BNP Paribas Conservative Hybrid Fund - Direct Plan - Monthly Income Distribution cum Capital Withdrawal Option

Mutual Fund · Hybrid Scheme - Conservative Hybrid Fund · As of 18 Oct 2026, 6:50 pm

Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.

DalalBaazaar Score

40/ 100

Moderate

Weighted across five categories. Every point is explained below.

✗ Well behind the Nifty 50 over 5Y — -9.3% against 77.1%, which an index fund would have delivered at a fraction of the cost

Investment Checklist

2 / 3 checks passed

✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)

NAV history

Key Metrics

Latest NAV

₹12.32

As of

13 Mar 2022

Fund History Available

9.2 yrs

5Y Return (CAGR)

-9.3%

Annualized Volatility

4.4%

Relatively stable

Sharpe Ratio (est.)

-1.07

Weak risk-adj. return

Max Drawdown

-10.5%

Contained

Category Peer Comparison

Scheme	1Y Return
SBI CONSERVATIVE HYBRID FUND - Direct Plan - Growth	3.7%
DSP Conservative Hybrid Fund - Direct Plan - Growth	2.3%
HSBC Conservative Hybrid Fund - Direct Plan - Growth	1.0%
BANDHAN CONSERVATIVE HYBRID FUND - Direct Plan - Growth	1.6%

SIP / Lumpsum Calculator

Total Invested

₹6,00,000

Estimated Maturity Value

₹4,72,495

Estimated Gain

₹-1,27,505

Risk Flags

Estimated Sharpe ratio (-1.07) is on the low side — returns aren't compensating well for volatility taken over the trailing year.

Watch Items

Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.