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HDFC Conservative Hybrid Fund - Regular Plan - Growth Option

(Erstwhile HDFC Hybrid Debt Fund - Growth Plan)

Category: Hybrid: Conservative
Launch Date: 01-12-2003
Asset Class: Mixed Asset
Benchmark: NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index
Expense Ratio: 1.69% As on (30-08-2026)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 3,201.38 Cr As on (31-08-2026)
Turn over:
NAV (₹): 82.9187 ₹ -0.34 ( -0.4137%)
as on 15-09-2026
CAGR Since Inception - 9.75%
NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index - 10.97%

Fund Managers

Anupam Joshi, Srinivasan Ramamurthy


Investment Objective

To generate income/capital appreciation by investing primarily in debt securities, money market instruments and moderate exposure to equities.There is no assurance that the investment objective of the Scheme will be achieved.

PERFORMANCE of HDFC Conservative Hybrid Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 15-09-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Conservative Hybrid Fund - Regular Plan - Growth Option 1.18 6.45 7.14 7.72 9.75
Benchmark - - - - -
Hybrid: Conservative 2.21 6.65 6.71 6.83 8.31

RETURNS CALCULATOR for HDFC Conservative Hybrid Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of HDFC Conservative Hybrid Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Conservative Hybrid Fund - Regular Plan - Growth Option 3.8 0.42 1.18 0.23 7.4 9.1
Hybrid: Conservative - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Conservative Hybrid Fund Reg Gr 01-12-2003 1.18 2.25 6.45 7.14 7.72
Nippon India Conservative Hybrid Fund Gr Plan 29-12-2003 5.92 6.77 7.68 7.4 5.25
Parag Parikh Conservative Hybrid Fund Reg Gr 05-05-2021 4.3 5.43 8.8 8.98 0.0
SBI Conservative Hybrid Reg Gr 25-03-2001 4.01 4.23 7.58 7.92 8.16
ABSL Conservative Hybrid Fund Reg Gr 22-05-2004 3.42 5.1 7.43 6.95 7.41
Baroda BNP Paribas Conservative Hybrid Fund Reg Gr 23-09-2004 3.14 3.55 6.64 5.78 6.55
LIC MF Conservative Hybrid Reg Gr 01-06-1998 2.82 2.81 5.28 4.54 5.69
DSP Conservative Hybrid Fund Reg Gr 11-06-2004 2.55 4.09 7.6 6.49 6.31
Bank Of India Cons Hybrid Eco Gr 18-03-2009 2.31 2.83 5.91 9.03 6.94
Bandhan Conservative Hybrid Reg Gr 05-02-2010 2.18 2.68 5.95 4.69 5.86

Asset Allocation (%)

PORTFOLIO ANALYSIS of HDFC Conservative Hybrid Fund - Regular Plan - Growth Option

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)