The table below shows the Top Performed Conservative Hybrid Fund in 10 Years based on the AUM, NAV, and minimum SIP.
| Name | AUM (Cr) | NAV | Minimum SIP |
| SBI Conservative Hybrid Fund | 9,995.52 | 74.64 | 1500 |
| ICICI Pru Regular Savings Fund | 3,334.80 | 76.77 | 5000 |
| HDFC Hybrid Debt Fund | 3,182.24 | 82.50 | 2500 |
| Kotak Debt Hybrid Fund | 2,477.80 | 63.06 | 100 |
| Parag Parikh Conservative Hybrid Fund | 2,033.28 | 14.10 | 1000 |
| UTI Conservative Hybrid Fund | 1,588.20 | 69.85 | 100 |
| Aditya Birla SL Regular Savings Fund | 1,386.89 | 68.46 | 100 |
| Canara Rob Conservative Hybrid Fund | 972.98 | 103.22 | 100 |
| Nippon India Hybrid Bond Fund | 813.88 | 58.72 | 100 |
| Baroda BNP Paribas Conservative Hybrid Fund | 664.32 | 50.74 | 100 |
Content:
- What Is a Conservative Hybrid Fund?
- Best Top Performed Conservative Hybrid Fund in 10 Years
- List Of Top Performed Conservative Hybrid Funds in 10 Years
- Top Performed Conservative Hybrid Fund in 10 Years
- Who Should Invest In Top Performed Conservative Hybrid Fund in 10 Years?
- How To Invest In Top Performed Conservative Hybrid Fund in 10 Years?
- Performance Metrics Of Best Performed Conservative Hybrid Fund in 10 Years?
- Benefits Of Investing In Top Performed Conservative Hybrid Fund in 10 Years?
- Challenges Of Investing In Best Performed Conservative Hybrid Fund in 10 Years?
- Introduction to Top Performed Conservative Hybrid Fund in 10 Years
- SBI Conservative Hybrid Fund
- ICICI Pru Regular Savings Fund
- HDFC Hybrid Debt Fund
- Kotak Debt Hybrid Fund
- Parag Parikh Conservative Hybrid Fund
- UTI Conservative Hybrid Fund
- Aditya Birla SL Regular Savings Fund
- Canara Rob Conservative Hybrid Fund
- Nippon India Hybrid Bond Fund
- Baroda BNP Paribas Conservative Hybrid Fund
- Best Top Performed Conservative Hybrid Fund in 10 Years – FAQs
What Is a Conservative Hybrid Fund?
A conservative hybrid fund invests in a mix of debt (75-90%) and equity (10-25%) instruments. It aims to provide regular income with moderate capital appreciation by balancing stability from debt and growth potential from equity, making it a lower-risk option for conservative investors.
Best Top Performed Conservative Hybrid Fund in 10 Years
The table below shows Best Top Performed Conservative Hybrid Fund in 10 Years based on the lowest to highest expense ratio and Minimum SIP
| Name | Expense Ratio | Minimum SIP |
| HSBC Conservative Hybrid Fund | 1.34 | 500 |
| Bank of India Conservative Hybrid Fund | 1.27 | 100 |
| LIC MF Conservative Hybrid Fund | 1.25 | 1000 |
| HDFC Hybrid Debt Fund | 1.24 | 2500 |
| UTI Conservative Hybrid Fund | 1.19 | 100 |
| Bandhan Conservative Hybrid Fund | 1.17 | 100 |
| Nippon India Hybrid Bond Fund | 1.12 | 100 |
| Sundaram Conservative Hybrid Fund | 1.10 | 750 |
| Aditya Birla SL Regular Savings Fund | 1.02 | 100 |
| Aditya Birla SL Regular Savings Fund(Payment) | 1.02 | 100 |
List Of Top Performed Conservative Hybrid Funds in 10 Years
The table below shows a List Of Top Performed Conservative Hybrid Funds in 10 Years based on Highest 3Y CAGR and Minimum SIP
| Name | CAGR 3Y % | Minimum SIP |
| Bank of India Conservative Hybrid Fund | 14.28 | 100 |
| Kotak Debt Hybrid Fund | 12.11 | 100 |
| Parag Parikh Conservative Hybrid Fund | 12.02 | 1000 |
| HDFC Hybrid Debt Fund | 11.33 | 2500 |
| SBI Conservative Hybrid Fund | 11.29 | 1500 |
| UTI Conservative Hybrid Fund | 11.06 | 100 |
| ICICI Pru Regular Savings Fund | 11.00 | 5000 |
| HSBC Conservative Hybrid Fund | 10.38 | 500 |
| Sundaram Conservative Hybrid Fund | 10.06 | 750 |
| Aditya Birla SL Regular Savings Fund | 9.70 | 100 |
Top Performed Conservative Hybrid Fund in 10 Years
The table below shows the Top Performed Conservative Hybrid Fund in 10 Years based on exit load, i.e., the fee that the AMC charges investors when they exit or redeem their fund units.
