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: 31,458 Cr

Best performing Conservative Hybrid Mutual Funds

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
Kotak Debt Hybrid Fund	3,131.78	0.48	4.85%	11.16%	10.98%
Bank of India Conservative Hybrid Fund	65.78	1.24	3.55%	7.92%	10.95%
HDFC Hybrid Debt Fund	3,372.76	1.17	5.02%	10.27%	10.36%
Aditya Birla SL Regular Savings Fund	1,546.74	0.93	7.23%	9.87%	10.27%
Aditya Birla SL Regular Savings Fund(Payment)	1,546.74	0.93	7.23%	9.87%	10.27%
SBI Conservative Hybrid Fund	9,977.35	1.05	5.84%	10.17%	10.24%
ICICI Pru Regular Savings Fund	3,375.12	1.00	8.01%	10.76%	9.98%
UTI Conservative Hybrid Fund	1,701.31	1.23	5.47%	10.08%	9.80%
Nippon India Conservative Hybrid Fund	922.56	1.09	10.02%	9.96%	9.31%
DSP Regular Savings Fund	180.25	0.48	6.87%	10.54%	9.13%

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Overview of Conservative Hybrid Mutual Funds

Kotak Debt Hybrid Fund

AUM
₹ 3,131.78 Cr.
Expense Ratio
0.48%
5Y CAGR
10.98%

Performance

The fund's annualised performance has been 10.78% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 4.04% vs its category average of 3.35%.

Composition

Government Securities makes up for the majority of the fund at 42.9% along with the largest allocation towards G-Sec at 42.9%.

Bank of India Conservative Hybrid Fund

AUM
₹ 65.78 Cr.
Expense Ratio
1.24%
5Y CAGR
10.95%

Performance

The fund's annualised performance has been 8.39% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 3.8% vs its category average of 3.35%.

Composition

Corporate Debt makes up for the majority of the fund at 42.68% along with the largest allocation towards G-Sec at 19.15%.

HDFC Hybrid Debt Fund

AUM
₹ 3,372.76 Cr.
Expense Ratio
1.17%
5Y CAGR
10.36%

Performance

The fund's annualised performance has been 9.77% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 3.11% vs its category average of 3.35%.

Composition

Corporate Debt makes up for the majority of the fund at 38.47% along with the largest allocation towards G-Sec at 35.57%.

Aditya Birla SL Regular Savings Fund

AUM
₹ 1,546.74 Cr.
Expense Ratio
0.93%
5Y CAGR
10.27%

Performance

The fund's annualised performance has been 10.52% since inception.

Risk

The fund has been categorised as High by SEBI and has a standard deviation of 3.1% vs its category average of 3.35%.

Composition

Corporate Debt makes up for the majority of the fund at 48.13% along with the largest allocation towards G-Sec at 21.71%.

Aditya Birla SL Regular Savings Fund(Payment)

AUM
₹ 1,546.74 Cr.
Expense Ratio
0.93%
5Y CAGR
10.27%

Performance

The fund's annualised performance has been 10.5% since inception.

Risk

The fund has been categorised as High by SEBI and has a standard deviation of 3.1% vs its category average of 3.35%.

Composition

Corporate Debt makes up for the majority of the fund at 48.13% along with the largest allocation towards G-Sec at 21.71%.

SBI Conservative Hybrid Fund

AUM
₹ 9,977.35 Cr.
Expense Ratio
1.05%
5Y CAGR
10.24%

Performance

The fund's annualised performance has been 9.89% since inception.

Risk

The fund has been categorised as High by SEBI and has a standard deviation of 3.26% vs its category average of 3.35%.

Composition

Corporate Debt makes up for the majority of the fund at 58.95% along with the largest allocation towards Specialized Finance at 12.39%.

ICICI Pru Regular Savings Fund

AUM
₹ 3,375.12 Cr.
Expense Ratio
1%
5Y CAGR
9.98%

Performance

The fund's annualised performance has been 10.65% since inception.

Risk

The fund has been categorised as High by SEBI and has a standard deviation of 2.96% vs its category average of 3.35%.

Composition

Corporate Debt makes up for the majority of the fund at 43.4% along with the largest allocation towards G-Sec at 17.57%.

UTI Conservative Hybrid Fund

AUM
₹ 1,701.31 Cr.
Expense Ratio
1.23%
5Y CAGR
9.8%

Performance

The fund's annualised performance has been 9.64% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 3.44% vs its category average of 3.35%.

Composition

Government Securities makes up for the majority of the fund at 39.37% along with the largest allocation towards G-Sec at 39.37%.

Nippon India Conservative Hybrid Fund

AUM
₹ 922.56 Cr.
Expense Ratio
1.09%
5Y CAGR
9.31%

Performance

The fund's annualised performance has been 7.69% since inception.

Risk

The fund has been categorised as High by SEBI and has a standard deviation of 1.75% vs its category average of 3.35%.

Composition

Corporate Debt makes up for the majority of the fund at 64.16% along with the largest allocation towards Others at 23.42%.

DSP Regular Savings Fund

AUM
₹ 180.25 Cr.
Expense Ratio
0.48%
5Y CAGR
9.13%

Performance

The fund's annualised performance has been 8.76% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 2.91% vs its category average of 3.35%.

Composition

Government Securities makes up for the majority of the fund at 61.89% along with the largest allocation towards G-Sec at 61.89%.

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.