DSP Conservative Hybrid Fund vs Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund
Direct Plan, Growth option · Data as on 30-10-2026
DSP Conservative Hybrid Fund is a Conservative Hybrid fund and Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund is an Index fund. In the 3 years to 30-10-2026, DSP Conservative Hybrid Fund (Direct) returned 8.2% a year and Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct) returned 6.9% a year. DSP Conservative Hybrid Fund charges 0.64% a year and Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund 0.20% (Direct plans). Their portfolios overlap 20.5%: they hold 3 of the same securities.
DSP Conservative Hybrid Fund
Conservative Hybrid
- 3 year return
- 8.2%
- Expense ratio
- 0.64%
- NAV
- ₹68.34
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund
Index
- 3 year return
- 6.9%
- Expense ratio
- 0.20%
- NAV
- ₹12.82
Which is better, DSP Conservative Hybrid or Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- DSP Conservative Hybrid returned more over 3 years: 8.2% a year against 6.9%.
- Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index returned more over 1 year: 3.7% against 1.8%.
- Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index costs less: 0.20% a year against 0.64% (Direct plans).
- Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index swung less over 3 years: a standard deviation of 1.0% a year against 3.2%.
- Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index fell less in its worst fall since 16-02-2023: −0.9% against −3.2%.
- DSP Conservative Hybrid is the larger fund: ₹175 Cr against ₹143 Cr.
- Their portfolios overlap 20.5%: 3 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | DSP Conservative Hybrid Fund | Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund |
|---|---|---|
| Fund house | DSP Mutual Fund | Edelweiss Mutual Fund |
| Category | Conservative Hybrid | Index |
| AUM | ₹175 Cr (30-09-2026) | ₹143 Cr (30-09-2026) |
| NAV | ₹68.34 (Direct) | ₹12.82 (Direct) |
| Expense ratio (Direct) | 0.64% | 0.20% |
| Expense ratio (Regular) | 1.25% | 0.57% |
| Riskometer | Moderately High | Low to Moderate |
| Benchmark | CRISIL Hybrid 85+15 - Conservative Index | CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund |
| Launch date | 11-06-2004 | 15-02-2023 |
| Minimum investment | ₹100 | ₹100 |
| Lock in | None | None |
| Fund managers | Abhishek Singh, Shantanu Godambe | Hetul Raval, Dhawal Dalal |
| Exit load | Nil | NIL |
DSP Conservative Hybrid vs Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| DSP Conservative Hybrid Fund (Direct) | −0.26% | −1.26% | +1.06% | +1.82% | +8.24% | +7.41% | +7.09% |
| Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct) | −0.43% | −0.44% | +1.60% | +3.71% | +6.87% | -- | -- |
| Conservative Hybrid average | −0.46% | −1.48% | +0.87% | +1.02% | +7.61% | +7.13% | +7.52% |
Category average: the average of the 18 Conservative Hybrid funds, same plan type.
DSP Conservative Hybrid vs Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index: Year-wise Returns
| Year | DSP Conservative HybridDSP Conservative Hybrid | Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration IndexEdelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index |
|---|---|---|
| 2026to date | +0.64% | +2.90% |
| 2025 | +7.95% | +7.77% |
| 2024 | +11.66% | +8.19% |
| 2023 | +12.69% | -- |
| 2022 | +4.21% | -- |
| 2021 | +9.53% | -- |
DSP Conservative Hybrid vs Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 169 of them, one for each trading day from 16-02-2026 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
DSP Conservative Hybrid Fund (Direct)
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct)
to
Mar 2026Apr 2023
to
Apr 2026Jun 2023
to
Jun 2026Jul 2023
to
Jul 2026Aug 2023
to
Aug 2026Oct 2023
to
Oct 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DSP Conservative Hybrid | 0.0 | 0.0 | 81.7 | 18.3 | 0.0 | 0.0 | 0.0 | 9.4% | 9.4% | 8.0% | 10.8% |
| Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index | 0.0 | 0.0 | 100.0 | 0.0 | 0.0 | 0.0 | 0.0 | 7.4% | 7.4% | 6.9% | 8.0% |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 16-02-2023. Past returns do not promise future returns.