| Name | AMC | Exit Load |
| HSBC Conservative Hybrid Fund | HSBC Global Asset Management (India) Private Limited | 0 |
| Sundaram Conservative Hybrid Fund | Sundaram Asset Management Company Limited | 0 |
| Franklin India Debt Hybrid Fund | Franklin Templeton Asset Management (India) Private Limited | 0 |
| DSP Regular Savings Fund | DSP Investment Managers Private Limited | 0 |
| Navi Conservative Hybrid Fund | Navi AMC Limited | 0 |
| Bandhan Conservative Hybrid Fund | Bandhan AMC Limited | 0.25 |
| Bank of India Conservative Hybrid Fund | Bank of India Investment Managers Private Limited | 1 |
| Kotak Debt Hybrid Fund | Kotak Mahindra Asset Management Company Limited | 1 |
| Parag Parikh Conservative Hybrid Fund | PPFAS Asset Management Pvt. Ltd. | 1 |
| HDFC Hybrid Debt Fund | HDFC Asset Management Company Limited | 1 |
Who Should Invest In Top Performed Conservative Hybrid Fund in 10 Years?
Investors seeking stable returns with lower risk should consider top-performing conservative hybrid funds. Ideal for retirees, risk-averse individuals, and those aiming for consistent income with moderate growth. These funds suit investors with a medium-term investment horizon and a preference for balanced asset allocation.
How To Invest In Top Performed Conservative Hybrid Fund in 10 Years?
To invest in a top-performing conservative hybrid fund, research the best-performing funds over the last decade. Open an account with a reliable broker or mutual fund platform, complete the KYC process, and invest through lump-sum or SIP options, based on your financial goals and risk tolerance.
Performance Metrics Of Best Performed Conservative Hybrid Fund in 10 Years?
Performance Metrics of Best Conservative Hybrid Fund over 10 years demonstrates steady returns, low volatility, and reliable income generation for investors.
- Annualized Return: Consistent annualized returns of 8-10% over the decade.
- Volatility: Low volatility with a standard deviation of around 5-7%.
- Expense Ratio: Competitive expense ratio, typically between 1.5-2%.
- Sharpe Ratio: High Sharpe ratio indicates better risk-adjusted returns.
- Consistency: Stable performance with few negative years.
- Drawdown: Minimal drawdown during market downturns.
- Income Generation: Regular income distribution through dividends.
- Asset Allocation: Balanced mix of 75-90% debt and 10-25% equity.
Benefits Of Investing In Top Performed Conservative Hybrid Fund in 10 Years?
The main benefits of investing in a top-performing conservative hybrid fund over ten years include balanced growth, lower risk, and consistent income, making it suitable for conservative investors seeking stable returns with moderate capital appreciation.
