Conservative Hybrid Fund

As On: 23 February 2024

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

हिंदी में: कंजर्वेटिव हाइब्रिड फंड

Top Performing Conservative Hybrid Funds

Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Nippon India Hybrid Bond Fund

1 The Nippon India Hybrid Bond Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 18<sup>th</sup> funds. The fund has tenth KPIs that are in top quartile. The fund has 43% of the KPIs that are in top quartile. The fund has seventh KPIs that are in bottom quartile. The fund has 30% of the KPIs that are in bottom quartile. 11.15% 8.34% -1.02% -0.69% 0.86 0.46 0.41

Sbi Conservative Hybrid Fund

2 The Sbi Conservative Hybrid Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 18<sup>th</sup> funds. The fund has eighth KPIs that are in top quartile. The fund has 73% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. 14.74% 10.35% -1.83% -2.57% 1.37 0.82 0.43

Icici Prudential Regular Savings Fund

3 The Icici Prudential Regular Savings Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 18<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 27% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. 14.13% 9.06% -1.47% -2.02% 0.67 0.34 0.38

Hdfc Hybrid Debt Fund

4 The Hdfc Hybrid Debt Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 18<sup>th</sup> funds. The fund has 11<sup>th</sup> KPIs that are in top quartile. The fund has 100% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. 17.52% 11.32% -2.16% -3.18% 1.23 0.70 0.39

Kotak Debt Hybrid Fund

5 The Kotak Debt Hybrid Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 18<sup>th</sup> funds. The fund has 16<sup>th</sup> KPIs that are in top quartile. The fund has 70% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has third KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. 17.82% 10.92% -3.06% -3.39% 0.92 0.48 0.42

Uti Regular Savings Fund

6 The Uti Regular Savings Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 18<sup>th</sup> funds. The fund has seventh KPIs that are in top quartile. The fund has 30% of the KPIs that are in top quartile. The fund has third KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. 13.69% 9.73% -3.15% -3.51% 0.78 0.46 0.41

Aditya Birla Sun Life Regular Savings Fund

7 The Aditya Birla Sun Life Regular Savings Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 18<sup>th</sup> funds. The fund has seventh KPIs that are in top quartile. The fund has 30% of the KPIs that are in top quartile. The fund has sixth KPIs that are in bottom quartile. The fund has 26% of the KPIs that are in bottom quartile. 11.07% 8.44% -3.29% -2.60% 0.96 0.60 0.48

Franklin India Debt Hybrid Fund

8 The Franklin India Debt Hybrid Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 18<sup>th</sup> funds. The fund has seventh KPIs that are in top quartile. The fund has 30% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. 14.38% 8.04% -2.55% -3.25% 0.39 0.19 0.43

Sundaram Debt Oriented Hybrid Fund

9 The Sundaram Debt Oriented Hybrid Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 18<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has third KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. 11.82% 8.85% -2.57% -2.61% 0.42 0.28 0.48

Canara Robeco Conservative Hybrid Fund

10 The Canara Robeco Conservative Hybrid Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 18<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. 11.97% 7.55% -2.55% -2.22% 0.32 0.15 0.41

Navi Regular Savings Fund

11 The Navi Regular Savings Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 18<sup>th</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has 16<sup>th</sup> KPIs that are in bottom quartile. The fund has 70% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 10.96% 5.69% -1.91% -2.54% -0.37 -0.13 0.38

Dsp Regular Savings Fund

12 The Dsp Regular Savings Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 18<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. 13.87% 8.08% -3.05% -3.91% 0.24 0.11 0.40

Lic Mf Debt Hybrid Fund

13 The Lic Mf Debt Hybrid Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 18<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has 18<sup>th</sup> KPIs that are in bottom quartile. The fund has 78% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 8.68% 5.71% -3.11% -4.24% -0.29 -0.11 0.38

Hsbc Regular Savings Fund

14 The Hsbc Regular Savings Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 18<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has 13<sup>th</sup> KPIs that are in bottom quartile. The fund has 57% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 13.86% 7.35% -4.33% -4.78% 0.17 0.08 0.41

Idfc Regular Savings Fund

15 The Idfc Regular Savings Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 18<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has eighth KPIs that are in bottom quartile. The fund has 73% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 11.53% 5.47% -3.22% -3.47% -0.42 -0.16 0.39

