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HSBC Conservative Hybrid Fund - Direct Plan

Seeks to generate 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.

Suitability

Regular income over medium term.

• Investors understand that their principal will be at moderately high risk

Fund Info

Scheme Class	Hybrid
Scheme Category	Conservative Allocation
Expense Ratio	0.91%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 130
AMC AUM (in Crs.)	₹ 11,054
Min Addition Subscription	₹ 1,000

Benchmark Type

CRISIL Hybrid 85+15 - ConservativeTR INR

Exit Load

No Exit load, if redeemed after 0 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Aditya Birla Sun Life Regular Savings Fund - Direct Plan	1000	1000	15.42%
Axis Regular Saver Fund - Direct Plan	100	100	11.91%
Axis Regular Saver Fund - Direct Plan	100	100	11.91%
Kotak Debt Hybrid Fund - Direct Plan	1000	1000	15.77%
Baroda BNP Paribas Conservative Hybrid Fund - Direct Plan	1000	1000	9.97%
ICICI Prudential Regular Savings Fund - Direct Plan	500	500	12.28%
Sundaram Debt Oriented Hybrid Fund - Direct Plan	500	500	12.87%

Top 10 Holdings

Company	Holding Type	Asset(%)
5.63 4/12/2026 12:00:00 Am	Bond - Gov't Treasury	20
7.1 4/18/2029 12:00:00 Am	Bond - Gov't Treasury	12
7.38 6/20/2027 12:00:00 Am	Bond - Gov't Treasury	10
7.59 1/11/2026 12:00:00 Am	Bond - Gov't Treasury	8
7.17 1/8/2028 12:00:00 Am	Bond - Gov't Treasury	4
6.69 6/27/2024 12:00:00 Am	Bond - Gov't Treasury	4
7.37 4/16/2023 12:00:00 Am	Bond - Gov't Treasury	4
5.22 6/15/2025 12:00:00 Am	Bond - Gov't Treasury	4
Treps	Cash - Repurchase Agreement	3
5.74 11/15/2026 12:00:00 Am	Bond - Gov't Treasury	3

Asset Allocation(%)

Asset	Percent
Bond - Gov't Treasury	73
Equity	24
Cash - Repurchase Agreement	3
Cash	0

Sector Allocation(%)

Sector	Percent
Bond - Gov't Treasury	73
Financial Services	8
Consumer Cyclical	4
Industrials	3
Cash - Repurchase Agreement	3

Fund Manager

Ritesh Jain

0+ years of experience

Cheenu Gupta

0+ years of experience

HSBC Mutual Fund

AUM₹11,054 Cr

About

HSBC Mutual Fund, established in May 2002, has an asset under management of Rs. 10621.84 crore as of June 2018.##The asset management company believes in providing well-engineered products to its customers and they also target on developing an adequate solution base for their client.##The motto of the company is to connect customers to companies, so that their investor community may prosper. HSBC claims to work in a goal oriented format to bring about the best possible financial services to its investors. In this regard, HSBC offers a wide array of mutual funds across various categories so that may appeal to investors irrespective of their risk appetite, investment duration and even salary.##With a global presence in 26 locations, HSBC aims to bring about the best possible investment service to retail investors.

Phone

1800 200 2434

Address

Standard Chartered Bank - India, Mumbai -

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m