Nippon India Conservative Hybrid Fund
Get the latest NAV of Nippon India Conservative Hybrid Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹66.19
NAV as on 31 Mar 2026
7.5%/per year
Since Inception
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185 people have invested ₹ 61.6L in Nippon India Conservative Hybrid Fund in the last three months
Nippon India Conservative Hybrid Fund Performance vs. Conservative Allocation Index
Fund returns vs Benchmark returns vs Category Average returns as on (31-Mar-26)
The fund has consistently outperformed the benchmark (Conservative Allocation Index) over the last 1Y, 3Y, 5Y time periods.
Nippon India Conservative Hybrid Fund Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 2 out of 10 mutual funds in the conservative allocation category as per INDmoney.
Nippon India Conservative Hybrid Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Nippon India Conservative Hybrid Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Nippon India Conservative Hybrid Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Corporate, Real Estate & Financial Services
Corporate
71%
Real Estate
27%
Financial Services
26%
Corporate
71%
Real Estate
27%
Financial Services
26%
Nippon India Conservative Hybrid Fund Holdings Details
as on (31-Mar-26)
Nippon India Conservative Hybrid Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.08% |
Benchmark | CRISIL Hybrid 85+15 - ConservativeTR INR |
| AUM | ₹948 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹5,000/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 73.61% |
| Risk |   High Risk |
About Nippon India Conservative Hybrid Fund
Nippon India Conservative Hybrid Fund is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Kinjal Desai, Dhrumil Shah, Sushil Budhia, Akshay Sharma, Amber Singhania. This fund gives you the benefit of diversification.
Key Parameters
- Nippon India Conservative Hybrid Fund has ₹948 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 1.1.
Returns
Nippon India Conservative Hybrid Fund has given a CAGR return of 7.50% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 7.65%, 8.86% and 8.62% respectively.
Holdings
Nippon India Conservative Hybrid Fund has allocated its funds majorly in Corporate, Real Estate, Financial Services, Cash Equivalent, Government, Industrial, Consumer Cyclical, Energy, Tech, Basic Materials, Consumer Defensive, Health, Communication, Utilities.
Taxation
As it is a conservative allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Nippon India Conservative Hybrid Fund
The primary investment objective of the scheme is to generate regular income in order to make regular dividend payments to unitholders and the secondary objective is growth of capital.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 100.00. Nippon India Conservative Hybrid Fund has no lock in period.
Fund Manager
Kinjal Desai
Fund Manager of Nippon India Conservative Hybrid Fund, since 29 December 2003
Dhrumil Shah
Fund Manager of Nippon India Conservative Hybrid Fund, since 10 September 2021
Sushil Budhia
Fund Manager of Nippon India Conservative Hybrid Fund, since 1 February 2020
Akshay Sharma
Fund Manager of Nippon India Conservative Hybrid Fund, since 1 December 2022
Amber Singhania
Fund Manager of Nippon India Conservative Hybrid Fund, since 11 March 2026
- AUM of the fund stands at 947.8 Cr as of Feb'26
- AUM increased by 13.5 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Nippon India Conservative Hybrid Fund
How do I invest in Nippon India Conservative Hybrid Fund?
- Download the INDmoney app.
- Search for ‘Nippon India Conservative Hybrid Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.