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Conservative Hybrid Equity Mutual Funds, invest 10 to 25% of total assets in equity and equity-related products, and 75 to 90% of total assets in debt instruments. As per SEBI, conservative hybrid funds primarily invest in debt instruments while allocating a portion of their assets to equity-related securities.
These funds are best suggested to investors who wish to invest in stocks but don't want to be subjected to market volatility. These funds offer a balance of stability and performance. As a result, through a single fund, an investor can gain from both debt and equity.
If you are in search of such kind of investment then stop a bit here and have a look at the BEST CONSERVATIVE HYBRID FUNDS that we have listed below, for your assistance!
To receive a free advisory on Investments In Mutual Fund, contact our executives asap!
Canara Robeco Conservative Hybrid Fund
A conservative category hybrid mutual fund, run and managed by Canara Robeco Mutual Fund House. The fund has 22.96% investment in Indian stocks, out of which 9.03% is in large-cap stocks, 5.76% is in mid-cap stocks, 1.19% in small-cap stocks.
Fund also has 70.17% investment in Debt, out of which 52.37% in Government securities, 17.8% in funds invested in very low-risk securities.
The fund size of the scheme is around Rs 816 crores and it charges a total expense ratio of around 1.91%. The fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The prime objective of the fund is to generate income by investing in a wide range of debt securities and Money Market Instruments of various maturities and risk profiles and a small portion of investment in equities and equity-related instruments.
ICICI Prudential Regular Savings Fund
A conservative category hybrid mutual fund, run and managed by ICICI Prudential Mutual Fund House. The fund has 19.9% investment in Indian stocks, out of which 13.28% is in large-cap stocks, 3.05% is in mid-cap stocks, 0.9% in small-cap stocks.
Fund also has 55.94% investment in Debt, out of which 11.61% in Government securities, 39.55% in funds invested in very low-risk securities.
The fund size of the scheme is around Rs 3,339 crores and it charges a total expense ratio of around 1.72%. No data is available for exit load.
The prime objective of the fund is to generate regular income through investments primarily in debt and money market instruments. As a secondary objective, the Scheme also seeks to generate long-term capital appreciation from the portion of equity investments under the Scheme.
SBI Debt Hybrid Fund
A conservative category hybrid mutual fund, run and managed by SBI Mutual Fund House. The fund has 23.98% investment in Indian stocks, out of which 9.22% is in large-cap stocks, 5.63% is in mid-cap stocks, 5.38% in small-cap stocks.
Fund also has 66.79% investment in Debt, out of which 31.65% in Government securities, 35.14% in funds invested in very low-risk securities.
The fund size of the scheme is around Rs 3,889 crores and it charges a total expense ratio of around 0.57%. The fund also charges a kind of exit load equal to 1.0% of sell value if a fund is sold before 365 days.
The prime objective of the fund is to provide the investors an opportunity to invest primarily in Debt and Money market instruments and secondarily in equity and equity-related instruments.
HDFC Hybrid Debt Fund
A conservative category hybrid mutual fund, run and managed by HDFC Mutual Fund House. The fund has 23.52% investment in Indian stocks, out of which 16.54% is in large-cap stocks, 2.77% is in mid-cap stocks, 3.68% in small-cap stocks.
Fund also has 66.71% investment in Debt of which 6.61% in Government securities, 56.24% in funds invested in very low-risk securities.
The fund size of the scheme is around Rs 2,605 crores and it charges a total expense ratio of around 1.87%. The fund also charges a kind of exit load equal to 1.0% of sell value if a fund is sold before 365 days.
The prime objective of the fund is to generate income/capital appreciation by investing primarily in debt securities, money market instruments, and moderate exposure to equities.
To get more details about the fund you can refer to the fund fact sheet or you can get in touch with us. Call us on- 0612-6604453 or mail us at- [email protected].
For any kind of query, you can contact us at Shri Ashutosh Securities Pvt Ltd., we are here to help you in any way possible.
Happy Investing!
(Mutual Fund investments are subject to market risk Illustrations are for example only, there is no guarantee of returns. Past performance is not an indicator/guarantee to future returns).
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