HSBC Conservative Hybrid Fund – Direct Growth

Hybrid · Conservative Hybrid
 · ★★★
₹ 500
Min SIP
₹ 5,000
Min Lumpsum
1.34 %
Expense Ratio
★★★
Rating
121
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 19 July 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 17.1% 10.2% 10.3% 9.4%
Category Average 19.6% 13.9% 14.6% -

Scheme Allocation

By Holding
By Sector
By Asset
1.78%
1.72%
1.58%
Aditya Vision
1.19%
Others
92.52%
View all Holdings
Holdings Sector Instrument Asset
T R I L Capital Goods - Electrical Equipment Equity 1.78%
GE T&D India Capital Goods - Electrical Equipment Equity 1.72%
Siemens Capital Goods - Electrical Equipment Equity 1.58%
KPIT Technologi. IT - Software Equity 1.21%
Aditya Vision Retail Equity 1.19%
KEI Industries Cables Equity 1.14%
A B B Capital Goods - Electrical Equipment Equity 0.94%
CG Power & Ind Capital Goods - Electrical Equipment Equity 0.87%
TD Power Systems Capital Goods - Electrical Equipment Equity 0.83%
Sobha Realty Equity 0.8%
Universal Cables Cables Equity 0.8%
Bharat Electron Aerospace & Defence Equity 0.75%
Safari Inds. Plastic products Equity 0.74%
Larsen & Toubro Infrastructure Developers & Operators Equity 0.73%
Medi Assist Ser. Insurance Equity 0.7%
Persistent Sys IT - Software Equity 0.7%
ICICI Bank Banks Equity 0.69%
Cholaman.Inv.&Fn Finance Equity 0.68%
Godrej Propert. Realty Equity 0.66%
Indian Hotels Co Hotels & Restaurants Equity 0.65%
Kaynes Tech Consumer Durables Equity 0.63%
Ahluwalia Contr. Realty Equity 0.61%
Triveni Turbine Capital Goods - Electrical Equipment Equity 0.51%
Power Mech Proj. Infrastructure Developers & Operators Equity 0.51%
Suzlon Energy Capital Goods - Electrical Equipment Equity 0.5%
Infosys IT - Software Equity 0.16%
Sundaram Finance Finance Equity 0.11%
HDFC Bank Banks Equity 0.05%
Debt
76.06%
Electrical Equipments
8.86%
Construction
2.95%
IT-Software
1.93%
Industrial Products
1.92%
Others
8.28%
View all Sectors
Sectors Asset
Debt 76.06%
Electrical Equipments 8.86%
Construction 2.95%
IT-Software 1.93%
Industrial Products 1.92%
Realty 1.47%
Insurance 1.38%
Retailing 0.93%
Aerospace & Defense 0.79%
Consumer Durables 0.77%
Finance 0.75%
Banks 0.75%
Leisure Services 0.63%
Industrial Manufacturing 0.61%
Cash & Others -0.09%
Govt Securities / Sovereign
67.79%
Equity
22.26%
Reverse Repos
5.67%
Certificate of Deposit
3.99%
Net Curr Ass/Net Receivables
0.04%
Others
0.26%
View all Assets
Assets Asset
Govt Securities / Sovereign 67.79%
Equity 22.26%
Reverse Repos 5.67%
Certificate of Deposit 3.99%
Net Curr Ass/Net Receivables 0.04%

Advance Ratio

0.89
Alpha
1.21
SD
0.28
Beta
0.59
Sharpe

Exit Load

Exit Load Nil

Fund Objective

To generate reasonable income through investments in debt and money market instruments. Secondary objective is to invest in equity and equity related instruments to seek capital appreciation

Fund Managers

Ritesh Jain

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

HSBC Mutual Fund
AUM:
1,16,991 Cr
Address:
9-11 Floors, NESCO IT Park, Building no 3, Western Express Highway, Goregaon(East) Mumbai-400063
Contact:
66145000
Email ID:
hsbcmf@camsonline.com

