Item: HSBC Conservative Hybrid Fund Growth
Rating: 3
Author: Morningstar

Home › Mutual Funds › HSBC Mutual Fund › HSBC Conservative Hybrid Fund Growth

62.519 (0.379%)

NAV on May 27, 2026

Category Allocation:
Conservative Allocation

Investment StyleBox

Large Growth

Interest rate sensitivity
Credit quality

Moderate Sensitivity
High Quality

Total Assets 146 cr

Turnover Ratio 62.33%

Expense Ratio 2.13%

Exit Load -

Returns

1M: 0.11%
1Y: 1.91%
3M: 1.21%
3Y: 8.86%
6M: 1.27%
5Y: 7.39%

Min Investment 5,000

ADDITIONAL INFO

Fund Manager Mahesh Chhabria (Since almost 3 years) Cheenu Gupta (Since over 3 years) Abhishek Gupta (Since about 2 years) Mohd Asif Rizwi (Since over 1 year) Mayank Chaturvedi (Since 8 months)

ISIN INF336L01099

Fund Family HSBC

P/E Ratio 39.06

P/B Ratio 6.78

Launch Date January 28, 2004

Benchmark

Nifty 50 TR INR

Nifty Composite Debt Index TR INR

Avg. Maturity 6.77 years

Yield To Maturity (%) 7.36%

SECTOR WEIGHTINGS (%)

Financial 33.71%

Industrial 50.11%

Technology 7.96%

Basic Materials 0.0%

Consumer Cyclical 4.99%

Utilities Services 3.16%

Healthcare Services 0.07%

Energy Services 0.00%

Communication Services 0.00%

Consumer Defensive 0.00%

Real Estate 0.00%

RISK MEASURES (3 yrs)

vs Nifty 50 TR INR Nifty Composite Debt Index TR INR

Alpha -

Beta -

R-Squared -

Info Ratio -

Tracking Err -

Sortino 0.710

Sharpe 0.496

Std Dev 5.332

Risk Above Average

Top Rated
Top Performing

Top Conservative Allocation Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
ICICI Prudential Child Care Plan Study Direct Plan	72.424	5.79%	0 cr	0.73%	Average
SBI Conservative Hybrid Fund Direct Plan Growth	82.844	5.25%	9,754 cr	1.07%	Average
ICICI Prudential Regular Savings Fund Direct Plan Growth	86.387	4.75%	3,289 cr	0.81%	Below Average
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth	77.543	4.68%	1,479 cr	0.82%	Below Average
Parag Parikh Conservative Hybrid Fund Direct Growth	15.754	3.38%	3,344 cr	0.24%	Low
Kotak Debt Hybrid Direct Growth	68.216	0.84%	2,902 cr	0.52%	Above Average
HDFC Hybrid Debt Fund Direct Plan Growth Option	87.996	0.26%	3,261 cr	1.17%	Average

Best Conservative Allocation Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Nippon India Conservative Hybrid Fund Direct Plan Growth Plan	67.400	6.70%	951 cr	0.85%	Low
ICICI Prudential Child Care Plan Study Direct Plan	72.424	5.79%	0 cr	0.73%	Average
SBI Conservative Hybrid Fund Direct Plan Growth	82.844	5.25%	9,754 cr	1.07%	Average
ICICI Prudential Regular Savings Fund Direct Plan Growth	86.387	4.75%	3,289 cr	0.81%	Below Average
Parag Parikh Conservative Hybrid Fund Direct Growth	15.754	3.38%	3,344 cr	0.24%	Low
HSBC Conservative Hybrid Fund Growth Direct Plan	70.543	2.90%	146 cr	1.18%	Above Average

Other plans of HSBC Conservative Hybrid Fund

HSBC Conservative Hybrid Fund - Quarterly IDCW Direct Plan

Conservative Allocation
HSBC Conservative Hybrid Fund - Quarterly IDCW

Conservative Allocation
HSBC Conservative Hybrid Fund - Monthly IDCW

Conservative Allocation
HSBC Conservative Hybrid Fund Direct Monthly Payout of Income Dis cum Cptl Wdrl Opt

Conservative Allocation
HSBC Conservative Hybrid Fund Quarterly Payout of Income Dis cum Cptl Wdrl Opt Direct Plan

Conservative Allocation
HSBC Conservative Hybrid Fund Growth Direct Plan

Conservative Allocation
HSBC Conservative Hybrid Fund Quarterly Payout of Income Dis cum Cptl Wdrl Opt

Conservative Allocation
HSBC Conservative Hybrid Fund Monthly Payout of Income Dis cum Cptl Wdrl Opt

Conservative Allocation
HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW

Conservative Allocation

Other Balanced funds by HSBC

HSBC Balanced Advantage Fund Direct Plan Growth Option

Dynamic Asset Allocation
HSBC Equity Hybrid Fund Direct Growth

Aggressive Allocation
HSBC Aggressive Hybrid Fund Direct Plan Growth Option

Aggressive Allocation
HSBC Multi Asset Active FOF Growth Direct

Fund of Funds
HSBC Equity Savings Direct Plan Growth Plan

Equity Savings
HSBC Income Plus Arbitrage Active FOF Direct Growth

Fund of Funds
HSBC Conservative Hybrid Fund Growth Direct Plan

Conservative Allocation
HSBC Aggressive Hybrid Active FOF Direct Growth

Fund of Funds

HSBC Conservative Hybrid Fund Growth

previously known as HSBC Regular Savings Gr until November 25, 2022

ADDITIONAL INFO

ASSET ALLOCATION

EQUITY DISTRIBUTION

CREDIT QUALITY (%)