KP
Kapil PunjabiFund Manager Since 23 Jul 2019
AllocationConservative Allocation
HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW
3Y Annualised
10.11%
0.23% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.88%
0.23% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
7 years 2 months
NIFTY 50
6 years 2 months
FD
9 years 7 months
Fund info
Fund size
₹145.73 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0.01%
Nil
Risk Profile
Moderately High risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Regular Savings Fund Direct Plan Bonus
4.01%
2nd
ICICI Prudential Regular Savings Fund Bonus
3.96%
3rd
HSBC Conservative Hybrid Fund Growth Direct Plan
3.88%
4th
HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW
3.88%
5th
HSBC Conservative Hybrid Fund Direct Monthly Payout of Income Dis cum Cptl Wdrl Opt
3.88%
Fund Managers
GB
Gautam BhupalFund Manager Since 16 Jul 2019
About HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW
HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW is a Allocation mutual fund scheme from HSBC Asset Management (India) Private Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW has ₹145.73 Cr worth of assets under management (AUM) as of Sat Apr 19 2025. The latest Net Asset Value (NAV) of HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW as of Thu Apr 17 2025 is ₹17.6626. The fund has an expense ratio of 1.35%, which is medium comparable to most other Allocation funds.
HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW returns for the last 1 year are 11.47%. Since launch, it has delivered 8.17% average annual returns.
The HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW has the majority of its money invested in null, Consumer Cyclical sectors.
Top 5 Holdings of HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW.
- 6.79% Government Of India (07/10/2034): 17.80%
- 7.18% Govt Stock 2037: 16.39%
- 7.3% Govt Stock 2053: 10.83%
- 7.09% Govt Stock 2054: 10.46%
- 7.1% Govt Stock 2034: 7.24%
AMC Information
| Name | HSBC Asset Management (India) Private Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| hsbcmf@hsbc.co.in | |
| Phone | +91 22 66145000 |
| Website | https://www.assetmanagement.hsbc.co.in/en/mutual-funds |
| Address | HSBC Asset Management (India) Private Ltd.,16, V N Road,,Fort |
Tax Implications of HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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FAQs
What is the current NAV of HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW?
What are the average returns of HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW?
How do I invest in HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW?
What is the expense ratio of HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW?
What are net assets under management (AUM) of HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW?
What is the PE and PB ratio of HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW?
What are the top 5 holdings of HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW?
What are the top 3 sectors that HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW has invested in?
Who is the manager of HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW?
What is the exit load of HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW?
How to Redeem HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW?
Can I invest in SIP and a Lump Sum of HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW?
