HSBC Conservative Hybrid Growth Direct Plan
SIP amount
Min. ₹1,000
Lumpsum amount
Min. ₹5,000

HSBC Conservative Hybrid Growth Direct Plan

NAV
₹53.2700
+0.23%
(26 May)
AUM
130 Cr
TER
1.33%
Risk
Moderately High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+12.0%
+11.0%
+10.2%
+9.8%
+8.1%
+8.0%
3Y
+14.6%
+14.3%
+10.4%
+15.2%
+15.9%
+10.6%
5Y
+9.3%
+9.6%
+8.4%
+8.2%
+7.0%
+6.4%
ALL
+9.6%
+9.8%
+8.6%
+10.6%
+8.5%
+7.3%
VOL
5.6%
4.5%
5.0%
5.5%
4.7%
-
TER
1.3%
0.6%
1.3%
0.9%
1.9%
-
AUM
₹2,797 Cr
₹7,569 Cr
₹130 Cr
₹1,521 Cr
₹57 Cr
-
INFO
1.73
2.19
1.70
1.93
1.81
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
HSBC Conservative Hybrid (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 15th Apr
Top holdings
5.63% Govt Stock 2026
14.6%
7.1% Govt Stock 2029
13.4%
7.38% Govt Stock 2027
10.8%
7.59% Govt Stock 2026
9.0%
HDFC Bank Limited
8.1%
7.17% Govt Stock 2028
4.9%
Treps
4.5%
5.22% Govt Stock 2025
4.3%
5.74% Govt Stock 2026
3.4%
ICICI Bank Ltd
2.5%
Top industry exposure
Financial Services
7.2%
Industrials
5.8%
Consumer Cyclical
4.4%
Basic Materials
2.4%
Technology
2.1%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund objective
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.
Fund manager(s)
Ritesh Jain
Cheenu Gupta

FAQs