Axis Regular Saver Fund

16 The Axis Regular Saver Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 18<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has 20<sup>th</sup> KPIs that are in bottom quartile. The fund has 87% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 9.94% 6.46% -4.55% -4.23% 0.19 0.09 0.40

Regular Plan Returns

Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
Aditya Birla Sun Life Regular Savings Fund
0.01
12
1.15
16
3.72
16
4.93
15
11.07
15
8.44
7
9.03
6
Baroda BNP Paribas Conservative Hybrid Fund
0.02
11
1.51
7
4.71
6
6.82
8
13.06
10
Canara Robeco Conservative Hybrid Fund
0.09
3
1.48
9
4.18
13
6.15
11
11.97
11
7.55
11
9.51
5
DSP Regular Savings Fund
-0.04
17
1.28
13
4.38
12
7.12
5
13.87
7
8.08
9
8.37
9
Navi Regular Savings Fund
0.03
8
0.24
2
1.16
15
4.44
9
5.92
14
10.96
16
5.69
15
6.14
15
Franklin India Debt Hybrid Fund
0.06
5
0.30
1
1.72
5
5.40
4
7.75
4
14.38
5
8.04
10
8.22
10
HDFC Hybrid Debt Fund
-0.02
15
2.02
3
6.39
2
9.07
3
17.52
3
11.32
1
10.81
3
HSBC Regular Savings Fund
0.19
1
1.39
12
4.41
11
6.80
9
13.86
8
7.35
12
8.49
7
ICICI Prudential Regular Savings Fund
-0.03
16
1.47
10
4.50
8
6.88
7
14.13
6
9.06
5
9.70
4
IDFC Regular Savings Fund
0.09
2
1.09
17
4.03
14
6.10
12
11.53
13
5.47
16
6.56
14
ITI Conservative Hybrid Fund
Kotak Debt Hybrid Fund
-0.09
18
2.04
2
6.99
1
9.87
2
17.82
1
10.92
2
11.85
1
LIC Mf Debt Hybrid Fund
0.03
9
1.44
11
3.76
15
4.55
18
8.68
18
5.71
14
6.94
13
Parag Parikh Conservative Hybrid Fund
0.07
4
2.36
1
6.35
3
11.45
1
17.72
2
Nippon India Hybrid Bond Fund
0.01
13
1.02
18
3.07
18
4.78
16
11.15
14
8.34
8
3.69
16
SBI Conservative Hybrid Fund
0.04
7
1.50
8
4.42
10
6.27
10
14.74
4
10.35
3
10.84
2
Sundaram Debt Oriented Hybrid Fund
0.00
14
1.54
6
4.65
7
5.98
13
11.82
12
8.85
6
7.26
11
UTI Regular Savings Fund
0.02
10
1.76
4
4.80
5
7.07
6
13.69
9
9.73
4
8.46
8
Axis Regular Saver Fund
0.05
6
1.24
14
3.44
17
4.67
17
9.94
17
6.46
13
7.10
12

