ReviewDirect · GrowthPrefer peers first
Nippon India Aggressive Hybrid Fund (Existing Number of Segregated Portfolios - 2)
Nippon India Mutual FundHybrid Schemes - Aggressive Hybrid Fund13.8 years
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.
- NAV
- 115.9032
- 29 Oct 2026
- 1Y
- -5.1%
- Trailing CAGR
- AUM
- ₹3,856.85 Cr
- 30 Sept 2026
- Volatility
- Medium
- 13.0% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Watch if · Maximum drawdown exceeded 35%.
Prefer peers if · Prefer BARODA BNP PARIBAS AGGRESSIVE HYBRID FUND if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
13.8 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
Pass
1.12% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Watch
Peak-to-trough -42.3%. Ask whether you can hold through a similar fall.
Vs category
Pass
56% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
Watch
Jignesh Kamani · 0.2 years on the scheme.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Pass
Top 10 holdings ≈ 29.5% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 42%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-5.1%
- 3Y+9.9%
- 5Y+9.9%
- 10Y+9.5%
- SI+11.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-5.0%
- 3Y+2.6%
- 5Y+8.5%
- 10Y+10.1%
- Since inception
- +11.5%
- Calendar-day CAGR
- Excess 1Y
- -1.2%
- Category median, same plan and option
- 3Y win rate
- +56%
- Windows beating the median
- 3Y percentile
- 33
- Vs comparable share classes
- SIP 3Y XIRR
- +2.6%
- Simulated monthly SIP
- Worst rolling 3Y
- -10.6%
- 2653 daily-ending windows
- Median rolling 3Y
- +13.7%
- Calendar-day CAGR
- Positive rolling 5Y
- +99%
- 2160 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -42.3%
- Worst peak-to-trough
- Current
- -6.5%
- Below last peak
- Current spell
- 80 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 12 days
- 181 recovered episodes
- Longest recovery
- 325 days
- Trough to prior peak
29 Aug 2018 – 11 Feb 2021
Trough 23 Mar 2020 · recovered in 325 days
-42.3%
15 Jan 2013 – 23 Dec 2013
Trough 28 Aug 2013 · recovered in 117 days
-16.2%
26 Sept 2024 – 16 Sept 2025
Trough 28 Feb 2025 · recovered in 200 days
-12.9%
7 Aug 2015 – 30 May 2016
Trough 25 Feb 2016 · recovered in 95 days
-12.7%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
33
Vs category
42
Consistency
56
Risk-adjusted
48
Drawdown
0
Mean
36
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Review
Buying stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 56% of rolling 3-year windows.
Portfolio
30 Sept 2026 · 125 holdings · top 10 are 29.5%.
- Top 5
- 19.1%
- Top 10
- 29.5%
- Largest holding
- 4.8%
- Effective holdings
- 63.6
ICICI Bank Ltd
Financial
4.8%
HDFC Bank Ltd
Financial
4.5%
Bharti Airtel Ltd
Technology
3.5%
Larsen & Toubro Ltd
Industrials
3.2%
Axis Bank Ltd
Financial
3.0%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
29 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
28 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
27 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
26 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Oct 2026
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
BARODA BNP PARIBAS AGGRESSIVE HYBRID FUND
Baroda BNP Paribas Mutual Fund
- 1Y
- -3.1%
- 3Y
- +10.7%
- Vol
- 10.0%
- Max DD
- -12.9%
- Sharpe
- 0.54
- 3Y win
- +92%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
HSBC Aggressive Hybrid Fund
HSBC Mutual Fund
- 1Y
- +0.5%
- 3Y
- +13.0%
- Vol
- 12.5%
- Max DD
- -19.6%
- Sharpe
- 0.58
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
ICICI Prudential Aggressive Hybrid Fund
ICICI Prudential Mutual Fund
- 1Y
- -5.1%
- 3Y
- +12.4%
- Vol
- 11.9%
- Max DD
- -30.7%
- Sharpe
- 0.84
- 3Y win
- +95%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Mahindra Manulife Aggressive Hybrid Fund
Mahindra Manulife Mutual Fund
- 1Y
- -8.4%
- 3Y
- +10.8%
- Vol
- 12.2%
- Max DD
- -25.4%
- Sharpe
- 0.79
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Mirae Asset Aggressive Hybrid Fund
Mirae Asset Mutual Fund
- 1Y
- -1.5%
- 3Y
- +11.3%
- Vol
- 12.2%
- Max DD
- -29.0%
- Sharpe
- 0.58
- 3Y win
- +70%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns