HSBC Conservative Hybrid Fund Direct growth

Hybrid • Conservative • Direct growth

Credit Rating
Average credit rating
AAA (Highest)

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Hybrid

Conservative

Direct growth

Launched On
10 Jan 2013
12.9 years ago
Lock-in Period
No lock-in
NAV
as of 12 Dec 2025
₹68.83
+0.4259% (0.30)
AUM
₹151 Cr
Expense ratio
1.22%
Benchmark
Fund Plan
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
Industrials

Industrials

44.48%
Consumer Cyclical

Consumer Cyclical

31.00%
Technology

Technology

10.58%
Financial Services

Financial Services

7.88%
Real Estate

Real Estate

3.13%

Fund House

HSBC

HSBC

Inc: 31 Mar 1997 • Total AUM: ₹1,33,541 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

Sonal Gupta

Experience: 4.39 yrs • Total AUM: 5,23,662 Cr

Cheenu Gupta

Experience: 4.45 yrs • Total AUM: 1,25,444 Cr

Mahesh Chhabria

Experience: 3.05 yrs • Total AUM: 5,83,022 Cr

Abhishek Gupta

Experience: 1.78 yrs • Total AUM: 67,871 Cr

Mohd Asif Rizwi

Experience: 1.90 yrs • Total AUM: 3,64,738 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.