Direct Plan Returns

Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
Aditya Birla Sun Life Regular Savings Fund
0.01
12
1.15
16
3.72
16
4.93
15
11.07
15
8.44
7
9.03
6
Baroda BNP Paribas Conservative Hybrid Fund
0.02
11
1.51
7
4.71
6
6.82
8
13.06
10
Canara Robeco Conservative Hybrid Fund
0.09
3
1.48
9
4.18
13
6.15
11
11.97
11
7.55
11
9.51
5
DSP Regular Savings Fund
-0.04
17
1.28
13
4.38
12
7.12
5
13.87
7
8.08
9
8.37
9
Navi Regular Savings Fund
0.03
8
0.24
2
1.16
15
4.44
9
5.92
14
10.96
16
5.69
15
6.14
15
Franklin India Debt Hybrid Fund
0.06
5
0.30
1
1.72
5
5.40
4
7.75
4
14.38
5
8.04
10
8.22
10
HDFC Hybrid Debt Fund
-0.02
15
2.02
3
6.39
2
9.07
3
17.52
3
11.32
1
10.81
3
HSBC Regular Savings Fund
0.19
1
1.39
12
4.41
11
6.80
9
13.86
8
7.35
12
8.49
7
ICICI Prudential Regular Savings Fund
-0.03
16
1.47
10
4.50
8
6.88
7
14.13
6
9.06
5
9.70
4
IDFC Regular Savings Fund
0.09
2
1.09
17
4.03
14
6.10
12
11.53
13
5.47
16
6.56
14
ITI Conservative Hybrid Fund
Kotak Debt Hybrid Fund
-0.09
18
2.04
2
6.99
1
9.87
2
17.82
1
10.92
2
11.85
1
LIC Mf Debt Hybrid Fund
0.03
9
1.44
11
3.76
15
4.55
18
8.68
18
5.71
14
6.94
13
Parag Parikh Conservative Hybrid Fund
0.07
4
2.36
1
6.35
3
11.45
1
17.72
2
Nippon India Hybrid Bond Fund
0.01
13
1.02
18
3.07
18
4.78
16
11.15
14
8.34
8
3.69
16
SBI Conservative Hybrid Fund
0.04
7
1.50
8
4.42
10
6.27
10
14.74
4
10.35
3
10.84
2
Sundaram Debt Oriented Hybrid Fund
0.00
14
1.54
6
4.65
7
5.98
13
11.82
12
8.85
6
7.26
11
UTI Regular Savings Fund
0.02
10
1.76
4
4.80
5
7.07
6
13.69
9
9.73
4
8.46
8
Axis Regular Saver Fund
0.05
6
1.24
14
3.44
17
4.67
17
9.94
17
6.46
13
7.10
12
Click on + to See Details
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Regular Savings Fund

0.91
12
2.05
14
4.13
12
6.64
5
9.43
4

Axis Regular Saver Fund

0.84
13
1.83
16
3.54
15
3.30
12
8.30
8

Franklin India Debt Hybrid Fund

1.12
7
2.69
5
4.85
8
4.70
9
6.64
12

Canara Robeco Conservative Hybrid Fund

0.99
10
2.26
11
4.06
13
3.96
11
9.20
5

Dsp Regular Savings Fund

1.23
2
2.54
7
5.25
6
4.29
10
6.93
10

Essel Regular Savings Fund

0.75
17
1.87
15
3.50
17
3.18
14
4.92
15

Hdfc Hybrid Debt Fund

1.22
4
3.31
2
5.83
1
6.99
4
9.70
3

Hsbc Regular Savings Fund

0.98
11
2.35
10
4.86
7
3.16
15
6.87
11

Icici Prudential Regular Savings Fund

1.19
5
2.57
6
5.38
4
6.60
6
9.06
6

Idfc Regular Savings Fund

0.76
16
1.77
17
3.66
14
2.15
16
5.41
14

Kotak Debt Hybrid Fund

1.22
3
3.01
3
5.54
3
6.19
8
10.85
1

Nippon India Hybrid Bond Fund

0.76
15
2.13
13
4.74
11
6.33
7
1.44
16

Sbi Debt Hybrid Fund

1.30
1
2.80
4
5.64
2
7.58
1
10.60
2

Sundaram Debt Oriented Hybrid Fund

0.82
14
2.14
12
3.51
16
7.24
3
8.03
9

Uti Regular Savings Fund

1.13
6
2.54
8
4.80
10
7.36
2
8.44
7

Lic Mf Debt Hybrid Fund

0.59
19
1.37
19
2.60
19
3.30
13
6.48
13

Parag Parikh Conservative Hybrid Fund

1.01
9
3.33
1
5.33
5

Iti Conservative Hybrid Fund

0.71
18
1.76
18
3.08
18

Baroda Bnp Paribas Conservative Hybrid Fund

1.08
8
2.38
9
4.85
9
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Regular Savings Fund

