How to Invest in HSBC Conservative Hybrid Fund Direct Growth?

You can easily invest in HSBC Conservative Hybrid Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for HSBC Conservative Hybrid Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in HSBC Conservative Hybrid Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does HSBC Conservative Hybrid Fund Direct Growth provide?

The HSBC Conservative Hybrid Fund Direct Growth has been there from 11 Jan 2013 and the average annual returns provided by this fund is 2.53% since its inception.

How much expense ratio is charged by HSBC Conservative Hybrid Fund Direct Growth?

The term Expense Ratio used for HSBC Conservative Hybrid Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of HSBC Conservative Hybrid Fund Direct Growth is 1.34% as of 31 Mar 2023...

What is the AUM of HSBC Conservative Hybrid Fund Direct Growth?

The AUM, short for Assets Under Management of HSBC Conservative Hybrid Fund Direct Growth is ₹122.02Cr as of 31 Mar 2023.

How to Redeem HSBC Conservative Hybrid Fund Direct Growth?

If you want to sell your HSBC Conservative Hybrid Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of HSBC Conservative Hybrid Fund Direct Growth?

You can select either SIP or Lumpsum investment of HSBC Conservative Hybrid Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of HSBC Conservative Hybrid Fund Direct Growth?

The NAV of HSBC Conservative Hybrid Fund Direct Growth is ₹51.30 as of 29 Mar 2023.

What is the PE and PB ratio of HSBC Conservative Hybrid Fund Direct Growth?

The PE ratio ratio of HSBC Conservative Hybrid Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

