Conservative Hybrid mutual funds
10% to 25% in equities and 75% to 90% in debt. This page lists every Conservative Hybrid scheme (Direct plan, growth option) with its returns, rolling-return consistency and risk, calculated from AMFI NAVs as of 1 Oct 2026.
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 schemes hold only part of their money in each of these markets; the mix is set by the scheme and changes over time.
- P/E 19.2: higher than 0% of days since 2023 (median 22.1)
- 1Y −9.0% · 3Y +5.4% p.a. · 5Y +5.9% p.a. (index fund NAV, after costs)
- −14.8% from its 52-week high
Index levels and P/E: NSE daily index closing values; gold and silver: IBJA rates; returns: growth NAV of an index fund or ETF tracking the market (AMFI), so they are after that fund's costs. Context only: a market's level or valuation does not tell you how any scheme will perform. Explore all markets.
| Net inflow, last 12 months | −₹723 cr |
| AUM change, last 12 months | +2.3% (includes market movement, not only flows) |
| Folios, change over 12 months | 583,012 (+2.2%) |
| Schemes in AMFI's report | 18 → 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.
| Scheme | NAV (₹) | AUM (₹ cr) | TER | 1Y | 3Y CAGR | 5Y CAGR | 3Y rolling median | 3Y rolling worst | 3Y beat-rate | Std dev | Max DD 5Y | History |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Conservative Hybrid Fund Aditya Birla Sun Life Mutual Fund | 78.25 | 1,467 | 0.96% | 3.5% | 8.3% | 7.8% | 10.2% | 0.2% | n/a | 3.8% | −4.9% | 13.7 y |
| Axis Conservative Hybrid Fund Axis Mutual Fund | 35.54 | 217 | 1.16% | 0.9% | 6.3% | 5.7% | 8.4% | 3.0% | n/a | 4.4% | −5.9% | 13.7 y |
| BANDHAN CONSERVATIVE HYBRID FUND Bandhan Mutual Fund | 36.75 | 85 | 0.89% | 2.1% | 6.8% | 5.6% | 7.7% | 2.9% | n/a | 4.6% | −5.1% | 13.7 y |
| BANK OF INDIA CONSERVATIVE HYBRID FUND Bank of India Mutual Fund | 37.67 | 66 | 1.18% | 2.4% | 6.3% | 9.5% | 9.3% | -1.4% | n/a | 4.2% | −4.1% | 13.7 y |
| BARODA BNP PARIBAS CONSERVATIVE HYBRID FUND Baroda BNP Paribas Mutual Fund | 57.23 | 949 | 0.55% | 4.5% | 8.3% | n/a | 9.9% | 8.3% | n/a | 4.2% | n/a | 4.6 y |
| Canara Robeco Conservative Hybrid Fund Canara Robeco Mutual Fund | 114.28 | 811 | 0.77% | 2.1% | 7.4% | 6.8% | 9.2% | 5.0% | n/a | 4.5% | −3.9% | 13.7 y |
| DSP Conservative Hybrid Fund DSP Mutual Fund | 68.42 | 175 | 0.64% | 2.9% | 8.4% | 7.3% | 9.0% | 0.7% | n/a | 4.1% | −4.5% | 13.7 y |
| Franklin India Conservative Hybrid Fund Franklin Templeton Mutual Fund | 101.73 | 208 | 0.82% | 1.5% | 7.4% | 7.1% | 8.7% | 3.0% | n/a | 4.3% | −4.0% | 13.7 y |
| HDFC Conservative Hybrid Fund HDFC Mutual Fund | 88.28 | 3,108 | 1.18% | 0.8% | 6.9% | 7.5% | 10.3% | 1.7% | n/a | 4.7% | −4.1% | 13.7 y |
| HSBC Conservative Hybrid Fund HSBC Mutual Fund | 70.72 | 152 | 1.19% | 1.5% | 8.6% | 7.4% | 9.2% | 2.7% | n/a | 5.6% | −6.1% | 13.7 y |
| ICICI Prudential Conservative Hybrid Fund ICICI Prudential Mutual Fund | 86.61 | 3,270 | 1.04% | 2.3% | 8.5% | 8.1% | 10.4% | 5.9% | n/a | 3.7% | −3.1% | 13.7 y |
| Kotak Conservative Hybrid Fund Kotak Mahindra Mutual Fund | 68.98 | 2,775 | 0.61% | 1.6% | 8.2% | 8.1% | 11.4% | 3.7% | n/a | 5.5% | −4.4% | 13.7 y |
| LIC MF Conservative Hybrid Fund LIC Mutual Fund | 93.41 | 46 | 1.68% | 2.9% | 6.4% | 5.5% | 7.2% | 4.2% | n/a | 4.1% | −4.7% | 13.7 y |
| Nippon India Conservative Hybrid Fund (Existing number of Segregated Portfolios - 1) Nippon India Mutual Fund | 68.89 | 977 | 1.00% | 6.0% | 8.4% | 8.1% | 8.6% | -1.7% | n/a | 2.4% | −2.1% | 13.7 y |
| Parag Parikh Conservative Hybrid Fund PPFAS Mutual Fund | 15.99 | 3,454 | 0.32% | 3.5% | 9.0% | 8.9% | 11.5% | 9.0% | n/a | 3.5% | −2.3% | 5.3 y |
| SBI CONSERVATIVE HYBRID FUND SBI Mutual Fund | 83.53 | 10,107 | 0.98% | 4.3% | 8.1% | 8.5% | 10.6% | 2.0% | n/a | 4.1% | −3.6% | 13.7 y |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Sundaram Mutual Fund | 32.23 | 18 | 1.13% | -0.9% | 5.0% | 5.1% | 8.5% | 0.7% | n/a | 4.3% | −4.2% | 13.7 y |
| UTI Conservative Hybrid Fund UTI Mutual Fund | 75.87 | 1,602 | 1.25% | 0.7% | 7.3% | 6.8% | 9.6% | 0.5% | n/a | 5.0% | −4.9% | 13.7 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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