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HSBC Conservative Hybrid Monthly IDCW Reinvest Direct Plan
Hybrid
Conservative Hybrid Fund
HSBC Conservative Hybrid Monthly IDCW Reinvest Direct Plan
SIP amount
₹
Min. ₹1,000
Lumpsum amount
₹
Min. ₹5,000
Invest now
Add to cart
HSBC Conservative Hybrid Monthly IDCW Reinvest Direct Plan
NAV
₹17.0456
-0.13%
(13 Mar)
AUM
151 Cr
TER
1.35%
Risk
Moderately High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback
here.
Compare with other fund
HSBC Conservative Hybr...
Category Average
Bank Of India Conserva...
Bank Of India Conserva...
Bank Of India Conserva...
Bank Of India Conserva...
1Y
+8.9%
+6.8%
+2.2%
+2.2%
+2.2%
+2.2%
3Y
+8.8%
+8.4%
+13.3%
+13.3%
+13.3%
+13.3%
5Y
+9.8%
+9.6%
+12.1%
+12.1%
+12.1%
+12.1%
ALL
+7.9%
+7.7%
+7.0%
+7.0%
+6.7%
+6.7%
VOL
5.3%
-
6.8%
6.8%
5.7%
5.7%
TER
1.4%
-
1.1%
1.1%
1.1%
1.1%
AUM
₹151 Cr
-
₹63 Cr
₹63 Cr
₹63 Cr
₹63 Cr
INFO
1.49
-
1.03
1.03
1.19
1.19
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 31st Jan
Top holdings
7.18% Govt Stock 2037
17.1%
6.79% Govt Stock 2034
17.0%
7.09% Govt Stock 2054
10.4%
7.3% Govt Stock 2053
10.4%
7.1% Govt Stock 2034
6.9%
Treps
3.7%
7.32% Govt Stock 2030
3.5%
7.1% Govt Stock 2029
3.4%
Axis Bank Limited
3.1%
Zomato Ltd
2.9%
Top industry exposure
Industrials
10.8%
Consumer Cyclical
6.5%
Technology
1.2%
Financial Services
1.2%
Real Estate
0.9%
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
Sonal Gupta
Abhishek Gupta
Mohd Asif Rizwi
More details
Fund offer document
All funds from HSBC
FAQs
Monthly SIP
One Time