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HSBC Conservative Hybrid Fund Direct dividend reinvestment
Hybrid • Conservative • Direct dividend reinvestment
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Conservative
Direct dividend reinvestment
Launched On
17 Jan 2013
12.9 years ago
Lock-in Period
No lock-in
NAV
as of 26 Dec 2025
₹15.23
+0.4625% (0.10)
AUM
₹149 Cr
Expense ratio
1.22%
Benchmark
Fund Plan
Quarterly
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
Consumer Cyclical
Technology
Financial Services
Real Estate
Fund House
HSBC
Inc: 31 Mar 1997 • Total AUM: ₹1,33,338 Cr • Rank #16HSBC 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
Sonal Gupta
Experience: 4.42 yrs • Total AUM: 5,23,639 Cr
Cheenu Gupta
Experience: 4.48 yrs • Total AUM: 1,25,422 Cr
Mahesh Chhabria
Experience: 3.08 yrs • Total AUM: 5,79,362 Cr
Abhishek Gupta
Experience: 1.81 yrs • Total AUM: 67,849 Cr
Mohd Asif Rizwi
Experience: 1.93 yrs • Total AUM: 3,64,741 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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