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Hybrid · Conservative Hyrbid

Nippon India Conservative Hybrid Fund

Nippon Life India Asset Management Limited
Benchmark
CRISIL Hybrid 85+15 - Conservative Index
Riskometer
High
Size
₹974 cr
Allotted
29 Dec 2003
Holdings as of
30 Sep 2026

Nippon India Conservative Hybrid Fund is a conservative hyrbid fund of Nippon Life India Asset Management Limited with ₹974 cr under management. It is ahead of its benchmark (CRISIL Hybrid 85+15 - Conservative Index) in 3 of 4 periods. Its direct plan charges 1.01% a year.

Debt and hybrid funds: the company-level sections (scorecard, companies inside, how it is run, nearest index) are not shown. Mix, returns, costs and managers only.

What is Nippon India Conservative Hybrid Fund invested in?

69% in debt, 11% in shares and 13% in cash, as of 30 Sep 2026.

Equity10.6%Debt68.5%Cash13.3%Other7.6%
Holdings as of 30 Sep 2026

Has Nippon India Conservative Hybrid Fund beaten its benchmark?

Ahead of its benchmark, CRISIL Hybrid 85+15 - Conservative Index, in 3 of 4 periods in AMFI's figures; +5.64% over the last year against +1.42%.

Period returns

Direct Plan, growth · 3y and longer a year
PeriodFundNifty 500 TRIAhead
1 month−0.30% −3.60% —
3 months+0.51% −5.03% —
6 months+2.43% −1.83% —
1 year+5.61% −4.06% +9.67 pts
3 years+8.40% +9.27% −0.87 pts
5 years+7.97% +8.00% −0.03 pts
10 years+5.94% +12.69% −6.75 pts
Since start
from 2 Jan 2013
+7.51%——
Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026
Ahead of its benchmark (CRISIL Hybrid 85+15 - Conservative Index) in 3 of 4 periods.
PeriodDirectRegularBenchmarkAheadRank
1y +5.64%+4.81%+1.42% +4.22 🔒
3y +8.41%+7.60%+6.98% +1.43 🔒
5y +8.01%+7.20%+6.05% +1.96 🔒
10y +5.93%+5.13%+7.66% −1.73 🔒
Ahead in points a year · its rank among Conservative Hyrbid funds, and how steady the lead is, in the app

Value of 100, month-end

Oct 2016 to 14 Oct 2026
50100150200250300350400 20172019202120232025
Fund 178Nifty 500 TRI 327

₹100 put in at the start of Oct 2016 would be ₹178 on 14 Oct 2026, against ₹327 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro
Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
See them in the app →

What does Nippon India Conservative Hybrid Fund cost?

1.01% a year on the direct plan, 1.80% on the regular plan; 9 of 18 funds in its category charge less.

Direct plan
1.01% a year
Category median 0.99%
Regular plan
1.80% a year
Category median 1.83%
Gap
0.79 points
for the same holdings
9 of 18 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Hybrid Scheme - Conservative Hybrid Fund

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Nippon India Conservative Hybrid Fund?

Sushil Budhia, since None; Dhrumil Shah, since None.

Sushil Budhia
None years
since None
Dhrumil Shah
None years
since None
Benchmark as filedCRISIL Hybrid 85+15 - Conservative Index
Exit load
10% of the units allotted shall be redeemed without any exit load, on or before completion of 12 months from the date of allotment of units. Any redemption in excess of such limit in the first 12 months from the date of allotment shall be subject to the following exit load. Redemption of units would be done on First in First out Basis (FIFO): 1% if redeemed or switched out on or before completion of 12 months from the date of allotment of units. Nil, if redeemed or switched out after completion of 12 months from the date of allotment of units. Not applicable for Segregated Portfolio
From 8 Scheme Summary Documents filed with NSE, first on 7 May 2026; as on 8 Oct 2026

Questions people ask

Who manages Nippon India Conservative Hybrid Fund?

Sushil Budhia (manager) since None; Dhrumil Shah (manager) since None.

What is the expense ratio of Nippon India Conservative Hybrid Fund?

1.01% a year on the direct plan and 1.80% on the regular plan (expense report, Oct 2026).

How has Nippon India Conservative Hybrid Fund done?

Its direct plan returned +8.41% a year over 3 years against +6.98% for its benchmark, CRISIL Hybrid 85+15 - Conservative Index, as of 13 Oct 2026.

Inside the app

See Nippon India Conservative Hybrid Fund beside your own funds in Valarth

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A Valarth stock page: the share price with its chart and 52-week range, valuation and profitability figures, and a scorecard of health checks.
Stock pagePrice, valuation, profitability and a scorecard of health checks for every company, each figure explained.
The Valarth stock screener: a table of companies with price, market cap, P/E, P/B, PEG, EPS and ROE, and filters down the left.
ScreenerEvery listed company, filtered on 212 figures, each with a plain-language lesson beside it.
The Valarth AI Screener answering 'Which companies will benefit from India's Project 75 submarine programme?' with a basket of four naval shipbuilders and a written thesis.
AI ScreenerAsk a question in plain English, like which companies benefit from India's Project 75. It reads the intent, builds the screen and writes the thesis.
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Business modelHow a company makes money and what can hurt it, each statement checked against its annual report.
Valarth's Before the Bell edition, with the day's headline, regulator notes and sector moves.
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