0.98
12
2.30
14
4.62
13
7.61
5
10.35
4

Axis Regular Saver Fund

0.95
13
2.18
16
4.23
15
4.68
13
9.54
7

Franklin India Debt Hybrid Fund

1.18
7
2.88
5
5.25
9
5.56
9
7.51
12

Canara Robeco Conservative Hybrid Fund

1.10
9
2.55
11
4.67
12
5.25
10
10.52
3

Dsp Regular Savings Fund

1.29
3
2.70
8
5.59
5
5.01
11
8.43
11

Essel Regular Savings Fund

0.89
15
2.28
15
4.36
14
4.97
12
6.68
14

Hdfc Hybrid Debt Fund

1.26
4
3.44
1
6.09
2
7.49
7
10.17
5

Hsbc Regular Savings Fund

1.05
10
2.55
10
5.29
8
4.56
14
8.60
10

Icici Prudential Regular Savings Fund

1.26
5
2.76
7
5.79
4
7.50
6
9.93
6

Idfc Regular Savings Fund

0.84
16
2.00
18
4.15
16
3.11
16
6.40
15

Kotak Debt Hybrid Fund

1.34
2
3.35
3
6.25
1
7.70
4
12.27
1

Nippon India Hybrid Bond Fund

0.84
17
2.33
13
5.21
10
7.11
8
2.09
16

Sbi Debt Hybrid Fund

1.34
1
2.92
4
5.90
3
8.18
2
11.25
2

Sundaram Debt Oriented Hybrid Fund

0.90
14
2.36
12
3.96
17
8.20
1
8.96
9

Uti Regular Savings Fund

1.18
8
2.69
9
5.11
11
7.97
3
9.11
8

Lic Mf Debt Hybrid Fund

0.67
19
1.57
19
3.03
19
4.21
15
7.42
13

Parag Parikh Conservative Hybrid Fund

1.03
11
3.41
2
5.49
7

Iti Conservative Hybrid Fund

0.82
18
2.10
17
3.76
18

Baroda Bnp Paribas Conservative Hybrid Fund

1.23
6
2.76
6
5.58
6
Click on + to See Details
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Regular Savings Fund

-2.60
6
-3.29
14
-1.53
15
4.48
14
2.75
11

Baroda Bnp Paribas Conservative Hybrid Fund

Canara Robeco Conservative Hybrid Fund

-2.22
3
-2.55
7
-1.15
10
3.41
4
2.41
5

Dsp Regular Savings Fund

-3.91
13
-3.05
9
-1.02
6
3.64
8
2.65
10

Navi Regular Savings Fund

-2.54
4
-1.91
4
-0.88
3
2.83
2
2.02
2

Franklin India Debt Hybrid Fund

-3.25
9
-2.55
6
-0.98
4
3.52
6
2.42
6

Hdfc Hybrid Debt Fund

-3.18
8
-2.16
5
-1.07
7
4.30
13
2.98
14

Hsbc Regular Savings Fund

-4.78
16
-4.33
15
-1.48
13
4.26
10
2.97
13

Icici Prudential Regular Savings Fund

-2.02
2
-1.47
2
-0.70
2
3.23
3
2.24
3

Idfc Regular Savings Fund

-3.47
11
-3.22
13
-1.53
14
3.43
5
2.30
4

Kotak Debt Hybrid Fund

-3.39
10
-3.06
10
-1.17
11
4.28
11
2.99
15

Lic Mf Debt Hybrid Fund

-4.24
15
-3.11
11
-1.02
5
3.59
7
2.51
8

Nippon India Hybrid Bond Fund

-0.69
1
-1.02
1
-0.42
1
2.27
1
1.55
1

Sbi Conservative Hybrid Fund

-2.57
5
-1.83
3
-1.19
12
3.69
9
2.49
7

Sundaram Debt Oriented Hybrid Fund

-2.61
7
-2.57
8
-1.08
9
4.85
16
2.61
9

Uti Regular Savings Fund

-3.51
12
-3.15
12
-1.07
8
4.75
15
2.99
16

Axis Regular Saver Fund

-4.23
14
-4.55
16
-1.94
16
4.30
12
2.95
12
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Regular Savings Fund

0.96
3
0.60
3
0.87
3
0.48
4.77
1 0.91 7
0.71
6
0.05
1
0.84
1
1.6707
4

Baroda Bnp Paribas Conservative Hybrid Fund

Canara Robeco Conservative Hybrid Fund

0.32
10
0.15
10
0.65
10
0.41
1.52
7 0.89 8
0.79
3
0.01
7
0.66
7
0.1464
8

Dsp Regular Savings Fund

0.24
11
0.11
11
0.61
11
0.40
1.55
6 0.85 9
0.60
11
0.01
8
0.64
8
0.5784
6

Navi Regular Savings Fund

-0.37
15
-0.13
15
0.50
14
0.38
0.35
9 0.73 11
0.60
10
-0.01
12
0.47
12
-2.4399
12

