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

HSBC Conservative Hybrid Quarterly IDCW Reinvest Direct Plan

NAV
₹15.3410
+0.05%
(14 Nov)
AUM
151 Cr
TER
1.22%
Risk
Moderately High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+9.3%
+7.7%
+7.7%
+7.7%
+6.7%
+6.6%
3Y
+11.9%
+12.0%
+12.0%
+12.0%
+9.2%
+10.7%
5Y
+10.8%
NA
NA
NA
+9.1%
+9.2%
ALL
+9.7%
+10.4%
+10.4%
+10.4%
+7.8%
+7.1%
VOL
6.6%
4.1%
4.1%
4.1%
-
6.1%
TER
1.0%
0.3%
0.3%
0.3%
-
1.2%
AUM
₹3,376 Cr
₹3,097 Cr
₹3,097 Cr
₹3,097 Cr
-
₹151 Cr
INFO
1.47
2.57
2.57
2.57
-
1.17
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 Quarterly 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 15th Oct
Top holdings
6.33% Govt Stock 2035
26.4%
6.79% Govt Stock 2034
19.8%
7.1% Govt Stock 2034
6.7%
Eternal Ltd
4.6%
Treps
3.6%
7.32% Govt Stock 2030
3.5%
Bajaj Finance Limited - NCD & Bonds - NCD & Bonds
3.5%
7.1% Govt Stock 2029
3.5%
Power Finance Corporation Limited - NCD & Bonds - NCD & Bonds
3.5%
Bajaj Finance Limited - NCD & Bonds - NCD & Bonds
3.4%
Top industry exposure
Industrials
9.0%
Consumer Cyclical
6.2%
Technology
2.0%
Financial Services
1.4%
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

FAQs