Home > Conservative Hybrid

Best Conservative Hybrid Funds

Ranked by 3-Year Sharpe • 13 schemes • Group: Hybrid • Benchmark: Nifty 50 • Data as of 2026-11-11

Funds investing 10-25% in equity and 75-90% in debt instruments. Across 13 analyzed schemes, the top-ranked fund is Parag Parikh Conservative Hybrid Fund (3Y CAGR +8.69%). The category median 3-year CAGR stands at +6.99%, median expense ratio is 1.89%, and median MFIQ score is 4.7/10.

Click any column header to sort • Showing 13 funds
VIEW:
Rank Scheme Score 1Y Return 3Y CAGR 5Y CAGR Alpha Beta Expense Upside Downside Fund Size
#1
PP
PPFAS Mutual Fund
3Y: +8.69% • 5Y: +8.76% • AUM: Rs 3,451 cr
8.7 +3.43% +8.69% +8.76% - - 0.66% - - Rs 3,451 cr
#2
DS
DSP Mutual Fund
3Y: +8.15% • 5Y: +7.17% • AUM: Rs 178 cr
6.5 +3.58% +8.15% +7.17% - - 1.25% - - Rs 178 cr
#3
AB
Aditya Birla Sun Life Mutual Fund
3Y: +7.94% • 5Y: +7.03% • AUM: Rs 1,474 cr
4.9 +3.13% +7.94% +7.03% - - 1.80% - - Rs 1,474 cr
#4
SB
SBI Mutual Fund
3Y: +7.92% • 5Y: +7.46% • AUM: Rs 10,103 cr
7.0 +3.57% +7.92% +7.46% - - 1.49% - - Rs 10,103 cr
#5
HS
HSBC Mutual Fund
3Y: +8.11% • 5Y: +6.49% • AUM: Rs 151 cr
4.7 +2.66% +8.11% +6.49% - - 2.19% - - Rs 151 cr
#6
UT
UTI Mutual Fund
3Y: +7.35% • 5Y: +6.41% • AUM: Rs 1,615 cr
5.3 +1.03% +7.35% +6.41% - - 1.85% - - Rs 1,615 cr
#7
BB
Baroda BNP Paribas Mutual Fund
3Y: +6.99% • 5Y: - • AUM: Rs 956 cr
4.9 +3.13% +6.99% - - - 2.06% - - Rs 956 cr
#8
CR
Canara Robeco Mutual Fund
3Y: +6.84% • 5Y: +5.87% • AUM: Rs 817 cr
3.7 +2.60% +6.84% +5.87% - - 1.89% - - Rs 817 cr
#9
BA
Bandhan Mutual Fund
3Y: +6.77% • 5Y: +5.12% • AUM: Rs 85.2 cr
4.1 +3.23% +6.77% +5.12% - - 1.94% - - Rs 85.2 cr
#10
AX
Axis Mutual Fund
3Y: +5.94% • 5Y: +4.70% • AUM: Rs 217 cr
3.5 +1.15% +5.94% +4.70% - - 2.15% - - Rs 217 cr
#11
BO
Bank of India Mutual Fund
3Y: +5.92% • 5Y: +8.94% • AUM: Rs 70.3 cr
2.5 +2.27% +5.92% +8.94% - - 2.27% - - Rs 70.3 cr
#12
LI
LIC Mutual Fund
3Y: +5.75% • 5Y: +4.47% • AUM: Rs 45.8 cr
2.2 +1.35% +5.75% +4.47% - - 2.22% - - Rs 45.8 cr
#13
SU
Sundaram Mutual Fund
3Y: +4.82% • 5Y: +4.50% • AUM: Rs 20.0 cr
2.2 -0.35% +4.82% +4.50% - - 1.86% - - Rs 20.0 cr

Explore Other Categories

Large & Mid Cap (32) Large Cap (29) Mid Cap (27) Small Cap (30) Multi Cap (27) Flexi Cap (40) Focused (22) ELSS (30) Value (19) Contra (5) Dividend Yield (7) Sectoral / Thematic (221) Aggressive Hybrid (27) Balanced Advantage (33) Multi Asset Allocation (34) Arbitrage (35) Equity Savings (18)

Frequently Asked Questions about Conservative Hybrid Funds

What investment mandate defines Conservative Hybrid funds?

Funds investing 10-25% in equity and 75-90% in debt instruments.

Which is the highest-ranked Conservative Hybrid fund?

The top fund in this category is Parag Parikh Conservative Hybrid Fund with a 3Y CAGR of +8.69% and an MFIQ Score of 8.7/10.

What is the median expense ratio for Conservative Hybrid funds?

Across regular growth options in this category, the median total expense ratio (TER) is 1.89%.