Franklin India Debt Hybrid Fund

0.39
9
0.19
9
0.68
9
0.43
2.15
4 0.84 10
0.70
7
0.02
6
0.68
6
0.0583
9

Hdfc Hybrid Debt Fund

1.23
2
0.70
2
1.04
2
0.39

Hsbc Regular Savings Fund

0.17
13
0.08
13
0.54
12
0.41
-0.59
10 1.13 1
0.83
2
0.01
10
0.62
10
0.4129
7

Icici Prudential Regular Savings Fund

0.67
7
0.34
7
0.81
7
0.38

Idfc Regular Savings Fund

-0.42
16
-0.16
16
0.42
16
0.39

Kotak Debt Hybrid Fund

0.92
4
0.48
4
0.86
4
0.42
3.09
3 1.10 2
0.66
9
0.04
3
0.83
3
2.5485
1

Lic Mf Debt Hybrid Fund

-0.29
14
-0.11
14
0.45
15
0.38
-1.00
12 0.92 5
0.72
5
-0.01
11
0.49
11
-1.2399
10

Nippon India Hybrid Bond Fund

0.86
5
0.46
6
0.83
6
0.41
4.10
2 0.64 12
0.73
4
0.03
4
0.81
4
2.0544
2

Sbi Conservative Hybrid Fund

1.37
1
0.82
1
1.05
1
0.43

Sundaram Debt Oriented Hybrid Fund

0.42
8
0.28
8
0.73
8
0.48
1.46
8 1.04 3
0.34
12
0.02
5
0.69
5
1.9154
3

Uti Regular Savings Fund

0.78
6
0.46
5
0.83
5
0.41
1.68
5 0.96 4
0.69
8
0.04
2
0.84
2
1.6137
5

Axis Regular Saver Fund

0.19
12
0.09
12
0.54
13
0.40
-0.97
11 0.91 6
0.89
1
0.01
9
0.64
9
-2.1092
11

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

More Mutual Fund Analysis Article

Small cap mutual funds, as defined by SEBI and AMFI, primarily invest in companies ranked 251st onwards in terms of market capitalization. They offer high growth potential as they invest in smaller, growing companies that could yield high returns. Moreover, they can uncover undervalued stocks that are often under-researched. Small-cap funds also bounce back quickly from economic downturns due to their adaptability. However, they have drawbacks like high volatility, and liquidity risk, and require a longer investment horizon. Although they carry significant risk, with informed decision-making, a clear understanding of the risk-reward paradigm, and guidance from skilled fund managers, they can contribute significantly to wealth creation.
 

Large-cap mutual funds invest in large, established companies, offering investors the potential for consistent returns and lower risk due to their stability and diversification across sectors. These funds, managed by professional fund managers, also offer high liquidity and the potential for regular dividend payouts. However, drawbacks include limited growth potential, as these mature companies operate at or near their peak in saturated markets. Also, they aren't immune to economic downturns and offer less control to investors over their investments. The suitability of these funds depends on an individual's financial goals, risk tolerance, and investment horizon.

म्यूचुअल फंड में निवेश लंबी अवधि में धन बनाने के सबसे लोकप्रिय तरीकों में से एक है। हालांकि, किसी भी निवेश की तरह, म्यूचुअल फंड निवेश मे भी जोखिम हैं। निवेश निर्णय लेने के लिए इन जोखिमों को समझना और उनका आकलन करना आवश्यक है। इस लेख का उद्देश्य म्यूचुअल फंड मे प्रयोग किए जाने वाले कुछ प्रमुख जोखिम मूल्यांकन के तरीकों पे पर प्रकाश डालना है।  ये प्रमुख जोखिम मूल्यांकन के तरीके निम्नलिखित है: 

  1. स्टैन्डर्ड डीवीऐशन 
  2. सेमी डीवीऐशन
  3. वैल्यू एट रिस्क (VaR)
  4. ऐव्रिज ड्रॉ डाउन 
  5. मैक्समम ड्रॉ डाउन 

इनका डाटा अधिकांश फंड के लिए इस वेबसाईट पे उपलब्ध है.




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