Nippon India Conservative Hybrid Fund - Monthly IDCW Option
Expense Ratio: 1.87
Risk: High
Hybrid Scheme - Conservative Hybrid Fund
Plan: Regular
Benchmark: CRISIL Hybrid 85+15 - Conservative Index
Inception: 10-12-2003
Exit Load: Nil
Fund Size:₹929.23 Cr
Performance
1Y
Fund1.03%
Cat. Avg.3.06%
2Y
Fund1.55%
Cat. Avg.5.16%
3Y
Fund1.68%
Cat. Avg.7.92%
5Y
Fund1.24%
Cat. Avg.7.44%
10Y
Fund-0.77%
Cat. Avg.7.39%
SI
Fund0.03%
Cat. Avg.8.29%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60410 | +0.7% | +1.4% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.22 L. | +1.4% | +1.4% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.85 L. | +2.5% | +1.7% |
| 5Y | 09 Aug, 21 | 3 L. | 3.12 L. | +3.9% | +1.6% |
| 10Y | 08 Aug, 16 | 6 L. | 6.08 L. | +1.4% | +0.3% |
| SI | 07 Apr, 06 | 12.20 L. | 12.39 L. | +1.5% | +0.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 14 Jul, 25 | 1 L. | 1.01 L. | +1.0% | +1.0% |
| 2Y | 15 Jul, 24 | 1 L. | 1.03 L. | +3.0% | +1.5% |
| 3Y | 14 Jul, 23 | 1 L. | 1.05 L. | +5.1% | +1.7% |
| 5Y | 14 Jul, 21 | 1 L. | 1.06 L. | +6.3% | +1.2% |
| 10Y | 14 Jul, 16 | 1 L. | 92565 | -7.4% | -0.8% |
| SI | 03 Apr, 06 | 1 L. | 1.01 L. | +0.6% | +0.0% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
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%
Beat inflation and compound wealth faster with an annual step-up.
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%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.