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  • HSBC Conservative Hybrid Fund IDCW (RIDCW-M)

Formerly HSBC Regular Savings Mthly IDCW-R

HSBC Mutual Funds

HSBC Conservative Hybrid Fund IDCW (RIDCW-M)

HybridConservative Hybrid

Top Ranked

12.3771

NAV (Nov 30)

3.6%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within conservative hybrid mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Rolling Returns

Good

The performance of the fund on a Rolling Returns metric has been Good

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

12.3771

NAV (Nov 30)

Fund Returns

Last 1Y

1.4%

Last 3Y

5.9%

Last 5Y

3.6%

Last 10Y

5.6%

Since Inception

7%

6 Month CAGR

4.4%

Scheme Information

Investment Objective

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

2.2

Launched (18y ago)

Feb 24, 2004

AUM in Crores

89.192

ISIN

INF336L01115

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

6

Standard Deviation (5yr)

5.5

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.307

Sharpe Ratio (5yr)

-0.233

YTM

7.46

Fund Managers

Kapil Punjabi

Fund Manager

Gautam Bhupal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-11-30

Top Stock Holdings

5.63% govt stock 2026

29.2%
29.2%

7.1% govt stock 2029

17.1%
17.1%

7.38% govt stock 2027

13.7%
13.7%

7.17% govt stock 2028

6.2%
6.2%

5.74% govt stock 2026

4.3%
4.3%
See all holdings

Allocation by Sector

financial services

8.7%
8.7%

consumer cyclical

3.5%
3.5%

technology

2.6%
2.6%

industrials

2.2%
2.2%

healthcare

2.1%
2.1%
See all sectors

Compare HSBC Conservative Hybrid Fund IDCW (RIDCW-M)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,109 cr

₹ 3,307 cr

₹ 761 cr

₹ 428 cr

₹ 2,759 cr

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 68,639 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 44 equity,127 debt and 30 hybrid funds.

amc-img

  • 022-66145000
  • hsbcmf@camsonline.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.9%

    7.3%

    4%

    5.7%

    6.6%

    8.5%

    5.3%

    6.2%

    3.8%

    5%

    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 18 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 Gautam Bhupal, Kapil Punjabi.

    Nav of HSBC Conservative Hybrid Fund IDCW (RIDCW-M) as of 11/30/2022 is ₹12.38 with the total AUM as of 12/1/2022 is ₹89.192. 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)?

    HSBC Conservative Hybrid Fund IDCW (RIDCW-M) is a Conservative Hybrid Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    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 Top Ranked 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 2.2% for regular plan.