Best Conservative Hybrid Mutual Funds December 2024

  • Parag Parikh Conservative Hybrid Fund is the top performing fund in the Conservative Hybrid Fund category. The fund has delivered return of 11.74% in 1 year and 11.2% in 3 years. The category average for the same periods is 9.42% and 7.64% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 3.23, VaR of -2.25, Average Drawdown of -0.61, Semi Deviation of 2.29 and Max Drawdown of -1.22. The category …
  • Hdfc Hybrid Debt Fund has exhibited good performance in the Conservative Hybrid Fund category. The fund has rank of 4 out of 16 funds in the category. The fund has delivered return of 9.27% in 1 year, 9.35% in 3 years, 10.42% in 5 years and 8.54% in 10 years. The category average for the same periods is 9.42%, 7.64%, 8.58% and 7.52% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard …
  • Franklin India Debt Hybrid Fund has exhibited very good performance in the Conservative Hybrid Fund category. The fund has rank of 3 out of 16 funds in the category. The fund has delivered return of 9.64% in 1 year, 7.94% in 3 years, 7.85% in 5 years and 7.28% in 10 years. The category average for the same periods is 9.42%, 7.64%, 8.58% and 7.52% respectively, which shows average return performance of fund in the category. The fund has exhibited …
  • Icici Prudential Regular Savings Fund has shown very good performance in the Conservative Hybrid Fund category. The fund has rank of 2 out of 16 funds in the category. The fund has delivered return of 10.82% in 1 year, 8.64% in 3 years, 9.58% in 5 years and 9.11% in 10 years. The category average for the same periods is 9.42%, 7.64%, 8.58% and 7.52% respectively, which shows very good return performance of fund in the category. The fund has …
  • HSBC Conservative Hybrid Fund has exhibited good performance in the Conservative Hybrid Fund category. The fund has rank of 5 out of 16 funds in the category. The fund has delivered return of 13.43% in 1 year, 8.14% in 3 years, 8.68% in 5 years and 7.36% in 10 years. The category average for the same periods is 9.42%, 7.64%, 8.58% and 7.52% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation …

Full review at the fund page (link in the table below.)

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
1
11.74% 11.20% % % % 12.07% 11.53% % % % 3.23% -1.22% -2.25% % 0.67 1.22
2
10.82% 8.64% 9.58% 8.93% 9.11% 11.65% 9.48% 10.44% 9.76% 9.96% 3.16% -1.47% -2.45% % 0.31 0.66
3
9.64% 7.94% 7.85% 7.22% 7.28% 10.42% 8.77% 8.69% 8.03% 8.12% 3.57% -2.55% -3.25% % 0.20 0.43
4
9.27% 9.35% 10.42% 8.50% 8.54% 9.86% 9.90% 10.94% 9.02% 9.08% 3.92% -2.16% -3.18% % 0.36 0.73
5
13.43% 8.14% 8.68% 7.52% 7.36% 14.37% 9.20% 10.06% 8.77% 8.40% 4.28% -4.51% -4.78% % 0.21 0.47
6
9.59% 8.52% 10.70% 8.78% 8.90% 10.14% 9.07% 11.30% 9.45% 9.70% 3.38% -2.13% -2.57% % 0.29 0.61
7
10.04% 9.11% 11.01% 9.42% 9.31% 11.39% 10.55% 12.44% 10.81% 10.66% 4.46% -3.06% -5.69% % 0.27 0.58
8
10.23% 8.19% 8.31% 6.22% 6.83% 10.92% 8.89% 9.43% 7.45% 7.93% 3.62% -3.05% -3.91% % 0.21 0.46
9
10.91% 8.14% 10.08% 7.72% 8.11% 11.61% 8.79% 10.75% 8.39% 8.81% 4.08% -3.42% -3.84% % 0.18 0.38
10
9.82% 7.75% 9.46% 7.17% 8.18% 10.82% 8.77% 10.44% 8.12% 9.21% 3.55% -3.29% -2.66% % 0.18 0.38
11
9.00% 6.75% 8.80% 8.32% 7.73% 10.28% 8.03% 10.11% 9.56% 8.97% 3.44% -2.84% -2.43% % 0.05 0.11
12
7.72% 7.31% 5.31% 4.17% 5.22% 8.44% 8.11% 6.04% 4.94% 6.05% 2.11% -1.02% -0.88% % 0.12 0.25
13
7.01% 6.11% 7.99% 5.75% 6.81% 8.12% 7.13% 8.98% 6.79% 7.73% 3.49% -2.84% -3.16% % -0.03 -0.10
14
7.34% 5.26% 6.18% 5.79% 6.53% 8.34% 6.25% 7.18% 6.76% 7.52% 3.81% -3.40% -4.09% % -0.12 -0.33
15
7.97% 5.03% 6.53% 6.10% 6.27% 9.08% 6.03% 7.52% 7.06% 7.21% 3.68% -3.40% -4.44% % -0.15 -0.41
16
7.28% 4.87% 7.82% 6.34% 6.58% 8.69% 6.28% 9.16% 7.60% 7.91% 4.15% -4.88% -5.55% % -0.13 -0.37

