- Rating 3
- Plan
- 5D
- 1M
- 6M
- 1Y
- 5Y
- MAX
Key Metrics
- AUM (in Cr)932.12
- CAGR 7.80%
- Exit Load1.00%
- Expense ratio1.87%
- CategoryHybrid
- Min Investment5000
- Min SIP100
- Launch Date2003-12-29
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.
The Nippon India Conservative Hybrid Fund Growth has an AUM of 932.12 crores & has delivered CAGR of 8.15% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.87%. The minimum investment in Nippon India Conservative Hybrid Fund Growth is Rs 5000 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Low & Good respectively.
The major sectors where the fund is invested are Regional Banks, Real Estate Operations, Rental & Leasing & Construction Services.
Some of the similar funds are Nippon India Conservative Hybrid Fund Growth, Aditya Birla Sun Life Reg Savings Fund Regular Plan Growth, UTI Conservative Hybrid Fund Regluar Plan Growth, Baroda BNP Paribas Conservative Hybrid Fund Regular Plan Growth, Canara Robeco Conservative Hybrid Fund Growth. Nippon India Conservative Hybrid Fund Growth has a sharpe ratio of 0.63 & a standard deviation of 2.17%.