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: 31,510 Cr

Best performing Conservative Hybrid Mutual Funds

Name	AUM (Cr)	Base Exp. Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
Bank of India Conservative Hybrid Fund	65.22	0.94	2.95%	6.41%	9.58%
Parag Parikh Conservative Hybrid Fund	3,481.42	0.24	4.31%	9.14%	9.12%
SBI Conservative Hybrid Fund	10,226.23	0.80	4.72%	8.13%	8.49%
ICICI Pru Conservative Hybrid Fund	3,329.16	0.84	2.81%	8.61%	8.17%
Kotak Conservative Hybrid Fund	2,860.04	0.49	2.45%	8.23%	8.16%
Nippon India Conservative Hybrid Fund	983.92	0.84	6.36%	8.49%	8.12%
Aditya Birla SL Conservative Hybrid Fund	1,501.55	0.82	4.14%	8.42%	7.89%
Aditya Birla SL Conservative Hybrid Fund(Payment)	1,501.55	0.82	4.14%	8.42%	7.89%
HDFC Conservative Hybrid Fund	3,201.38	0.99	1.32%	6.97%	7.53%
Baroda BNP Paribas Conservative Hybrid Fund	943.96	0.42	5.00%	8.33%	7.38%

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Overview of Conservative Hybrid Mutual Funds

Bank of India Conservative Hybrid Fund

AUM
₹ 65.22 Cr.
Base Exp. Ratio
0.94%
5Y CAGR
9.58%

Performance

The fund's annualised performance has been 8.05% 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 3.7%.

Composition

Corporate Debt makes up for the majority of the fund at 40.56% along with the largest allocation towards Public Banks at 18.09%.

Parag Parikh Conservative Hybrid Fund

AUM
₹ 3,481.42 Cr.
Base Exp. Ratio
0.24%
5Y CAGR
9.12%

Performance

The fund's annualised performance has been 9.25% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 2.62% vs its category average of 3.7%.

Composition

Government Securities makes up for the majority of the fund at 52.74% along with the largest allocation towards G-Sec at 52.87%.

SBI Conservative Hybrid Fund

AUM
₹ 10,226.23 Cr.
Base Exp. Ratio
0.8%
5Y CAGR
8.49%

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 3.95% vs its category average of 3.7%.

Composition

Corporate Debt makes up for the majority of the fund at 61.84% along with the largest allocation towards Specialized Finance at 12.72%.

ICICI Pru Conservative Hybrid Fund

AUM
₹ 3,329.16 Cr.
Base Exp. Ratio
0.84%
5Y CAGR
8.17%

Performance

The fund's annualised performance has been 10.14% since inception.

Risk

The fund has been categorised as High by SEBI and has a standard deviation of 3.55% vs its category average of 3.7%.

Composition

Corporate Debt makes up for the majority of the fund at 51.75% along with the largest allocation towards G-Sec at 15.83%.

Kotak Conservative Hybrid Fund

AUM
₹ 2,860.04 Cr.
Base Exp. Ratio
0.49%
5Y CAGR
8.16%

Performance

The fund's annualised performance has been 10.2% 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 3.7%.

Composition

Corporate Debt makes up for the majority of the fund at 24.55% along with the largest allocation towards G-Sec at 23.28%.

Nippon India Conservative Hybrid Fund

AUM
₹ 983.92 Cr.
Base Exp. Ratio
0.84%
5Y CAGR
8.12%

Performance

The fund's annualised performance has been 7.53% since inception.

Risk

The fund has been categorised as High by SEBI and has a standard deviation of 2.23% vs its category average of 3.7%.

Composition

Corporate Debt makes up for the majority of the fund at 61.82% along with the largest allocation towards Others at 31.25%.

Aditya Birla SL Conservative Hybrid Fund

AUM
₹ 1,501.55 Cr.
Base Exp. Ratio
0.82%
5Y CAGR
7.89%

Performance

The fund's annualised performance has been 10.09% 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 3.7%.

Composition

Corporate Debt makes up for the majority of the fund at 50.15% along with the largest allocation towards G-Sec at 14.47%.

Aditya Birla SL Conservative Hybrid Fund(Payment)

AUM
₹ 1,501.55 Cr.
Base Exp. Ratio
0.82%
5Y CAGR
7.89%

Performance

The fund's annualised performance has been 10.07% 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 3.7%.

Composition

Corporate Debt makes up for the majority of the fund at 50.15% along with the largest allocation towards G-Sec at 14.47%.

HDFC Conservative Hybrid Fund

AUM
₹ 3,201.38 Cr.
Base Exp. Ratio
0.99%
5Y CAGR
7.53%

Performance

The fund's annualised performance has been 9.17% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 3.77% vs its category average of 3.7%.

Composition

Corporate Debt makes up for the majority of the fund at 43.7% along with the largest allocation towards G-Sec at 32.4%.

Baroda BNP Paribas Conservative Hybrid Fund

AUM
₹ 943.96 Cr.
Base Exp. Ratio
0.42%
5Y CAGR
7.38%

Performance

The fund's annualised performance has been 9.19% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 3.86% vs its category average of 3.7%.

Composition

Corporate Debt makes up for the majority of the fund at 57.06% along with the largest allocation towards Specialized Finance at 13.02%.

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.