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
₹17.1082
+0.32%
(22 Jan)
AUM
147 Cr
TER
1.05%
Risk
Moderately High Risk
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
+7.0%
+7.0%
+7.0%
+6.3%
+5.5%
+2.1%
3Y
+11.2%
+11.2%
+11.2%
+10.8%
+8.8%
+9.3%
5Y
NA
NA
NA
+9.6%
+8.1%
+7.7%
ALL
+10.0%
+10.0%
+10.0%
+9.4%
+7.5%
+7.7%
VOL
4.0%
4.0%
4.0%
6.6%
-
5.3%
TER
0.3%
0.3%
0.3%
1.0%
-
1.1%
AUM
₹3,212 Cr
₹3,212 Cr
₹3,212 Cr
₹3,359 Cr
-
₹147 Cr
INFO
2.49
2.49
2.49
1.43
-
1.46
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 Dec
Top holdings
6.33% Govt Stock 2035
27.2%
Treps
12.4%
7.1% Govt Stock 2034
7.2%
6.48% Govt Stock 2035
6.9%
Eternal Ltd
3.8%
Power Finance Corporation Limited - NCD & Bonds
3.7%
Bajaj Finance Limited - NCD & Bonds
3.6%
7.32% Govt Stock 2030
3.6%
7.1% Govt Stock 2029
3.6%
Small Industries Development Bank Of India - NCD & Bonds
3.6%
Top industry exposure
Industrials
8.7%
Consumer Cyclical
5.5%
Technology
1.8%
Financial Services
1.5%
Real Estate
0.6%
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