Return Calculated On: 17 January 2025

Ratios Calculated On: 31 December 2024

As On: 17 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Regular Savings Fund
-0.13
-0.29
-1.33
-0.53
2.57
9.82
7.75
9.46
7.17
8.18
9.25
Baroda BNP Paribas Conservative Hybrid Fund
-0.07
-0.29
-1.30
-0.52
1.55
8.26
Canara Robeco Conservative Hybrid Fund
-0.15
-0.32
-1.64
-0.76
2.06
9.00
6.75
8.80
8.32
7.73
8.54
Dsp Regular Savings Fund
-0.12
0.00
-0.91
-0.22
2.40
10.23
8.19
8.31
6.22
6.83
7.67
Franklin India Debt Hybrid Fund
-0.14
-0.17
-1.09
-0.28
1.88
9.64
7.94
7.85
7.22
7.28
8.25
Hdfc Hybrid Debt Fund
-0.07
-0.10
-1.12
-0.81
0.78
9.27
9.35
10.42
8.50
8.54
9.23
HSBC Conservative Hybrid Fund
-0.07
-0.56
-2.48
-0.73
2.31
13.43
8.14
8.68
7.52
7.36
8.08
Icici Prudential Regular Savings Fund
0.01
0.05
-0.23
0.21
2.75
10.82
8.64
9.58
8.93
9.11
9.67
Bandhan Conservative Hybrid Fund
0.09
-0.02
-1.02
-0.85
0.86
7.34
5.26
6.18
5.79
6.53
Kotak Debt Hybrid Fund
-0.20
-0.25
-1.44
-1.17
1.78
10.04
9.11
11.01
9.42
9.31
Lic Mf Debt Hybrid Fund
-0.41
-0.57
-0.93
-0.14
1.68
7.97
5.03
6.53
6.10
6.27
6.37
Parag Parikh Conservative Hybrid Fund
0.13
0.33
0.19
0.39
3.19
11.74
11.20
Nippon India Hybrid Bond Fund
-0.01
0.01
-0.04
0.65
2.39
7.72
7.31
5.31
4.17
5.22
6.94
SBI Conservative Hybrid Fund
-0.15
-0.24
-1.43
-1.53
0.65
9.59
8.52
10.70
8.78
8.90
9.02
Sundaram Conservative Hybrid Fund
-0.11
-0.40
-1.20
-0.86
0.97
7.01
6.11
7.99
5.75
6.81
UTI Conservative Hybrid Fund
-0.19
-0.24
-1.42
-1.32
1.60
10.91
8.14
10.08
7.72
8.11
8.60
Axis Regular Saver Fund
-0.19
-0.28
-1.06
-0.92
0.89
7.28
4.87
7.82
6.34
6.58

