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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

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

The views and investment tips expressed by authors or employees of Greynium Information Technologies, should not be construed as investment advice to buy or sell stocks, gold, currency, or other commodities. Investors should certainly not take any trading and investment decision based only on information discussed on GoodReturns.in We are not a qualified financial advisor and any information herein is not investment advice. It is informational in nature. All readers and investors should note that neither Greynium nor the author of the articles, would be responsible for any decision taken based on these articles.

In India gold rates on Sept 23, have dropped marginally, as the US Fed Chairman Jerome Powell sounded optimistic at the end of the Federal Open Market Committee (FOMC) meeting about the USA’s economic recovery. 22 carat gold price is quoted at Rs. 45,300 and 24 carat gold is quoted at Rs. 46,300 per 10 grams. Both 22 carat and 24 carat gold have fallen by Rs. 60/10 grams. The international gold market is not going through a good time, reflecting the same trend in India. Today the Comex gold future dropped by 0.40% at $1771, while the spot gold market gained by only 0.12% at $1771/oz, at 4.25 EDT. US dollar index, on the other hand, fell by 0.29% today. The Mumbai MCX gold in October future also fell by 0.65% at Rs. 46,370/10 grams today till noon.

Gold rates in different Indian cities are quoted differently, daily. Today’s gold rates in major Indian cities follow:

Today US Fed Chair Jerome Powell commented to the press that they might start tapering but the timeline will be mentioned in the net meeting. The next FOMC meetings will be organized in November and then the timeline will be published. He said a very gradual taper can start that will conclude in the middle of next year, in 2022. Regarding the employment data, Powell sounded optimistic again as he said, “For me, it wouldn’t take a knock-out (August) employment report. It would take a reasonably good employment report for me to feel like that test is met. I don’t personally need to see a very strong employment report. Again it’s not to be confused with the test for (rate) liftoff, which is so much higher.”

The central bank also stated that they are keeping the interest rate the same now, at near zero. But this can increase to 1.8% in 2024. The impacts of the Covid pandemic on the economy are expected to mitigate by then. It proves that the Fed is not very certain about the interest rate hike very soon. But they are thinking seriously about tapering, which will negatively impact gold rates. Hence, after 2 months, gold rates can fall again globally and in the Indian cities. It will be a good time for buyers to invest then.