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Conservative Hybrid mutual funds

10% to 25% in equities and 75% to 90% in debt. This page lists every Conservative Hybrid scheme (Regular plan, growth option) with its returns, rolling-return consistency and risk, calculated from AMFI NAVs as of 2 Oct 2026.

Schemes
19
Category AUM (AMFI, August 2026)
₹29,928 cr
Net inflow in August
−₹99 cr
Median 1Y return
1.5%
Median 3Y CAGR
6.7%
Median 5Y CAGR
6.6%
Median 3Y rolling
8.6%
Median max DD 5Y
−4.4%

Category AUM and net inflow cover all plans and options of the 18 Conservative Hybrid Fund schemes in AMFI's monthly report for August 2026 (source); net inflow is money invested minus money redeemed during the month.

Conservative Hybrid: money in the category AMFI monthly reports, Jul 2025 to Aug 2026
Category AUM (₹ crore, month-end)
₹29,421 cr₹29,928 crJul 25Jan 26Aug 26
Net inflow by month (₹ crore; green in, red out)
Jul 2025: ₹308 crAug 2025: ₹44 crSep 2025: −₹46 crOct 2025: ₹2 crNov 2025: −₹94 crDec 2025: −₹118 crJan 2026: −₹77 crFeb 2026: −₹68 crMar 2026: −₹218 crApr 2026: −₹106 crMay 2026: ₹22 crJun 2026: ₹103 crJul 2026: −₹22 crAug 2026: −₹99 crJul 25Jan 26Aug 26
Net inflow, last 12 months−₹723 cr
AUM change, last 12 months+2.3% (includes market movement, not only flows)
Folios, change over 12 months583,012 (+2.2%)
Schemes in AMFI's report18 → 18

All plans and options of Conservative Hybrid Fund schemes, from AMFI's monthly report. Flows describe investor behaviour in aggregate; they are not a signal about any scheme.

Conservative Hybrid schemes, Regular plans alphabetical · 19 schemes
SchemeNAV (₹)AUM (₹ cr)TER1Y3Y CAGR5Y CAGR3Y rolling median3Y rolling worst3Y beat-rateStd devMax DD 5YHistory
Aditya Birla Sun Life Conservative Hybrid Fund
Aditya Birla Sun Life Mutual Fund
69.291,467n/a2.6%7.4%6.9%8.8%-0.8%n/a3.8%−5.0%20.5 y
Axis Conservative Hybrid Fund
Axis Mutual Fund
29.982172.18%-0.2%5.0%4.4%7.3%1.9%n/a4.4%−6.4%16.2 y
BANDHAN CONSERVATIVE HYBRID FUND
Bandhan Mutual Fund
32.4485n/a1.1%5.8%4.6%7.2%2.0%n/a4.6%−5.4%16.6 y
BANK OF INDIA CONSERVATIVE HYBRID FUND
Bank of India Mutual Fund
36.19662.25%1.9%5.8%9.0%8.7%-1.7%n/a4.2%−4.2%17.5 y
BANK OF INDIA CONSERVATIVE HYBRID FUND
Bank of India Mutual Fund
34.81662.25%1.5%5.4%8.7%8.5%-2.0%n/a4.2%−4.3%17.5 y
BARODA BNP PARIBAS CONSERVATIVE HYBRID FUND
Baroda BNP Paribas Mutual Fund
46.109492.08%2.9%6.7%n/a8.3%6.7%n/a4.2%n/a4.6 y
Canara Robeco Conservative Hybrid Fund
Canara Robeco Mutual Fund
98.228111.89%0.9%6.1%5.6%8.7%3.9%n/a4.5%−4.4%20.5 y
DSP Conservative Hybrid Fund
DSP Mutual Fund
60.28175n/a2.2%7.7%6.5%8.3%-0.6%n/a4.1%−4.6%20.5 y
Franklin India Conservative Hybrid Fund
Franklin Templeton Mutual Fund
91.852081.39%0.8%6.7%6.3%8.0%2.2%n/a4.3%−4.3%20.5 y
HDFC Conservative Hybrid Fund
HDFC Mutual Fund
82.433,108n/a0.2%6.3%6.9%10.2%1.1%n/a4.7%−4.1%20.5 y
HSBC Conservative Hybrid Fund
HSBC Mutual Fund
62.461522.19%0.5%7.6%6.3%8.4%1.9%n/a5.6%−6.4%20.5 y
ICICI Prudential Conservative Hybrid Fund
ICICI Prudential Mutual Fund
78.023,270n/a1.6%7.7%7.3%9.4%4.1%n/a3.6%−3.2%20.5 y
Kotak Conservative Hybrid Fund
Kotak Mahindra Mutual Fund
58.902,775n/a0.4%6.9%6.7%10.2%2.4%n/a5.4%−5.0%15.6 y
LIC MF Conservative Hybrid Fund
LIC Mutual Fund
83.33462.24%2.0%5.4%4.5%6.4%2.8%n/a4.1%−5.0%20.5 y
Nippon India Conservative Hybrid Fund (Existing number of Segregated Portfolios - 1)
Nippon India Mutual Fund
61.82977n/a5.2%7.6%7.3%8.6%-2.5%n/a2.4%−2.2%20.5 y
Parag Parikh Conservative Hybrid Fund
PPFAS Mutual Fund
15.733,4540.67%3.2%8.7%8.6%11.1%8.7%n/a3.5%−2.4%5.3 y
SBI CONSERVATIVE HYBRID FUND
SBI Mutual Fund
76.0210,107n/a3.8%7.6%7.9%8.9%1.1%n/a4.1%−3.8%20.5 y
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund)
Sundaram Mutual Fund
28.9718n/a-1.6%4.1%4.2%7.6%-0.5%n/a4.3%−4.3%16.5 y
UTI Conservative Hybrid Fund
UTI Mutual Fund
69.611,6021.86%0.2%6.7%6.2%9.2%-0.2%n/a4.9%−5.2%20.5 y

Returns are from NAVs (after expenses, before tax); 3Y and 5Y are annualised. Rolling figures use every business-day start date in the scheme's history; beat-rate is the share of 3-year windows ahead of a benchmark — not available for this category in MFIC's free data. Std dev is annualised over 36 months. AUM is the whole scheme (all plans) and TER is for the plan shown, both as disclosed to AMFI. "n/a" means the scheme's history is too short or the data is still loading. Listed alphabetically; no order of preference is implied. Full definitions: MFIC methodology.

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Data & disclosure. Source: AMFI daily NAV file (portal.amfiindia.com) and historical NAVs via mfapi.in; calculations by MFIC. Data as of 2 Oct 2026. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance may or may not be sustained in future. This page is for research and education only and is not investment advice or a recommendation. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155).