As On: 17 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Regular Savings Fund
-0.13
-0.28
-1.25
-0.30
3.04
10.82
8.77
10.44
8.12
9.21
Baroda BNP Paribas Conservative Hybrid Fund
-0.07
-0.26
-1.18
-0.15
2.31
9.90
Canara Robeco Conservative Hybrid Fund
-0.15
-0.30
-1.55
-0.47
2.65
10.28
8.03
10.11
9.56
8.97
Dsp Regular Savings Fund
-0.12
0.01
-0.86
-0.07
2.72
10.92
8.89
9.43
7.45
7.93
Franklin India Debt Hybrid Fund
-0.13
-0.16
-1.03
-0.11
2.24
10.42
8.77
8.69
8.03
8.12
Hdfc Hybrid Debt Fund
-0.07
-0.09
-1.07
-0.67
1.06
9.86
9.90
10.94
9.02
9.08
HSBC Conservative Hybrid Fund
-0.07
-0.55
-2.41
-0.52
2.73
14.37
9.20
10.06
8.77
8.40
Icici Prudential Regular Savings Fund
0.01
0.06
-0.17
0.40
3.14
11.65
9.48
10.44
9.76
9.96
Bandhan Conservative Hybrid Fund
0.10
0.00
-0.94
-0.60
1.35
8.34
6.25
7.18
6.76
7.52
Kotak Debt Hybrid Fund
-0.20
-0.23
-1.33
-0.86
2.39
11.39
10.55
12.44
10.81
10.66
Lic Mf Debt Hybrid Fund
-0.41
-0.55
-0.84
0.12
2.21
9.08
6.03
7.52
7.06
7.21
Parag Parikh Conservative Hybrid Fund
0.13
0.34
0.22
0.47
3.35
12.07
11.53
Nippon India Hybrid Bond Fund
-0.01
0.02
0.02
0.85
2.79
8.44
8.11
6.04
4.94
6.05
SBI Conservative Hybrid Fund
-0.14
-0.23
-1.38
-1.41
0.90
10.14
9.07
11.30
9.45
9.70
Sundaram Conservative Hybrid Fund
-0.11
-0.39
-1.12
-0.61
1.48
8.12
7.13
8.98
6.79
7.73
UTI Conservative Hybrid Fund
-0.19
-0.23
-1.37
-1.16
1.92
11.61
8.79
10.75
8.39
8.81
Axis Regular Saver Fund
-0.19
-0.25
-0.95
-0.62
1.53
8.69
6.28
9.16
7.60
7.91

As On: 17 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Regular Savings Fund
-9.21
7.15
9.04
7.93
7.65
8.86
Baroda BNP Paribas Conservative Hybrid Fund
-10.66
Canara Robeco Conservative Hybrid Fund
-9.98
6.84
7.80
7.58
7.48
8.21
Dsp Regular Savings Fund
-8.96
8.29
8.58
7.29
6.68
7.31
Franklin India Debt Hybrid Fund
6.72
9.81
8.96
8.40
7.81
8.30
Hdfc Hybrid Debt Fund
-10.88
8.89
10.34
9.21
8.61
9.05
HSBC Conservative Hybrid Fund
-8.02
9.39
9.11
7.98
7.41
7.93
Icici Prudential Regular Savings Fund
-8.60
8.66
9.42
8.60
8.63
9.42
Bandhan Conservative Hybrid Fund
-11.26
5.61
6.03
5.42
5.60
Kotak Debt Hybrid Fund
-9.98
9.32
10.43
9.69
9.22
Lic Mf Debt Hybrid Fund
-9.98
5.22
5.91
5.51
5.62
6.17
Parag Parikh Conservative Hybrid Fund
-8.13
10.40
Nippon India Hybrid Bond Fund
-9.86
6.35
7.47
5.18
4.72
5.94
SBI Conservative Hybrid Fund
-10.88
8.16
9.91
9.11
8.57
8.96
Sundaram Conservative Hybrid Fund
-11.52
5.69
7.47
6.42
6.14
UTI Conservative Hybrid Fund
-9.52
8.36
9.73
8.26
7.81
8.47
Axis Regular Saver Fund
-11.32
5.06
6.48
5.98
6.01

