HSBC Conservative Hybrid Fund

Hybrid · Conservative Hybrid
 · ★★★
500
Min SIP
5,000
Min Lumpsum
1.33 %
Expense Ratio
★★★
Rating
115
Fund Size (in Cr)
10 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 05 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 10.2% 9.9% 8.4% 8.6%
Category Average 14.2% 23.9% 13.8% -

Scheme Allocation

By Holding
By Sector
By Asset
HDFC Bank
2.16%
ICICI Bank
1.78%
Larsen & Toubro
1.55%
KPIT Technologi.
1.35%
Siemens
1.15%
Others
92.01%
Debt
75.12%
Banks
5.77%
Electrical Equipments
2.17%
IT-Software
2.11%
Chemicals & Petrochemical
1.92%
Others
12.91%
Govt Securities / Sovereign
62.13%
Equity
24.09%
Certificate of Deposit
8.1%
Reverse Repos
5.62%
Net Curr Ass/Net Receivables
0.05%
Others
0.01%

Advance Ratio

0.23
Alpha
1.48
SD
0.28
Beta
0.53
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:
12,789 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

Frequently Asked Questions

How to invest in HSBC Conservative Hybrid Fund ?

You can invest in HSBC Conservative Hybrid Fund 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 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 ?

The NAV of HSBC Conservative Hybrid Fund is ₹53.5 as of 05 June 2023.

How to redeem HSBC Conservative Hybrid Fund 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?

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

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

The top sectors HSBC Conservative Hybrid Fund has invested in are
  1. HDFC Bank - 2.16%
  2. ICICI Bank - 1.78%
  3. Larsen & Toubro - 1.55%
  4. KPIT Technologi. - 1.35%
  5. Siemens - 1.15%

How much returns have HSBC Conservative Hybrid Fund generated ?

The HSBC Conservative Hybrid Fund has delivered 8.6% since inception

What is the expense ratio of HSBC Conservative Hybrid Fund ?

The expense ratio of HSBC Conservative Hybrid Fund is 1.33 % as of 05 June 2023.

What is the AUM of HSBC Conservative Hybrid Fund?

The AUM of HSBC Conservative Hybrid Fund is ₹12,789 Cr as of 05 June 2023

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

The top stock holdings of HSBC Conservative Hybrid Fund are
  1. HDFC Bank - 2.16%
  2. ICICI Bank - 1.78%
  3. Larsen & Toubro - 1.55%
  4. KPIT Technologi. - 1.35%
  5. Siemens - 1.15%
Invest Now