Rolling Returns Calculator

Conservative Hybrid fund rolling returns

Every Conservative Hybrid fund on the site, with what each would have returned from every possible start date rather than from one convenient one. Open any fund for the full calculator, the Direct and Regular comparison, and the distribution of its results.

15 funds · NAV data as of

The Conservative Hybrid category average

An equal-weight index of every live Regular-plan fund AMFI files under this category, so it includes funds that are not listed below.

Holding periodAverageMedianWorstBestWindows
1 year8.55%8.08%-10.66%28.25%4,724
3 year8.65%8.48%1.54%14.56%4,242
5 year8.54%8.56%4.06%11.61%3,756
7 year8.56%8.55%6.64%11.86%3,271
10 year8.62%8.67%6.79%10.11%2,546

Conservative Hybrid category average is a chain-linked equal-weight index of 16 funds, based at 100 in 2006 and moving each day by the average return of the funds trading that day. Conservative Hybrid funds hold only 10-25% equity, so this is substantially a debt return. Setting it beside an equity category compares two different products. It is built from Regular-plan NAVs, so a Direct-plan fund is being measured against peers that still pay a distributor commission and will tend to look better by roughly that margin. Funds that closed or merged away are not included, so the average reflects those that survived and is biased upward.

Conservative Hybrid funds hold only 10-25% equity, so this is substantially a debt return. Setting it beside an equity category compares two different products.

All 15 Conservative Hybrid funds

The figure beside each is its 5-year rolling average on the Direct plan. Funds are listed alphabetically, not ranked — they started at different times and so cover different market conditions.

5-year rolling return (Direct)

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