HSBC Conservative Hybrid Fund - Regular Growth

Fund House: HSBC Mutual Fund

Category: Hybrid: Conservative

Status: Open Ended Schemes

Launch Date: 24-02-2004

Minimum Investment: 5000.0

Asset Class: Mixed Asset

Minimum Topup: 1000.0

Benchmark: NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index

Total Assets: 160.06 As on (30-05-2025)

Expense Ratio: 2.17% As on (30-04-2025)

Turn over: 81.00% | Exit Load: Exit Load : Nil

NAV as on 11-06-2025

61.2936

-0.058

CAGR Since Inception

8.88%

NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index 11.41%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HSBC Conservative Hybrid Fund - Regular Growth 8.75 11.37 9.86 7.94 8.88
Benchmark - - - - -
Hybrid: Conservative 8.36 10.09 10.43 7.98 8.79

Funds Manager

FM 1 - Mahesh Chhabria, FM 2 - Kapil Punjabi, FM 3 - Cheenu Gupta, FM 4 - Abhishek Gupta

RETURNS CALCULATORS for HSBC Conservative Hybrid Fund - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of HSBC Conservative Hybrid Fund - Regular Growth

Portfolio Holdings

Show All Holdings

Sector Allocation

Show All Sectors

PEER COMPARISION of HSBC Conservative Hybrid Fund - Regular Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
HSBC Conservative Hybrid Fund Gr 24-02-2004 8.75 12.07 11.37 9.86 7.94
DSP Reg Savings Reg Gr 11-06-2004 10.55 11.81 10.91 10.09 7.48
Parag Parikh Conservative Hybrid Fund Reg Gr 05-05-2021 10.41 13.7 12.29 0.0 0.0
ABSL Reg Savings Gr Payment Reg 22-05-2004 9.75 10.48 10.07 12.22 8.82
UTI Conservative Hybrid Fund Reg Gr 16-12-2003 9.7 11.84 11.24 12.05 8.54
ICICI Pru Reg Savings Gr 10-03-2004 9.66 12.08 11.01 10.89 9.66
Franklin India Debt Hybrid Gr 28-09-2000 9.26 11.65 10.87 9.81 7.79
Canara Robeco Cons Hybrid Reg Gr 24-04-1988 9.01 10.08 9.53 9.62 8.22
Nippon India Hybrid Bond Gr 29-12-2003 8.84 9.01 9.24 9.29 5.74
Axis Conservative Hybrid Reg Gr 16-07-2010 8.41 8.77 8.44 8.91 7.07

Asset Allocation (%)

Key Performance and Risk Statistics of HSBC Conservative Hybrid Fund - Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Conservative Hybrid Fund - Regular Growth 4.11 0.97 1.43 0.54 6.98 13.66
Hybrid: Conservative - - - - - -