HSBC Conservative Hybrid Fund Direct dividend payout

Hybrid • Conservative • Direct dividend payout

Credit Rating
Average credit rating
AAA (Highest)

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Hybrid

Conservative

Direct dividend payout

Launched On
17 Jan 2013
13.6 years ago
Lock-in Period
No lock-in
NAV
as of 21 Aug 2026
₹15.0415
-0.0106% (0.00)
AUM
₹154 Cr
Expense ratio
1.22%
Benchmark
Fund Plan
Quarterly
Open demat account

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Tax info and exit loadInfo Icon

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
Financial Services

Financial Services

51.71%
Industrials

Industrials

31.01%
Technology

Technology

8.68%
Consumer Cyclical

Consumer Cyclical

5.33%
Utilities

Utilities

3.20%

Fund House

HSBC

HSBC

Inc: 31 Mar 1997 • Total AUM: ₹1,45,519 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: 5.14 yrs • Total AUM: 1,57,730 Cr

Mahesh Chhabria

Experience: 3.74 yrs • Total AUM: 2,77,864 Cr

Abhishek Gupta

Experience: 2.47 yrs • Total AUM: 67,927 Cr

Mohd Asif Rizwi

Experience: 2.59 yrs • Total AUM: 3,56,474 Cr

Mayank Chaturvedi

Experience: yrs • Total AUM: 5,82,860 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'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.