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MF_118994

DSP Conservative Hybrid Fund - Direct Plan - Growth

Hybrid Schemes - Conservative Hybrid Fund

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End Amount
₹29,719.77
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
8.19%
MF_118994 Return
Benchmark CAGR
11.55%
Nifty 50
Inflation Adj. CAGR
3.19%
Real Annualized Return
Alpha
0.00
Excess Return vs Benchmark
Beta
0.28
Volatility vs Benchmark
Sharpe Ratio
0.42
Risk-Adjusted Return
Sortino Ratio
0.60
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
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% 23% 50%
60 days 42% 18% 31%
90 days 41% 15% 25%
180 days 36% 12% 16%
1Yr 36% 7% 12%
3Yr 17% 1% 6%
5Yr 6% 2% 6%
7Yr 1% 0% 5%
10Yr 0% 0% 5%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period DSP Conservative Hybrid Fund - Direct Plan - Growth Nifty 50
30 days -3.2% | -24.3% | 9.3% | 49.9% 26.6% | -61.9% | 14.2% | 180.7%
60 days -7.8% | -18.4% | 9.3% | 38.9% -23.0% | -45.3% | 16.8% | 120.0%
90 days -6.4% | -16.9% | 9.1% | 34.8% -25.0% | -37.7% | 15.4% | 102.4%
1 Year 1.8% | -2.7% | 8.9% | 20.1% -10.0% | -14.9% | 12.3% | 55.8%
3 Years 8.3% | 3.2% | 8.9% | 13.0% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 7.4% | 5.5% | 8.1% | 11.2% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 8.3% | 6.9% | 7.8% | 9.4% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 7.1% | 7.3% | 8.4% | 8.9% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 3 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
May 20, 2013 Oct. 11, 2013 144 days 5% Nifty 50: 13% 10334 9807 10342
Aug. 27, 2018 Sept. 21, 2019 390 days 7% Nifty 50: 14% 16732 15484 16755
Feb. 13, 2020 July 17, 2020 155 days 12% Nifty 50: 37% 17581 15466 17626