Two Conservative hybrid funds side by side: returns, costs, size, risk and how much their portfolios overlap.
Nippon India Conservative Hybrid Fund vs Parag Parikh Conservative Hybrid Fund, as of 9 Nov 2026: Nippon India Conservative Hybrid Fund NAV ₹70.06, 3Y CAGR 8.9%, expense ratio 1.80%; Parag Parikh Conservative Hybrid Fund NAV ₹16.13, 3Y CAGR 9.0%, expense ratio 0.32%; about 2% of their portfolios overlap.
As of · Source: AMFI NAVs and fund-house disclosures
| Nippon India Conservative Hybrid Fund Direct Growth | Parag Parikh Conservative Hybrid Fund Direct Growth | |
|---|---|---|
| Category | Conservative hybrid | Conservative hybrid |
| Fund house | Nippon India Mutual Fund | PPFAS Mutual Fund |
| Plan | Direct Plan · Growth Option | Direct Plan · Growth |
| NAV | ₹70.06 (9 Nov 2026) | ₹16.13 (9 Nov 2026) |
| 1Y return | 6.4% | 3.6% |
| 3Y CAGR | 8.9% | 9.0% |
| 5Y CAGR | 8.2% | 9.0% |
| Since launch (CAGR) | 7.6% | 9.2% |
| Expense ratio | 1.80% | 0.32% |
| AUM | ₹986 cr | ₹3,441 cr |
| Risk-o-meter | High | Moderately High |
| Benchmark | CRISIL Hybrid 85+15 - Conservative Index | CRISIL Hybrid 85+15 - Conservative Index |
| Exit load | Entry Load; NA. 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… | In respect of each purchase / switch-in of Units, 10% of the units (“the limit”) may be redeemed without any exit load from the date of allotment. Any redemption or switch-out in excess of the limit shall be subject to the following exit load: - Exit load of 1. 00% is payable if Units are redeemed / switched-out… |
| Minimum SIP | ₹100 | ₹1,000 |
| Holdings | 86 | 77 |
| Top 10 holdings weight | 36.3% | 37.8% |
| Portfolio overlap | About 2% by weight, from the latest disclosed holdings | |
Returns are point-to-point for each plan, after its expense ratio; periods over one year are CAGR. Past performance is not indicative of future results.
Open in the compare tool: growth charts, SIP outcomes and shared holdings →Parag Parikh Conservative Hybrid Fund has the higher 5-year CAGR (as of 9 Nov 2026): Nippon India Conservative Hybrid Fund 8.2% a year vs Parag Parikh Conservative Hybrid Fund 9.0% a year. Past performance is not indicative of future results.
Parag Parikh Conservative Hybrid Fund costs less: Nippon India Conservative Hybrid Fund charges 1.80% a year and Parag Parikh Conservative Hybrid Fund 0.32% a year.
Parag Parikh Conservative Hybrid Fund is larger: Nippon India Conservative Hybrid Fund manages ₹986 cr and Parag Parikh Conservative Hybrid Fund ₹3,441 cr (as of 9 Nov 2026).
About 2% of their portfolios overlap by weight (the smaller weight of each common holding, summed), from the latest disclosed holdings.
Nippon India Conservative Hybrid Fund is rated "High" and Parag Parikh Conservative Hybrid Fund "Moderately High" on SEBI's risk-o-meter.
We don't give recommendations. Jivani Markets is not a SEBI-registered investment adviser or research analyst. Whether a fund suits you depends on your goals, horizon and risk appetite; speak to a SEBI-registered investment adviser or an AMFI-registered mutual fund distributor before investing.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results.
Returns are for Direct plans, after expenses (TER is already in the NAV). Research, not advice: we do not say a fund suits you. Disclaimer