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Hybrid: Conservative Hybrid

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Fund  |  Rating Ratings Fund Risk Grade Standard Deviation Sharpe
Ratio
Sortino
Ratio
Beta Alpha R-Squared
Aditya Birla Sun Life Regular Savings Fund (Erstwhile Aditya Birla Sun Life MIP II Wealth 25)  | 4 Above Avg. 5.54 -0.12 -0.17 1.05 -2.61 0.63
Aditya Birla Sun Life Regular Savings Fund - Direct Plan (Erstwhile Aditya Birla Sun Life MIP II Wealth 25)  | 4 Above Avg. 5.54 0.07 0.09 1.05 -1.53 0.63
Aditya Birla Sun Life Retirement Fund - The 50s Plan - Direct Plan 0 - - - - - - -
Aditya Birla Sun Life Retirement Fund - The 50s Plan - Regular Plan 0 - - - - - - -
Axis Regular Saver Fund (Erstwhile Axis Income Saver)  | 2 Above Avg. 5.03 -0.46 -0.42 0.78 -3.73 0.42
Axis Regular Saver Fund - Direct Plan (Erstwhile Axis Income Saver)  | 3 Avg. 5.03 -0.23 -0.21 0.78 -2.56 0.42
Baroda Conservative Hybrid Fund  | 3 Avg. 4.05 0.37 0.65 0.57 0.46 0.35
Baroda Conservative Hybrid Fund - Direct Plan  | 3 Avg. 4.04 0.59 1.07 0.57 1.32 0.35
BNP Paribas Conservative Hybrid Fund (Erstwhile BNP Paribas MIP)  | 3 Avg. 3.56 0.02 0.03 0.72 -1.24 0.71
BNP Paribas Conservative Hybrid Fund - Direct Plan (Erstwhile BNP Paribas MIP)  | 4 Below Avg. 3.56 0.61 0.88 0.72 0.87 0.71
BOI AXA Conservative Hybrid Fund - Direct Plan (Erstwhile BOI AXA Regular Return)  | 2 Above Avg. 8.34 -0.58 -0.41 0.88 -6.44 0.19
BOI AXA Conservative Hybrid Fund - Regular Plan (Erstwhile BOI AXA Regular Return)  | 2 Above Avg. 8.33 -0.65 -0.46 0.88 -7.05 0.19
Canara Robeco Conservative Hybrid Fund - Direct Plan (Erstwhile Canara Robeco Income Saver Fund)  | 3 Avg. 3.89 0.30 0.44 0.82 -0.34 0.77
Canara Robeco Conservative Hybrid Fund - Regular Plan (Erstwhile Canara Robeco Income Saver Fund)  | 3 Avg. 3.88 0.02 0.03 0.82 -1.41 0.77
DSP Regular Savings Fund  | 1 High 5.66 -0.45 -0.55 1.02 -4.39 0.57
DSP Regular Savings Fund - Direct Plan  | 1 High 5.67 -0.25 -0.31 1.03 -3.28 0.58
Essel Regular Savings Fund (Erstwhile Essel Income Plus)  | 2 Below Avg. 2.88 -0.38 -0.52 0.60 -2.18 0.75
Essel Regular Savings Fund - Direct Plan (Erstwhile Essel Income Plus)  | 4 Low 2.89 0.23 0.32 0.60 -0.43 0.75
Franklin India Debt Hybrid Fund (Erstwhile Franklin India MIP)  | 3 Avg. 3.77 -0.22 -0.30 0.75 -2.19 0.69
Franklin India Debt Hybrid Fund - Direct Plan (Erstwhile Franklin India MIP)  | 2 Avg. 3.78 -0.03 -0.04 0.75 -1.47 0.69
Franklin India Life Stage Fund of Funds 40s  | 4 Above Avg. 4.73 0.08 0.13 1.00 -1.44 0.78
Franklin India Life Stage Fund of Funds 40s - Direct Plan  | 4 Above Avg. 4.74 0.24 0.39 1.00 -0.66 0.77
Franklin India Life Stage Fund of Funds 50s Plus  | 4 Below Avg. 3.19 0.24 0.39 0.67 -0.47 0.77
Franklin India Life Stage Fund of Funds 50s Plus - Direct Plan  | 4 Below Avg. 3.20 0.48 0.80 0.67 0.31 0.77
Franklin India Life Stage Fund of Funds 50s Plus - Floating Rate  | 4 Low 2.56 0.21 0.35 0.56 -0.47 0.82
