DSP Conservative Hybrid Fund
Direct · Growth ₹70.16
11 Nov 2026
NAV
8.6%
3Y CAGR
8.1%
5Y CAGR
8.4%
10Y CAGR
8.4%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.65
Sharpe
-12.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.48 L | 8.9% | -14.9% | 24.5% |
| 3 Years | ₹36.00 L | ₹40.96 L | 8.4% | -3.2% | 13.9% |
| 5 Years | ₹60.00 L | ₹73.36 L | 8.0% | 1.1% | 11.7% |
| 7 Years | ₹84.00 L | ₹1.11 Cr | 8.1% | 3.6% | 10.3% |
| 10 Years | ₹1.20 Cr | ₹1.83 Cr | 8.3% | 7.2% | 9.3% |
| 12 Years | ₹1.44 Cr | ₹2.46 Cr | 8.5% | 7.6% | 9.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 8.9% | 6.7% |
| 3 Years | 8.4% | 9.2% |
| 5 Years | 8.0% | 8.9% |
| 7 Years | 8.1% | 8.6% |
| 10 Years | 8.3% | 8.8% |
| 12 Years | 8.5% | 8.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 8.9% | 8.9% | -5.1% | 25.1% | 0.41 | 0.82 | 93% | — | — |
| 3 Years | 8.6% | 8.9% | 0.7% | 13.8% | 0.84 | 2.06 | 100% | — | — |
| 5 Years | 8.1% | 8.1% | 3.9% | 12.6% | 0.98 | 5.03 | 100% | — | — |
| 10 Years | 8.4% | 8.4% | 7.0% | 9.0% | 4.65 | — | 100% | — | — |
-12.0%
Max Drawdown
1 mo
Drawdown Duration
4 mo
Recovery Time
-1.0%
Avg Drawdown
Calmar Ratio by Duration
0.74
1Y
0.71
3Y
0.67
5Y
0.67
7Y
0.69
10Y
0.73
12Y
33
Total Holdings
12.8%
Top 10 Weight
17
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Limited | 2.67% |
| 2 | ICICI Bank Limited | 1.95% |
| 3 | NTPC Limited | 1.19% |
| 4 | ITC Limited | 1.14% |
| 5 | Infosys Limited | 1.12% |
| 6 | Cipla Limited | 1.07% |
| 7 | Mahindra & Mahindra Limited | 1.05% |
| 8 | Maruti Suzuki India Limited | 0.90% |
| 9 | SBI Life Insurance Co Limited | 0.86% |
| 10 | Indus Towers Limited | 0.84% |