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for top ranked funds in
conservative hybrid mutual funds.
However, Scripbox does not recommend investing in 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.
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.
Low
Moderately Low
Moderate
Moderately High
High
Moderately High risk
2.27%
Expense Ratio
24th Feb, 2004
Launched (16y ago)
₹
80
AUM in Crores
INF336L01123
ISIN
No Lock-in
Lock-in
CRISIL Hybrid 85+15 - ConservativeTR INR
Benchmark
₹
1000
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Gautam Bhupal
Fund Manager
Kapil Punjabi
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment
asset class such as large cap, diversified, liquid etc. When you invest
for an objective, the algorithm suggests the appropriate asset class and
funds.
Top Ranked
These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
Not Recommended
Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Equity Funds
Debt Funds
How to invest in best mutual funds?
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Mutual fund companies allot you units and send confirmation via email & SMS. The same gets updated in your Scripbox Account
The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7
years
You'll never have to worry about what funds to choose. We'll suggest
what's best for you.
Continuous monitoring alerts
We will track our recommendations and suggest changes fund exists
whenever required.
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Annual reviews rebalances
We review your investments and make course corrections every year to
make the best out of your investments
About HSBC Savings Fund (Dividend Payout - Quarterly)
About HSBC Savings Fund (Dividend Payout - Quarterly)
HSBC Savings Fund (Dividend Payout - Quarterly) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 7.57% over a period of 16 years.
The fund was previously known as HSBC Monthly Income Plan Qt DP.
The fund is managed by HSBC Asset Management(India)Private Ltd.
The fund managers are Gautam Bhupal, Kapil Punjabi.
HSBC Savings Fund (Dividend Payout - Quarterly) 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.
However, there is no assurance that the objective of the scheme will be realized.
HSBC Savings Fund (Dividend Payout - Quarterly) NAV, AUM and Risk
The fund was launched on 2004-02-24. The NAV of the fund as of 2020-10-29 is ₹ 14.75. The total AUM of the fund as of 2020-10-29 is ₹ 80 Cr. The category risk of the fund is Moderately High risk
The fund charges 2.27 % as expense ratio.
HSBC Savings Fund (Dividend Payout - Quarterly) Holdings
The fund’s highest allocation is towards debt and has invested 72.51% in this asset class.
The top three holdings of the fund are 7.27% govt stock 2026, 5.22% goi 2025 and 6.19% govt stock 2034.
HSBC Savings Fund (Dividend Payout - Quarterly) SIP
The minimum SIP(Systematic Investment Plan) amount for this 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.
HSBC Savings Fund (Dividend Payout - Quarterly) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 85+15 - ConservativeTR INR.
