Nippon India Aggressive Hybrid Fund
Value Research Rating
Our Opinion
Riskometer
Very High
₹102.6021 -1.59%
As on 12-May-2026
Returns
Risk
This fund has Very High risk.
As per SEBI's Riskometer.
Portfolio of Nippon India Aggressive Hybrid Fund
Asset Allocation
Split between different types of investments
Market Cap Weightage
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.
Peer Comparison
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Nippon India Aggressive Hybrid Fund
|
|
|
Very High
|
|
2.10 |
|
|
|
Very High
|
|
1.31 |
||
 |
|
Very High
|
|
1.49 |
||
|
|
Very High
|
|
1.74 |
||
|
|
Very High
|
|
1.80 |
Other details of Nippon India Aggressive Hybrid Fund
Assets
₹3,958 Cr
Exit Load (Days)
1.00 (365)
Min. Investment (₹)
500
Min. Withdrawal (₹)
100
Min. SIP Investment (₹)
100
Min. No of Cheques
60
About Nippon India Aggressive Hybrid Fund
Nippon India Aggressive Hybrid Fund is a hybrid mutual fund scheme of Nippon India Mutual Fund. Launched on June 08, 2005, it is currently managed by Meenakshi Dawar and Sushil Budhia. The fund has an expense ratio of 2.10% with an overall AUM (Assets Under Management) of ₹3,958 Cr.
Nippon India Equity Hybrid Fund 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.
Latest news on Nippon India Aggressive Hybrid Fund
FAQ for Nippon India Aggressive Hybrid Fund
How to Invest in Nippon India Aggressive Hybrid Fund?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Nippon India Aggressive Hybrid Fund 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 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.
What is the current NAV of Nippon India Aggressive Hybrid Fund Today?
The latest declared NAV of Nippon India Aggressive Hybrid Fund, is ₹102.6021 as of 13-May-2026.
What are the top holdings of Nippon India Aggressive Hybrid Fund?
| Company | Percentage of Portfolio |
|---|---|
|
Cube Highways Trust |
1.42
|
|
GOI Sec 7.10 08/04/2034 |
1.27
|
|
Brookfield REIT |
1.06
|
|
JTPM Metal Traders Ltd Debenture 30/04/2030 |
0.92
|
|
Suryapet Khammam Road Pvt. Ltd SR BRR NCD 8.28 30/06/2031 |
0.88
|
What is the return of Nippon India Aggressive Hybrid Fund in the last 5 years?
Over the past five years, Nippon India Aggressive Hybrid Fund has delivered an annualised return of 12.20% as of 13-May-2026.
What is the minimum investment required in Nippon India Aggressive Hybrid Fund?
The minimum investment required to start investing in Nippon India Aggressive Hybrid Fund is ₹500 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
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