Hsbc Conservative Hybrid Fund Growth Direct Plan Adjusted

Risk: Moderately High
₹ 64.08
NAV (Jul 25,2024)

The HSBC Conservative Hybrid Fund - Growth - Direct Plan (Adjusted) is a fund that aims for growth while maintaining a conservative approach. With an expense ratio of 1.35% and a PE ratio of 55.93, this fund is suitable for investors looking for long-term growth potential. The minimum investment required is INR 5000, and there is no lock-in period. Established on January 11, 2013, this fund manages assets worth INR 111.55 crore.

Hsbc Conservative Hybrid Fund Growth Direct Plan Adjusted Latest Trend

  • 1M
  • 2M
  • 3M

Hsbc Conservative Hybrid Fund Growth Direct Plan Adjusted Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    83.35
  • P/B Ratio
    UM_URBAN_MONEY

    13.24
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.19
  • Sortino
    UM_URBAN_MONEY

    0.29

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.34%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 111.86 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Moderately High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,611.95 (6.12%)₹ 11,099.39 (10.99%)₹ 11,775.64 (17.76%)₹ 13,259.67 (32.60%)₹ 15,955.06 (59.55%)
₹ 30,000₹ 31,835.85 (6.12%)₹ 33,298.17 (10.99%)₹ 35,326.92 (17.76%)₹ 39,779.01 (32.60%)₹ 47,865.18 (59.55%)
₹ 50,000₹ 53,059.75 (6.12%)₹ 55,496.95 (10.99%)₹ 58,878.2 (17.76%)₹ 66,298.35 (32.60%)₹ 79,775.3 (59.55%)
₹ 80,000₹ 84,895.6 (6.12%)₹ 88,795.12 (10.99%)₹ 94,205.12 (17.76%)₹ 1,06,077.36 (32.60%)₹ 1,27,640.48 (59.55%)
₹ 1,00,000₹ 1,06,119.5 (6.12%)₹ 1,10,993.9 (10.99%)₹ 1,17,756.4 (17.76%)₹ 1,32,596.7 (32.60%)₹ 1,59,550.6 (59.55%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • GOVERNMENT OF INDIA APR13.55%
  • GOVERNMENT ON INDIA AUG GSEC12.89%
  • GOI Jul9.25%
  • MAHARASHTRA Nov SDL9.18%
  • Treps7.64%
  • GOI APR7.22%
  • GOI JUN4.71%
  • GOVT Apr4.55%
  • Axis Bank Limited4.31%
  • MAHARASHTRA Oct SDL2.30%
  • Transformers And Rectifiers India Limited1.88%
  • Larsen & Toubro Limited1.80%
  • GE TandD India Limited1.70%
  • Siemens Limited1.56%
  • Medi Assist Healthcare Services Limited1.38%
  • KPIT Technologies Limited1.17%
  • KEI Industries Limited1.15%
  • ABB India Limited1.00%
  • Aditya Vision Limited0.93%
  • CG Power and Industrial Solutions Limited0.86%
  • Sobha Limited0.85%
  • TD Power Systems Limited0.85%
  • Bharat Electronics Limited0.79%
  • Safari Industries India Limited0.77%
  • Universal Cables Limited0.77%
  • ICICI Bank Limited0.70%
  • Cholamandalam Investment & Finance Company Limited0.64%
  • The Indian Hotels Company Limited0.63%
  • Ahluwalia Contracts India Limited0.63%
  • Godrej Properties Limited0.62%
  • Persistent Systems Limited0.61%
  • Kaynes Technology India Ltd0.61%
  • Triveni Turbine Limited0.52%
  • Power Mech Projects Limited0.52%
  • Suzlon Energy Limited0.49%
  • GOI JAN0.46%
  • CDMDF CLASS A0.29%
  • Infosys Limited0.15%
  • Sundaram Finance Limited0.11%
  • HDFC Bank Limited0.05%
  • Net Current Assets including cash & bank balances-0.10%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Bank of India Conservative Hybrid Fund - Regular Plan - GrowthBank of India Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderately High

15.04%

Canara Robeco Conservative Hybrid Fund - Regular Plan - GrowthCanara Robeco Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderately High

13.69%

Axis Regular Saver Fund - Regular Plan - GrowthAxis Regular Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

12.57%

DSP Regular Savings Fund - Regular Plan - GrowthDSP Regular Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

12.03%

UTI Conservative Hybrid Fund - Regular Plan - GrowthUTI Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderately High