HSBC Conservative Hybrid Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

HSBC Conservative Hybrid Fund Direct Growth
Hybrid
Conservative Hybrid
Moderately High Risk
10.13%
3Y annualised
+0.36% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 29 Mar 2023₹51.30
Min. SIP amount₹1,000
Rating3
Fund size₹122.02Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns2.5%10.1%7.4%8.3%
Category average3.4%9.5%6.2%NA
Rank with in category261511NA
Understand terms
Holdings (48)NameSectorInstrumentAssets
GOI
SovereignGOI Sec18.0%
GOISovereignGOI Sec12.4%
GOISovereignGOI Sec10.0%
GOI
SovereignGOI Sec8.3%
Bank Of Baroda
FinancialCD7.7%
GOI
SovereignGOI Sec4.5%
GOI
SovereignGOI Sec4.0%
GOI
SovereignGOI Sec3.2%
ICICI Bank Ltd.FinancialEquity2.2%
Maharashtra State
OthersSDL2.1%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Hybrid Conservative Hybrid
Pros
Cons
3Y, 5Y and 10Y annualised returns higher than category average
1Y annualised returns lower than category average by 0.89%
Exit load is zero
Higher expense ratio: 1.34%
Average credit rating of the fund's holdings: AAA
This fund has holdings of the highest quality
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
28 Feb 2023 - Present
1.34%
31 Jan 2023 - 28 Feb 2023
1.34%
31 Dec 2022 - 31 Jan 2023
0.94%
31 Dec 2022 - 31 Dec 2022
0.94%
30 Nov 2022 - 31 Dec 2022
0.94%
30 Nov 2022 - 30 Nov 2022
0.94%
31 Oct 2022 - 30 Nov 2022
0.91%
31 Oct 2022 - 31 Oct 2022
0.91%
31 Oct 2022 - 31 Oct 2022
0.91%
30 Sep 2022 - 31 Oct 2022
0.91%
30 Sep 2022 - 30 Sep 2022
0.91%
30 Sep 2022 - 30 Sep 2022
0.91%
31 Aug 2022 - 30 Sep 2022
0.91%
31 Aug 2022 - 31 Aug 2022
0.91%
31 Jul 2022 - 31 Aug 2022
0.90%
31 Jul 2022 - 31 Jul 2022
0.90%
30 Jun 2022 - 31 Jul 2022
0.91%
30 Jun 2022 - 30 Jun 2022
0.91%
31 May 2022 - 30 Jun 2022
0.91%
31 May 2022 - 31 May 2022
0.91%
30 Apr 2022 - 31 May 2022
0.91%
30 Apr 2022 - 30 Apr 2022
0.91%
31 Mar 2022 - 30 Apr 2022
0.91%
31 Mar 2022 - 31 Mar 2022
0.91%
28 Feb 2022 - 31 Mar 2022
0.91%
28 Feb 2022 - 28 Feb 2022
0.91%
31 Jan 2022 - 28 Feb 2022
0.76%
31 Dec 2021 - 31 Jan 2022
0.75%
30 Nov 2021 - 31 Dec 2021
0.75%
31 Oct 2021 - 30 Nov 2021
0.74%
30 Sep 2021 - 31 Oct 2021
0.79%
31 Aug 2021 - 30 Sep 2021
0.77%
31 Jul 2021 - 31 Aug 2021
0.77%
30 Jun 2021 - 31 Jul 2021
0.75%
31 May 2021 - 30 Jun 2021
0.73%
30 Apr 2021 - 31 May 2021
0.73%
31 Mar 2021 - 30 Apr 2021
0.69%
28 Feb 2021 - 31 Mar 2021
0.71%
31 Jan 2021 - 28 Feb 2021
0.69%
31 Dec 2020 - 31 Jan 2021
0.69%
30 Nov 2020 - 31 Dec 2020
0.70%
31 Oct 2020 - 30 Nov 2020
0.66%
30 Sep 2020 - 31 Oct 2020
0.55%
31 Aug 2020 - 30 Sep 2020
0.55%
31 Jul 2020 - 31 Aug 2020
0.56%
30 Jun 2020 - 31 Jul 2020
0.55%
31 May 2020 - 30 Jun 2020
0.55%
30 Apr 2020 - 31 May 2020
0.56%
31 Mar 2020 - 30 Apr 2020
0.48%
29 Feb 2020 - 31 Mar 2020
0.48%
31 Jan 2020 - 29 Feb 2020
0.49%
31 Dec 2019 - 31 Jan 2020
0.51%
30 Nov 2019 - 31 Dec 2019
0.59%
31 Oct 2019 - 30 Nov 2019
0.63%
30 Sep 2019 - 31 Oct 2019
0.63%
31 Aug 2019 - 30 Sep 2019
0.63%
31 Jul 2019 - 31 Aug 2019
0.63%
30 Jun 2019 - 31 Jul 2019
0.67%
31 May 2019 - 30 Jun 2019
1.14%
30 Apr 2019 - 31 May 2019
1.14%
31 Mar 2019 - 30 Apr 2019
2.05%
28 Feb 2019 - 31 Mar 2019
2.05%
31 Jan 2019 - 28 Feb 2019
2.05%
31 Dec 2018 - 31 Jan 2019
1.98%
30 Nov 2018 - 31 Dec 2018
1.96%
31 Oct 2018 - 30 Nov 2018
1.96%
30 Sep 2018 - 31 Oct 2018
1.92%
31 Aug 2018 - 30 Sep 2018
1.69%
31 Jul 2018 - 31 Aug 2018
1.68%
30 Jun 2018 - 31 Jul 2018
1.88%
31 May 2018 - 30 Jun 2018
1.80%
30 Apr 2018 - 31 May 2018
1.80%
31 Mar 2018 - 30 Apr 2018
1.71%
28 Feb 2018 - 31 Mar 2018
1.62%
31 Jan 2018 - 28 Feb 2018
1.78%
31 Dec 2017 - 31 Jan 2018
1.78%
30 Nov 2017 - 31 Dec 2017
1.78%
31 Oct 2017 - 30 Nov 2017
1.77%
Expense ratio, exit load and taxExpense ratio: 1.34%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000
Fund managementRitesh Jain
Nov 2022 - Present
View details
Education
Ritesh holds a PGDBA from K.J. Somaiya Institute of Management Studies & Research, Mumbai and B.Com (Hons.) from University of Calcutta.
Experience
Prior to joining HSBC Mutual Fund, he has worked with PGIM India AMC, he was the Head - Fixed Income with Morgan Stanley Investment Management Pvt. Ltd. ( March 2009 - June 2014 ). He has also been the Head - Fixed Income with Principal PNB AMC ( April 2001 - February 2009).
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Cheenu Gupta
Nov 2022 - Present
View details
Education
Ms. Gupta is CFA Charter holder (USA), PGDBM (Finance) & B.E. (I.T)
Experience
Prior to joining HSBC Mutual Fund, she has worked with L&T Mutual Fund, Canara Robeco Mutual Fund, Tata AIA Life Insurance Company as Fund Manager, ING Investment Management as Senior Research Analyst and UTI AMC Ltd. as Research Analyst.
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Fund house & investment objective
HSBC Mutual Fund
Rank (total assets)#21 in India
Total AUM₹13,220.91Cr
Date of Incorporation27 May 2002
 HSBC Conservative Hybrid Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 27 May 2002. Sanjay Shah, Aditya Khemani is the Current Fund Manager of HSBC Conservative Hybrid Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹13,221 Cr and the Latest NAV as of 29 Mar 2023 is ₹51.30.
The HSBC Conservative Hybrid Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹5,000.
;
Investment ObjectiveThe scheme seeks to generate reasonable returns through investments in debt and money market instruments. It would also invest in equity and equity related instruments to seek capital appreciation, but this allocation shall not exceed 25 per cent.
;
Fund benchmarkNIFTY 50 Hybrid Composite Debt 15:85 Index
Scheme Information Document(SID)
Fund house contact details
Address
9-11th Floor,NESCO - IT Park Bldg. 3, Nesco Complex,Western Express Highway, Goregaon East, Mumbai 400063
Phone
022-66145000 / 66668819 / 1800-200-2434
Launch Date
27 May 2002
E-mail
[email protected]
Website
NA
HSBC Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
HSBC Conservative Hybrid Fund Direct Growth
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Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	2.5%	10.1%	7.4%	8.3%
Category average	3.4%	9.5%	6.2%	NA
Rank with in category	26	15	11	NA

Name	Sector	Instrument	Assets
GOI	Sovereign	GOI Sec	18.0%
GOI	Sovereign	GOI Sec	12.4%
GOI	Sovereign	GOI Sec	10.0%
GOI	Sovereign	GOI Sec	8.3%
Bank Of Baroda	Financial	CD	7.7%
GOI	Sovereign	GOI Sec	4.5%
GOI	Sovereign	GOI Sec	4.0%
GOI	Sovereign	GOI Sec	3.2%
ICICI Bank Ltd.	Financial	Equity	2.2%
Maharashtra State	Others	SDL	2.1%

Rank (total assets)	#21 in India
Total AUM	₹13,220.91Cr

Date of Incorporation	27 May 2002

Fund benchmark	NIFTY 50 Hybrid Composite Debt 15:85 Index

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Bengaluru – 560103
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Min. for 1st investment	₹5,000
Min. for 2nd investment onwards	₹1,000

Rating	3
Fund size	₹122.02Cr

HSBC Conservative Hybrid Fund Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (48)

Disclaimer

Pros and cons

Pros

Cons

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 1.34%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Ritesh JainNov 2022 - PresentView details

Cheenu GuptaNov 2022 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Ritesh Jain
Nov 2022 - Present
View details

Cheenu Gupta
Nov 2022 - Present
View details