The scheme seeks to generate income/capital appreciation by investing primarily in debt securities, money market instruments and moderate exposure to equities.
Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsReturns are taxed as per your income tax slab.
Bhagyesh Kagalkar
Mr. Kagalkar is a B.E. (Production) and MMS (Finance)
Prior to joining HDFC Asset Management Company Limited, he has worked with Dolat Capital Markets Ltd., India Infoline Ltd., Sun Engineering Ltd., Al Ahlia Portfolio Securities Co., IIT Investrust.
Top Holdings
Company
Sector
Asset Value (Cr)
Asset %
Punjab National Bank 15/09/2026
Financial
₹96.77
3.03
Indian Railway Finance Corporation Ltd. 8.3 25/03/2029
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of HDFC Conservative Hybrid Fund is ₹82.43 as of 2026-10-09.
HDFC Conservative Hybrid Fund is classified as a Conservative Hybrid fund.
HDFC Conservative Hybrid Fund is managed by HDFC Mutual Fund.
The Assets Under Management (AUM) of HDFC Conservative Hybrid Fund is ₹3,108.02 Cr.
The expense ratio of HDFC Conservative Hybrid Fund is 1.7%.
HDFC Conservative Hybrid Fund is managed by Bhagyesh Kagalkar.
The minimum SIP investment for HDFC Conservative Hybrid Fund is ₹100.
As per the SEBI Riskometer, HDFC Conservative Hybrid Fund carries a Moderately High risk level.
HDFC Conservative Hybrid Fund has delivered -0.28% (1Y), 6.53% (3Y) and 6.82% (5Y) annualised returns as of 2026-10-09.
HDFC Conservative Hybrid Fund was launched on 1999-12-10.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
