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  • HSBC Conservative Hybrid Fund Opt (PIDCW-M)

Formerly HSBC Regular Savings Mthly IDCW-P

HSBC Mutual Funds

HSBC Conservative Hybrid Fund Opt (PIDCW-M)

HybridConservative Hybrid

13.4502

NAV (Jun 12)

6.6%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in conservative hybrid mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

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

Rolling Returns

Neutral

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

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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

13.4502

NAV (Jun 12)

Fund Returns

Last 1Y
16%
Last 3Y
8.6%
Last 5Y
8.7%
Last 10Y
7.9%
Since Inception
8.7%
6 Month CAGR
10.5%

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
2.17
Launched (20y ago)
Feb 24, 2004
AUM in Crores
109.056
ISIN
INF336L01107
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)
0.198
Sharpe Ratio (5yr)
0.235
YTM
7.34
Fund Managers

Cheenu Gupta

Fund Manager

Kapil Punjabi

Fund Manager

Mahesh Chhabria

Fund Manager

Abhishek Gupta

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HSBC Conservative Hybrid Fund Opt (PIDCW-M)70%8,59,104 1,26,4926.6%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-06-12

Top Stock Holdings

7.1% govt stock 2029

13.7%
13.7%

7.18% govt stock 2033

13%
13%

07.71 mh sdl 2033

9.6%
9.6%

7.18% govt stock 2037

9.3%
9.3%

7.06% govt stock 2028

7.3%
7.3%
See all holdings

Allocation by Sector

industrials

14%
14%

consumer cyclical

2.6%
2.6%

healthcare

2.2%
2.2%

technology

2%
2%

financial services

2%
2%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 11,135 cr

₹ 35,122 cr

₹ 9,275 cr

₹ 2,114 cr

₹ 2,400 cr

amc-img

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 120,186 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 50 equity,130 debt and 31 hybrid funds.amc-img
phone-img022-66145000
Fund NameScripbox Opinion
Till Date CAGR

30.4%

23.1%

5.5%

5.9%

27.3%

17.6%

20.9%

16.3%

4.9%

5.2%

HSBC Conservative Hybrid Fund Opt (PIDCW-M) Review

HSBC Conservative Hybrid Fund Opt (PIDCW-M) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 7.1% over a period of 20 years. The fund was previously known as HSBC Regular Savings Mthly IDCW-P. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Abhishek Gupta, Cheenu Gupta, Kapil Punjabi, Mahesh Chhabria.

Nav of HSBC Conservative Hybrid Fund Opt (PIDCW-M) as of 6/12/2024 is ₹13.45 with the total AUM as of 6/13/2024 is ₹109.056. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Conservative Hybrid Fund Opt (PIDCW-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 Opt (PIDCW-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 Opt (PIDCW-M)?

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

How to invest in HSBC Conservative Hybrid Fund Opt (PIDCW-M)?

You can invest in HSBC Conservative Hybrid Fund Opt (PIDCW-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 Opt (PIDCW-M)?

The minimum sip amount for HSBC Conservative Hybrid Fund Opt (PIDCW-M) is ₹1000. You can invest in multiples of ₹5000.

Is HSBC Conservative Hybrid Fund Opt (PIDCW-M) good to invest in?

As per Scripbox experts, HSBC Conservative Hybrid Fund Opt (PIDCW-M) is a Neutral fund. You can investHSBC Conservative Hybrid Fund Opt (PIDCW-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 Opt (PIDCW-M)?

The expense ratio of the HSBC Conservative Hybrid Fund Opt (PIDCW-M) is 2.17% for regular plan.