HDFC Conservative Hybrid Fund(G)-Direct Plan
+8.06%
5Y annualised
+8.06%
5Y annualised
+0.13% 1D
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Buy, Hold or Sell?
Unlock our SEBI-RIA verdict on this fund.
NAV : 03 Sep 2026
₹89.60
Min. SIP amount
₹100
Fund size (AUM)
3201 Cr
Expense ratio
1.17%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 03 Sep 2026
₹89.60
Min. SIP amount
₹100
Fund size (AUM)
3201 Cr
Expense ratio
1.17%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
16.92%
Mid Cap
1.51%
Small Cap
0.83%
Others
80.75%
Sector Allocation
Corporate Debt
43.70%
Government Securities
32.40%
Bank
7.72%
Cash & Cash Equivalents And Net Assets
2.38%
Crude Oil
1.91%
It
1.70%
Healthcare
1.54%
Power
1.40%
Others
5.36%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil for 15% of investment and 1% for remaining Investment on or before 1Y, Nil after 1Y
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Anupam Joshi
Present
Srinivasan Ramamurthy
Present
Similar/Peer Fund Comparison
Nippon India Conservative Hybrid Fund(G)-Direct Plan
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Aditya Birla SL Conservative Hybrid Fund(G)-Direct Plan
Aditya Birla SL Conservative Hybrid Fund(Payment)-Direct Plan
LIC MF Conservative Hybrid Fund(G)-Direct Plan
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FAQs
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