More Funds from HSBC Mutual Fund

Fund Name

Mutual Funds By Category

Equity

Debt

Hybrid

equity
Large Cap Mutual Funds Large Cap Mutual Funds
Large Cap
Fund Name
Mid Cap Mutual Funds Mid Cap Mutual Funds
Mid Cap
Fund Name
Small Cap Mutual Funds Small Cap Mutual Funds
Small Cap
Fund Name
Multi Cap Funds Multi Cap Funds
Multi Cap
Fund Name
ELSS Mutual Funds ELSS Mutual Funds
ELSS
Fund Name
Dividend Yield Funds Dividend Yield Funds
Dividend Yield
Fund Name
Sectoral / Thematic Mutual Funds Sectoral / Thematic Mutual Funds
Sectoral / Thematic
Fund Name
Focused Funds Focused Funds
Focused
Fund Name
debt
Ultra Short Duration Funds Ultra Short Duration Funds
Ultra Short Duration
Fund Name
Liquid Mutual Funds Liquid Mutual Funds
Liquid
Fund Name
Gilt Mutual Funds Gilt Mutual Funds
Gilt
Fund Name
Long Duration Funds Long Duration Funds
Long Duration
Fund Name
Overnight Mutual Funds Overnight Mutual Funds
Overnight
Fund Name
Floater Mutual Funds Floater Mutual Funds
Floater
Fund Name
hybrid
Arbitrage Mutual Funds Arbitrage Mutual Funds
Arbitrage
Fund Name
Equity Savings Mutual Funds Equity Savings Mutual Funds
Equity Savings
Fund Name
Aggressive Hybrid Mutual Funds Aggressive Hybrid Mutual Funds
Aggressive Hybrid
Fund Name

Frequently Asked Questions

How to invest in HSBC Conservative Hybrid Fund – Direct Growth ?

You can invest in HSBC Conservative Hybrid Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for HSBC Conservative Hybrid Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

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

The NAV of HSBC Conservative Hybrid Fund – Direct Growth is ₹63.6 as of 19 July 2024.

How to redeem HSBC Conservative Hybrid Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of HSBC Conservative Hybrid Fund – Direct Growth?

The minimum SIP amount of HSBC Conservative Hybrid Fund – Direct Growth is ₹500

What are the top sectors HSBC Conservative Hybrid Fund – Direct Growth has invested in?

The top sectors HSBC Conservative Hybrid Fund – Direct Growth has invested in are
  1. Debt - 76.06%
  2. Electrical Equipments - 8.86%
  3. Construction - 2.95%
  4. IT-Software - 1.93%
  5. Industrial Products - 1.92%

Can I make investments in both the SIP and Lump Sum schemes of HSBC Conservative Hybrid Fund – Direct Growth?

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

How much returns have HSBC Conservative Hybrid Fund – Direct Growth generated ?

The HSBC Conservative Hybrid Fund – Direct Growth has delivered 9.4% since inception

What is the expense ratio of HSBC Conservative Hybrid Fund – Direct Growth ?

The expense ratio of HSBC Conservative Hybrid Fund – Direct Growth is 1.34 % as of 19 July 2024.

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

The AUM of HSBC Conservative Hybrid Fund – Direct Growth is ₹1,16,991 Cr as of 19 July 2024

What are the top stock holdings of HSBC Conservative Hybrid Fund – Direct Growth?

The top stock holdings of HSBC Conservative Hybrid Fund – Direct Growth are
  1. T R I L - 1.78%
  2. GE T&D India - 1.72%
  3. Siemens - 1.58%
  4. KPIT Technologi. - 1.21%
  5. Aditya Vision - 1.19%

How can I redeem my investments in HSBC Conservative Hybrid Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HSBC Conservative Hybrid Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now
Start Investing Now!

Open Free Demat Account in 5 mins

Please enter mobile number