Nippon India Mutual Fund

Nippon India Conservative Hybrid Fund-Growth Plan

Nippon India Mutual Fund

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
Fund4.63%
Cat. Avg.0.78%
2Y
Fund6.50%
Cat. Avg.2.96%
3Y
Fund7.64%
Cat. Avg.6.72%
5Y
Fund7.20%
Cat. Avg.6.05%
10Y
Fund5.16%
Cat. Avg.6.67%
SI
Fund8.03%
Cat. Avg.8.04%

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.

No available Data

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Nippon India Mutual Fund
NAV / Fund Size₹260.17₹326.90 Cr
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-2.66%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000061107+1.8%+3.9%
2Y07 Nov, 241.20 L.1.27 L.+5.8%+5.8%
3Y07 Nov, 231.80 L.1.98 L.+10.1%+6.6%
5Y08 Nov, 213 L.3.60 L.+19.9%+7.4%
10Y07 Nov, 166 L.8.17 L.+36.2%+6.1%
SI07 Apr, 0612.35 L.27.45 L.+122.3%+7.2%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.1.05 L.+4.6%+4.6%
2Y16 Oct, 241 L.1.13 L.+13.4%+6.5%
3Y16 Oct, 231 L.1.25 L.+24.7%+7.6%
5Y18 Oct, 211 L.1.42 L.+41.5%+7.2%
10Y17 Oct, 161 L.1.66 L.+65.6%+5.2%
SI03 Apr, 061 L.4.89 L.+389.0%+8.0%

SIP Calculator

Visualize how small monthly investments grow over time.

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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
₹9.00L
Total Profit
₹14.80L
SIP 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.

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