|
loading... |
0.68 |
||||
|
Very High
|
loading... |
0.92 |
||||
|
Very High
|
loading... |
0.47 |
₹4,063 Cr
1.00 (365)
500
100
100
60
About Nippon India Aggressive Hybrid Fund - Direct Plan
Nippon India Aggressive Hybrid Fund - Direct Plan is a hybrid mutual fund scheme of Nippon India Mutual Fund. Launched on January 01, 2013, it is currently managed by Meenakshi Dawar and Sushil Budhia. The fund has an expense ratio of 1.03% with an overall AUM (Assets Under Management) of ₹4,063 Cr.
Nippon India Equity Hybrid Fund - Direct Plan invests 65-80 per cent of its assets in equity stocks and the remaining 20-35 per cent in bonds. The fund allows minimum lumpsum investment of ₹500 and minimum SIP of ₹100.
Investment Strategy
The scheme aims to generate consistent returns by investing a major portion in equity and a small portion in debt and money market instruments. It will invest upto 50 per cent of its assets in equities and equity related securities and atleast 25 per cent of its assets in debt and money market instruments with an average maturity of 1 to 7 years.
Suitability
Aggressive Hybrid funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Nippon India Aggressive Hybrid Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Nippon India Aggressive Hybrid Fund - Direct Plan can be bought from the Nippon India Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Nippon India Aggressive Hybrid Fund - Direct Plan, is ₹115.6387 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
NHIT |
1.44
|
|
Cube Highways Trust |
1.31
|
|
GOI Sec 7.10 08/04/2034 |
1.26
|
|
Brookfield REIT |
1.17
|
|
MINDSPACE |
0.97
|
Over the past five years, Nippon India Aggressive Hybrid Fund - Direct Plan has delivered an annualised return of 13.65% as of 19-Mar-2026.
The minimum investment required to start investing in Nippon India Aggressive Hybrid Fund - Direct Plan is ₹500 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.