HSBC Conservative Hybrid Fund Growth Direct Plan
Hybrid
Direct
Conservative Allocation
NAV: ₹ 60.32 as on 24-04-2024
Fund Performance
56 people have invested ₹ 83K in HSBC Conservative Hybrid Fund Growth Direct Plan in the last three months
Mutual Fund Insights
In the last 3 years, Kotak Debt Hybrid Direct Growth has given 12.2% return, outperforming this fund by 2.5% per annum.
In the last 1 year, Kotak Debt Hybrid Direct Growth has given 17.85% return, outperforming this fund by 1.89%.
Over the last 1 month, this fund has experienced a 4.2% drop in AUM moving from 111.55 Cr to 106.85 Cr.
In the last 5 years, Kotak Debt Hybrid Direct Growth has given 12.68% return, outperforming this fund by 2.71% per annum.
About the HSBC Conservative Hybrid Fund Growth Direct Plan
HSBC Conservative Hybrid Fund Growth Direct Plan 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 Growth Direct Plan has ₹107 Cr worth of assets under management (AUM) as on Mar 2024 and is less than category average.
- The fund has an expense ratio 1.4.
HSBC Conservative Hybrid Fund Growth Direct Plan Overview
 | 1.35% |
 Benchmark | CRISIL Hybrid 85+15 - ConservativeTR INR |
 | ₹107 Cr |
 | 10 January, 2013 |
 | ₹5000/₹1000 |
 | 0% |
 | No Lock-in |
 TurnOver | 82.22% |
HSBC Conservative Hybrid Fund Growth Direct Plan Distribution as on (31-Mar-24)
Sector Allocation
Industrial
53.7%
Consumer Cyclical
12.4%
Tech
11.8%
Health
8.9%
Financial Services
8.4%
Real Estate
4.8%
Top Holdings of HSBC Conservative Hybrid Fund Growth Direct Plan as on (31-Mar-24)
Equity Holdings31
Debt Holdings10
HSBC Conservative Hybrid Fund Growth Direct Plan: Monthly Changes Updates
All changes are between Oct'69 and Dec'69
AUM Change
- AUM of the fund stands at 111.6 Cr as of Mar'24
- AUM has remained same between Mar'24 and Feb'24
Fund Portfolio Changes
Peer Analysis
HSBC Conservative Hybrid Fund Growth Direct Plan Fund Manager
Cheenu Gupta
Fund Manager of HSBC Conservative Hybrid Fund Growth Direct Plan, since 26 November 2022
Top funds managed
HSBC Conservative Hybrid Fund Growth Direct Plan Highlights
Moderately High risk
Investors understand that their principal will be at Moderately High risk
About the fund
This fund has delivered an average annual returns of 9.03% since inception which is more than its category average return of 6.18%
Fund Allocations
This fund has an allocation of 23.46% in Equity, 68.22% in Debt and 8.01% in Cash related instruments
AUM size ₹107 Cr
This fund has AUM of ₹107 Cr which is less than its category average of ₹ 726 Cr
Expense Ratio 1.35%
This fund has an expense ratio of 1.35% which is more than its category average expense ratio of 1.25%
Frequently Asked Questions
The current NAV of HSBC Conservative Hybrid Fund Growth Direct Plan is ₹60.32 as on 24-Apr-2024.
Existing (Absolute + CAGR) as on 24-Apr-2024.
HSBC Conservative Hybrid Fund Growth Direct Plan | Absolute Returns | CAGR Returns |
1 Month Returns | 2.83% | 2.83% |
6 Month Returns | 9.88% | 9.88% |
1 Year Returns | 15.95% | 15.95% |
3 Years Returns | 31.99% | 9.69% |
5 Years Returns | 60.81% | 9.97% |
With INDmoney, the process of investing is very simple and involves zero commission.
- 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.
1.35% as on March 2024
₹107 Cr as on March 2024
7.1% Govt Stock 2029(14.65%), 7.18% Govt Stock 2033(13.46%), 07.71 MH Sdl 2033(9.95%), 7.18% Govt Stock 2037(9.63%), 7.06% Govt Stock 2028(7.81%) as on March 2024
Government(68.39%), Industrial(12.6%), Corporate(4.5%) as on March 2024
AAA | 100 |
Cheenu Gupta is the fund manager of HSBC Conservative Hybrid Fund Growth Direct Plan
The Exit load of HSBC Conservative Hybrid Fund Growth Direct Plan is 0%