- Balanced Growth: The fund provides a mix of debt and equity investments, offering steady growth with lower risk compared to pure equity funds.
- Lower Risk: With a higher allocation to debt instruments, these funds are less volatile, providing a safer investment option.
- Consistent Income: Regular dividends from debt holdings ensure a steady income stream for investors.
- Diversification: Investing in a blend of debt and equity reduces the impact of market fluctuations, ensuring portfolio stability.
Challenges Of Investing In Best Performed Conservative Hybrid Fund in 10 Years?
The main challenges of investing in a top-performing conservative hybrid fund over ten years include lower returns compared to equity funds, potential interest rate risk, and limited exposure to high-growth opportunities.
- Lower Returns: While safer, these funds typically offer lower returns compared to pure equity funds, which might not meet high growth expectations.
- Interest Rate Risk: Changes in interest rates can impact the value of debt securities, affecting overall fund performance.
- Limited Growth: Conservative hybrid funds have limited exposure to high-growth equity opportunities, potentially restricting significant capital appreciation.
- Management Fees: Expense ratios and management fees, though generally moderate, can still impact net returns over the long term.
Introduction to Top Performed Conservative Hybrid Fund in 10 Years
SBI Conservative Hybrid Fund
SBI Conservative Hybrid Fund, Category: Conservative Hybrid Fund, having AUM of ₹9995.52 Crore, CAGR 5Y: 12.32%, exit load: 1%, expense ratio: 0.61%.
SBI Conservative Hybrid Fund Direct-Growth is a Hybrid Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Dinesh Ahuja and Ruchit Mehta are the Current Fund Managers of the SBI Conservative Hybrid Fund Direct-Growth fund. The fund currently has an Asset Under Management (AUM) of ₹9995.52 Crore and the Latest NAV as of 02 Aug 2024 is ₹74.91.
The SBI Conservative Hybrid Fund Direct-Growth is rated High risk. The minimum SIP Investment is set to ₹500. The minimum Lumpsum Investment is ₹5,000. For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year
ICICI Pru Regular Savings Fund
ICICI Pru Regular Savings Fund, Category: Conservative Hybrid Fund, having AUM of ₹3334.80 Crore, CAGR 5Y: 11.07%, exit load: 1%, expense ratio: 0.91%.
ICICI Prudential Regular Savings Fund Direct-Growth is a Hybrid Mutual Fund Scheme launched by ICICI Prudential Mutual Fund. This scheme was made available to investors on 12 Oct 1993. Rajat Chandak and Manish Banthia are the Current Fund Managers of ICICI Prudential Regular Savings Fund Direct-Growth fund. The fund currently has an Asset Under Management (AUM) of ₹3334.80 Crore and the Latest NAV as of 02 Aug 2024 is ₹77.32.
The ICICI Prudential Regular Savings Fund Direct-Growth is rated Moderately High Risk. Minimum SIP Investment is set to 100. The minimum Lumpsum Investment is ₹5,000. Exit load for units in excess of 30% of the investment, 1% will be charged for redemption within 1 year.
HDFC Hybrid Debt Fund
HDFC Hybrid Debt Fund, Category: Conservative Hybrid Fund, having AUM of ₹3182.24 Crore, CAGR 5Y: 11.58%, exit load: 1%, expense ratio: 1.24%.
HDFC Hybrid Debt Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 10 Dec 1999. Prashant Jain and Shobhit Mehrotra are the Current Fund Manager of the HDFC Hybrid Debt Fund Direct-Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3182.24 Crorer and the Latest NAV as of 02 Aug 2024 is ₹82.97.
The HDFC Minimum Hybrid Debt Fund Direct-Growth is rated Moderately High Risk. Minimum SIP Investment is set to ₹100. Lumpsum Investment is 100. Exit load for units in excess of 15% of the investment, 1% will be charged for redemption within 1 year.
