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MF_118794

Nippon India Aggressive Hybrid Fund - Direct Plan Growth Plan

Hybrid Schemes - Aggressive Hybrid Fund

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End Amount
₹44,771.23
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
11.45%
MF_118794 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
6.29%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.88
Volatility vs Benchmark
Sharpe Ratio
0.43
Risk-Adjusted Return
Sortino Ratio
0.58
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 53% 14% 23%
60 days 53% 11% 14%
90 days 52% 9% 11%
180 days 58% 7% 9%
1Yr 62% 5% 8%
3Yr 55% 4% 7%
5Yr 38% 3% 5%
7Yr 3% 1% 3%
10Yr 1% 0% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Nippon India Aggressive Hybrid Fund - Direct Plan Growth Plan Nifty 50
30 days -12.8% | -57.7% | 17.4% | 145.6% 26.6% | -61.9% | 14.2% | 180.7%
60 days -30.1% | -41.4% | 17.4% | 107.6% -23.0% | -45.3% | 16.7% | 120.0%
90 days -24.0% | -34.2% | 16.7% | 100.1% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -4.9% | -21.0% | 10.2% | 55.6% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 9.9% | -5.9% | 13.5% | 25.1% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 9.6% | 1.6% | 10.4% | 22.0% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 10.3% | 7.4% | 10.3% | 12.6% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 9.5% | 9.7% | 11.6% | 14.4% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 14 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 15, 2013 Dec. 21, 2013 340 days 16% Nifty 50: 12% 10169 8523 10196
Dec. 4, 2014 Jan. 15, 2015 42 days 5% Nifty 50: 6% 15159 14353 15347
Jan. 27, 2015 July 17, 2015 171 days 7% Nifty 50: 10% 16149 15009 16156
Aug. 7, 2015 May 28, 2016 295 days 13% Nifty 50: 18% 16419 14327 16425
Oct. 24, 2016 Feb. 1, 2017 100 days 8% Nifty 50: 9% 18223 16784 18363
Jan. 23, 2018 Aug. 25, 2018 214 days 7% Nifty 50: 9% 23426 21672 23470
Aug. 29, 2018 Feb. 11, 2021 897 days 42% Nifty 50: 34% 23563 13584 23667
Oct. 18, 2021 Jan. 12, 2022 86 days 6% Nifty 50: 10% 28901 27044 28955
Jan. 17, 2022 Sept. 8, 2022 234 days 12% Nifty 50: 16% 29181 25584 29289
Sept. 13, 2022 Oct. 29, 2022 46 days 5% Nifty 50: 7% 29663 28113 29819
Dec. 1, 2022 May 6, 2023 156 days 7% Nifty 50: 10% 30830 28749 30840
Sept. 26, 2024 Sept. 16, 2025 355 days 13% Nifty 50: 15% 46230 40281 46396
Jan. 2, 2026 Aug. 1, 2026 211 days 10% Nifty 50: 15% 47432 42717 47902
Aug. 10, 2026 Oct. 30, 2026 81 days 8% Nifty 50: 10% 47914 44027 44771