Hybrid Scheme - Conservative Hybrid FundNippon India Mutual Fund

Nippon India Conservative Hybrid Fund-Growth Plan

₹60.4176▲ 0.0267 (0.04%)

Scheme Type

Open Ended Schemes

NAV History

+10.85%

365 data points · Period: 1Y

Returns

CAGR

+0.04%

+0.97%

+0.16%

+8.41%

+7.95%

+8.01%

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,085

+10.9%

3Y Ago

₹13,891

+38.9%

5Y Ago

₹14,461

+44.6%

Past performance ≠ future results

Fund Analytics

Score: 64.1 / 100

Performance

Total Returns

Simple return over period

+7.67%

CAGR

Compound annual growth rate

+7.67%

Growth of ₹10K

Hypothetical investment value

₹10,767

SIP XIRR

SIP internal rate of return

+5.04%

Risk

Volatility (Ann.)

Std deviation of returns

1.87%LOW

Max Drawdown

Worst peak-to-trough

-1.32%

Sharpe Ratio

Risk-adjusted return

0.90AVG

Sortino Ratio

Downside risk-adjusted return

1.30AVG

Benchmark

Beta

Market sensitivity

0.13DEF

Alpha

Excess return vs benchmark

+2.41%

Tracking Error

Deviation from benchmark

10.54%

Information Ratio

Alpha per unit tracking error

0.23

Treynor Ratio

Return per unit systematic risk

13.21

Capture

Upside Capture

Participation in market gains

18.44%

Downside Capture

Participation in market losses

7.59%

Rolling Returns

1Y Rolling CAGR

Avg 9.2% (4.0% – 15.5%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-03-25

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+7.7%+0.1%

+2.4%

3Y+8.9%+12.2%

+2.0%

5Y+8.0%+11.0%

+1.4%

Beta

1Y: 0.133Y: 0.135Y: 0.13

Outperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹1,12,432

Total Value

₹4,12,432

*Based on historical CAGR. Projections are illustrative, not guaranteed