As On: 17 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Regular Savings Fund
-8.42
8.17
10.07
8.89
8.65
Baroda BNP Paribas Conservative Hybrid Fund
-9.36
Canara Robeco Conservative Hybrid Fund
-8.96
8.13
9.12
8.85
8.73
Dsp Regular Savings Fund
-8.40
8.98
9.46
8.31
7.77
Franklin India Debt Hybrid Fund
7.48
10.62
9.78
9.22
8.62
Hdfc Hybrid Debt Fund
-10.41
9.47
10.90
9.73
9.14
HSBC Conservative Hybrid Fund
-7.28
10.37
10.28
9.22
8.57
Icici Prudential Regular Savings Fund
-7.94
9.51
10.29
9.44
9.47
Bandhan Conservative Hybrid Fund
-10.43
6.62
7.04
6.40
6.57
Kotak Debt Hybrid Fund
-8.92
10.75
11.89
11.09
10.60
Lic Mf Debt Hybrid Fund
-9.08
6.26
6.92
6.49
6.58
Parag Parikh Conservative Hybrid Fund
-7.87
10.73
Nippon India Hybrid Bond Fund
-9.21
7.16
8.26
5.92
5.49
SBI Conservative Hybrid Fund
-10.44
8.72
10.49
9.70
9.24
Sundaram Conservative Hybrid Fund
-10.64
6.74
8.50
7.39
7.13
UTI Conservative Hybrid Fund
-8.97
9.04
10.41
8.92
8.48
Axis Regular Saver Fund
-10.21
6.49
7.90
7.30
7.32

Performance Indicators


Calculated On: 31 December 2024

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Hsbc Conservative Hybrid Fund -4.78 -4.51 -1.74 4.28 3.18
Icici Prudential Regular Savings Fund -2.45 -1.47 -0.79 3.16 2.31
Bandhan Conservative Hybrid Fund -4.09 -3.40 -1.74 3.81 2.64
Kotak Debt Hybrid Fund -5.69 -3.06 -1.44 4.46 3.27
Lic Mf Debt Hybrid Fund -4.44 -3.40 -1.60 3.68 2.58
Aditya Birla Sun Life Regular Savings Fund -2.66 -3.29 -0.98 3.55 2.49
Canara Robeco Conservative Hybrid Fund -2.43 -2.84 -1.19 3.44 2.45
Dsp Regular Savings Fund -3.91 -3.05 -1.02 3.62 2.60
Franklin India Debt Hybrid Fund -3.25 -2.55 -1.16 3.57 2.58
Hdfc Hybrid Debt Fund -3.18 -2.16 -1.06 3.92 2.83
Parag Parikh Conservative Hybrid Fund -2.25 -1.22 -0.61 3.23 2.29
Nippon India Hybrid Bond Fund -0.88 -1.02 -0.39 2.11 1.45
Sbi Conservative Hybrid Fund -2.57 -2.13 -1.00 3.38 2.42
Sundaram Conservative Hybrid Fund -3.16 -2.84 -1.15 3.49 2.45
Uti Conservative Hybrid Fund -3.84 -3.42 -1.39 4.08 2.89
Axis Regular Saver Fund -5.55 -4.88 -1.73 4.15 2.86