Kotak Debt Hybrid Fund
Kotak Debt Hybrid Fund, Category: Conservative Hybrid Fund, having AUM of ₹2477.80 Crore, CAGR 5Y: 13.41%, exit load: 1%, expense ratio: 0.49%.
Kotak Debt Hybrid Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Abhishek Bisen and Devender Singhal are the Current Fund Managers of Kotak Debt Hybrid Fund Direct-Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2477.80 Crore and the Latest NAV as of 02 Aug 2024 is ₹63.32.
The Kotak Debt Hybrid Fund Direct-Growth is rated Moderately High Risk. Minimum SIP Investment is set to ₹100. The minimum Lumpsum Investment is ₹100. Exit load for units in excess of 8% of the investment, 1% will be charged for redemption within 6 months.
Parag Parikh Conservative Hybrid Fund
Parag Parikh Conservative Hybrid Fund, Category: Conservative Hybrid Fund, having AUM of ₹2033.28 Crore, CAGR 5Y: 0%, exit load: 1%, expense ratio: 0.33%.
Parag Parikh Conservative Hybrid Fund Direct-Growth is a Hybrid Mutual Fund Scheme launched by PPFAS Mutual Fund. This scheme was made available to investors on 10 Oct 2012. Rajeev Thakkar is the Current Fund Manager of Parag Parikh Conservative Hybrid Fund Direct Growth fund. The fund currently has an Asset Under Management (AUM) of ₹2033.28 Crore and the Latest NAV as of 02 Aug 2024 is ₹14.19.
The Parag Parikh Conservative Hybrid Fund Direct-Growth is rated Moderately High Risk. Minimum SIP Investment is set to 1,000. The minimum Lumpsum Investment is ₹5,000. For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days
UTI Conservative Hybrid Fund
UTI Conservative Hybrid Fund, Category: Conservative Hybrid Fund, having AUM of ₹1588.20 Crore, CAGR 5Y: 10.67%, exit load: 1%, expense ratio: 1.19%.
UTI Conservative Hybrid Fund Direct-Growth is a Hybrid Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. Amandeep Chopra and Ajay Tyagi are the Current Fund Managers of the UTI Conservative Hybrid Fund Direct-Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1588.20 Crore and the Latest NAV as of 02 Aug 2024 is ₹70.24.
The UTI Conservative Hybrid Fund Direct-Growth is rated Moderately High Risk. The minimum SIP Investment is set to 500. The minimum Lumpsum Investment is ₹5,000. Exit Load for units in excess of 12% of the investment, 1% will be charged for redemption within 12 months.
Aditya Birla SL Regular Savings Fund
Aditya Birla SL Regular Savings Fund, Category: Conservative Hybrid Fund, having AUM of ₹1386.89 Crore, CAGR 5Y: 10.55%, exit load: 1%, expense ratio: 1.02%.
Aditya Birla Sun Life Regular Savings Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994. Satyabrata Mohanty, Vineet Maloo and Pranay Sinha are the Current Fund Managers of Aditya Birla Sun Life Regular Savings Fund Direct Growth fund. The fund currently has an Asset Under Management (AUM) of ₹1386.89 Crore and the Latest NAV as of 02 Aug 2024 is ₹68.84.
The Aditya Birla Sun Life Regular Savings Fund Direct-Growth is rated Moderately High Risk. Minimum SIP Investment is set to 100. The minimum Lumpsum Investment is ₹500. 1% for redemption within 90 days.
Canara Rob Conservative Hybrid Fund
Canara Rob Conservative Hybrid Fund, Category: Conservative Hybrid Fund, having AUM of ₹972.98 Crore, CAGR 5Y: 11.00%, exit load: 1%, expense ratio: 0.64%.
Canara Robeco Conservative Hybrid Fund Direct-Growth is a Hybrid Mutual Fund Scheme launched by Canara Robeco Mutual Fund. This scheme was made available to investors on 19 Dec 1987. Ravi Gopalakrishnan and Avnish Jain are the Current Fund Managers of Canara Robeco Conservative Hybrid Fund Direct-Growth fund. The fund currently has an Asset Under Management (AUM) of ₹972.98 Crore and the Latest NAV as of 02 Aug 2024 is ₹103.68.
