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- HSBC Conservative Hybrid Fund Opt (PIDCW-M)
Formerly HSBC Regular Savings Mthly IDCW-P
HSBC Conservative Hybrid Fund Opt (PIDCW-M)
₹ 12.1266
NAV (Feb 01)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.1266
NAV (Feb 1)
Fund Returns
Last 1Y | -0.2% |
Last 3Y | 5.5% |
Last 5Y | 3.6% |
Last 10Y | 5.3% |
Since Inception | 6.9% |
6 Month CAGR | 0.7% |
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 (19y ago) | Feb 24, 2004 |
AUM in Crores | 127.528 |
ISIN | INF336L01107 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 50 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 6.1 |
Standard Deviation (5yr) | 5.6 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.295 |
Sharpe Ratio (5yr) | -0.224 |
YTM | 7.29 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Conservative Hybrid Fund Opt (PIDCW-M) | 798,303 | 65,691 | 3.6% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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
5.63% govt stock 2026
20.9%7.1% govt stock 2029
11.8%7.38% govt stock 2027
9.5%7.59% govt stock 2026
8.2%bank of baroda
7.3%Allocation by Sector
financial services
8.2%consumer cyclical
3.5%industrials
3.5%technology
3.4%basic materials
2.8%Compare HSBC Conservative Hybrid Fund Opt (PIDCW-M)
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 21,281 cr | ||
₹ 2,750 cr | ||
₹ 422 cr | ||
₹ 3,294 cr | ||
₹ 949 cr |
About the AMC
HSBC Asset Management(India)Private Ltd
HSBC Asset Management(India)Private Ltd manages assets worth 87,025 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 44 equity,130 debt and 30 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6% | 7.3% | ||
6.2% | 8.4% | ||
5.2% | 6.1% | ||
4.9% | 7.2% | ||
6% | % |
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 6.9% over a period of 18 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 Cheenu Gupta, Gautam Bhupal, Kapil Punjabi, Ritesh Jain.
Nav of HSBC Conservative Hybrid Fund Opt (PIDCW-M) as of 2/1/2023 is ₹12.13 with the total AUM as of 2/2/2023 is ₹127.528. 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)?
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 Top Ranked 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 2.18% for regular plan.