Calculated On: 31 December 2024

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
Hsbc Conservative Hybrid Fund
0.47
0.21
0.62
0.40
Icici Prudential Regular Savings Fund
0.66
0.31
0.79
0.35
Bandhan Conservative Hybrid Fund
-0.33
-0.12
0.42
0.41
Kotak Debt Hybrid Fund
0.58
0.27
0.74
0.37
Lic Mf Debt Hybrid Fund
-0.41
-0.15
0.40
0.37
Aditya Birla Sun Life Regular Savings Fund
0.38
0.18
0.63
0.44
Canara Robeco Conservative Hybrid Fund
0.11
0.05
0.57
0.39
Dsp Regular Savings Fund
0.46
0.21
0.66
0.35
Franklin India Debt Hybrid Fund
0.43
0.20
0.68
0.37
Hdfc Hybrid Debt Fund
0.73
0.36
0.82
0.34
Parag Parikh Conservative Hybrid Fund
1.22
0.67
0.99
0.42
Nippon India Hybrid Bond Fund
0.25
0.12
0.68
0.43
Sbi Conservative Hybrid Fund
0.61
0.29
0.75
0.36
Sundaram Conservative Hybrid Fund
-0.10
-0.03
0.51
0.34
Uti Conservative Hybrid Fund
0.38
0.18
0.64
0.38
Axis Regular Saver Fund
-0.37
-0.13
0.35
0.40

Fund Name 1Y
Invested Amount: 12,000 		3Y
Invested Amount: 36,000 		5Y
Invested Amount: 60,000 		7Y
Invested Amount: 84,000 		10Y
Invested Amount: 1,20,000 		15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Regular Savings Fund 13,178.40 11,391.66 45,039.60 40,124.81 94,290.00 75,376.26 136,357.20 111,419.70 263,400.00 178,095.36 678,186.00 365,241.06
Baroda BNP Paribas Conservative Hybrid Fund 12,991.20 11,294.15
Canara Robeco Conservative Hybrid Fund 13,080.00 11,340.34 43,790.40 39,937.82 91,494.00 73,068.18 146,966.40 110,016.31 252,768.00 176,431.92 615,474.00 346,046.76
Dsp Regular Savings Fund 13,227.60 11,408.98 45,594.00 40,805.93 89,442.00 74,502.12 128,108.40 108,890.80 232,308.00 169,194.84 545,184.00 321,055.92
Franklin India Debt Hybrid Fund 13,156.80 12,432.70 45,273.60 41,731.70 87,552.00 75,209.52 136,827.60 113,291.98 242,244.00 179,526.60 590,976.00 348,453.72
Hdfc Hybrid Debt Fund 13,112.40 11,279.71 47,070.00 41,174.24 98,508.00 77,860.26 148,680.00 116,651.64 272,220.00 187,306.32 676,998.00 370,928.52
HSBC Conservative Hybrid Fund 13,611.60 11,471.20 45,522.00 41,479.20 90,984.00 75,503.22 139,507.20 111,625.08 244,116.00 175,852.68 577,080.00 338,078.16
Icici Prudential Regular Savings Fund 13,298.40 11,432.42 46,166.40 41,035.72 94,782.00 76,090.20 152,880.00 114,127.27 286,944.00 187,482.36 718,380.00 382,885.92
Bandhan Conservative Hybrid Fund 12,880.80 11,254.31 41,983.20 39,210.62 80,976.00 69,896.82 124,580.40 101,879.15 225,888.00 159,958.44
Kotak Debt Hybrid Fund 13,204.80 11,340.28 46,760.40 41,437.33 101,136.00 78,026.52 157,718.40 118,667.47 292,164.00 193,374.00
Lic Mf Debt Hybrid Fund 12,956.40 11,340.12 41,709.60 38,979.50 82,302.00 69,676.26 127,117.20 102,206.41 220,488.00 160,098.60 454,662.00 292,536.90
Parag Parikh Conservative Hybrid Fund 13,408.80 11,464.02 49,500.00 42,097.07
Nippon India Hybrid Bond Fund 12,926.40 11,348.22 44,488.80 39,647.16 77,712.00 72,470.10 111,829.20 100,991.86 199,680.00 152,826.36 492,228.00 287,015.58
SBI Conservative Hybrid Fund 13,150.80 11,279.74 46,000.80 40,731.44 99,738.00 77,018.52 151,393.20 116,195.27 281,436.00 186,874.56 657,180.00 368,140.68
Sundaram Conservative Hybrid Fund 12,841.20 11,236.69 43,012.80 39,256.96 88,134.00 72,469.80 124,227.60 105,551.29 231,996.00 164,549.52
UTI Conservative Hybrid Fund 13,309.20 11,371.06 45,522.00 40,852.26 96,978.00 76,680.30 141,355.20 112,751.27 261,828.00 179,564.04 620,856.00 353,651.76
Axis Regular Saver Fund 12,873.60 11,249.84 41,522.40 38,889.36 87,414.00 70,677.78 129,208.80 103,911.19 226,896.00 163,368.48

