HSBC Conservative Hybrid Fund

HSBC Conservative Hybrid Fund

Hybrid

HSBC Mutual Fund

Conservative Allocation

Get the latest NAV of HSBC Conservative Hybrid Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹68.87

▲0.4%1D

NAV as on 18 Mar 2026

8.77%/per year

Since Inception

Absolute Gain%

▲▼

22 people have invested ₹ 1.6L in HSBC Conservative Hybrid Fund in the last three months

HSBC Conservative Hybrid Fund Performance vs. Conservative Allocation Index

Fund returns vs Benchmark returns vs Category Average returns as on (18-Mar-26)

The fund has consistently outperformed the benchmark (Conservative Allocation Index) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-0.75%
0.52%
-1.53%
6.59%
10.47%
8.72%
Conservative Allocation Index
-1.45%
-0.95%
-0.4%
4.49%
7.34%
6.85%
Conservative Allocation Avg
-1.48%
-0.99%
-0.35%
5.23%
8.84%
7.99%
Best in Conservative Allocation
-0.39%
1.56%
2.81%
9.58%
11.77%
10.93%
Worst in Conservative Allocation
-2.18%
-1.93%
-1.95%
3.35%
7.39%
6.43%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
HSBC Conservative Hybrid Fund
-
139Cr
1.05%
6.59%
10.47%
0.94
1.30
0.88
1.32
0.59
Parag Parikh Conservative Hybrid Fund
1/10
3,354Cr
0.34%
8.11%
11.77%
3.32
0.77
1.77
4.20
1.46
Nippon India Conservative Hybrid Fund
2/10
948Cr
1.09%
9.57%
9.89%
2.10
0.54
1.83
4.21
0.63
ICICI Prudential Savings Fund
3/10
3,341Cr
1%
7.67%
10.77%
2.09
0.86
1.49
2.85
1.29
See all

HSBC Conservative Hybrid Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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HSBC Conservative Hybrid Fund Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Mid cap
10.7%
Large cap
5.4%
Small cap
1%

HSBC Conservative Hybrid Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Industrial
46%
Consumer Cyclical
35.8%
Financial Services
6.4%
Tech
5%
Real Estate
4.2%
Utilities
2.5%
Health
0.1%

Top 3 Sectors in February were Government, Industrial & Financial Services

Feb'26

Government

72%

Industrial

48%

Financial Services

34%

Jan'26

Government

69%

Industrial

44%

Financial Services

36%

HSBC Conservative Hybrid Fund Holdings Details

as on (28-Feb-26)

Top Stocks bought last month
Power Finance Corporation Limited's allocation increased from 3.22% to 3.69%
Power Finance Corporation Limited's allocation increased from 3.22% to 3.69%
GE Vernova T&D India Ltd's allocation increased from 2.71% to 3.01%
GE Vernova T&D India Ltd's allocation increased from 2.71% to 3.01%
Bajaj Finance Limited's allocation increased from 3.49% to 3.6%
Bajaj Finance Limited's allocation increased from 3.49% to 3.6%
Top Stocks sold last month
Eternal Ltd's allocation decreased from 4.04 % to 3.82 %
Eternal Ltd's allocation decreased from 4.04 % to 3.82 %
Bajaj Finance Limited's allocation decreased from 3.52 % to 3.49 %
Bajaj Finance Limited's allocation decreased from 3.52 % to 3.49 %
Bharat Electronics Ltd's allocation decreased from 0.83 % to 0.82 %
Bharat Electronics Ltd's allocation decreased from 0.83 % to 0.82 %

HSBC Conservative Hybrid Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.05%
Benchmark
Nifty Composite Debt Index TR INR
AUM₹139 Cr
Inception Date10 January, 2013
Min Lumpsum/SIP₹5,000/₹1,000
Exit Load0%
Lock InNo Lock-in
TurnOver
62.33%
Risk
Risk meter
pointer
Moderately High risk

About HSBC Conservative Hybrid Fund

HSBC Conservative Hybrid Fund is a hybrid fund. This fund was started on 10 January, 2013. The fund is managed by Cheenu Gupta, Mohd Asif Rizwi, Mahesh Chhabria, Abhishek Gupta, Mayank Chaturvedi. This fund gives you the benefit of diversification.

Key Parameters

  1. HSBC Conservative Hybrid Fund has ₹139 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
  2. The fund has an expense ratio 1.1.

Returns

HSBC Conservative Hybrid Fund has given a CAGR return of 8.77% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.59%, 10.47% and 8.72% respectively.

Holdings

HSBC Conservative Hybrid Fund has allocated its funds majorly in Government, Industrial, Financial Services, Cash Equivalent, Corporate, Tech, Consumer Cyclical, Utilities, 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 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

Investment objective of HSBC Conservative Hybrid Fund

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 has no lock in period.

Fund Manager

Cheenu Gupta

Fund Manager of HSBC Conservative Hybrid Fund, since 26 November 2022

Mohd Asif Rizwi

Fund Manager of HSBC Conservative Hybrid Fund, since 1 February 2025

Mahesh Chhabria

Fund Manager of HSBC Conservative Hybrid Fund, since 15 July 2023

Abhishek Gupta

Fund Manager of HSBC Conservative Hybrid Fund, since 1 April 2024

Mayank Chaturvedi

Fund Manager of HSBC Conservative Hybrid Fund, since 1 October 2025

Learn more about HSBC Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 139.1 Cr
₹ 138.1 Cr
₹ 146.6 Cr
  • AUM of the fund stands at 139.1 Cr as of Feb'26
  • AUM increased by 1 Cr between Feb'26 and Jan'26

Frequently Asked Questions for HSBC Conservative Hybrid Fund

How do I invest in HSBC Conservative Hybrid Fund?

INDmoney makes it simple to invest in the HSBC Conservative Hybrid Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘HSBC Conservative Hybrid Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of HSBC Conservative Hybrid Fund?

The NAV of the fund today is ₹68.87. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

HSBC Conservative Hybrid Fund fund has generated a return of 6.59% in 1 year, 10.47% in 3 years, 8.72% in 5 years.

Who is the fund manager of HSBC Conservative Hybrid Fund?

The fund managers are Cheenu Gupta, Mohd Asif Rizwi, Mahesh Chhabria, Abhishek Gupta, Mayank Chaturvedi.

What is the expense ratio of the fund?

The expense ratio is 1.05%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹139 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of HSBC Conservative Hybrid Fund?

The top 3 holdings of the fund are 6.48% Gs 2035(14.56%), National Bank For Agriculture And Rural Development(7.78%), 7.75% Tamilnadu SDL 2032(7.47%)