Midcap darlings of conservative hybrid funds for long term growth

As the name suggests, conservative hybrid funds are meant for low-risk investors allocating majorly to debt securities. Just about 10-25 percent of their corpora get invested in equities. The equity portion is used for a bit of a kicker in returns. The nature of the scheme nudges its fund manager to pick low-volatile stocks. Despite their conservative nature, many fund managers go beyond largecap stocks and prefer holding mid and smallcap stocks in their portfolio. Adding midcap and smallcap stocks spices up the overall returns of the schemes. Currently, there are 21 conservative hybrid funds available in the market. Here are the most popular midcap stocks among the conservative hybrid mutual fund schemes. Data as of June 2023. Source: ACEMF.

Jubilant FoodWorks
No. of conservative hybrid funds that hold the stock: 6
No. of actively managed MF that hold the stock: 109

Hindustan Petroleum Corporation
No. of conservative hybrid funds that hold the stock: 4
No. of actively managed MF that hold the stock: 93

Schaeffler India
No. of conservative hybrid funds that hold the stock: 4
No. of actively managed MF that hold the stock: 106

Also see: 15 smallcaps that are hot favourites of mutual funds

Sona BLW Precision Forgings
No. of conservative hybrid funds that hold the stock: 4
No. of actively managed MF that hold the stock: 112

Ashok Leyland
No. of conservative hybrid funds that hold the stock: 3
No. of actively managed MF that hold the stock: 113

Also see: Smallcaps today, multibaggers tomorrow: Unique stocks that make it to MF hotlists

Bandhan Bank
No. of conservative hybrid funds that hold the stock: 3
No. of actively managed MF that hold the stock: 47

Coforge
No. of conservative hybrid funds that hold the stock: 3
No. of actively managed MF that hold the stock: 104

Crompton Greaves Consumer Electricals
No. of conservative hybrid funds that hold the stock: 3
No. of actively managed MF that hold the stock: 125

Also read: How has Nippon India Small Cap fund compensated risks with handsome returns?

Fortis Healthcare
No. of conservative hybrid funds that hold the stock: 3
No. of actively managed MF that hold the stock: 75

United Breweries
No. of conservative hybrid funds that hold the stock: 3
No. of actively managed MF that hold the stock: 90
Also read: 12 new midcap stocks that PMS fund managers picked lately. Do you own any?

UNO Minda
No. of conservative hybrid funds that hold the stock: 3
No. of actively managed MF that hold the stock: 96

Vinati Organics
No. of conservative hybrid funds that hold the stock: 3
No. of actively managed MF that hold the stock: 38

Read here: Smallcap MFs outshine: Top schemes surge up to 12 times in 10 years