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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: 30,796 Cr

Best performing Conservative Hybrid Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
Bank of India Conservative Hybrid Fund65.351.246.25%7.96%10.97%
SBI Conservative Hybrid Fund9,754.011.057.22%10.07%9.86%
Kotak Debt Hybrid Fund2,902.130.523.16%9.99%9.80%
ICICI Pru Regular Savings Fund3,224.670.926.49%10.46%9.54%
Aditya Birla SL Regular Savings Fund1,479.280.936.46%9.70%9.23%
Aditya Birla SL Regular Savings Fund(Payment)1,479.280.936.46%9.70%9.23%
HDFC Hybrid Debt Fund3,261.071.212.11%8.91%9.15%
UTI Conservative Hybrid Fund1,652.191.402.85%9.16%9.03%
HSBC Conservative Hybrid Fund146.201.055.88%10.24%8.83%
Nippon India Conservative Hybrid Fund951.131.098.04%8.99%8.79%

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Overview of Conservative Hybrid Mutual Funds

Bank of India Conservative Hybrid Fund
  • AUM
    ₹ 65.35 Cr.
  • Expense Ratio
    1.24%
  • 5Y CAGR
    10.97%
Performance
The fund's annualised performance has been 8.31% since inception.
Risk
The fund has been categorised as Moderately High by SEBI and has a standard deviation of 3.45% vs its category average of 3.47%.
Composition
Corporate Debt makes up for the majority of the fund at 39.01% along with the largest allocation towards G-Sec at 18.36%.
SBI Conservative Hybrid Fund
  • AUM
    ₹ 9,754.01 Cr.
  • Expense Ratio
    1.05%
  • 5Y CAGR
    9.86%
Performance
The fund's annualised performance has been 9.79% since inception.
Risk
The fund has been categorised as High by SEBI and has a standard deviation of 3.81% vs its category average of 3.47%.
Composition
Corporate Debt makes up for the majority of the fund at 55.9% along with the largest allocation towards Specialized Finance at 13.3%.
Kotak Debt Hybrid Fund
  • AUM
    ₹ 2,902.13 Cr.
  • Expense Ratio
    0.52%
  • 5Y CAGR
    9.8%
Performance
The fund's annualised performance has been 10.43% since inception.
Risk
The fund has been categorised as Moderately High by SEBI and has a standard deviation of 4.23% vs its category average of 3.47%.
Composition
Government Securities makes up for the majority of the fund at 25.56% along with the largest allocation towards G-Sec at 25.56%.
ICICI Pru Regular Savings Fund
  • AUM
    ₹ 3,224.67 Cr.
  • Expense Ratio
    0.92%
  • 5Y CAGR
    9.54%
Performance
The fund's annualised performance has been 10.42% since inception.
Risk
The fund has been categorised as High by SEBI and has a standard deviation of 3.28% vs its category average of 3.47%.
Composition
Corporate Debt makes up for the majority of the fund at 48.06% along with the largest allocation towards G-Sec at 14.99%.
Aditya Birla SL Regular Savings Fund
  • AUM
    ₹ 1,479.28 Cr.
  • Expense Ratio
    0.93%
  • 5Y CAGR
    9.23%
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 3.34% vs its category average of 3.47%.
Composition
Corporate Debt makes up for the majority of the fund at 52.69% along with the largest allocation towards G-Sec at 14.96%.
Aditya Birla SL Regular Savings Fund(Payment)
  • AUM
    ₹ 1,479.28 Cr.
  • Expense Ratio
    0.93%
  • 5Y CAGR
    9.23%
Performance
The fund's annualised performance has been 10.29% since inception.
Risk
The fund has been categorised as Moderately High by SEBI and has a standard deviation of 3.34% vs its category average of 3.47%.
Composition
Corporate Debt makes up for the majority of the fund at 52.69% along with the largest allocation towards G-Sec at 14.96%.
HDFC Hybrid Debt Fund
  • AUM
    ₹ 3,261.07 Cr.
  • Expense Ratio
    1.21%
  • 5Y CAGR
    9.15%
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 3.63% vs its category average of 3.47%.
Composition
Corporate Debt makes up for the majority of the fund at 36.9% along with the largest allocation towards G-Sec at 36.31%.
UTI Conservative Hybrid Fund
  • AUM
    ₹ 1,652.19 Cr.
  • Expense Ratio
    1.4%
  • 5Y CAGR
    9.03%
Performance
The fund's annualised performance has been 9.3% since inception.
Risk
The fund has been categorised as Moderately High by SEBI and has a standard deviation of 4.01% vs its category average of 3.47%.
Composition
Government Securities makes up for the majority of the fund at 34.79% along with the largest allocation towards G-Sec at 34.79%.
HSBC Conservative Hybrid Fund
  • AUM
    ₹ 146.20 Cr.
  • Expense Ratio
    1.05%
  • 5Y CAGR
    8.83%
Performance
The fund's annualised performance has been 8.88% since inception.
Risk
The fund has been categorised as Moderately High by SEBI and has a standard deviation of 4.39% vs its category average of 3.47%.
Composition
Government Securities makes up for the majority of the fund at 48.04% along with the largest allocation towards G-Sec at 48.04%.
Nippon India Conservative Hybrid Fund
  • AUM
    ₹ 951.13 Cr.
  • Expense Ratio
    1.09%
  • 5Y CAGR
    8.79%
Performance
The fund's annualised performance has been 7.59% since inception.
Risk
The fund has been categorised as High by SEBI and has a standard deviation of 2.14% vs its category average of 3.47%.
Composition
Corporate Debt makes up for the majority of the fund at 58.38% along with the largest allocation towards Others at 23.84%.
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.