InvestorQ : How have conservative hybrid funds performed over different time frames in the Indian mutual fund industry?
Riya Dwivedi made post

How have conservative hybrid funds performed over different time frames in the Indian mutual fund industry?

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rhea Babu answered.
9 months ago
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The table below captures the performance of conservative hybrid funds. Remember, that hybrid funds are the combination of equity and debt and these conservative funds give a much bigger weightage to bond and debt instruments and go as high as 70-80% also in bonds and debt instruments. They are the traditional balanced MIP funds that are treated as non-equity funds for tax purposes. They are suited more to the aggressive investors.

Scheme Name

Return 1 Year (%) Regular

Return 1 Year (%) Direct

Return 1 Year (%) Benchmark

Return 3 Year (%) Regular

Return 3 Year (%) Direct

Return 3 Year (%) Benchmark

Return Since Launch Regular

Return Since Launch Direct

Return Since Launch Benchmark

Aditya Birla Sun Life Regular Savings Fund

5.96

6.68

10.65

6.57

7.67

8.57

9.36

10.81

8.45

Axis Regular Saver Fund

2.45

3.38

10.73

5.90

7.09

9.85

7.31

8.85

9.10

Baroda Conservative Hybrid Fund

10.67

11.58

10.65

7.43

8.38

8.57

6.36

9.22

8.66

BNP Paribas Conservative Hybrid Fund

8.62

10.38

10.16

7.39

9.56

9.63

7.46

10.12

9.83

BOI AXA Conservative Hybrid Fund

-6.92

-6.39

10.65

1.39

2.00

8.57

6.17

6.18

9.49

Canara Robeco Conservative Hybrid Fund

10.70

11.82

10.65

7.88

9.02

8.57

10.96

9.61

DSP Regular Savings Fund

7.02

8.86

10.65

4.20

5.50

8.57

8.76

8.00

8.54

Essel Regular Savings Fund

7.44

8.93

10.65

6.24

7.96

8.57

7.57

9.16

8.78

Franklin India Debt Hybrid Fund

8.56

9.33

10.65

6.87

7.64

8.57

9.63

9.64

HDFC Hybrid Debt Fund

6.75

7.21

11.34

6.22

6.81

8.56

10.22

9.27

8.33

HSBC Regular Savings Fund

8.47

9.83

10.65

6.51

7.32

8.57

8.90

8.62

8.29

ICICI Prudential Regular Savings Fund

9.84

10.50

11.34

9.57

10.39

8.56

10.08

11.02

8.41

IDFC Regular Savings Fund

8.45

9.35

6.87

7.79

8.66

9.21

Indiabulls Savings Income Fund

7.12

8.64

10.80

9.05

10.60

9.46

8.83

10.37

9.46

Kotak Debt Hybrid Fund

11.35

12.62

10.65

7.34

8.67

8.57

7.75

10.10

8.35

LIC MF Debt Hybrid Fund

9.58

10.43

10.65

5.84

6.72

8.57

8.45

8.05

L&T Conservative Hybrid Fund

8.47

9.17

10.65

6.66

7.41

8.57

8.24

8.02

8.61

Nippon India Hybrid Bond Fund

3.00

3.83

10.65

5.69

6.60

8.57

9.67

9.04

8.16

SBI Debt Hybrid Fund

8.50

9.08

11.34

5.66

6.54

8.56

7.85

9.10

Sundaram Debt Oriented Hybrid Fund

1.46

2.25

10.65

4.15

5.28

8.57

6.95

7.83

8.76

UTI Regular Savings Fund

3.18

3.88

10.16

6.52

7.26

9.63

9.29

9.45

9.56

As can be seen, these conservative funds can be a good choice in the long run to add stability to the portfolio.
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