Conservative Hybrid Fund
Fund Type
Open Ended
Investment Plan
Dividend Reinvestment
Investment Plan
1%
Benchmark
CRISIL Short Term Debt Hyb 75+25 TR INR
Asset Size
292.62 Cr.
(As of 31 Dec, 2020)
Risk
Moderate
The primary objective of the Scheme is to generate regular returns through investment primarily in Debt and Money Market Instruments. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme’s assets in equity and equity related securities. However, there can be no assurance that the investment objective of the Scheme will be realized. The Scheme does not guarantee / indicate any returns.
Fund manager
Abhijeet Dey
Exit load
1 %
(If redeemed within 180 days)Minimum sip
₹500
Minimum investment
₹1000
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
5.77% GOI 2030
6.77%
364 DTB 03062021
6.74%
LIC Housing Finance Limited
6.48%
Indian Railway Finance Corporation Limited
5.49%
Conservative Hybrid Funds need to invest at least 75 – 90% of their assets in debt and money market instruments, with an option to invest around 10 – 25% in equity related instruments. And because of their very high contribution to the debt domain, Conservative Hybrid funds are less volatile than equity and other hybrid funds and helps in generating consistent income.
This fund is rated 3 stars by Morning Star Ratings.