Canara Robeco Conservative Hybrid Fund
Canara Robeco Conservative Hybrid Fund Direct-Growth manages assets of Rs. 817 crores (AUM). The fund currently has a 22.96 percent equity allocation and a 70.17 percent debt allocation.
Canara Robeco Conservative Hybrid Fund Direct-Growth returns have been 18.07 percent during the last year. It has returned an average of 10.63 percent per year since its inception.
National Bank For Agriculture & Rural Development, GOI, Housing Development Finance Corpn. Ltd., Tamilnadu State, and Rural Electrification Corpn. Ltd. are the fund’s top five holdings.
Canara Robeco Conservative Hybrid Fund’s NAV on September 21, 2021, is 82.39. The fund aims to create income by primarily investing in debt securities, with minor exposures to equity and money market instruments of varying maturities and risk profiles. The fund has a 5-star rating from Value Research.
ICICI Prudential Regular Savings Fund
The ICICI Prudential Regular Savings Fund Direct-Growth manages assets of 3,339 crores (AUM). The fund currently has a 19.42 percent equity allocation and a 55.95 percent debt allocation.
The returns on the ICICI Prudential Regular Savings Fund Direct-Growth Fund during the last year have been 16.05 percent.
The equity element of the fund is predominantly invested in the financial, energy, fast-moving consumer goods, communication, and engineering industries. It has returned an average of 11.25 percent per year since its inception. GOI, HDFC Bank Ltd., Tata Motor Finance Ltd., Gujarat State, and Uttar Pradesh State are the fund’s top five holdings.
The scheme invests in money market and debt securities in order to create long-term financial appreciation. For September 21, 2021, the NAV of ICICI Prudential Regular Savings Fund is 58.4. The fund has 5-star rating from Value Research.
SBI Debt Hybrid Fund Direct
The SBI Debt Hybrid Fund Direct-Growth manages assets of 3,890 crores (AUM). The fund now has a 23.98 percent equity allocation and a 66.79 percent debt allocation.
The 1-year returns for SBI Debt Hybrid Fund Direct-Growth are 21.63 percent. It has returned an average of 10.18 percent every year since its inception. Andhra Pradesh State, GOI, Tata Steel Ltd., Uttar Pradesh State, and Tamilnadu State are the fund’s top five holdings. The programme aims to give investors the option of investing primarily in debt and money market securities, with a secondary focus on equities and equity-related instruments. SBI Debt Hybrid Fund’s NAV on September 21, 2021 is 55.52.
HDFC Hybrid Debt Fund
The HDFC Hybrid Debt Fund-Growth manages assets of Rs 2,605 crores (AUM). The fund currently has a 23.52 percent equity allocation and a 66.71 percent debt allocation.
HDFC Hybrid Debt Fund’s 1-year growth returns are 22.28 percent. It has had an average yearly return of 10.48 percent since its inception. Tata Housing Devp. Co. Ltd, Vedanta Ltd., National Bank For Agriculture & Rural Development, Pipeline Infrastructure (India) Pvt. Ltd., and Reliance Ports and Terminals Ltd are the fund’s top five holdings. The scheme invests largely in debt securities, money market instruments, and a moderate amount of stocks in order to create income and capital appreciation.
Kotak Debt Hybrid Fund
The HDFC Hybrid Debt Fund-Growth manages assets of Rs 2,605 crores (AUM). The fund currently has a 23.52 percent equity allocation and a 66.71 percent debt allocation.
HDFC Hybrid Debt Fund’s 1-year growth returns are 22.28 percent. It has had an average yearly return of 10.48 percent since its inception. Tata Housing Devp. Co. Ltd, Vedanta Ltd., National Bank For Agriculture & Rural Development, Pipeline Infrastructure (India) Pvt. Ltd., and Reliance Ports and Terminals Ltd are the fund’s top five holdings. The scheme invests largely in debt securities, money market instruments, and a moderate amount of stocks in order to create income and capital appreciation. The NAV of Kotak Debt Hybrid Fund for Sep 21, 2021, is 46.47.
5 Best Conservative Hybrid Mutual Fund To Consider For Low Risk
| Fund name |
1-year Return |
Rating |
| Canara Robeco Conservative Hybrid Fund |
18.38% |
- CRISIL: 5-Star
- Value Research: 5-Star
- Morningstar: 5-Star
|
| ICICI Prudential Regular Savings Fund |
15.24% |
- CRISIL: 3-Star
- Value Research: 5-Star
- Morningstar: 5-Star
|
| SBI Debt Hybrid Fund Direct |
22.21% |
- CRISIL: 3-Star
- Value Research: 4-Star
- Morningstar: 5-Star
|
| HDFC Hybrid Debt Fund |
22.81% |
- CRISIL: 3-Star
- Value Research: 3-Star
- Morningstar: 4-Star
|
| Kotak Debt Hybrid Fund |
23.01% |
- CRISIL: 4-Star
- Value Research: 5-Star
- Morningstar: 5-Star
|
Who should consider?
Before investing in conservative hybrid funds, make sure you know what your financial goals are, and only invest if the scheme has the potential to help you accomplish them. The conservative hybrid fund invests in the stock market. They invest in equities, even if it is only a little component of their portfolio. And, as we all know, profits on stock investments are never assured. As a result, keep track of your fund’s performance at regular intervals and rebalance your portfolio as appropriate. Check the past performance of any plan before investing. Check the fund’s expenditure ratio and whether it is operated by a respected asset management company.
Disclaimer
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