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

HSBC Conservative Hybrid Growth Direct Plan

NAV
₹66.7481
-0.68%
(20 Dec)
AUM
141 Cr
TER
1.34%
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
+17.4%
+13.9%
+13.1%
+11.5%
+10.7%
+9.1%
3Y
+10.5%
+11.4%
+11.4%
+10.8%
+9.0%
+14.3%
5Y
+10.8%
+13.0%
NA
+11.5%
+9.0%
+12.6%
ALL
+9.5%
+11.3%
+10.9%
+10.1%
+7.9%
+8.8%
VOL
5.0%
4.9%
3.2%
5.4%
-
4.6%
TER
1.3%
0.5%
0.3%
1.2%
-
1.1%
AUM
₹141 Cr
₹2,990 Cr
₹2,344 Cr
₹3,322 Cr
-
₹67 Cr
INFO
1.92
2.28
3.44
1.90
-
1.92
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 Oct
Top holdings
07.18 Goi 24072037
19.1%
07.18 Goi 14082033
18.2%
7.30 Goi 19062053
11.7%
07.09 Goi 05082054
7.6%
Treps
5.5%
7.10% Govt Stock 18042028
3.8%
7.10%Goi 08/04/2034
3.7%
Axis Bank Limited
3.6%
07.06 Goi 2028
2.2%
GE Vernova T&D India Ltd
1.9%
Top industry exposure
Industrials
14.0%
Consumer Cyclical
3.6%
Technology
2.2%
Financial Services
1.4%
Real Estate
1.3%
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)
Kapil Punjabi
Mahesh Chhabria
Cheenu Gupta
Sonal Gupta
Abhishek Gupta

FAQs