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- HSBC Conservative Hybrid Fund IDCW (RIDCW-M)
Formerly HSBC Regular Savings Mthly IDCW-R
HSBC Conservative Hybrid Fund IDCW (RIDCW-M)
₹ 12.966
NAV (Apr 15)
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.966
NAV (Apr 15)
Fund Returns
Last 1Y | 9.4% |
Last 3Y | 6.6% |
Last 5Y | 6.1% |
Last 10Y | 5.8% |
Since Inception | 7% |
6 Month CAGR | 3.7% |
Scheme Information
Seeks to generate reasonable returns through investments in Debt and Money Market Instruments. The secondary objective of the scheme is to invest in equity and equity related instruments to seek capital appreciation.
Expense Ratio | 2.18 |
Launched (20y ago) | Feb 24, 2004 |
AUM in Crores | 105.480 |
ISIN | INF336L01115 |
Lock-in | No Lock-in |
Benchmark | Nifty 50 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 4 |
Standard Deviation (5yr) | 5 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.2 |
Sharpe Ratio (5yr) | 0.153 |
YTM | 7.3 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Conservative Hybrid Fund IDCW (RIDCW-M) | 8,48,560 | 1,15,948 | 6.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
7.1% govt stock 2029
14.6%7.18% govt stock 2033
13.5%07.71 mh sdl 2033
10%7.18% govt stock 2037
9.6%7.06% govt stock 2028
7.8%Allocation by Sector
industrials
12.6%consumer cyclical
2.9%technology
2.8%healthcare
2.1%financial services
2%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 10,737 cr | ||
₹ 33,502 cr | ||
₹ 8,943 cr | ||
₹ 3,102 cr | ||
₹ 3,417 cr |
About the AMC
HSBC Asset Management(India)Private Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
34.2% | 22.2% | ||
5.3% | 5.9% | ||
28.1% | 17% | ||
20.3% | 15.5% | ||
4.7% | 5.2% |
HSBC Conservative Hybrid Fund IDCW (RIDCW-M) Review
HSBC Conservative Hybrid Fund IDCW (RIDCW-M) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 7% over a period of 20 years. The fund was previously known as HSBC Regular Savings Mthly IDCW-R. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Abhishek Gupta, Cheenu Gupta, Mahesh Chhabria.
Nav of HSBC Conservative Hybrid Fund IDCW (RIDCW-M) as of 4/15/2024 is ₹12.97 with the total AUM as of 4/16/2024 is ₹105.48. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Conservative Hybrid Fund IDCW (RIDCW-M) was launched on Feb 24, 2004. The category risk of the fund is Moderately High risk.
The minimum SIP amount for HSBC Conservative Hybrid Fund IDCW (RIDCW-M) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is HSBC Conservative Hybrid Fund IDCW (RIDCW-M)?
How to invest in HSBC Conservative Hybrid Fund IDCW (RIDCW-M)?
You can invest in HSBC Conservative Hybrid Fund IDCW (RIDCW-M) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HSBC Conservative Hybrid Fund IDCW (RIDCW-M)?
The minimum sip amount for HSBC Conservative Hybrid Fund IDCW (RIDCW-M) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Conservative Hybrid Fund IDCW (RIDCW-M) good to invest in?
As per Scripbox experts, HSBC Conservative Hybrid Fund IDCW (RIDCW-M) is a Neutral fund. You can investHSBC Conservative Hybrid Fund IDCW (RIDCW-M) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HSBC Conservative Hybrid Fund IDCW (RIDCW-M)?
The expense ratio of the HSBC Conservative Hybrid Fund IDCW (RIDCW-M) is 2.18% for regular plan.