List of Best conservative hybrid fund

Here you can find the List of Best conservative hybrid fund which are sorted out based on the AUM Asset Under Management.

SBI Conservative Hybrid Fund is the Largest Conservative Hybrid fund in India with a AUM Asset Under Management of ₹ 5,584 Cr followed by ICICI Pru Regular Savings Fund, HDFC Hybrid Debt Fund, Aditya Birla SL Regular Savings Fund and UTI Regular Savings Fund.

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The Conservative hybrid fund invest primarily in debt and money market instruments and secondarily in equity and equity related instruments. A hybrid scheme which aims to generate income/capital appreciation by investing primarily in debt securities and money market instruments while having a moderate exposure to equities.

List of Best conservative hybrid fund

So here is the List of Best conservative hybrid fund based on the Asset Under Management AUM in the recent year with CAGR and Expense ratio.

NoMutal FundAUMCAGR 3YExpense Ratio
1SBI Conservative Hybrid Fund₹ 5,584 Cr 11.3% 0.57%
2ICICI Pru Regular Savings Fund₹ 3,303 Cr 10.3% 0.99%
3HDFC Hybrid Debt Fund₹ 2,677 Cr 9.9% 1.21%
4Aditya Birla SL Regular Savings Fund₹ 1,742 Cr 10.4% 0.91%
5Aditya Birla SL Regular Savings Fund(Payment)₹ 1,742 Cr 10.3% 0.91%
6UTI Regular Savings Fund₹ 1,612 Cr 8.1% 1.27%
7Kotak Debt Hybrid Fund₹ 1,422 Cr 13.0% 0.47%
8Canara Rob Conservative Hybrid Fund₹ 1,110 Cr 11.4% 0.50%
9Parag Parikh Conservative Hybrid Fund₹ 727 Cr 0.0% 0.33%
10Nippon India Hybrid Bond Fund₹ 713 Cr 1.6% 1.26%
11Baroda BNP Paribas Conservative Hybrid Fund₹ 445 Cr 8.6% 0.70%
12Axis Regular Saver Fund₹ 441 Cr 8.5% 0.78%
13Franklin India Debt Hybrid Fund₹ 257 Cr 7.8% 0.49%
14DSP Regular Savings Fund₹ 220 Cr 9.0% 0.57%
15IDFC Regular Savings Fund₹ 182 Cr 7.2% 1.18%
16HSBC Regular Savings Fund₹ 096 Cr 9.6% 0.91%
17LIC MF Debt Hybrid Fund₹ 065 Cr 8.0% 1.34%
18BOI AXA Conservative Hybrid Fund₹ 046 Cr 9.7% 1.72%
19L&T Conservative Hybrid Fund₹ 038 Cr 8.3% 1.61%
20Sundaram Debt Oriented Hybrid Fund₹ 032 Cr 7.1% 1.20%
21Navi Regular Savings Fund₹ 029 Cr 6.9% 0.39%
22ITI Conservative Hybrid Fund₹ 024 Cr 0.0% 0.20%
List of Best conservative hybrid fund in India

So finally there are 22 Conservative Mutual funds in India which are sorted out based on the AUM – Asset Under Management.

HDFC Hybrid Debt Fund

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To generate income/capital appreciation by investing primarily in debt securities, money market instruments and moderate exposure to equities. There is no assurance that the investment objective of the Scheme will be realized.

An open-ended hybrid scheme investing predominantly in debt instruments.

Aditya Birla Sun Life Regular Savings Fund

An open ended hybrid scheme investing predominantly in debt instruments. The primary objective of the scheme is to generate regular income so as to make monthly payments or distribution to unitholders, with the secondary objective being
growth of capital. There can be no assurance that the Scheme objectives will be realised.

Which conservative hybrid fund is best?

Kotak Debt Hybrid Fund is one of the best Conservative hybrid funds in India with a CAGR of 13.0% in the last 3 years followed by Canara Rob Conservative Hybrid Fund with CAGR 12%.

UTI Regular Savings Fund

The Fund takes exposure in a blend of debt and equity instruments. Exposure to high quality debt instruments help generate stable income while the equity exposure help to generate capital appreciation.

The primary objective of the scheme is to invest predominantly in debt and money market instruments and part of the portfolio into equity/equity related securities with a view to generating income and aim for capital appreciation.

Investors looking for a regular stream of income in the form of dividend or through Systematic Withdrawal Plan (SWP) . Investors seeking moderate participation in equity with relatively lower overall portfolio risk Investment horizon: Investors having an investment horizon of 3 years & above may look at this fund.

Parag Parikh Conservative Hybrid Fund

To generate regular income through investments predominantly in debt and money market instruments. The Scheme also seeks to generate long term capital appreciation from the portion of equity investments under the scheme. However, there is no assurance or guarantee that the investment objective of the Scheme will be realized.

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