NSE ScannerNippon India Mutual Fund · Hybrid · Aggressive Hybrid · Direct plan
Nippon India Aggressive Hybrid Fund (Existing Number of Segregated Portfolios - 2) - Direct Plan - Growth
In plain words
Over 3 years it returned +9.8% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -12.9%.
On 3-year return it ranks 22 of 30 funds in Aggressive Hybrid.
A monthly SIP over 10 years ended ₹95,395 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -1.1% | +1.9% |
| 3 months | -5.1% | -5.1% |
| 6 months | -2.1% | -3.2% |
| 1 year | -4.9% | -10.2% |
| 3 years (yearly) | +9.8% | +7.4% |
| 5 years (yearly) | +9.9% | +6.5% |
| 10 years (yearly) | +9.4% | +11.3% |
| Since start (yearly) | +11.4% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,15,892 | -5.5% |
| 3 years | ₹3,60,000 | ₹3,76,591 | +2.8% |
| 5 years | ₹5,90,000 | ₹7,28,042 | +8.2% |
| 10 years | ₹11,90,000 | ₹20,04,475 | +10.0% |
Top holdings (30 Sept 2026)
Fund size ₹3,857 crore · 122 holdings · 73.6% in equity
| Company | Industry | Weight |
|---|---|---|
| ICICI Bank Limited | Banks | 4.82% |
| HDFC Bank Limited | Banks | 4.55% |
| Bharti Airtel Limited | Telecom - Services | 3.55% |
| Larsen & Toubro Limited | Construction | 3.16% |
| Axis Bank Limited | Banks | 2.97% |
| Reliance Industries Limited | Petroleum Products | 2.48% |
| NTPC Limited | Power | 2.34% |
| Bajaj Finance Limited | Finance | 1.98% |
| Mahindra & Mahindra Limited | Automobiles | 1.85% |
| State Bank of India | Banks | 1.82% |
| TVS Motor Company Limited | Automobiles | 1.77% |
| Jindal Steel Limited | Ferrous Metals | 1.62% |
| Eternal Limited | Retailing | 1.55% |
| Cube Highways Trust-InvIT Fund | Transport Infrastructure | 1.53% |
| Sun Pharmaceutical Industries Limited | Pharmaceuticals & Biotechnology | 1.51% |
Largest industries: Banks 15.6%, Automobiles 3.6%, Telecom - Services 3.5%, Construction 3.2%, IT - Software 3.1%, Finance 3.0%.
Other plan of this fund: Nippon India Aggressive Hybrid Fund (Existing Number of Segregated Portfolios - 2) - Regular Plan - Growth