HSBC Conservative Hybrid Fund Growth
- Conservative Allocation
- Hybrid
- Moderately High risk
Explore On
Rating:
3
Key Metrics
Aum
₹148.87 Cr
Expense Ratio
2.13%
Exit Load
0.00%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
28 Jan 2004
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +2.55% | -- |
| 3 Months | +4.22% | -- |
| 6 Months | +3.42% | -- |
| 1 Year | +3.61% | +3.61% |
| 2 Years | -- | +5.36% |
| 3 Years | +29.35% | +8.96% |
| 5 Years | +43.73% | +7.52% |
| Since Launch | +533.35% | +8.6% |
Holdings as on 17 June 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Treps | 27.26 | 18.31 |
| 7.7% Maharashtra Sdl 2032 | 15.10 | 10.14 |
| National Bank For Agriculture And Rural Development | 10.47 | 7.03 |
| Rec Limited | 10.14 | 6.81 |
| Tamilnadu State Development Loans | 10.13 | 6.80 |
| 6.48% Govt Stock 2035 | 5.85 | 3.93 |
| Small Industries Development Bank Of India | 5.23 | 3.51 |
| 7.32% Govt Stock 2030 | 5.14 | 3.45 |
| 7.1% Govt Stock 2029 | 5.12 | 3.44 |
| Power Finance Corporation Limited | 5.08 | 3.41 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.42
Sharpe Ratio
5.29%
Std. Deviation
2.48%
Tracking Error
-3.96%
Alpha
1.34
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Bank of India Conservative Hybrid Fund Eco Growth | +2.73% | +7.01% | +10.03% |
| HSBC Conservative Hybrid Fund Growth | +3.61% | +8.96% | +7.52% |
| DSP Regular Saving Fund Regular Plan Growth | +3.2% | +8.77% | +7.27% |
| Franklin India Conservative Hybrid Fund Growth | +1.02% | +7.8% | +6.8% |
| Bandhan Conservative Hybrid Fund Regular Plan Growth | +1.82% | +6.23% | +5.25% |
Results are calculated on CAGR basis
About Fund
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.
The HSBC Conservative Hybrid Fund Growth has an AUM of 148.87 crores & has delivered CAGR of 7.52 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.13%. The minimum investment in HSBC Conservative Hybrid Fund Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Low & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include Treps, 7.7% Maharashtra Sdl 2032, National Bank For Agriculture And Rural Development, Rec Limited.
The major sectors where the fund is invested are Electronic Instr. & Controls, Regional Banks, Software & Programming, Aerospace & Defense.
Some of the similar funds are Bank of India Conservative Hybrid Fund Eco Growth, HSBC Conservative Hybrid Fund Growth, DSP Regular Saving Fund Regular Plan Growth, Franklin India Conservative Hybrid Fund Growth, Bandhan Conservative Hybrid Fund Regular Plan Growth. HSBC Conservative Hybrid Fund Growth has a sharpe ratio of 0.42 & a standard deviation of 5.29%.
FAQs
According to the morning star rating HSBC Conservative Hybrid Fund Growth has a Low risk & Moderate return.
HSBC Conservative Hybrid Fund Growth is managed by Mahesh Chhabria,Cheenu Gupta,Abhishek Gupta,Mohd Asif Rizwi,Mayank Chaturvedi.
The expense ratio of HSBC Conservative Hybrid Fund Growth is 2.13%.
The 5 year annualized return on HSBC Conservative Hybrid Fund Growth is 7.52% & it has generated 3.61% in the last 1 year.
The minimum investment in HSBC Conservative Hybrid Fund Growth is 5000 Rs.
HSBC Conservative Hybrid Fund Growth has an AUM of 148.87 crores.
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