Franklin India Life Stage Fund of Funds 50s Plus - Floating Rate - Direct Plan  | 3 Low 2.56 0.36 0.60 0.56 -0.09 0.82
HDFC Hybrid Debt Fund (Erstwhile HDFC MIP Long-term)  | 3 High 5.30 0.01 0.02 0.97 -1.70 0.58
HDFC Hybrid Debt Fund - Direct Plan (Erstwhile HDFC MIP Long-term)  | 2 High 5.30 0.12 0.22 0.97 -1.12 0.58
HDFC Retirement Savings Fund - Hybrid Debt Plan - Direct Plan  | 4 Avg. 3.97 0.56 0.98 0.77 0.80 0.66
HDFC Retirement Savings Fund - Hybrid Debt Plan - Regular Plan  | 4 Avg. 3.94 0.18 0.31 0.77 -0.71 0.66
HSBC Managed Solutions India - Conservative - Direct Plan  | 2 Below Avg. 3.55 -0.04 -0.05 0.45 -0.98 0.28
HSBC Managed Solutions India - Conservative - Regular Plan  | 3 Below Avg. 3.55 -0.13 -0.15 0.45 -1.28 0.28
HSBC Regular Savings Fund (Erstwhile HSBC MIP)  | 2 Above Avg. 4.49 -0.11 -0.17 0.85 -2.04 0.62
HSBC Regular Savings Fund - Direct Plan (Erstwhile HSBC MIP)  | 1 Above Avg. 4.50 0.02 0.04 0.85 -1.43 0.62
ICICI Prudential Moderate Fund (Erstwhile ICICI Prudential Advisor Series-Hybrid Fund)  | 3 Below Avg. 2.39 0.34 0.44 0.15 0.55 0.07
ICICI Prudential Moderate Fund - Direct Plan (Erstwhile ICICI Prudential Advisor Series-Hybrid Fund)  | 3 Below Avg. 2.40 0.54 0.69 0.15 1.02 0.07
ICICI Prudential Regular Savings Fund (Erstwhile ICICI Prudential MIP 25 Reg)  | 5 Below Avg. 3.30 0.58 0.89 0.68 0.67 0.74
ICICI Prudential Regular Savings Fund - Direct Plan (Erstwhile ICICI Prudential MIP 25 Reg)  | 5 Below Avg. 3.29 0.82 1.25 0.68 1.46 0.74
ICICI Prudential Retirement Fund - Hybrid Conservative Plan 0 - - - - - - -
ICICI Prudential Retirement Fund - Hybrid Conservative Plan - Direct Plan 0 - - - - - - -
ICICI Prudential Thematic Advantage Fund (Erstwhile ICICI Prudential Advisor Series-Thematic Fund)  | 2 High 8.36 0.05 0.08 1.62 -2.53 0.66
ICICI Prudential Thematic Advantage Fund - Direct (Erstwhile ICICI Prudential Advisor Series-Thematic Fund)  | 3 High 8.34 0.09 0.14 1.62 -2.19 0.66
IDFC Asset Allocation Fund - Aggressive Plan - Direct Plan  | 1 High 8.69 -0.08 -0.11 1.78 -3.93 0.73
IDFC Asset Allocation Fund - Aggressive Plan - Regular Plan  | 2 High 8.71 -0.16 -0.22 1.78 -4.62 0.73
IDFC Asset Allocation Fund - Conservative Plan - Direct Plan  | 4 Low 2.94 0.39 0.50 0.61 0.02 0.76
IDFC Asset Allocation Fund - Conservative Plan - Regular Plan  | 4 Low 2.95 0.16 0.20 0.61 -0.66 0.75
IDFC Asset Allocation Fund - Moderate Plan - Direct Plan  | 3 Above Avg. 5.17 0.03 0.04 1.09 -1.85 0.78
IDFC Asset Allocation Fund - Moderate Plan - Regular Plan  | 4 Above Avg. 5.17 -0.09 -0.12 1.09 -2.45 0.78
IDFC Regular Savings Fund - Direct Plan (Erstwhile IDFC Monthly Income Plan Regular)  | 3 Avg. 3.43 0.17 0.26 0.73 -0.76 0.79
IDFC Regular Savings Fund - Regular Plan (Erstwhile IDFC Monthly Income Plan Regular)  | 3 Avg. 3.43 -0.09 -0.14 0.73 -1.63 0.79
Indiabulls Savings Income Fund - Direct Plan (Erstwhile Indiabulls Monthly Income Plan)  | 5 Avg. 5.06 0.77 1.30 0.75 2.53 0.38
