HSBC Conservative Hybrid Fund Direct dividend payout
Hybrid • Conservative • Direct dividend payout
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Conservative
Direct dividend payout
Launched On
17 Jan 2013
13.3 years ago
Lock-in Period
No lock-in
NAV
as of 16 Apr 2026
₹14.89
-0.0262% (0.00)
AUM
₹138 Cr
Expense ratio
1.05%
Benchmark
Fund Plan
Quarterly
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Tax info and exit load
Taxes
Units sold anytime
As per tax slab
Exit Load
If units sold anytime
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Industrials
48.17%
Financial Services
34.30%
Technology
8.87%
Consumer Cyclical
5.51%
Utilities
3.08%
Fund House
HSBC
Inc: 31 Mar 1997 • Total AUM: ₹1,30,964 Cr • Rank #16
HSBC Mutual Fund, started in 2002, has HSBC Securities and Capital Markets (India) Private Limited (HSCI) as its sponsor. The fund house is headed by Kailash Kulkarni as the CEO. As of 31 March 2024, it has an AUM of ₹1,09,766 Cr.
Fund Managers
Cheenu Gupta
Experience: 4.78 yrs • Total AUM: 1,25,727 Cr
Mahesh Chhabria
Experience: 3.38 yrs • Total AUM: 2,51,117 Cr
Abhishek Gupta
Experience: 2.11 yrs • Total AUM: 64,839 Cr
Mohd Asif Rizwi
Experience: 2.24 yrs • Total AUM: 3,55,755 Cr
Mayank Chaturvedi
Experience: yrs • Total AUM: 5,18,560 Cr
Risk
Category risk
Moderately high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
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