KP
Kapil PunjabiFund Manager Since 23 Jul 2019
AllocationConservative Allocation
HSBC Conservative Hybrid Fund Growth Direct Plan
3Y Annualised
9.37%
-0.22% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.94%
-0.22% 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 9 months
NIFTY 50
5 years 12 months
FD
9 years 7 months
Fund info
Fund size
₹151.43 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
Kotak Debt Hybrid Direct Quarterly Payout of Income Distribution cum Cap Wdrl
3.38%
4th
Kotak Debt Hybrid Direct Quarterly Reinvestment of Income Distribution cum Cap Wdrl
3.38%
5th
Kotak Debt Hybrid Quarterly Payout of Income Distribution cum Cap Wdrl
3.26%
75th
HSBC Conservative Hybrid Fund Growth Direct Plan
1.94%
Fund Managers
GB
Gautam BhupalFund Manager Since 16 Jul 2019
About HSBC Conservative Hybrid Fund Growth Direct Plan
HSBC Conservative Hybrid Fund Growth Direct Plan 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 2013-01-10. HSBC Conservative Hybrid Fund Growth Direct Plan has ₹151.43 Cr worth of assets under management (AUM) as of Thu Mar 27 2025. The latest Net Asset Value (NAV) of HSBC Conservative Hybrid Fund Growth Direct Plan as of Wed Mar 26 2025 is ₹65.3175. The fund has an expense ratio of 1.35%, which is medium comparable to most other Allocation funds.
HSBC Conservative Hybrid Fund Growth Direct Plan returns for the last 1 year are 11.44%. Since launch, it has delivered 9.03% average annual returns.
The HSBC Conservative Hybrid Fund Growth Direct Plan has the majority of its money invested in null, Consumer Cyclical sectors.
Top 5 Holdings of HSBC Conservative Hybrid Fund Growth Direct Plan.
- 6.79% Govt Stock 2034: 17.47%
- 7.18% Govt Stock 2037: 17.46%
- 7.3% Govt Stock 2053: 10.61%
- 7.09% Govt Stock 2054: 10.24%
- 7.1% Govt Stock 2034: 7.11%
AMC Information
| Name | HSBC Asset Management (India) Private Ltd |
|---|---|
| Founding Date | 2013-01-10 |
| 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 Growth Direct Plan
| 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 Growth Direct Plan?
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How do I invest in HSBC Conservative Hybrid Fund Growth Direct Plan?
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What are net assets under management (AUM) of HSBC Conservative Hybrid Fund Growth Direct Plan?
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What are the top 3 sectors that HSBC Conservative Hybrid Fund Growth Direct Plan has invested in?
Who is the manager of HSBC Conservative Hybrid Fund Growth Direct Plan?
What is the exit load of HSBC Conservative Hybrid Fund Growth Direct Plan?
How to Redeem HSBC Conservative Hybrid Fund Growth Direct Plan?
Can I invest in SIP and a Lump Sum of HSBC Conservative Hybrid Fund Growth Direct Plan?
