Good evening :)

Conservative Hybrid Mutual Funds

Conservative Hybrid funds have exposure to both debt and equity instruments. They primarily invest in FD-like instruments with some allocation to stocks. They are designed to slightly surpass the average rate of inflation.

  • ⏱ Horizon: Medium
  • 🔢 Total funds: 19
  • 💰 Total AUM: 30,436 Cr

Best performing Conservative Hybrid Mutual Funds

NameAUM (Cr)Base Exp. Ratio (%)1Y Return3Y CAGR5Y CAGR
Bank of India Conservative Hybrid Fund68.350.943.12%6.81%9.72%
Parag Parikh Conservative Hybrid Fund3,394.730.243.48%8.89%9.01%
ICICI Pru Conservative Hybrid Fund3,269.920.843.44%9.12%8.31%
Kotak Conservative Hybrid Fund2,585.420.492.87%8.76%8.24%
Nippon India Conservative Hybrid Fund977.170.856.10%8.85%8.19%
Aditya Birla SL Conservative Hybrid Fund1,467.080.823.80%8.87%7.94%
Aditya Birla SL Conservative Hybrid Fund(Payment)1,467.080.823.80%8.87%7.94%
SBI Conservative Hybrid Fund9,943.760.803.78%8.50%7.94%
DSP Conservative Hybrid Fund175.300.513.92%8.73%7.78%
HDFC Conservative Hybrid Fund3,072.691.001.90%7.53%7.67%

To view more Conservative Hybrid Mutual Funds

Visit ScreenerScreener

Overview of Conservative Hybrid Mutual Funds

Bank of India Conservative Hybrid Fund
  • AUM
    ₹ 68.35 Cr.
  • Base Exp. Ratio
    0.94%
  • 5Y CAGR
    9.72%
Performance
The fund's annualised performance has been 8.12% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 3.46% vs its category average of 3.88%.
Composition
Cash & Equivalents makes up for the majority of the fund at 29.68% along with the largest allocation towards Miscellaneous at 28.16%.
Parag Parikh Conservative Hybrid Fund
  • AUM
    ₹ 3,394.73 Cr.
  • Base Exp. Ratio
    0.24%
  • 5Y CAGR
    9.01%
Performance
The fund's annualised performance has been 9.11% since inception.
Risk
The fund has been categorised as Moderately High by SEBI and has a standard deviation of 2.84% vs its category average of 3.88%.
Composition
Government Securities makes up for the majority of the fund at 52.11% along with the largest allocation towards G-Sec at 52.25%.
ICICI Pru Conservative Hybrid Fund
  • AUM
    ₹ 3,269.92 Cr.
  • Base Exp. Ratio
    0.84%
  • 5Y CAGR
    8.31%
Performance
The fund's annualised performance has been 10.21% since inception.
Risk
The fund has been categorised as High by SEBI and has a standard deviation of 3.79% vs its category average of 3.88%.
Composition
Corporate Debt makes up for the majority of the fund at 50.6% along with the largest allocation towards G-Sec at 18.18%.
Kotak Conservative Hybrid Fund
  • AUM
    ₹ 2,585.42 Cr.
  • Base Exp. Ratio
    0.49%
  • 5Y CAGR
    8.24%
Performance
The fund's annualised performance has been 10.26% since inception.
Risk
The fund has been categorised as High by SEBI and has a standard deviation of 4.44% vs its category average of 3.88%.
Composition
Corporate Debt makes up for the majority of the fund at 32.9% along with the largest allocation towards G-Sec at 22.78%.
Nippon India Conservative Hybrid Fund
  • AUM
    ₹ 977.17 Cr.
  • Base Exp. Ratio
    0.85%
  • 5Y CAGR
    8.19%
Performance
The fund's annualised performance has been 7.58% since inception.
Risk
The fund has been categorised as High by SEBI and has a standard deviation of 2.37% vs its category average of 3.88%.
Composition
Corporate Debt makes up for the majority of the fund at 56.22% along with the largest allocation towards Others at 32.18%.
Aditya Birla SL Conservative Hybrid Fund
  • AUM
    ₹ 1,467.08 Cr.
  • Base Exp. Ratio
    0.82%
  • 5Y CAGR
    7.94%
Performance
The fund's annualised performance has been 10.12% since inception.
Risk
The fund has been categorised as Moderately High by SEBI and has a standard deviation of 3.61% vs its category average of 3.88%.
Composition
Corporate Debt makes up for the majority of the fund at 55.26% along with the largest allocation towards Others at 16.85%.
Aditya Birla SL Conservative Hybrid Fund(Payment)
  • AUM
    ₹ 1,467.08 Cr.
  • Base Exp. Ratio
    0.82%
  • 5Y CAGR
    7.94%
Performance
The fund's annualised performance has been 10.1% since inception.
Risk
The fund has been categorised as Moderately High by SEBI and has a standard deviation of 3.61% vs its category average of 3.88%.
Composition
Corporate Debt makes up for the majority of the fund at 55.26% along with the largest allocation towards Others at 16.85%.
SBI Conservative Hybrid Fund
  • AUM
    ₹ 9,943.76 Cr.
  • Base Exp. Ratio
    0.8%
  • 5Y CAGR
    7.94%
Performance
The fund's annualised performance has been 9.56% since inception.
Risk
The fund has been categorised as Moderately High by SEBI and has a standard deviation of 4.14% vs its category average of 3.88%.
Composition
Corporate Debt makes up for the majority of the fund at 63.21% along with the largest allocation towards Others at 14.08%.
DSP Conservative Hybrid Fund
  • AUM
    ₹ 175.30 Cr.
  • Base Exp. Ratio
    0.51%
  • 5Y CAGR
    7.78%
Performance
The fund's annualised performance has been 8.44% since inception.
Risk
The fund has been categorised as Moderately High by SEBI and has a standard deviation of 3.59% vs its category average of 3.88%.
Composition
Government Securities makes up for the majority of the fund at 53.51% along with the largest allocation towards G-Sec at 53.51%.
HDFC Conservative Hybrid Fund
  • AUM
    ₹ 3,072.69 Cr.
  • Base Exp. Ratio
    1%
  • 5Y CAGR
    7.67%
Performance
The fund's annualised performance has been 9.26% since inception.
Risk
The fund has been categorised as Moderately High by SEBI and has a standard deviation of 4.03% vs its category average of 3.88%.
Composition
Corporate Debt makes up for the majority of the fund at 45.57% along with the largest allocation towards G-Sec at 25.1%.
This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

While every effort has been made to take due care in publishing this compilation and to avoid errors or omissions, this compilation is published with a condition and understanding that the Anchorage Technologies Private Limited (ATPL) shall not be responsible for any damages, compensation or loss or action taken or abstained to be taken on the basis of this article/commentary to any person whomsoever.

Investing in Mutual Funds,Stocks/ETFs (Exchange Traded Funds) and securities are subject to market risk. Please read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisor before investing. Representations are not indicative of future results.