Nippon India Aggressive Hybrid Fund - Direct Plan

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Value Research Rating

4 star

Our Opinion

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Riskometer

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Very High

₹115.6387 0.87%

As on 18-Mar-2026

Returns

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Calculate SIP Returns of Nippon India Aggressive Hybrid Fund - Direct Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has Very High risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Nippon India Aggressive Hybrid Fund - Direct Plan

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.

Peer Comparison

Fund name
Rating
Our Opinion
Risk info
Return (%)
Expense Ratio (%) info
Nippon India Aggressive Hybrid Fund - Direct Plan
4 star
unlock fund advisor
Very High
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1.03
5 star
unlock fund advisor
Very High
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0.92
4 star
unlock fund advisor
Very High
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0.68
4 star
unlock fund advisor
Very High
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0.92
4 star
unlock fund advisor
Very High
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0.47

Other details of Nippon India Aggressive Hybrid Fund - Direct Plan

Assets

info

₹4,063 Cr

Exit Load (Days)

info

1.00 (365)

Min. Investment (₹)

500

Min. Withdrawal (₹)

100

Min. SIP Investment (₹)

100

Min. No of Cheques

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:

  • Looking to invest mostly in equity (~75%) with a small debt allocation (~25%) for moderately high returns
  • Aiming for long-term wealth creation
  • With a 5-8 year investment horizon
  • Who are new/unfamiliar with market's ups and downs

Note:

  • Invest only through SIP

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
  • No tax is to be paid as long as you continue to hold the units.

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

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
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FAQ for Nippon India Aggressive Hybrid Fund - Direct Plan

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
See More

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.