hybrid Fund

Conservative Hybrid Funds

Debt-heavy (75-90%) with limited equity for incremental returns.

Avg. Return (5Y)

8.42%

No. of Funds

Risk Level

Low to Moderate

Ideal Horizon

2 – 3 years

Top Conservative Hybrid Funds Sorted by Returns

Scheme

SBI Conservative Hybrid Fund

SBI MF

Expense: 0.62%

1Y: 8.8%

3Y: 8.2%

5Y: 7.8%

HDFC Hybrid Debt Fund

HDFC MF

Expense: 0.72%

1Y: 8.5%

3Y: 7.9%

5Y: 7.5%

* Returns are annualized and based on historical data. Past performance does not guarantee future results. Min. SIP: ₹500.

What is a Conservative Hybrid Fund?

Conservative Hybrid funds invest 75-90% in debt and 10-25% in equity. The small equity component adds incremental returns over pure debt funds while keeping overall volatility low.

Key Advantages

Better returns than pure debt funds
Very limited equity risk exposure
Suitable for risk-averse investors
Steady income generation

How It Works

The portfolio is dominated by high-quality debt instruments with a small equity allocation for incremental returns. The equity portion is typically invested in large-cap stocks for stability.