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Top Performed Conservative Hybrid Fund In 10 Years English

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Top Performed Conservative Hybrid Fund in 10 Years

The table below shows the Top Performed Conservative Hybrid Fund in 10 Years based on the   AUM, NAV, and minimum SIP.

NameAUM (Cr)NAVMinimum SIP
SBI Conservative Hybrid Fund9,995.5274.641500
ICICI Pru Regular Savings Fund3,334.8076.775000
HDFC Hybrid Debt Fund3,182.2482.502500
Kotak Debt Hybrid Fund2,477.8063.06100
Parag Parikh Conservative Hybrid Fund2,033.2814.101000
UTI Conservative Hybrid Fund1,588.2069.85100
Aditya Birla SL Regular Savings Fund1,386.8968.46100
Canara Rob Conservative Hybrid Fund972.98103.22100
Nippon India Hybrid Bond Fund813.8858.72100
Baroda BNP Paribas Conservative Hybrid Fund664.3250.74100

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

NameExpense RatioMinimum SIP
HSBC Conservative Hybrid Fund1.34500
Bank of India Conservative Hybrid Fund1.27100
LIC MF Conservative Hybrid Fund1.251000
HDFC Hybrid Debt Fund1.242500
UTI Conservative Hybrid Fund1.19100
Bandhan Conservative Hybrid Fund1.17100
Nippon India Hybrid Bond Fund1.12100
Sundaram Conservative Hybrid Fund1.10750
Aditya Birla SL Regular Savings Fund1.02100
Aditya Birla SL Regular Savings Fund(Payment)1.02100

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

NameCAGR 3Y %Minimum SIP
Bank of India Conservative Hybrid Fund14.28100
Kotak Debt Hybrid Fund12.11100
Parag Parikh Conservative Hybrid Fund12.021000
HDFC Hybrid Debt Fund11.332500
SBI Conservative Hybrid Fund11.291500
UTI Conservative Hybrid Fund11.06100
ICICI Pru Regular Savings Fund11.005000
HSBC Conservative Hybrid Fund10.38500
Sundaram Conservative Hybrid Fund10.06750
Aditya Birla SL Regular Savings Fund9.70100

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.

NameAMCExit Load
HSBC Conservative Hybrid FundHSBC Global Asset Management (India) Private Limited0
Sundaram Conservative Hybrid FundSundaram Asset Management Company Limited0
Franklin India Debt Hybrid FundFranklin Templeton Asset Management (India) Private Limited0
DSP Regular Savings FundDSP Investment Managers Private Limited0
Navi Conservative Hybrid FundNavi AMC Limited0
Bandhan Conservative Hybrid FundBandhan AMC Limited0.25
Bank of India Conservative Hybrid FundBank of India Investment Managers Private Limited1
Kotak Debt Hybrid FundKotak Mahindra Asset Management Company Limited1
Parag Parikh Conservative Hybrid FundPPFAS Asset Management Pvt. Ltd.1
HDFC Hybrid Debt FundHDFC Asset Management Company Limited1

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  

1. Which Are The Best Performed Conservative Hybrid Funds in 10 Years?

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.

2. What Are The Top Performed Conservative Hybrid Funds in 10 Years?

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.

3. Can I Invest In Top Performed Conservative Hybrid Fund in 10 Years?

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.

4. Is It Good To Invest In Top Performed Conservative Hybrid Fund in 10 Years In India?

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.

5. How To Invest In Best Performed Conservative Hybrid Fund in 10 Years?

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.

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