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: 20
💰 Total AUM: 31,677 Cr

Best performing Conservative Hybrid Mutual Funds

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
Bank of India Conservative Hybrid Fund	64.05	1.18	5.04%	7.30%	10.18%
Parag Parikh Conservative Hybrid Fund	3,473.41	0.30	5.94%	10.69%	10.03%
Kotak Debt Hybrid Fund	2,860.04	0.61	5.19%	9.51%	9.47%
SBI Conservative Hybrid Fund	10,209.90	0.98	6.90%	9.12%	9.29%
ICICI Pru Regular Savings Fund	3,347.77	1.03	5.98%	9.67%	9.24%
Aditya Birla SL Regular Savings Fund	1,500.92	0.96	6.74%	9.30%	8.87%
Aditya Birla SL Regular Savings Fund(Payment)	1,500.92	0.96	6.74%	9.30%	8.87%
Nippon India Conservative Hybrid Fund	976.82	1.00	8.32%	9.07%	8.73%
UTI Conservative Hybrid Fund	1,661.12	1.28	3.99%	8.66%	8.59%
HDFC Hybrid Debt Fund	3,244.86	1.17	3.98%	8.26%	8.58%

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Overview of Conservative Hybrid Mutual Funds

Bank of India Conservative Hybrid Fund

AUM
₹ 64.05 Cr.
Expense Ratio
1.18%
5Y CAGR
10.18%

Performance

The fund's annualised performance has been 8.22% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 3.27% vs its category average of 3.53%.

Composition

Corporate Debt makes up for the majority of the fund at 38.42% along with the largest allocation towards Miscellaneous at 26.7%.

Parag Parikh Conservative Hybrid Fund

AUM
₹ 3,473.41 Cr.
Expense Ratio
0.3%
5Y CAGR
10.03%

Performance

The fund's annualised performance has been 9.7% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 2.6% vs its category average of 3.53%.

Composition

Government Securities makes up for the majority of the fund at 55.79% along with the largest allocation towards G-Sec at 55.92%.

Kotak Debt Hybrid Fund

AUM
₹ 2,860.04 Cr.
Expense Ratio
0.61%
5Y CAGR
9.47%

Performance

The fund's annualised performance has been 10.46% since inception.

Risk

The fund has been categorised as High by SEBI and has a standard deviation of 4.18% vs its category average of 3.53%.

Composition

Government Securities makes up for the majority of the fund at 28.47% along with the largest allocation towards G-Sec at 28.47%.

SBI Conservative Hybrid Fund

AUM
₹ 10,209.90 Cr.
Expense Ratio
0.98%
5Y CAGR
9.29%

Performance

The fund's annualised performance has been 9.76% since inception.

Risk

The fund has been categorised as High by SEBI and has a standard deviation of 3.85% vs its category average of 3.53%.

Composition

Corporate Debt makes up for the majority of the fund at 64% along with the largest allocation towards Specialized Finance at 13.24%.

ICICI Pru Regular Savings Fund

AUM
₹ 3,347.77 Cr.
Expense Ratio
1.03%
5Y CAGR
9.24%

Performance

The fund's annualised performance has been 10.38% since inception.

Risk

The fund has been categorised as High by SEBI and has a standard deviation of 3.49% vs its category average of 3.53%.

Composition

Corporate Debt makes up for the majority of the fund at 50.48% along with the largest allocation towards G-Sec at 17.62%.

Aditya Birla SL Regular Savings Fund

AUM
₹ 1,500.92 Cr.
Expense Ratio
0.96%
5Y CAGR
8.87%

Performance

The fund's annualised performance has been 10.33% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 3.37% vs its category average of 3.53%.

Composition

Corporate Debt makes up for the majority of the fund at 49.35% along with the largest allocation towards G-Sec at 16.5%.

Aditya Birla SL Regular Savings Fund(Payment)

AUM
₹ 1,500.92 Cr.
Expense Ratio
0.96%
5Y CAGR
8.87%

Performance

The fund's annualised performance has been 10.31% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 3.37% vs its category average of 3.53%.

Composition

Corporate Debt makes up for the majority of the fund at 49.35% along with the largest allocation towards G-Sec at 16.5%.

Nippon India Conservative Hybrid Fund

AUM
₹ 976.82 Cr.
Expense Ratio
1%
5Y CAGR
8.73%

Performance

The fund's annualised performance has been 7.66% since inception.

Risk

The fund has been categorised as High by SEBI and has a standard deviation of 2.21% vs its category average of 3.53%.

Composition

Corporate Debt makes up for the majority of the fund at 63.74% along with the largest allocation towards Others at 30.36%.

UTI Conservative Hybrid Fund

AUM
₹ 1,661.12 Cr.
Expense Ratio
1.28%
5Y CAGR
8.59%

Performance

The fund's annualised performance has been 9.32% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 4.17% vs its category average of 3.53%.

Composition

Corporate Debt makes up for the majority of the fund at 39.14% along with the largest allocation towards G-Sec at 25.8%.

HDFC Hybrid Debt Fund

AUM
₹ 3,244.86 Cr.
Expense Ratio
1.17%
5Y CAGR
8.58%

Performance

The fund's annualised performance has been 9.44% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 3.76% vs its category average of 3.53%.

Composition

Corporate Debt makes up for the majority of the fund at 42.7% along with the largest allocation towards G-Sec at 33.15%.

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.