What is the NAV of HSBC Conservative Hybrid Fund?
The Current NAV of HSBC Conservative Hybrid Fund is ₹68.12, as of 13th June 2025What are the returns of HSBC Conservative Hybrid Fund?
The HSBC Conservative Hybrid Fund has been there since 10th January 2013- 1 Year Returns: 8.00
- 3 Year Returns: 12.51
- 5 Year Returns: 10.98
What are the top 5 sectors holdings of HSBC Conservative Hybrid Fund?
The top sectors HSBC Conservative Hybrid Fund has invested in are as for 10th 01 2013 are as follows -- Others | 38.67%
- G-Sec | 33.25%
- Electrical Components & Equipments | 7.35%
- Private Banks | 3.77%
- Miscellaneous | 3.70%
What are the top 5 holdings HSBC Conservative Hybrid Fund?
The top 5 holdings for HSBC Conservative Hybrid Fund are- 7.18% GOI 24-Jul-2037 | 17.05%
- 6.79% INDIA GOV BOND 07OCT2034 GSEC | 17.03%
- 7.09% GOI 05AUG2054 | 10.36%
- 7.30% GOI 19JUN53 | 10.36%
- 7.10% GOVT 08-Apr-2034 | 6.93%
What is the asset allocation of HSBC Conservative Hybrid Fund?
The HSBC Conservative Hybrid Fund is a plan that invests- Government Securities | 71.02%
- Equity | 21.82%
- Cash & Equivalents | 3.74%
- Certificate of Deposit | 3.15%
- N/A | 0.26%
How to invest in HSBC Conservative Hybrid Fund?
If you wish to invest in HSBC Conservative Hybrid Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the HSBC Conservative Hybrid Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in HSBC Conservative Hybrid Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of HSBC Conservative Hybrid Fund?
The AUM of HSBC Conservative Hybrid Fund is 160.05 Cr as of 13th June 2025What is the expense ratio of HSBC Conservative Hybrid Fund Plan?
The expense ratio of HSBC Conservative Hybrid Fund Plan is 1.29How to exit HSBC Conservative Hybrid Fund?
If you have invested in HSBC Conservative Hybrid Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of HSBC Conservative Hybrid Fund?
The alpha ratio for the HSBC Conservative Hybrid Fund is N/A
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of HSBC Conservative Hybrid Fund?
The volatility or standard deviation for the HSBC Conservative Hybrid Fund is 5.64
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of HSBC Conservative Hybrid Fund?
The sharpe ratio for the HSBC Conservative Hybrid Fund is 0.66
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of HSBC Conservative Hybrid Fund?
The Sortino ratio for the HSBC Conservative Hybrid Fund is 0.07
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of HSBC Conservative Hybrid Fund?
The PE ratio (price-to-earnings) of the HSBC Conservative Hybrid Fund is 68.82 while category PE ratio is 38.031. Test MF FAQ for Mutual Fund HSBC Conservative Hybrid Fund Shares?
The Current NAV of HSBC Conservative Hybrid Fund is ₹68.12, as of 13th June 20255. Test MF FAQ Is there any lock-in period for HSBC Conservative Hybrid Fund Plan?
There is a lock in period of N/A for HSBC Conservative Hybrid Fund
Add to Watchlist
Share
How to use scorecard? Learn more
HSBC Conservative Hybrid Fund Direct Growth
Growth
68.120.19% (-0.13)
High
—
—
Low
—
—
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
How to use scorecard? Learn more
HSBC Conservative Hybrid Fund Performance & Key Metrics
HSBC Conservative Hybrid Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.29 | 6.55 | 0.66 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.39 | 6.81 | 1.16 |
HSBC Conservative Hybrid Fund Scheme InfoHSBC Conservative Hybrid Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| NIFTY 50 Hybrid Composite Debt 15:85 Index |
About Conservative Hybrid Fund
About Conservative Hybrid Fund
Conservative Hybrid funds have exposure to both debt and equity instruments. They primarily invest in FD-like instruments with some allocation to stocks. They are designed to slightly surpass the average rate of inflation.
HSBC Conservative Hybrid Fund Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
HSBC Conservative Hybrid Fund Peers & Comparison
Comparing 3 mutual funds from
HybridConservative Hybrid Fund
HybridConservative Hybrid Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| HSBC Conservative Hybrid Fund | 8.00% | 12.51% | 9.23% |
| SBI Conservative Hybrid Fund | 7.52% | 11.76% | 10.07% |
| HDFC Hybrid Debt Fund | 7.72% | 12.60% | 10.03% |
| ICICI Pru Regular Savings Fund | 9.97% | 11.99% | 10.82% |
HSBC Conservative Hybrid Fund Returns Comparison
Compare HSBC Conservative Hybrid Fund with any MF, ETF, stock or indexCompare HSBC Conservative Hybrid Fund with any MF, ETF, stock or index
HSBC Conservative Hybrid Fund
Hmm, looks like data is unavailable here. Please come back after some timeHSBC Conservative Hybrid Fund Portfolio
What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
HSBC Conservative Hybrid Fund Asset Allocation
HSBC Conservative Hybrid Fund Asset Allocation
Actual
Target
May 2024
Sep 2024
Dec 2024
Jan 2025
May 2024
Sep 2024
Dec 2024
Jan 2025
HSBC Conservative Hybrid Fund Sector Distribution
HSBC Conservative Hybrid Fund Sector Distribution
May 2024
Sep 2024
Dec 2024
Jan 2025
HSBC Conservative Hybrid Fund Sector Weightage
HSBC Conservative Hybrid Fund Sector Weightage
Others
Others as a % of total holdings for last six quarters
HSBC Conservative Hybrid Fund Current Holdings
HSBC Conservative Hybrid Fund Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
Holdings
2.92 %
2.92 %Holdings
2.06 %
2.06 %Holdings
1.77 %
1.77 %
AMC Profile of HSBC Conservative Hybrid Fund
AMC Profile of HSBC Conservative Hybrid Fund
HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019
HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019
No.of Schemes
44
Total AUM
₹ 1,29,664.07 Cr.
HSBC Conservative Hybrid Fund Manager Details
HSBC Conservative Hybrid Fund Manager Details
HSBC Conservative Hybrid Fund Manager Profile
HSBC Conservative Hybrid Fund Manager Profile
Mahesh Chhabria
AUM: ₹48,685.31 Cr.
|
Exp: 11yrs
Mohd Asif Rizwi
AUM: ₹29,368.30 Cr.
|
Exp: —
Cheenu Gupta
AUM: ₹18,855.29 Cr.
|
Exp: —
Abhishek Gupta
AUM: ₹9,229.36 Cr.
|
Exp: 16yrs
HSBC Conservative Hybrid Fund Manager Performance (0)
HSBC Conservative Hybrid Fund Manager Performance (0)
Hybrid: Conservative Hybrid Fund
HSBC Conservative Hybrid Fund Tax Implications
HSBC Conservative Hybrid Fund Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab
₹10 Lakh - ₹12 Lakh
+
-
You make
HSBC Conservative Hybrid Fund Review & Opinions
HSBC Conservative Hybrid Fund Review & Opinions
The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
Hmm, looks like data is unavailable here. Please come back after some time.
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%