Nippon India Mutual Fund · Direct Growth · SEBI Category: Aggressive Hybrid
Nippon India Aggressive Hybrid Fund invests 65-80% in equity and 20-35% in debt instruments — maintaining the mandatory equity allocation that qualifies it for equity taxation. Unlike balanced advantage funds that dynamically reduce equity, this fund maintains a relatively stable equity-debt ratio, giving investors predictable exposure to both asset classes throughout their investment horizon.
The equity component focuses on quality large cap stocks with earnings visibility and balance sheet strength. The debt component is managed conservatively with a preference for high credit quality and short to medium duration bonds. This combination delivers equity-linked returns with lower volatility than pure equity funds — suitable for investors who want equity growth but cannot handle the full volatility of a pure equity scheme.
Ashutosh Bhargava manages the equity component of Nippon India Aggressive Hybrid Fund applying a research-driven, quality-focused approach to stock selection. Kinjal Desai manages the fixed income sleeve with a conservative, high-credit-quality orientation. Both managers bring the same expertise they apply to the Nippon India Balanced Advantage Fund — complementary specialists working within SEBI's hybrid fund framework.
For current co-manager details and full biography, refer to the latest Nippon India Mutual Fund factsheet on AMFI or the AMC website.
Informational points to help you form your own view — not judgements or recommendations.
Live data. Current fund highlighted. Click any fund name for full analysis.
| Fund | NAV | AAUM | 1Y Return | 3Y CAGR | 5Y CAGR | Sharpe (3Y) |
|---|---|---|---|---|---|---|
| DSP Aggressive Hybrid Fund | ₹384.44 | ₹10.4K Cr Jan–Mar 2026 | -4.1% | +12.6% p.a. | +10.7% p.a. | 0.77 |
| Kotak Aggressive Hybrid Fund | ₹74.24 | ₹8.1K Cr Jan–Mar 2026 | +4.1% | +14.5% p.a. | +13.2% p.a. | 0.80 |
| UTI Aggressive Hybrid Fund | ₹425.84 | ₹5.2K Cr Jan–Mar 2026 | -0.5% | +13.4% p.a. | +12.9% p.a. | 0.83 |
| Nippon India Aggressive Hybrid Fund ▲ | ₹116.94 | ₹3.6K Cr Jan–Mar 2026 | +1.0% | +12.9% p.a. | +12.4% p.a. | 0.73 |
| Tata Aggressive Hybrid Fund | ₹480.67 | ₹3.4K Cr Jan–Mar 2026 | -0.3% | +9.5% p.a. | +10.3% p.a. | 0.39 |
Calculated from 2,565 daily NAV records in RightAdvise DB. Last calculated: Jun 2026.
1M / 3M / 6M / 1Y — simple point-to-point return · 3Y / 5Y / 10Y — CAGR (compounded annual growth rate)
Based on all rolling windows in full NAV history. Dates show the start and end of each period.
Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.
Rolling returns show performance across every possible investment start date — not one cherry-picked number. Learn more →
How much the fund fell from its peak NAV — what investors actually experience during crashes. Calculated from full NAV history.
Calculated from actual NAV data. "Pre-inception" means the fund didn't exist during that period.
Calculated from 3 years of daily NAV — industry standard. Risk-free rate: 6.5% p.a. Last updated: Jun 2026. What do these mean? →
Our portfolio holdings page shows every stock the fund owns, sector allocation, and month-over-month changes — from official AMC disclosures.
See how Nippon India Aggressive Hybrid FundGrowth Plan ranks against other Aggressive Hybrid funds on returns, drawdown, Sharpe ratio and AAUM — side by side.
New fund analysis, articles and market insights — no spam, no selling. Unsubscribe anytime.
Found this useful? Share it
Found an error? Have a suggestion? We read every response.