Nippon India Conservative Hybrid Fund (IDCW-Q) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Nippon India Conservative Hybrid Fund (IDCW-Q) (1648) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Nippon India Conservative Hybrid Fund (IDCW-Q)
Nippon Life India Asset Management Ltd
Primary objective is to generate regular income in order to make dividend payments to unitholders and secondary objective is growth of capital
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Debt Focused
Management
Experienced Team
Quality Score
Below Average
Nippon India Conservative Hybrid Fund (IDCW-Q) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
1-Year Returns
Recent performance momentum
Long-term Track Record
Historical performance consistency
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Equity Exposure
Market exposure level
Cost Efficiency
Fund management costs
Investment Timing Insights
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| GSEC | Govt. Securities | 5.78% |
| Aditya Birla Real Estate Ltd | Construction - Factories / Offices / Commercial | 3.99% |
| Suryapet Khammam | Debt Others | 3.49% |
| GSEC | Govt. Securities | 3.46% |
| Mancherial Repa. | Debt Others | 3.42% |
| RenServ Global | Debt Others | 3.34% |
| Trust Investment | Debt Others | 3.32% |
| Vedanta Ltd | Metal - Others | 3.26% |
| Bamboo Hotel | Debt Others | 3.03% |
| Delhi Intl.Airp. | Debt Others | 2.97% |
Sector Breakdown
Compare against Conservative Hybrid Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Conservative Hybrid Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Conservative Hybrid Fund category
Nippon India Conservative Hybrid Fund (IDCW-Q) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Canara Robeco Conservative Hybrid Fund-Dir (G) | ₹112.89 | 7.31% | 6.29% | 9.68% |
| Franklin India Conservative Hybrid Fund - Dir (G) | ₹101.43 | 6.42% | 5.65% | 10.19% |
| Canara Robeco Conservative Hybrid Fund (G) | ₹98.09 | 6.68% | 5.07% | 8.40% |
| Franklin India Conservative Hybrid Fund (G) | ₹92.14 | 6.06% | 4.92% | 9.39% |
| LIC MF Conservative Hybrid Fund - Direct (G) | ₹91.49 | 3.80% | 3.58% | 7.03% |
| HDFC Hybrid Debt Fund - Direct (G) | ₹88.50 | 4.97% | 3.28% | 10.51% |
| ICICI Pru Regular Savings Fund - Direct (G) | ₹85.23 | 7.61% | 7.31% | 10.91% |
| HDFC Hybrid Debt Fund (G) | ₹83.06 | 4.66% | 2.69% | 9.93% |
| LIC MF Conservative Hybrid Fund - Regular (G) | ₹82.29 | 3.28% | 2.53% | 6.00% |
| SBI Conservative Hybrid Fund - Direct (G) | ₹80.61 | 7.10% | 5.06% | 10.43% |
Category Average Returns
Sushil Budhia
A seasoned investment professional with over 22 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.