Hybrid
●
Aggressive Hybrid
Current NAV
₹105.71
Expense Ratio
1.98%
Min SIP
₹100
Fund Size
₹3894Cr
Min Investment
₹500
Lock In
NA
Scheme Information Document
Exit load: Nil for 10% of investments and 1% for remaining on or before 12M, Nil after 12M
Alpha
0.18%
Beta
1.08
Sharpe Ratio
0.287952
Risk
16.00%
Above numbers are based upon past 3 years
Would have become
₹1,49,748.59
(3.07)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
Meenakshi Dawar
Nippon India Aggressive Hybrid FundTotal assets under management
₹573.67L Crores
Date of incorporation
24 Feb 1995
Ans.
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Ans. The Nippon India Aggressive Hybrid Fund has an AUM of ₹3894.45 Cr as on 1/1/1. The scheme has delivered CAGR returns for the past 3 years against a category average of 14.79%. The risk is Very High against the category average of 51.24.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year.
If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.
Ans. There is no lock-in period applicable on Nippon India Aggressive Hybrid Fund.
Ans. The expense ratio of Nippon India Aggressive Hybrid Fund is 1.98%.