HSBC Conservative Hybrid Fund Direct Growth

Hybrid
Conservative Hybrid
Moderately High Risk
8.91%
3Y annualised
0.00% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Apr 2024₹59.73
Min. SIP amount₹1,000
Rating3
Fund size₹106.85Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns15.0%8.9%8.9%8.6%
Category average13.1%8.5%7.9%NA
Rank with in category91714NA
Understand terms

Holdings (39)

NameSectorInstrumentAssets
SovereignGOI Sec14.52%
SovereignGOI Sec13.34%
Maharashtra State
OthersSDL9.85%
SovereignGOI Sec9.56%
SovereignGOI Sec7.74%
GOI
SovereignGOI Sec5.25%
SovereignGOI Sec4.88%
Axis Bank Ltd.
FinancialCD4.46%
ConstructionEquity2.47%
Maharashtra State
OthersSDL2.47%
See All

Pros and cons

Category: Hybrid Conservative Hybrid

Pros

Cons

Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
Higher expense ratio: 1.34%
Exit load is zero
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Expense ratio, exit load and tax

Expense ratio: 1.34%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Fund management

Abhishek Gupta
Apr 2024 - Present
View details

Education
Mr. Gupta is a B. Com., PGDM (Finance) CFA (Investments)
Experience
Prior to joining HSBC Mutual Fund, he has worked with Edelweiss Asset Management Limited, Goldman Sachs, Baer Capital and Deutsche Asset Management.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East, Mumbai 400063
Phone
NA
Launch Date
27 May 2002
HSBC Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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