Fund Name 1Y
Invested Amount: 12,000 		3Y
Invested Amount: 36,000 		5Y
Invested Amount: 60,000 		7Y
Invested Amount: 84,000 		10Y
Invested Amount: 1,20,000 		15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Regular Savings Fund 13,298.40 11,445.01 46,324.80 40,734.22 98,568.00 77,322.06 145,101.60 115,294.70 289,728.00 187,669.92
Baroda BNP Paribas Conservative Hybrid Fund 13,188.00 11,381.75
Canara Robeco Conservative Hybrid Fund 13,233.60 11,408.52 45,392.40 40,712.11 97,116.00 75,522.42 159,163.20 115,147.03 283,356.00 188,464.44
Dsp Regular Savings Fund 13,310.40 11,445.86 46,476.00 41,228.96 94,134.00 76,163.28 138,952.80 112,945.98 257,364.00 179,151.96
Franklin India Debt Hybrid Fund 13,250.40 12,481.31 46,324.80 42,232.86 91,014.00 76,773.54 144,278.40 116,666.34 262,008.00 187,416.24
Hdfc Hybrid Debt Fund 13,183.20 11,311.57 47,782.80 41,526.58 100,830.00 78,942.78 153,778.80 118,835.98 286,272.00 192,627.24
HSBC Conservative Hybrid Fund 13,724.40 11,520.70 46,875.60 42,080.11 96,888.00 77,730.12 151,267.20 116,658.53 268,932.00 186,913.32
Icici Prudential Regular Savings Fund 13,398.00 11,476.73 47,235.60 41,551.16 98,580.00 77,759.70 161,170.80 117,576.73 310,044.00 195,993.00
Bandhan Conservative Hybrid Fund 13,000.80 11,309.76 43,174.80 39,805.38 84,846.00 71,681.82 132,753.60 105,476.53 247,680.00 168,252.24
Kotak Debt Hybrid Fund 13,366.80 11,411.60 48,632.40 42,315.91 107,826.00 80,914.86 172,292.40 124,749.83 330,552.00 208,107.36
Lic Mf Debt Hybrid Fund 13,089.60 11,400.66 42,912.00 39,596.15 86,226.00 71,471.28 135,391.20 105,825.22 240,744.00 168,368.76
Parag Parikh Conservative Hybrid Fund 13,448.40 11,481.76 49,946.40 42,304.46
Nippon India Hybrid Bond Fund 13,012.80 11,391.62 45,486.00 40,131.83 80,448.00 73,913.28 117,759.60 103,681.45 215,868.00 159,053.64
SBI Conservative Hybrid Fund 13,216.80 11,308.94 46,713.60 41,069.52 102,486.00 78,154.68 158,020.80 118,677.55 302,832.00 193,662.72
Sundaram Conservative Hybrid Fund 12,974.40 11,295.98 44,258.40 39,879.04 92,214.00 74,355.90 133,030.80 109,292.90 252,780.00 173,253.60
UTI Conservative Hybrid Fund 13,393.20 11,408.21 46,350.00 41,264.57 99,972.00 77,984.82 147,688.80 115,418.77 279,240.00 186,049.92
Axis Regular Saver Fund 13,042.80 11,324.65 43,221.60 39,730.32 92,994.00 73,244.28 140,229.60 108,943.38 256,848.00 174,970.56