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Nippon India Conservative Hybrid Fund-Growth Plan
★★★★★ monitor_heart Health Score: 75/100 · GoodNippon India Mutual Fund · Hybrid · Conservative Hybrid
₹61.66
AUM: ₹967 Cr
NAV updated 2 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
1.0%
Exit Load
For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.
Fund Manager
Amit Tripathi, Sanjay Parekh
Inception
Dec 2012
Benchmark
CRISIL Hybrid 85+15 Conservative Index
Sharpe Ratio
0.13
Std Dev (1Y)
2.21%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.75%
3m
+1.88%
6m
+3.18%
1y
+6.96%
3y
+8.7%
5y
+8.61%
10y
+6.31%
since inception
+8.11%
rate_review TopFund's Take on Nippon India Conservative Hybrid Fund-Growth Plan
Nippon India Conservative Hybrid Fund-Growth Plan holds up reasonably well within the Conservative Hybrid category, backed by a 5-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 75/100.
Cost: At 1.0%, the expense ratio runs 22% above the Conservative Hybrid category average of 0.82%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.13 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 2.21% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Nippon India Conservative Hybrid Fund-Growth Plan
The current NAV (Net Asset Value) of Nippon India Conservative Hybrid Fund-Growth Plan is ₹61.66. NAV is updated every business day after market close by AMFI.
1Y: 6.96% · 3Y CAGR: 8.7% · 5Y CAGR: 8.61%
The expense ratio is 1.0% per annum — the annual fee deducted from your investment to cover fund management costs.
Nippon India Conservative Hybrid Fund-Growth Plan is managed by Amit Tripathi, Sanjay Parekh at Nippon India Mutual Fund.
Nippon India Conservative Hybrid Fund-Growth Plan is a High risk fund. Suitable for investors with a 3+ year horizon.
Nippon India Conservative Hybrid Fund-Growth Plan is a Conservative Hybrid fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Nippon India Conservative Hybrid Fund-Growth Plan is ₹967 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.