DSP Conservative Hybrid vs Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 01-02-2023 to 30-10-2026: 45 instalments, ₹4,50,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| DSP Conservative HybridDSP Conservative Hybrid Fund (Direct) | ₹4,50,000 | ₹5,07,209 | ₹57,209 | 6.3% |
| Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration IndexEdelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct) | ₹4,50,000 | ₹5,04,275 | ₹54,275 | 6.0% |
DSP Conservative HybridDSP Conservative Hybrid Fund (Direct)
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration IndexEdelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
DSP Conservative Hybrid vs Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | DSP Conservative Hybrid Fund (Direct) | Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | +1.82% | +3.71% |
| Standard deviation | 3.37% | 1.26% |
| Sharpe ratio | -1.02 | -1.21 |
| Sortino ratio | -1.38 | -1.74 |
| Maximum drawdown | −3.2% (30-03-2026) | −0.9% (22-10-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | DSP Conservative Hybrid Fund (Direct) | Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | +8.24% | +6.87% |
| Standard deviation | 3.21% | 1.00% |
| Sharpe ratio | 0.69 | 0.85 |
| Sortino ratio | 0.97 | 1.30 |
| Maximum drawdown | −3.2% (30-03-2026) | −0.9% (22-10-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | DSP Conservative Hybrid Fund (Direct) | Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | +8.20% | +6.88% |
| Standard deviation | 4.26% | 1.00% |
| Sharpe ratio | 0.51 | 0.71 |
| Sortino ratio | 0.67 | 1.09 |
| Maximum drawdown | −12.0% (23-03-2020) | −0.9% (22-10-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 03-01-2013 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
DSP Conservative Hybrid Fund (Direct)
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| DSP Conservative Hybrid Fund (Direct) | −3.2% | 07-01-2026 | 30-03-2026 | 21-04-2026 | 22 days | −1.6% |
| Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct) | −0.9% | 14-08-2026 | 22-10-2026 | Not yet | -- | −0.9% |
From daily values since 16-02-2023, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
DSP Conservative Hybrid Fund (Direct)
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
DSP Conservative Hybrid Fund (Direct)
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct)
DSP Conservative Hybrid vs Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index: Portfolio Overlap
From each fund's latest monthly portfolio: DSP Conservative Hybrid Fund, September 2026; Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund, September 2026
Holdings in common
- Overlap
- 20.5%
- Held by both
- 3
- Only in DSP Conservative Hybrid
- 47
- Only in Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index
- 10
| Security | % of DSP Conservative Hybrid | % of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index |
|---|---|---|
| 7.32% GOI 13112030 | 11.91% | 21.33% |
| 7.06% GOI 10042028 | 5.95% | 5.65% |
| 7.10% GOI 18042029 | 2.97% | 9.91% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 20.5% means 20.5% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in DSP Conservative Hybrid Fund
| Security | % of fund |
|---|---|
| 6.87% GOI FRB 22092033 | 8.94% |
| 7.03% Maharashtra SDL 25062038 | 8.17% |
| 6.48% GOI 06102035 | 5.63% |
| Small Industries Development Bank of India | 5.58% |
| IDFC First Bank Limited | 5.57% |
Largest holdings only in Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund
| Security | % of fund |
|---|---|
| 6.9% MAHARASHTRA SDL RED 04-02-2030 | 17.27% |
| 7.17% GUJARAT SDL RED 08-01-2030 | 10.44% |
| 7.17% GOVT OF INDIA RED 17-04-2030 | 7.07% |
| 6.13% GOVT OF INDIA RED 04-06-2028 | 4.18% |
| 8.28% GUJARAT SDL RED 13-02-2029 | 3.58% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | DSP Conservative Hybrid | Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index |
|---|---|---|
| Equity | 21.2% | 0.0% |
| Debt | 76.5% | 97.0% |
| Cash and others | 2.3% | 3.0% |
Market cap of stocks
| Market cap | DSP Conservative Hybrid | Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index |
|---|---|---|
| Large Cap | 15.4% | -- |
| Mid Cap | 3.0% | -- |
| Small Cap | 2.8% | -- |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | DSP Conservative Hybrid | Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index |
|---|---|---|
| Banks | 6.1% | 0.0% |
| Insurance | 2.7% | 0.0% |
| Automobiles | 2.4% | 0.0% |
| Pharmaceuticals & Biotechnology | 2.3% | 0.0% |
| Diversified FMCG | 1.1% | 0.0% |
| Consumer Durables | 1.1% | 0.0% |
The six largest sectors of each fund's stocks, % of the fund.
