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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: 19
  • 💰 Total AUM: 30,952 Cr

Best performing Conservative Hybrid Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
Kotak Debt Hybrid Fund3,130.300.483.14%11.11%12.00%
Aditya Birla SL Regular Savings Fund1,524.070.947.66%9.96%11.79%
Aditya Birla SL Regular Savings Fund(Payment)1,524.070.947.66%9.96%11.79%
Bank of India Conservative Hybrid Fund67.821.102.75%7.97%11.66%
SBI Conservative Hybrid Fund9,799.061.085.08%10.48%11.64%
UTI Conservative Hybrid Fund1,705.811.184.66%10.15%11.28%
HDFC Hybrid Debt Fund3,401.261.163.13%10.58%11.27%
ICICI Pru Regular Savings Fund3,237.020.977.15%10.90%10.73%
HSBC Conservative Hybrid Fund162.841.235.86%11.10%10.21%
DSP Regular Savings Fund178.410.506.50%10.44%10.00%

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Overview of Conservative Hybrid Mutual Funds

Kotak Debt Hybrid Fund
  • AUM
    ₹ 3,130.30 Cr.
  • Expense Ratio
    0.48%
  • 5Y CAGR
    12%
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 4.33% vs its category average of 3.55%.
Composition
Government Securities makes up for the majority of the fund at 51.27% along with the largest allocation towards G-Sec at 51.27%.
Aditya Birla SL Regular Savings Fund
  • AUM
    ₹ 1,524.07 Cr.
  • Expense Ratio
    0.94%
  • 5Y CAGR
    11.79%
Performance
The fund's annualised performance has been 10.58% since inception.
Risk
The fund has been categorised as High by SEBI and has a standard deviation of 3.34% vs its category average of 3.55%.
Composition
Corporate Debt makes up for the majority of the fund at 46.06% along with the largest allocation towards G-Sec at 20.19%.
Aditya Birla SL Regular Savings Fund(Payment)
  • AUM
    ₹ 1,524.07 Cr.
  • Expense Ratio
    0.94%
  • 5Y CAGR
    11.79%
Performance
The fund's annualised performance has been 10.55% since inception.
Risk
The fund has been categorised as High by SEBI and has a standard deviation of 3.34% vs its category average of 3.55%.
Composition
Corporate Debt makes up for the majority of the fund at 46.06% along with the largest allocation towards G-Sec at 20.19%.
Bank of India Conservative Hybrid Fund
  • AUM
    ₹ 67.82 Cr.
  • Expense Ratio
    1.1%
  • 5Y CAGR
    11.66%
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 3.9% vs its category average of 3.55%.
Composition
Corporate Debt makes up for the majority of the fund at 35.52% along with the largest allocation towards G-Sec at 20.63%.
SBI Conservative Hybrid Fund
  • AUM
    ₹ 9,799.06 Cr.
  • Expense Ratio
    1.08%
  • 5Y CAGR
    11.64%
Performance
The fund's annualised performance has been 9.96% since inception.
Risk
The fund has been categorised as High by SEBI and has a standard deviation of 3.51% vs its category average of 3.55%.
Composition
Corporate Debt makes up for the majority of the fund at 63.58% along with the largest allocation towards Specialized Finance at 14.07%.
UTI Conservative Hybrid Fund
  • AUM
    ₹ 1,705.81 Cr.
  • Expense Ratio
    1.18%
  • 5Y CAGR
    11.28%
Performance
The fund's annualised performance has been 9.68% since inception.
Risk
The fund has been categorised as Moderately High by SEBI and has a standard deviation of 3.71% vs its category average of 3.55%.
Composition
Government Securities makes up for the majority of the fund at 43.63% along with the largest allocation towards G-Sec at 43.63%.
HDFC Hybrid Debt Fund
  • AUM
    ₹ 3,401.26 Cr.
  • Expense Ratio
    1.16%
  • 5Y CAGR
    11.27%
Performance
The fund's annualised performance has been 9.78% since inception.
Risk
The fund has been categorised as Moderately High by SEBI and has a standard deviation of 3.33% vs its category average of 3.55%.
Composition
Corporate Debt makes up for the majority of the fund at 40.94% along with the largest allocation towards G-Sec at 34.41%.
ICICI Pru Regular Savings Fund
  • AUM
    ₹ 3,237.02 Cr.
  • Expense Ratio
    0.97%
  • 5Y CAGR
    10.73%
Performance
The fund's annualised performance has been 10.73% since inception.
Risk
The fund has been categorised as Moderately High by SEBI and has a standard deviation of 3.1% vs its category average of 3.55%.
Composition
Corporate Debt makes up for the majority of the fund at 46.43% along with the largest allocation towards Public Banks at 16.19%.
HSBC Conservative Hybrid Fund
  • AUM
    ₹ 162.84 Cr.
  • Expense Ratio
    1.23%
  • 5Y CAGR
    10.21%
Performance
The fund's annualised performance has been 9.14% since inception.
Risk
The fund has been categorised as Moderately High by SEBI and has a standard deviation of 5.6% vs its category average of 3.55%.
Composition
Government Securities makes up for the majority of the fund at 59.8% along with the largest allocation towards G-Sec at 59.8%.
DSP Regular Savings Fund
  • AUM
    ₹ 178.41 Cr.
  • Expense Ratio
    0.5%
  • 5Y CAGR
    10%
Performance
The fund's annualised performance has been 8.77% since inception.
Risk
The fund has been categorised as Moderately High by SEBI and has a standard deviation of 3.18% vs its category average of 3.55%.
Composition
Government Securities makes up for the majority of the fund at 69.27% along with the largest allocation towards G-Sec at 69.27%.
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.