Conservative Hybrid Mutual Funds should have at least 75 to 90% investments in debt and money market securities. These funds are much less volatile than equity and other hybrid funds. The debt portion of the portfolio generates stable income, while the equity portion gives a kicker to returns in form of capital appreciation over a sufficiently long investment tenor.

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Conservative Hybrid Mutual Funds should have at least 75 to 90% investments in debt and money market securities. These funds are much less volatile than equity and other hybrid funds. The debt portion of the portfolio generates stable income, while the equity portion gives a kicker to returns in form of capital appreciation over a sufficiently long investment tenor.

SBI Conservative Hybrid Fund


Hybrid-Conservative Hybrid

Returns 3Y

11.08%

Returns 5Y

11.44%

Min Order

₹5,000

Min SIP

₹500

Exit load : For exit within 1 year from the date of allotment For 10% of investment : Nil For remaining investment: 1.00% For exit after one year from the date of allotment – Nil

Invest
SIP

HDFC Hybrid Debt Fund


Hybrid-Conservative Hybrid

Returns 3Y

11.85%

Returns 5Y

11.04%

Min Order

₹100

Min SIP

₹500

Exit load : -

Invest
SIP

ICICI Prudential Income Optimizer Fund


Other Scheme - FoF Domestic

Returns 3Y

11.38%

Returns 5Y

10.88%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : -

Invest
SIP

Aditya Birla Sun Life Regular Savings Fund


Hybrid-Conservative Hybrid

Returns 3Y

9.63%

Returns 5Y

9.75%

Min Order

₹500

Min SIP

₹1,000

Exit load : -

Invest
SIP

BANK OF INDIA Conservative Hybrid Fund


Hybrid-Conservative Hybrid

Returns 3Y

15.07%

Returns 5Y

9.58%

Min Order

₹10,000

Min SIP

₹1,000

Exit load : Entry Load NilExit Load 1% if redeemed before 12 months from date of allotment

Invest
SIP

CANARA ROBECO CONSERVATIVE HYBRID FUND


Hybrid-Conservative Hybrid

Returns 3Y

8.71%

Returns 5Y

10.52%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : Exit Load - 1% - if redeemed/switched out within 1 year from the date of allotment. Nil if redeemed after one year from the date of allotment.

Invest
SIP

UTI Conservative Hybrid Fund


Hybrid-Conservative Hybrid

Returns 3Y

10.47%

Returns 5Y

8.93%

Min Order

₹5,000

Min SIP

₹500

Exit load : 0

Invest
SIP

ICICI Prudential Regular Savings Fund


Hybrid-Conservative Hybrid

Returns 3Y

10.43%

Returns 5Y

10.5%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : -

Invest
SIP

Sundaram Conservative Hybrid Fund


Hybrid-Conservative Hybrid

Returns 3Y

9.77%

Returns 5Y

7.71%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load (w.e.f. 5th March 2013) Moderate Plan 1% if redeemed within 9 months Conservative Plans 1% if redeemed within 3 months Aggressive Plan (w.e.f. 10th May 2013) 2% - If redeemed within 12 months from the date of allotment 1.5% - If redeemed after 12 months but within 18 months from the date of allotment 1% - If redeemed after 18 months but within 24 months from the date of allotment. NIL - If redeemed / switched-out after 24 months from the date of allotment.

Invest
SIP

Axis Regular Saver Fund


Hybrid-Conservative Hybrid

Returns 3Y

7.7%

Returns 5Y

8.0%

Min Order

₹500

Min SIP

₹1,000

Exit load : If redeemed/switch out within 12 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% If redeemed/switch out after 12 months from the date of allotment: Nil (w.e.f. 15th June 2015)

Invest
SIP

DSP Regular Savings Fund


Hybrid-Conservative Hybrid

Returns 3Y

8.86%

Returns 5Y

9.29%

Min Order

₹100

Min SIP

₹500

Exit load : Holding Period: < 12 months: 1% >= 12 months: Nil

Invest
SIP

HSBC Conservative Hybrid Fund


Hybrid-Conservative Hybrid

Returns 3Y

9.48%

Returns 5Y

9.98%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : Nil

Invest
SIP

NIPPON INDIA HYBRID BOND FUND


Hybrid-Conservative Hybrid

Returns 3Y

9.01%

Returns 5Y

4.78%

Min Order

₹5,000

Min SIP

₹100

Exit load : 10% of the units allotted shall be redeemed without any exit load, on or before completion of 12 months from the date of allotment of units. Any redemption in excess of such limit in the first 12 months from the date of allotment shall be subject to the following exit load. Redemption of units would be done on First in First out Basis (FIFO): sIFREDEEMEDORSWITCHEDOUTONORBEFORECOMPLETION of 12 months from the date of allotment of units. s.IL THEREAFTER

Invest
SIP

LIC MF Conservative Hybrid Fund


Hybrid-Conservative Hybrid

Returns 3Y

6.5%

Returns 5Y

7.51%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : Entry Load Nil Exit Load - 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil if redeemed or switched out after completion of 1 year from the date of allotment of units.

Invest
SIP

Navi Conservative Hybrid Fund


Hybrid-Conservative Hybrid

Returns 3Y

7.94%

Returns 5Y

7.51%

Min Order

₹10

Min SIP

₹500

Exit load : For units in excess of 15% of the investment,1% will be charged for redemption within 365 days

Invest
SIP

BANDHAN Regular Savings Fund


Hybrid-Conservative Hybrid

Returns 3Y

6.68%

Returns 5Y

7.31%

Min Order

₹1,000

Min SIP

₹1,000

Exit load : 1% of the NAV shall be Nil Nil Nil (w.e.f. 23rd May 2016) applicable to investors who redeem/switch out of such investments within one year (365 Days) from the date of subscription applying First in First Out basis, (including allotment through SIP/STP)

Invest
SIP


Hybrid-Conservative Hybrid

Returns 3Y

12.16%

Returns 5Y

12.83%

Min Order

₹100

Min SIP

₹1,000

Exit load : i) For redemption / switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. ii) If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%. iii) If units are redeemed or switched out on or after 1 year from the date of allotment: Nil. iv) Any exit load charged (net off Service Tax, if any) shall be credited back to the respective Scheme. Units issued on reinvestment of dividends shall not be subject to entry and exit load.

Invest
SIP


Hybrid-Conservative Hybrid

Returns 2Y

-4.78%

Returns 3Y

-2.85%

Min Order

₹100

Min SIP

Exit load : -

Invest
SIP

Parag Parikh Conservative Hybrid Fund


Hybrid-Conservative Hybrid

Returns 1Y

16.42%

Returns 2Y

12.32%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : -

Invest
SIP


Hybrid-Conservative Hybrid

Returns 3Y

10.65%

Returns 5Y

11.41%

Min Order

₹100

Min SIP

Exit load : -

Invest
SIP

Who should invest in

These funds are suitable for moderate to moderately aggressive risk capacities and looking for stable consistent returns with limited downside risk.


How long should you stay invested in ?

Time Horizon of at least 5-10 Years


How to invest in ?

You can click on the Conservative Hybrid Funds link in Jama.co.in and choose the desired fund. You can also take your free risk profile assessment which then advises you on the percentage asset allocation you should have inConservative Hybrid Funds. Click on invest button from there and continue to make the investment.

Invest only in direct plans of small cap funds and take the advice of a SEBI Registered Investment advisor to invest in the right funds.




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Mutual Funds are subject to market risk. Please read the scheme documents carefully before investing