Formerly HSBC Regular Savings Gr
₹ 53.5233
NAV (Mar 28)
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.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 53.5233
NAV (Mar 28)
Last 1Y | 14.4% |
Last 3Y | 7.7% |
Last 5Y | 8% |
Last 10Y | 8.1% |
Since Inception | 8.7% |
6 Month CAGR | 6.4% |
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) | Jan 28, 2004 |
AUM in Crores | 111.700 |
ISIN | INF336L01099 |
Lock-in | No Lock-in |
Benchmark | Nifty 50 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 4.1 |
Standard Deviation (5yr) | 5.2 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.556 |
Sharpe Ratio (5yr) | 0.638 |
YTM | 7.3 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
HSBC Conservative Hybrid Fund (Growth) | 8,89,549 | 1,56,937 | 8% | |
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.
7.1% govt stock 2029
13.7%7.06% govt stock 2028
11.9%07.71 mh sdl 2033
9.3%7.18% govt stock 2037
9%7.18% govt stock 2033
9%industrials
12.1%consumer cyclical
3.1%technology
2.8%healthcare
2.1%financial services
2%Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 1,787 cr | ||
₹ 1,676 cr | ||
₹ 3,389 cr | ||
₹ 8,729 cr | ||
₹ 3,090 cr |
HSBC Asset Management(India)Private Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
5.1% | 7.3% | ||
26.7% | 16.8% | ||
5.1% | % | ||
3.7% | % | ||
20.3% | 15.4% |
HSBC Conservative Hybrid Fund (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 8.7% over a period of 20 years. The fund was previously known as HSBC Regular Savings Gr. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Cheenu Gupta, Mahesh Chhabria.
Nav of HSBC Conservative Hybrid Fund (G) as of 3/28/2024 is ₹53.52 with the total AUM as of 3/28/2024 is ₹111.7. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Conservative Hybrid Fund (G) was launched on Jan 28, 2004. The category risk of the fund is Moderately High risk.
The minimum SIP amount for HSBC Conservative Hybrid Fund (G) 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.
What is HSBC Conservative Hybrid Fund (G)?
How to invest in HSBC Conservative Hybrid Fund (G)?
You can invest in HSBC Conservative Hybrid Fund (G) 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 (G)?
The minimum sip amount for HSBC Conservative Hybrid Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Conservative Hybrid Fund (G) good to invest in?
As per Scripbox experts, HSBC Conservative Hybrid Fund (G) is a Neutral fund. You can investHSBC Conservative Hybrid Fund (G) 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 (G)?
The expense ratio of the HSBC Conservative Hybrid Fund (G) is 2.18% for regular plan.