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HSBC Conservative Hybrid Fund Direct growth
Hybrid • Conservative • Direct growth
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Conservative
Direct growth
Launched On
10 Jan 2013
13.1 years ago
Lock-in Period
No lock-in
NAV
as of 13 Feb 2026
₹69.07
+0.0366% (0.10)
AUM
₹147 Cr
Expense ratio
1.05%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units sold anytime
As per tax slab
Exit Load
If units sold anytime
0%
Distribution
Asset split
Market capital
Debt69.32%
Equity16.36%
Cash14.32%
What's in this fund?
Credit Rating
Sectors
Holdings
Industrials
Financial Services
Technology
Consumer Cyclical
Utilities
Fund House
HSBC
Inc: 31 Mar 1997 • Total AUM: ₹1,32,757 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
Cheenu Gupta
Experience: 4.61 yrs • Total AUM: 1,27,128 Cr
Mahesh Chhabria
Experience: 3.21 yrs • Total AUM: 2,51,239 Cr
Abhishek Gupta
Experience: 1.94 yrs • Total AUM: 65,967 Cr
Mohd Asif Rizwi
Experience: 2.07 yrs • Total AUM: 3,62,920 Cr
Mayank Chaturvedi
Experience: yrs • Total AUM: 5,32,753 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.