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Best Conservative Hybrid Funds
Funds investing 10-25% in equity and 75-90% in debt instruments. Across 13 analyzed schemes, the top-ranked fund is Parag Parikh Conservative Hybrid Fund (3Y CAGR +8.69%). The category median 3-year CAGR stands at +6.99%, median expense ratio is 1.89%, and median MFIQ score is 4.7/10.
Click any column header to sort • Showing 13 funds
| Rank | Scheme | Score | 1Y Return | 3Y CAGR | 5Y CAGR | Alpha | Beta | Expense | Upside | Downside | Fund Size |
|---|---|---|---|---|---|---|---|---|---|---|---|
| #1 |
PP
3Y: +8.69%
•
5Y: +8.76%
•
AUM: Rs 3,451 cr
|
8.7 | +3.43% | +8.69% | +8.76% | - | - | 0.66% | - | - | Rs 3,451 cr |
| #2 |
DS
3Y: +8.15%
•
5Y: +7.17%
•
AUM: Rs 178 cr
|
6.5 | +3.58% | +8.15% | +7.17% | - | - | 1.25% | - | - | Rs 178 cr |
| #3 |
AB
3Y: +7.94%
•
5Y: +7.03%
•
AUM: Rs 1,474 cr
|
4.9 | +3.13% | +7.94% | +7.03% | - | - | 1.80% | - | - | Rs 1,474 cr |
| #4 |
SB
3Y: +7.92%
•
5Y: +7.46%
•
AUM: Rs 10,103 cr
|
7.0 | +3.57% | +7.92% | +7.46% | - | - | 1.49% | - | - | Rs 10,103 cr |
| #5 |
HS
3Y: +8.11%
•
5Y: +6.49%
•
AUM: Rs 151 cr
|
4.7 | +2.66% | +8.11% | +6.49% | - | - | 2.19% | - | - | Rs 151 cr |
| #6 |
UT
3Y: +7.35%
•
5Y: +6.41%
•
AUM: Rs 1,615 cr
|
5.3 | +1.03% | +7.35% | +6.41% | - | - | 1.85% | - | - | Rs 1,615 cr |
| #7 |
BB
3Y: +6.99%
•
5Y: -
•
AUM: Rs 956 cr
|
4.9 | +3.13% | +6.99% | - | - | - | 2.06% | - | - | Rs 956 cr |
| #8 |
CR
3Y: +6.84%
•
5Y: +5.87%
•
AUM: Rs 817 cr
|
3.7 | +2.60% | +6.84% | +5.87% | - | - | 1.89% | - | - | Rs 817 cr |
| #9 |
BA
3Y: +6.77%
•
5Y: +5.12%
•
AUM: Rs 85.2 cr
|
4.1 | +3.23% | +6.77% | +5.12% | - | - | 1.94% | - | - | Rs 85.2 cr |
| #10 |
AX
3Y: +5.94%
•
5Y: +4.70%
•
AUM: Rs 217 cr
|
3.5 | +1.15% | +5.94% | +4.70% | - | - | 2.15% | - | - | Rs 217 cr |
| #11 |
BO
3Y: +5.92%
•
5Y: +8.94%
•
AUM: Rs 70.3 cr
|
2.5 | +2.27% | +5.92% | +8.94% | - | - | 2.27% | - | - | Rs 70.3 cr |
| #12 |
LI
3Y: +5.75%
•
5Y: +4.47%
•
AUM: Rs 45.8 cr
|
2.2 | +1.35% | +5.75% | +4.47% | - | - | 2.22% | - | - | Rs 45.8 cr |
| #13 |
SU
3Y: +4.82%
•
5Y: +4.50%
•
AUM: Rs 20.0 cr
|
2.2 | -0.35% | +4.82% | +4.50% | - | - | 1.86% | - | - | Rs 20.0 cr |
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Frequently Asked Questions about Conservative Hybrid Funds
What investment mandate defines Conservative Hybrid funds?
Funds investing 10-25% in equity and 75-90% in debt instruments.
Which is the highest-ranked Conservative Hybrid fund?
The top fund in this category is Parag Parikh Conservative Hybrid Fund with a 3Y CAGR of +8.69% and an MFIQ Score of 8.7/10.
What is the median expense ratio for Conservative Hybrid funds?
Across regular growth options in this category, the median total expense ratio (TER) is 1.89%.