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MF_118726

Nippon India Conservative Hybrid Fund - Direct Plan Growth Plan - Growth Option

Hybrid Scheme - Conservative Hybrid Fund

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End Amount
₹27,123.97
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
7.48%
MF_118726 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
2.51%
Real Annualized Return
Alpha
0.00
Excess Return vs Benchmark
Beta
0.24
Volatility vs Benchmark
Sharpe Ratio
0.29
Risk-Adjusted Return
Sortino Ratio
0.37
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
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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 44% 24% 52%
60 days 41% 19% 33%
90 days 42% 16% 27%
180 days 39% 11% 18%
1Yr 35% 7% 13%
3Yr 17% 2% 8%
5Yr 5% 1% 7%
7Yr 0% 0% 7%
10Yr 0% 0% 6%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Nippon India Conservative Hybrid Fund - Direct Plan Growth Plan - Growth Option Nifty 50
30 days -1.2% | -23.2% | 9.2% | 45.0% 26.6% | -61.9% | 14.2% | 180.7%
60 days -2.6% | -21.3% | 8.6% | 33.6% -23.0% | -45.3% | 16.7% | 120.0%
90 days -1.6% | -22.0% | 9.1% | 32.5% -25.0% | -37.7% | 15.4% | 102.4%
1 Year 4.8% | -12.6% | 9.0% | 24.4% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 8.4% | -1.4% | 8.6% | 14.6% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 8.0% | 2.8% | 5.1% | 11.4% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 5.9% | 4.8% | 5.5% | 7.9% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 5.9% | 5.9% | 6.8% | 7.9% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 2 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
May 17, 2013 Jan. 18, 2014 246 days 9% Nifty 50: 14% 10496 9550 10517
Jan. 16, 2020 Oct. 12, 2021 635 days 19% Nifty 50: 38% 18424 14933 18429