HSBC Conservative Hybrid Fund - Regular Growth
(Erstwhile HSBC Regular Savings Plan - Growth )
Category: Hybrid: Conservative
Launch Date: 24-02-2004
Asset Class: Mixed Asset
Benchmark: NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index
Expense Ratio: 2.17% As on ( 30-06-2025)
Status: Open Ended Schemes
Minimum Topup: 1000.0
Total Assets: 163.37 Cr As on ( 30-06-2025)
Turn over:
NAV as on 18-07-2025
61.3675
-0.06 ( -0.1049% )
CAGR Since Inception
8.84%
NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index 11.41%
Performance of HSBC Conservative Hybrid Fund - Regular Growth
Fund Managers

FM 1 - Mahesh Chhabria, FM 2 - Kapil Punjabi, FM 3 - Cheenu Gupta, FM 4 - Abhishek Gupta

Investment Objective

To seek generation of reasonable returns through investments in Debt and Money Market Instruments. The secondary objective of the scheme is to invest in equity and equity related instruments to seek capital appreciation. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Returns Calculator for HSBC Conservative Hybrid Fund - Regular Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of HSBC Conservative Hybrid Fund - Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Conservative Hybrid Fund - Regular Growth 4.11 1.11 1.16 0.54 6.98 13.66
Hybrid: Conservative - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HSBC Conservative Hybrid Fund Gr 24-02-2004 6.3 11.51 10.88 9.1 7.65
ABSL Reg Savings Gr Payment Reg 22-05-2004 8.74 10.13 9.82 11.37 8.47
Parag Parikh Conservative Hybrid Fund Reg Gr 05-05-2021 8.56 13.45 11.98 0.0 0.0
ICICI Pru Reg Savings Gr 10-03-2004 8.35 11.22 10.87 10.34 9.47
DSP Reg Savings Reg Gr 11-06-2004 8.27 11.16 10.56 9.35 7.19
Nippon India Conservative Hybrid Fund Gr Plan 29-12-2003 8.21 8.76 9.24 8.99 5.56
Franklin India Conservative Hybrid Fund Gr 28-09-2000 7.34 10.87 10.59 9.23 7.56
UTI Conservative Hybrid Fund Reg Gr 16-12-2003 7.29 11.2 10.89 11.3 8.34
Canara Robeco Cons Hybrid Reg Gr 24-04-1988 7.05 9.48 9.32 8.89 7.93
SBI Conservative Hybrid Reg Gr 25-03-2001 6.64 10.75 11.14 11.67 9.16

Asset Allocation (%)

PORTFOLIO ANALYSIS of HSBC Conservative Hybrid Fund - Regular Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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