11.95%

SBI Conservative Hybrid Fund - Regular Plan - GrowthSBI Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

High

11.79%

Sundaram Conservative Hybrid Fund - GrowthSundaram Conservative Hybrid Fund - Growth

HYBRID

Moderately High

10.99%

L&T Conservative Hybrid Fund - Regular Plan - GrowthL&T Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderate

9.13%

Navi Conservative Hybrid Fund - Regular Plan - GrowthNavi Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderate

9.01%

ITI Conservative Hybrid Fund - Regular Plan - GrowthITI Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderate

8.32%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Parag Parikh Conservative Hybrid Fund - Regular Plan - GrowthParag Parikh Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderately High

16.48%

ICICI Prudential Regular Savings Fund - CumulativeICICI Prudential Regular Savings Fund - Cumulative

HYBRID

High

14.54%

Franklin India Debt Hybrid Fund - GrowthFranklin India Debt Hybrid Fund - Growth

HYBRID

Moderately High

14.12%

SBI Conservative Hybrid Fund - Regular Plan - GrowthSBI Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

High

13.89%

Baroda BNP Paribas Conservative Hybrid Fund - Regular Plan - GrowthBaroda BNP Paribas Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderately High

12.38%

UTI Conservative Hybrid Fund - Regular Plan - GrowthUTI Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderately High

12.36%

Nippon India Hybrid Bond Fund - GrowthNippon India Hybrid Bond Fund - Growth

HYBRID

High

10.58%

Aditya Birla Sun Life Regular Savings Fund - GrowthAditya Birla Sun Life Regular Savings Fund - Growth

HYBRID

Moderately High

10.04%

Axis Regular Saver Fund - Regular Plan - GrowthAxis Regular Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

9.47%

L&T Conservative Hybrid Fund - Regular Plan - GrowthL&T Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderate

0.67%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bank of India Conservative Hybrid Fund - Regular Plan - GrowthBank of India Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderately High

14.12%

SBI Conservative Hybrid Fund - Regular Plan - GrowthSBI Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

High

10.45%

UTI Conservative Hybrid Fund - Regular Plan - GrowthUTI Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderately High

9.56%

Sundaram Conservative Hybrid Fund - GrowthSundaram Conservative Hybrid Fund - Growth

HYBRID

Moderately High

8.97%

Franklin India Debt Hybrid Fund - GrowthFranklin India Debt Hybrid Fund - Growth

HYBRID

Moderately High

8.46%

Nippon India Hybrid Bond Fund - GrowthNippon India Hybrid Bond Fund - Growth

HYBRID

High

8.29%

DSP Regular Savings Fund - Regular Plan - GrowthDSP Regular Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

7.88%

Canara Robeco Conservative Hybrid Fund - Regular Plan - GrowthCanara Robeco Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderately High

7.53%

Axis Regular Saver Fund - Regular Plan - GrowthAxis Regular Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

6.40%

Navi Conservative Hybrid Fund - Regular Plan - GrowthNavi Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderate

6.20%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Kotak Debt Hybrid Fund - GrowthKotak Debt Hybrid Fund - Growth

HYBRID

Moderately High

11.89%

SBI Conservative Hybrid Fund - Regular Plan - GrowthSBI Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

High

10.80%

HDFC Hybrid Debt Fund - GrowthHDFC Hybrid Debt Fund - Growth

HYBRID

Moderately High

10.61%

ICICI Prudential Regular Savings Fund - CumulativeICICI Prudential Regular Savings Fund - Cumulative

HYBRID

High

9.71%

Aditya Birla Sun Life Regular Savings Fund - GrowthAditya Birla Sun Life Regular Savings Fund - Growth

HYBRID

Moderately High

8.88%

UTI Conservative Hybrid Fund - Regular Plan - GrowthUTI Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderately High

8.31%

Baroda BNP Paribas Conservative Hybrid Fund - Regular Plan - GrowthBaroda BNP Paribas Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderately High

7.59%

Bandhan Conservative Hybrid Fund - Regular Plan - GrowthBandhan Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderately High

6.95%

LIC MF Conservative Hybrid Fund - GrowthLIC MF Conservative Hybrid Fund - Growth

HYBRID

Moderately High

6.88%

L&T Conservative Hybrid Fund - Regular Plan - GrowthL&T Conservative Hybrid Fund - Regular Plan - Growth

HYBRID

Moderate

5.85%

Show all Funds

Fund Managers

MC

Mr. Mahesh ChhabriaAssistant Fund Manager and Credit Analyst

Mr. Mahesh Chhabria has 10 Years of experience in Mutual fund industry. At present he is in FIL Fund Management Private Limited as Credit Analyst and Assistant Portfolio Manager.