Indiabulls Savings Income Fund - Regular Plan (Erstwhile Indiabulls Monthly Income Plan)  | 5 Avg. 5.08 0.49 0.83 0.75 1.10 0.38
Kotak Asset Allocator Fund - Direct Plan  | 5 Low 3.06 0.80 1.71 0.45 1.63 0.38
Kotak Asset Allocator Fund Regular Plan  | 5 Low 3.08 0.52 1.14 0.45 0.78 0.37
Kotak Debt Hybrid Fund - Direct Plan (Erstwhile Kotak Monthly Income Plan)  | 3 Above Avg. 4.56 0.31 0.45 0.86 -0.13 0.62
Kotak Debt Hybrid Fund - Regular Plan (Erstwhile Kotak Monthly Income Plan)  | 3 Above Avg. 4.56 0.04 0.05 0.86 -1.40 0.62
L&T Conservative Hybrid Fund (Erstwhile L&T MIP)  | 2 Avg. 3.69 0.00 0.00 0.69 -1.26 0.61
L&T Conservative Hybrid Fund - Direct Plan (Erstwhile L&T MIP)  | 2 Avg. 3.70 0.20 0.29 0.69 -0.54 0.61
LIC MF Debt Hybrid Fund (Erstwhile LIC MF MIP)  | 1 Below Avg. 2.94 -0.19 -0.28 0.51 -1.50 0.53
LIC MF Debt Hybrid Fund - Direct Plan (Erstwhile LIC MF MIP)  | 2 Avg. 2.96 0.11 0.16 0.52 -0.63 0.53
Principal Retirement Savings Fund Conservative Plan - Direct Plan (Erstwhile Principal Asset Allocation Fund of Funds Conservative Plan) 0 - 3.21 -0.27 -0.33 0.66 -2.08 0.75
Principal Retirement Savings Fund Conservative Plan - Regular Plan (Erstwhile Principal Asset Allocation Fund of Funds Conservative Plan) 0 - 3.20 -0.42 -0.50 0.66 -2.55 0.75
Reliance Hybrid Bond Fund (Erstwhile Reliance MIP)  | 3 Avg. 3.36 -0.14 -0.21 0.55 -1.49 0.47
Reliance Hybrid Bond Fund - Direct Plan (Erstwhile Reliance MIP)  | 3 Avg. 3.37 0.12 0.18 0.55 -0.60 0.47
Reliance Retirement Fund - Income Generation Scheme  | 2 High 5.79 0.15 0.25 0.82 -0.61 0.35
Reliance Retirement Fund - Income Generation Scheme - Direct Plan  | 3 High 5.80 0.39 0.63 0.82 0.74 0.35
SBI Debt Hybrid Fund (Erstwhile SBI Magnum MIP)  | 3 Avg. 4.21 -0.23 -0.38 0.73 -2.29 0.52
SBI Debt Hybrid Fund - Direct Plan (Erstwhile SBI Magnum MIP)  | 3 Avg. 4.20 -0.01 -0.02 0.73 -1.38 0.52
SBI Magnum Children's Benefit Fund (Erstwhile SBI Magnum Children's Benefit Plan)  | 5 Avg. 5.44 0.44 0.70 0.79 0.98 0.36
SBI Magnum Children's Benefit Fund - Direct Plan (Erstwhile SBI Magnum Children's Benefit Plan)  | 5 Above Avg. 5.43 0.61 0.96 0.79 1.87 0.37
Sundaram Debt Oriented Hybrid Fund (Erstwhile Sundaram MIP Aggressive Plan)  | 3 Avg. 5.19 -0.38 -0.41 0.61 -3.08 0.24
Sundaram Debt Oriented Hybrid Fund - Direct Plan (Erstwhile Sundaram MIP Aggressive Plan)  | 3 Avg. 5.18 -0.17 -0.18 0.60 -1.98 0.24
Tata Retirement Savings Fund - Conservative Plan - Direct Plan  | 5 Avg. 4.72 0.44 0.56 0.92 0.38 0.67
Tata Retirement Savings Fund - Conservative Plan - Regular Plan  | 4 Above Avg. 4.70 0.13 0.16 0.92 -1.09 0.67
UTI Regular Savings Fund - Direct Plan (Erstwhile UTI MIS-Advantage Plan)  | 4 Below Avg. 4.32 0.07 0.07 0.77 -1.11 0.55
UTI Regular Savings Fund - Regular Plan (Erstwhile UTI MIS-Advantage Plan)  | 4 Below Avg. 4.31 -0.09 -0.10 0.77 -1.80 0.55
The Risk Measures have been calculated using calendar month returns for the last three years.