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.
The performance of the fund on a Fund Size metric has been Neutral
The performance of the fund on a Rolling Returns metric has been Good
Want the equity funds that are right for your long term equity investment needs?
NAV (Nov 25)
6 Month CAGR
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.
Launched (18y ago)
Jan 28, 2004
AUM in Crores
CRISIL Hybrid 85+15 - ConservativeTR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
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.
5.63% govt stock 202629.2%
7.1% govt stock 202917.1%
7.38% govt stock 202713.7%
7.17% govt stock 20286.2%
5.74% govt stock 20264.3%
|Fund Name||Fund Size||Rolling Returns|
₹ 21,109 cr
₹ 2,759 cr
₹ 406 cr
₹ 3,307 cr
₹ 761 cr
HSBC Asset Management(India)Private Ltd
HSBC Asset Management(India)Private Ltd manages assets worth 13,279 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 20 equity,70 debt and 17 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
HSBC Savings Fund (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 8.5% over a period of 18 years. The fund was previously known as HSBC Monthly Income Plan Growth. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Gautam Bhupal, Kapil Punjabi.
Nav of HSBC Savings Fund (G) as of 11/25/2022 is ₹46.73 with the total AUM as of 11/26/2022 is ₹89.192. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Savings Fund (G) was launched on Jan 28, 2004. The category risk of the fund is Moderately High risk.
The minimum SIP amount for HSBC Savings 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 Savings Fund (G)?
How to invest in HSBC Savings Fund (G)?
You can invest in HSBC Savings 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 Savings Fund (G)?
The minimum sip amount for HSBC Savings Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Savings Fund (G) good to invest in?
As per Scripbox experts, HSBC Savings Fund (G) is a Top Ranked fund. You can investHSBC Savings 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 Savings Fund (G)?
The expense ratio of the HSBC Savings Fund (G) is 2.2% for regular plan.