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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	1.33%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 114
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	12.62%
Axis Regular Saver Fund - Direct Plan	100	100	9.25%
Axis Regular Saver Fund - Direct Plan	100	100	9.25%
Kotak Debt Hybrid Fund - Direct Plan	1000	1000	12.71%
Baroda BNP Paribas Conservative Hybrid Fund - Direct Plan	1000	1000	8.78%
ICICI Prudential Regular Savings Fund - Direct Plan	500	500	10.23%
Sundaram Debt Oriented Hybrid Fund - Direct Plan	500	500	10.14%

Top 10 Holdings

Company	Holding Type	Asset(%)
5.63% Govt Stock 2026	Bond - Gov't Treasury	15
7.1% Govt Stock 2029	Bond - Gov't Treasury	13
7.38% Govt Stock 2027	Bond - Gov't Treasury	13
Treps	Cash - Repurchase Agreement	11
HDFC Bank Limited	Cash - CD Time Deposit	8
7.17% Govt Stock 2028	Bond - Gov't Treasury	5
5.22% Govt Stock 2025	Bond - Gov't Treasury	4
5.74% Govt Stock 2026	Bond - Gov't Treasury	3
07.76 MH Sgs 2030	Bond - Gov't Treasury	2
Larsen & Toubro Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Bond - Gov't Treasury	57
Equity	24
Cash - Repurchase Agreement	11
Cash - CD Time Deposit	8
Cash - Collateral	0

Sector Allocation(%)

Sector	Percent
Bond - Gov't Treasury	57
Cash - Repurchase Agreement	11
Industrials	9
Cash - CD Time Deposit	8
Financial Services	5

Fund Manager

Mahesh Chhabria

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