DSP Conservative Hybrid vs Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | DSP Conservative Hybrid Fund | Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.64% | 0.20% |
| Base expense ratio (Direct) | 0.51% | 0.17% |
| Total expense ratio (Regular) | 1.25% | 0.57% |
| Base expense ratio (Regular) | 1.04% | 0.50% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare DSP Conservative Hybrid with
- DSP Conservative Hybrid vs Parag Parikh Conservative Hybrid
- DSP Conservative Hybrid vs HSBC Conservative Hybrid
- DSP Conservative Hybrid vs ICICI Prudential Conservative Hybrid
- DSP Conservative Hybrid vs Nippon India Conservative Hybrid
- DSP Conservative Hybrid vs Aditya Birla Sun Life Conservative Hybrid
DSP Conservative Hybrid Fund vs Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund: Frequently Asked Questions
What is the difference between DSP Conservative Hybrid Fund and Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund?
DSP Conservative Hybrid Fund is a Conservative Hybrid fund, Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund is an Index fund, run by DSP Mutual Fund and Edelweiss Mutual Fund. Their portfolios overlap 20.5%. DSP Conservative Hybrid Fund charges 0.64% a year and Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund 0.20%.
Which has given higher returns, DSP Conservative Hybrid Fund or Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund?
Over 1 year: DSP Conservative Hybrid Fund +1.82%, Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund +3.71%. Over 3 years: DSP Conservative Hybrid Fund +8.24% a year, Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund +6.87% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, DSP Conservative Hybrid Fund or Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund?
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund charges less: 0.20% a year against 0.64%. These are the Direct plans' total expense ratios reported to AMFI.
How much do DSP Conservative Hybrid Fund and Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund overlap?
20.5%. They hold 3 of the same securities, the largest shared ones being 7.32% GOI 13112030, 7.06% GOI 10042028, 7.10% GOI 18042029. From each fund's latest monthly portfolio.
Which is riskier, DSP Conservative Hybrid Fund or Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund?
On SEBI's riskometer, DSP Conservative Hybrid Fund is rated Moderately High and Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund Low to Moderate. Over 3 years, the standard deviation of daily returns was 3.21% and 1.00% a year.
Which is better for SIP, DSP Conservative Hybrid Fund or Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund?
Over the last 3 years, a monthly SIP of ₹10,000 from 03-10-2023 to 30-10-2026 grew to ₹4,01,224 in DSP Conservative Hybrid Fund (XIRR 5.2% a year) and ₹4,04,075 in Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (XIRR 5.7% a year). Both received 37 instalments. Past returns do not promise future returns.
Can I invest in both DSP Conservative Hybrid Fund and Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund?
Yes. 20.5% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages DSP Conservative Hybrid Fund and Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund?
DSP Conservative Hybrid Fund: Abhishek Singh, Shantanu Godambe. Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund: Hetul Raval, Dhawal Dalal.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.