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Conservative Hybrid

About

Conservative Hybrid Funds are a type of hybrid mutual fund that invests predominantly in debt securities (like government bonds, corporate bonds, treasury bills) with a small portion in equities (stocks). This mix aims to provide capital preservation with modest growth and some exposure to market upside.

  • Debt Instruments: Typically 75–90% of the portfolio.
  • Equity & Equity-related Instruments: Typically 10–25%.
  • The debt focus makes these funds less volatile than equity-oriented funds, suitable for moderate risk portfolios and medium-term goals (e.g., 2–7 years).

Fund Type

Key Features

small cap fund
Small equity component helps potential capital appreciation
web-stocks-trading
Automatic mix of asset classes in one scheme
debenture
Debt-dominant Strategy – prioritises income and capital preservation
finance
No Mandatory Lock-in – generally easily redeemable

Taxation

STCG

Taxed as per your slab rate.

LTCG

Taxed as per your slab rate.

Dividends Tax

Dividends are added to your income, Taxed as per your slab rate. TDS applicable as per rules

Exemption Limit

No special mutual fund exemption

Indexation

No indexation

Allocation

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Debt Instruments
75% – 90 %
Equity and Equity instruments
10% – 25%

Locked in Period

Nill

Exit Load

Some schemes might charge an exit load of 0 – 1% if units are redeemed within 1 year. However, the exact structure may vary based on the specific scheme.

Risk Associated

Riskometer Moderate

Find the funds

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully before investing. Past performance is not indicative of future performance.