HSBC Conservative Hybrid Monthly IDCW Reinvest Direct Plan
SIP amount
Min. ₹1,000
Lumpsum amount
Min. ₹5,000

HSBC Conservative Hybrid Monthly IDCW Reinvest Direct Plan

NAV
₹17.0267
-0.58%
(13 Mar)
AUM
139 Cr
TER
1.05%
Risk
Moderately High Risk
Rating
Insights
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Compare with other fund
1Y
+8.3%
+8.3%
+8.3%
+5.8%
+5.4%
+4.1%
3Y
+11.8%
+11.8%
+11.8%
+10.7%
+8.7%
+9.2%
5Y
NA
NA
NA
+9.2%
+7.7%
+7.6%
ALL
+10.0%
+10.0%
+10.0%
+9.2%
+7.4%
+7.6%
VOL
4.0%
4.0%
4.0%
6.6%
-
5.3%
TER
0.3%
0.3%
0.3%
1.0%
-
1.1%
AUM
₹3,354 Cr
₹3,354 Cr
₹3,354 Cr
₹3,341 Cr
-
₹139 Cr
INFO
2.49
2.49
2.49
1.40
-
1.44
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 Monthly IDCW Reinvest (DR)
₹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 28th Feb
Top holdings
6.48% Gs 2035
14.6%
Treps
11.5%
National Bank For Agriculture And Rural Development - NCD & Bonds
7.8%
7.75% Tamilnadu SDL 2032
7.5%
7.12% Gujarat Sdl 2032
7.5%
GE Vernova T&D India Ltd
3.9%
7.32% Gs 2030
3.8%
Bajaj Finance Limited - NCD & Bonds
3.8%
7.10% Gs 2029
3.8%
Small Industries Development Bank Of India - NCD & Bonds
3.8%
Top industry exposure
Industrials
8.2%
Financial Services
5.9%
Technology
1.5%
Consumer Cyclical
0.9%
Utilities
0.5%
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)
Mahesh Chhabria
Cheenu Gupta
Abhishek Gupta
Mohd Asif Rizwi
Mayank Chaturvedi

FAQs