Item: HSBC Conservative Hybrid Fund Growth Direct Plan
Rating: 4
Author: Morningstar

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

72.035 (-0.104%)

NAV on August 28, 2026

Category Allocation:
Conservative Allocation

Investment StyleBox

Large Growth

Interest rate sensitivity
Credit quality

Moderate Sensitivity
High Quality

Total Assets 154 cr

Turnover Ratio 155.13%

Expense Ratio 1.22%

Exit Load -

Returns

1M: Positive return: 0.35%
1Y: Positive return: 4.76%
3M: Positive return: 2.12%
3Y: Positive return: 9.64%
6M: Positive return: 3.60%
5Y: Positive return: 8.20%

Min Investment 5,000

Buy Now Start SIP

ADDITIONAL INFO

Fund Manager Mahesh Chhabria (Since about 3 years) Cheenu Gupta (Since almost 4 years) Abhishek Gupta (Since over 2 years) Mohd Asif Rizwi (Since over 1 year) Mayank Chaturvedi (Since 11 months)

ISIN INF336L01DW4

Fund Family HSBC

P/E Ratio 26.85

P/B Ratio 3.37

Launch Date January 10, 2013

Benchmark

Nifty 50 TR INR

Nifty Composite Debt Index TR INR

Avg. Maturity 7.54 years

Yield To Maturity (%) 7.06%

SECTOR WEIGHTINGS (%)

Financial 50.37%

Industrial 32.41%

Technology 8.55%

Basic Materials 0.0%

Consumer Cyclical 5.13%

Utilities Services 3.47%

Healthcare Services 0.06%

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 0.894

Sharpe 0.602

Std Dev 5.378

Risk High

Top Rated
Top Performing

Top Conservative Allocation Funds

Name	Latest NAV	Returns 1y	Fund Assets	Expense Ratio	Risk
SBI Conservative Hybrid Fund Direct Plan Growth	₹ 84.377	6.41%	₹ 10,210 cr	0.98%	Below Average
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth	₹ 79.586	6.29%	₹ 1,501 cr	0.82%	Below Average
Parag Parikh Conservative Hybrid Fund Direct Growth	₹ 16.116	6.18%	₹ 3,473 cr	0.24%	Below Average
ICICI Prudential Child Care Plan Study Direct Plan	₹ 72.424	5.79%	₹ 0 cr	0.73%	Average
Kotak Debt Hybrid Direct Growth	₹ 70.153	5.10%	₹ 2,860 cr	0.57%	Above Average
ICICI Prudential Regular Savings Fund Direct Plan Growth	₹ 87.872	4.85%	₹ 3,356 cr	1.03%	Low

Best Conservative Allocation Funds

Name	Latest NAV	Returns 1y	Fund Assets	Expense Ratio	Risk
Nippon India Conservative Hybrid Fund Direct Plan Growth Plan	₹ 69.261	7.73%	₹ 977 cr	1.0%	Low
SBI Conservative Hybrid Fund Direct Plan Growth	₹ 84.377	6.41%	₹ 10,210 cr	0.98%	Below Average
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth	₹ 79.586	6.29%	₹ 1,501 cr	0.82%	Below Average
Parag Parikh Conservative Hybrid Fund Direct Growth	₹ 16.116	6.18%	₹ 3,473 cr	0.24%	Below Average
ICICI Prudential Child Care Plan Study Direct Plan	₹ 72.424	5.79%	₹ 0 cr	0.73%	Average
Kotak Debt Hybrid Direct Growth	₹ 70.153	5.10%	₹ 2,860 cr	0.57%	Above Average
ICICI Prudential Regular Savings Fund Direct Plan Growth	₹ 87.872	4.85%	₹ 3,356 cr	1.03%	Low

Other plans of HSBC Conservative Hybrid Fund

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

Conservative Allocation
HSBC Conservative Hybrid Fund - Quarterly IDCW Direct Plan

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

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

Conservative Allocation
HSBC Conservative Hybrid Fund Growth

Conservative Allocation
HSBC Conservative Hybrid Fund 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 - Quarterly IDCW

Conservative Allocation
HSBC Conservative Hybrid Fund - Monthly IDCW

Conservative Allocation

Other Balanced funds by HSBC

HSBC Equity Hybrid Fund Direct Growth

Aggressive Allocation
HSBC Income Plus Arbitrage Active FOF Direct Growth

Fund of Funds
HSBC Multi Asset Active FOF Growth Direct

Fund of Funds
HSBC Equity Savings Direct Plan Growth Plan

Equity Savings
HSBC Balanced Advantage Fund Direct Plan Growth Option

Dynamic Asset Allocation
HSBC Aggressive Hybrid Fund Direct Plan Growth Option

Aggressive Allocation
HSBC Aggressive Hybrid Active FOF Direct Growth

Fund of Funds

HSBC Conservative Hybrid Fund Growth Direct Plan

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

ADDITIONAL INFO

Asset Allocation

EQUITY DISTRIBUTION

CREDIT QUALITY (%)