The Canara Robeco Conservative Hybrid Fund Direct-Growth is rated Moderately High Risk. Minimum SIP Investment set to ₹1,000. The minimum Lumpsum Investment is ₹5,000. An exit load of 1% will be charged for any redemption more than 10% of units allotted are redeemed within 1 year.
Nippon India Hybrid Bond Fund
Nippon India Hybrid Bond Fund, Category: Conservative Hybrid Fund, having AUM of ₹813.88 Crore, CAGR 5Y: 5.25%, exit load: 1%, expense ratio: 1.12%.
Nippon India Hybrid Bond Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Nippon India Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Amit Tripathi and Sanjay Parekh are the Current Fund Managers of Nippon India Hybrid Bond Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,13,160 Cr and the Latest NAV as of 02 Aug 2024 is ₹58.91.
The Nippon India Hybrid Bond Fund Direct-Growth is rated High Risk. Minimum SIP Investment is set to ₹100. The minimum Lumpsum Investment is ₹5,000. For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.
Baroda BNP Paribas Conservative Hybrid Fund
Baroda BNP Paribas Conservative Hybrid Fund, Category: Conservative Hybrid Fund, having AUM of ₹664.32 Crore, CAGR 5Y: 9.61%, exit load: 1%, expense ratio: 0.54%.
Baroda BNP Paribas Conservative Hybrid Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Baroda BNP Paribas Mutual Fund. This scheme was made available to investors on 15 Apr 2004. Abhijeet Dey, Karthikraj Lakshmanan, and Mayank Prakash are the Current Fund Managers of Baroda BNP Paribas Conservative Hybrid Fund Direct Growth fund. The fund currently has an Asset Under Management (AUM) of ₹664.32 Crore and the Latest NAV as of 02 Aug 2024 is 50.98.
The Baroda BNP Paribas Conservative Hybrid Fund Direct-Growth is rated Moderately High Risk. The minimum SIP Investment is set to ₹500. The minimum Lumpsum Investment is ₹1,000. Exit load of 1% if redeemed within 6 months
Best Top Performed Conservative Hybrid Fund in 10 Years – FAQs
Best Performed Conservative Hybrid Funds in 10 Years # 1: SBI Conservative Hybrid Fund
Best Performed Conservative Hybrid Funds in 10 Years # 2:ICICI Pru Regular Savings Fund
Best Performed Conservative Hybrid Funds in 10 Years # 3:HDFC Hybrid Debt Fund
Best Performed Conservative Hybrid Funds in 10 Years # 4:Kotak Debt Hybrid Fund
Best Performed Conservative Hybrid Funds in 10 Years # 5:Parag Parikh Conservative Hybrid Fund
The Best Performed Conservative Hybrid Funds in 10 Years are based on AUM.
The Top Performed Conservative Hybrid Funds in 10 Years based on 3-Year Returns are Bank of India Conservative Hybrid Fund, Kotak Debt Hybrid Fund, Parag Parikh Conservative Hybrid Fund, HDFC Hybrid Debt Fund, and SBI Conservative Hybrid Fund.
Yes, you can invest in a top-performing conservative hybrid fund by researching and selecting a reliable fund through a broker or mutual fund platform.
Yes, investing in a top-performing conservative hybrid fund in India is beneficial for stable returns, lower risk, and consistent income, ideal for conservative investors.
Research top-performing funds, open an account with a trusted broker or mutual fund platform, complete the KYC process, and invest via lump-sum or SIP options.
We hope you’re clear on the topic, but there’s more to explore in stocks, commodities, mutual funds, and related areas. Here are important topics to learn about.
Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time The securities quoted are exemplary and are not recommendatory.
