Nippon India Conservative Hybrid Fund-Growth Plan

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Category: Hybrid: Conservative
Launch Date: 29-12-2003
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 85+15 Conservative Index
Expense Ratio: 0.0% As on (31-07-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 898.96 Cr As on (31-07-2025)
Turn over:

NAV as on 05-09-2025

58.2536

0.01 (0.0208%)

CAGR Since Inception

8.46%

CRISIL Hybrid 85+15 Conservative Index 9.79%

PERFORMANCE of Nippon India Conservative Hybrid Fund-Growth Plan

Scheme Performance (%) Data as on - 05-09-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Nippon India Conservative Hybrid Fund-Growth Plan	7.51	8.7	8.82	5.69	8.46
Benchmark	-	-	-	-	-
Hybrid: Conservative	4.54	8.71	9.29	7.78	8.66

Yearly Performance (%)

Nav Movement

Fund Managers

Dhrumil Shah, Sushil Budhia

Investment Objective

The scheme primarily aims to generate regular income in order to make regular dividend payments to unitholders while the secondary objective is growth of capital.

RETURNS CALCULATOR for Nippon India Conservative Hybrid Fund-Growth Plan

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of Nippon India Conservative Hybrid Fund-Growth Plan

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Nippon India Conservative Hybrid Fund-Growth Plan	2.07	1.53	3.07	-	8.89	2.42
Hybrid: Conservative	-	-	-	-	-	-

PEER COMPARISION of Nippon India Conservative Hybrid Fund-Growth Plan

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Period

Data as on - 05-09-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Nippon India Conservative Hybrid Fund-Growth Plan	29-12-2003	7.51	8.64	8.7	8.82	5.69
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	22-05-2004	7.04	9.58	8.93	10.89	8.64
ICICI Prudential Regular Savings Fund - Plan - Growth	10-03-2004	6.44	10.78	10.05	9.91	9.54
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth	05-05-2021	6.07	11.28	10.92	0.0	0.0
HSBC Conservative Hybrid Fund - Regular Growth	24-02-2004	5.81	11.34	10.23	9.16	7.85
DSP Regular Savings Fund- Regular Plan - Growth	11-06-2004	5.7	10.43	9.74	9.04	7.32
Franklin India Conservative Hybrid Fund - Growth	28-09-2000	5.23	9.83	9.4	8.95	7.63
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option	24-04-1988	5.1	9.03	8.37	8.45	8.09
SBI Conservative Hybrid Fund - Regular Plan - Growth	25-03-2001	4.61	9.45	9.86	11.01	9.04
UTI Conservative Hybrid Fund - Regular Plan - Growth Option	16-12-2003	4.28	10.04	9.54	10.66	8.32

PORTFOLIO ANALYSIS of Nippon India Conservative Hybrid Fund-Growth Plan

Asset Allocation (%)