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HSBC Mutual Funds

HSBC Conservative Hybrid Fund (G)

HybridConservative Hybrid

58.9607

NAV (Nov 07)

8.965%
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.

Our analysis of this fundLearn how we rate funds ->

Good

The performance of the fund on a Consistency of Credit Quality metric has been Good

Fund Size

Poor

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

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

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

58.9607

NAV (Nov 7)

Fund Returns

Last 1Y
17.9%
Last 3Y
8.4%
Last 5Y
9%
Last 10Y
7.8%
Since Inception
8.8%
6 Month CAGR
7.9%

Scheme Information

Investment Objective

The scheme seeks to generate reasonable returns through investments in debt and money market instruments. It would also invest in equity and equity related instruments to seek capital appreciation.

Expense Ratio
2.17%
Launched 20Y ago
2004-02-24
AUM in Crores
133.9
ISIN
INF336L01099
Lock-in (days)
No Lock-in
Benchmark
NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
4.2
Beta
0.7
Sharpe Ratio
0.7
YTM
-
Fund Managers

Abhishek Gupta

Fund Manager

Cheenu Gupta

Fund Manager

Kapil Punjabi

Fund Manager

Mahesh A Chhabria

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 (G)70%9,11,353 1,78,7419%
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 2024-07-05

Top Stock Holdings

GOI

20.07%
20.07%

GOI

16.25%
16.25%

GOI

12.34%
12.34%

GOI

8.29%
8.29%

Others

7.18%
7.18%
See all holdings

Allocation by Sector

Capital Goods

10.93%
10.93%

Construction

3.7%
3.7%

Services

3.5%
3.5%

Technology

2.07%
2.07%

Financial

1.52%
1.52%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
icici-prudential
ICICI Prudential Multi Asset Fund (G)

₹ 50,495 cr

₹ 3,342 cr

₹ 5,410 cr

₹ 12,689 cr

₹ 24,796 cr

amc-img

About the AMC

HSBC Mutual Fund

HSBC Mutual Fund is one of the leading Asset Management Companies. It is a part of the HSBC Securities and Capital Markets (India) Pvt. Ltd. It offers international quality investment options accross the globe.amc-img
Fund NameScripbox Opinion
Till Date CAGR

22.9%

17.5%

25.4%

22.3%

5.9%

5.9%

5.7%

7%

4.4%

6.5%

HSBC Conservative Hybrid Fund (G) Review

HSBC Conservative Hybrid Fund (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 8.76% over 20 years. The fund has grown over a period of 20 years. The fund is managed by HSBC Mutual Fund. The fund managers are Abhishek Gupta, Cheenu Gupta, Kapil Punjabi, Mahesh A Chhabria.

Nav of HSBC Conservative Hybrid Fund (G) as of 11/7/2024 is ₹58.96 with the total AUM as of 11/8/2024 is ₹133.94. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Conservative Hybrid Fund (G) was launched on 2004-02-24. The category risk of the fund is Moderately High.

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.

Frequently Asked Questions

What is HSBC Conservative Hybrid Fund (G)?

It 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 (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?

According to Scripbox opinion, it is a 2-star fund. You can invest in this fund if its investment objective and risk level align with your 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 2.17% for regular plan.

What is the NAV of HSBC Conservative Hybrid Fund (G)?

Today's HSBC Conservative Hybrid Fund (G) NAV is ₹58.96.