Nippon India Aggressive Hybrid Fund - Direct Plan-Monthly Reinvestment Inc Dist cum Cap Wdrl
Get the latest NAV of Nippon India Aggressive Hybrid Fund - Direct Plan-Monthly Reinvestment Inc Dist cum Cap Wdrl. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹17.63
▲1.5%1D
NAV as on 25 Mar 2026
9.73%/per year
Since Inception
▲▼
Nippon India Aggressive Hybrid Fund - Direct Plan-Monthly Reinvestment Inc Dist cum Cap Wdrl Performance vs. Aggressive Allocation Index
Fund returns vs Benchmark returns vs Category Average returns as on (25-Mar-26)
The fund has consistently outperformed the benchmark (Aggressive Allocation Index) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Nippon India Aggressive Hybrid Fund - Direct Plan-Monthly Reinvestment Inc Dist cum Cap Wdrl Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Nippon India Aggressive Hybrid Fund - Direct Plan-Monthly Reinvestment Inc Dist cum Cap Wdrl Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Nippon India Aggressive Hybrid Fund - Direct Plan-Monthly Reinvestment Inc Dist cum Cap Wdrl Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Corporate, Financial Services & Government
Corporate
56%
Financial Services
30%
Government
27%
Corporate
56%
Financial Services
30%
Government
29%
Nippon India Aggressive Hybrid Fund - Direct Plan-Monthly Reinvestment Inc Dist cum Cap Wdrl Holdings Details
as on (28-Feb-26)
Nippon India Aggressive Hybrid Fund - Direct Plan-Monthly Reinvestment Inc Dist cum Cap Wdrl Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.03% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
| AUM | ₹4063 Cr |
| Inception Date | 9 August, 2016 |
| Min Lumpsum/SIP | ₹500/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 35.74% |
| Risk |   Very High Risk |
About Nippon India Aggressive Hybrid Fund - Direct Plan-Monthly Reinvestment Inc Dist cum Cap Wdrl
Nippon India Aggressive Hybrid Fund - Direct Plan-Monthly Reinvestment Inc Dist cum Cap Wdrl is a hybrid fund. This fund was started on 9 August, 2016. The fund is managed by Meenakshi Dawar, Sushil Budhia, Lokesh Maru, Kinjal Desai, Divya Sharma. This fund gives you the benefit of diversification.
Key Parameters
- Nippon India Aggressive Hybrid Fund - Direct Plan-Monthly Reinvestment Inc Dist cum Cap Wdrl has ₹4063 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 1.
Returns
Nippon India Aggressive Hybrid Fund - Direct Plan-Monthly Reinvestment Inc Dist cum Cap Wdrl has given a CAGR return of 9.73% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 3.35%, 14.98% and 13.38% respectively.
Holdings
Nippon India Aggressive Hybrid Fund - Direct Plan-Monthly Reinvestment Inc Dist cum Cap Wdrl has allocated its funds majorly in Corporate, Financial Services, Government, Cash Equivalent, Consumer Cyclical, Industrial, Tech, Utilities, Health, Real Estate, Communication, Energy, Consumer Defensive, Basic Materials.
Taxation
As it is a aggressive allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Nippon India Aggressive Hybrid Fund - Direct Plan-Monthly Reinvestment Inc Dist cum Cap Wdrl
The primary investment objective of this option is to generate consistent returns and appreciation of capital by investing in a mix of securities comprising of equity, equity related instruments & fixed income instruments.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. Nippon India Aggressive Hybrid Fund - Direct Plan-Monthly Reinvestment Inc Dist cum Cap Wdrl has no lock in period.
Fund Manager
Meenakshi Dawar
Fund Manager of Nippon India Aggressive Hybrid Fund - Direct Plan-Monthly Reinvestment Inc Dist cum Cap Wdrl, since 10 September 2021
Sushil Budhia
Fund Manager of Nippon India Aggressive Hybrid Fund - Direct Plan-Monthly Reinvestment Inc Dist cum Cap Wdrl, since 1 February 2020
Lokesh Maru
Fund Manager of Nippon India Aggressive Hybrid Fund - Direct Plan-Monthly Reinvestment Inc Dist cum Cap Wdrl, since 5 September 2025
Kinjal Desai
Fund Manager of Nippon India Aggressive Hybrid Fund - Direct Plan-Monthly Reinvestment Inc Dist cum Cap Wdrl, since 25 May 2018
Divya Sharma
Fund Manager of Nippon India Aggressive Hybrid Fund - Direct Plan-Monthly Reinvestment Inc Dist cum Cap Wdrl, since 5 September 2025
- AUM of the fund stands at 4.1K Cr as of Feb'26
- AUM increased by 38.5 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Nippon India Aggressive Hybrid Fund - Direct Plan-Monthly Reinvestment Inc Dist cum Cap Wdrl
How do I invest in Nippon India Aggressive Hybrid Fund - Direct Plan-Monthly Reinvestment Inc Dist cum Cap Wdrl?
- Download the INDmoney app.
- Search for ‘Nippon India Aggressive Hybrid Fund - Direct Plan-Monthly Reinvestment Inc Dist cum Cap Wdrl’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.