HSBC Conservative Hybrid Fund Direct Growth
About the Fund
HSBC Conservative Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 10 January, 2013. The fund is managed by Cheenu Gupta. This fund gives you the benefit of diversification.
Key Parameters
- HSBC Conservative Hybrid Fund Direct Growth has ₹108 Cr worth of assets under management (AUM) as on Jun 2024 and is less than category average.
- The fund has an expense ratio 1.3.
Returns
HSBC Conservative Hybrid Fund Direct Growth has given a CAGR return of 9.39% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 17.76%, 10.34% and 10.57% respectively.
Holdings
HSBC Conservative Hybrid Fund Direct Growth has allocated its funds majorly in Government, Industrial, Cash Equivalent, Consumer Cyclical, Tech, Real Estate, Financial Services, Corporate, Health.
Taxation
As it is a conservative allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitGains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of HSBC Conservative Hybrid Fund Direct Growth
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. HSBC Conservative Hybrid Fund Direct Growth has no lock in period.
Fund Overview
| Expense ratio | 1.34% |
Benchmark | CRISIL Hybrid 85+15 - ConservativeTR INR |
| AUM | ₹108 Cr |
| Inception Date | 10 January, 2013 |
| Min Lumpsum/SIP | ₹5000/₹1000 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 82.22% |
| Risk |   Moderately High risk |
Fund Distributionas on (30-Jun-24)
as on (30-Jun-24)
Mutual Fund Insights
HSBC Conservative Hybrid Fund Direct Growth Highlights
Moderately High risk
About the fund
Fund Allocations
AUM size ₹108 Cr
Expense Ratio 1.34%
Frequently Asked Questions
HSBC Conservative Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 0.98% | 0.98% |
6 Month Returns | 10.99% | 10.99% |
1 Year Returns | 17.76% | 17.76% |
3 Years Returns | 34.33% | 10.34% |
5 Years Returns | 65.29% | 10.57% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
AAA | 100 |