- Mutual Funds
- HSBC Mutual Fund
- HSBC Conservative Hybrid Fund Direct Growth
HSBC Conservative Hybrid Fund Direct Plan Growth
₹ 63.87
NAV (Mar 12)
Conservative Hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Conservative hybrid funds are primarily debt funds which invest a small amount in Equity instruments.
They will tend to fluctuate a little in line with market movements - providing marginal extra gains when the market moves up and marginally lower returns when the market is down.It’ s better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Scheme Information
The scheme seeks to generate reasonable returns through investments in debt and money market instruments. It would also invest in equity and equity related instruments to seek capital appreciation.
Expense Ratio | 1.34 % |
Launched | - |
AUM in Crores | 145.7 |
ISIN | INF336L01DW4 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 5 |
Beta | 0.6 |
Sharpe Ratio | 0.4 |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
GOI
20.07%GOI
16.25%GOI
12.34%GOI
8.29%Others
7.18%
Allocation by Sector
Capital Goods
11.46%Services
5.17%Construction
2.59%Technology
1.34%Financial
1.2%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 52,257 cr | ||
₹ 5,511 cr | ||
₹ 3,236 cr | ||
₹ 22,130 cr | ||
₹ 11,696 cr |