KP

Mr. Kapil PunjabiFund Manager - Fixed Income

Mr. Kapil Punjabi is the Fund Manager of Taurus Liquid Fund and Taurus Ultra Short Term Income Fund.He will be the Co-Fund Manager for Taurus Short Term Income Fund, Taurus Dynamic Income Fund, Taurus Gilt Fund, Taurus MIP Advantage and Taurus FMPs.

CG

Ms. Cheenu GuptaFund Manager

AG

Mr. Abhishek GuptaFund Manager

Abhishek Gupta has joined Edelweiss Asset Management as the Fund Manager (Equities) and has over 16 years of work experience in Indian Equity markets. Prior to joining Edelweiss, he was associated with Goldman Sachs Asset Management for over a decade. His previous stints also include, Deutsche AMC (India), Baer Capital Partners & Nippon Asset Management formerly known as Reliance Mutual Fund

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Compare with similar Funds

HSBC Conservative Hybrid Fund - Growth - Direct Plan (Adjusted)

vs

Baroda BNP Paribas Conservative Hybrid Fund - Regular Plan - Growth

HSBC Conservative Hybrid Fund - Growth - Direct Plan (Adjusted)

vs

Aditya Birla Sun Life Regular Savings Fund - Growth

HSBC Conservative Hybrid Fund - Growth - Direct Plan (Adjusted)

vs

Axis Regular Saver Fund - Regular Plan - Growth

HSBC Conservative Hybrid Fund - Growth - Direct Plan (Adjusted)

vs

Franklin India Debt Hybrid Fund - Growth

HSBC Conservative Hybrid Fund - Growth - Direct Plan (Adjusted)

vs

Nippon India Hybrid Bond Fund - Growth

HSBC Conservative Hybrid Fund - Growth - Direct Plan (Adjusted)

vs

SBI Conservative Hybrid Fund - Regular Plan - Growth

HSBC Conservative Hybrid Fund - Growth - Direct Plan (Adjusted)

vs

L&T Conservative Hybrid Fund - Regular Plan - Growth

HSBC Conservative Hybrid Fund - Growth - Direct Plan (Adjusted)

vs

Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth

HSBC Conservative Hybrid Fund - Growth - Direct Plan (Adjusted)

vs

ICICI Prudential Regular Savings Fund - Cumulative

HSBC Conservative Hybrid Fund - Growth - Direct Plan (Adjusted)

vs

Kotak Debt Hybrid Fund - Growth

FAQ's

What is the risk level associated with the HSBC Conservative Hybrid Fund - Growth - Direct Plan (Adjusted)?

The HSBC Conservative Hybrid Fund - Growth - Direct Plan (Adjusted) is a Moderately High risk mutual fund.

What is the current NAV (Net Asset Value) of the HSBC Conservative Hybrid Fund - Growth - Direct Plan (Adjusted) as of Jul 25,2024?

The current NAV of the HSBC Conservative Hybrid Fund - Growth - Direct Plan (Adjusted) as of Jul 25,2024 is INR 64.08.

What are the returns generated by the HSBC Conservative Hybrid Fund - Growth - Direct Plan (Adjusted) over the past 1, 3, and 5 years?

The HSBC Conservative Hybrid Fund - Growth - Direct Plan (Adjusted) has delivered returns of 16.22% in the past year, 9.35% over 3 years, and 9.27% over 5 years.

What is the expense ratio associated with the HSBC Conservative Hybrid Fund - Growth - Direct Plan (Adjusted)?

The HSBC Conservative Hybrid Fund - Growth - Direct Plan (Adjusted) has an expense ratio of 1.34%.

What is the minimum investment amount required for the HSBC Conservative Hybrid Fund - Growth - Direct Plan (Adjusted)?

The HSBC Conservative Hybrid Fund - Growth - Direct Plan (Adjusted) requires a minimum investment amount of INR 5000.

Is there a systematic investment plan (SIP) available for the HSBC Conservative Hybrid Fund - Growth - Direct Plan (Adjusted)?

Yes, SIP is available for the HSBC Conservative Hybrid Fund - Growth - Direct Plan (Adjusted) with a minimum investment of INR 5000 per month.

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