Return

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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

137 Cr

Lock In Period

N/A

Expense Ratio

2.14

Benchmark

Nifty50 Hybrid Composite Debt 15:85 Index

Exit Load

Nil

Summary

Latest details for HSBC Conservative Hybrid Fund Growth include a 62.468 NAV as of Apr 24,2026 and returns since inception of 32.15%. Minimum investments start at SIP ₹1000. The HSBC Conservative Hybrid Fund Growth AUM is ₹137 Cr, with a lock-in of N/A years, expense ratio of 2.14%, and benchmark Nifty50 Hybrid Composite Debt 15:85 Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 3.66% returns, against a category average of 2.61% and a category best of 3.66%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.662.613.66
6M0.621.6411.03
1Y3.715.5214.16
3Y9.7417.4732.55

Portfolio Analysis

  • Equity: 18.03%
  • Debt: 81.97%
  • Others
As on: 2026-04-15
View allocation % by

1. GE Vernova T&D India Limited4.21%

1. Billionbrains Garage Ventures Ltd.3.03%
2. PERSISTENT SYSTEMS LTD0.80%
3. KPIT Technologies Limited0.16%
4. Infosys Limited0.12%

1. The Federal Bank Limited1.88%
2. ICICI Bank Limited0.69%
3. HDFC Bank Limited0.04%

1. CG Power And Industrial Solutions Ltd0.82%
2. Siemens Energy India Limited0.53%
3. ABB India Limited0.02%

1. KEI Industries Limited1.05%

About Fund

HSBC Conservative Hybrid Fund Growth managed by HSBC Mutual Fund,is a Conservative Fundsscheme with Assets Under Management of ₹137 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 15:85 Index while maintaining an expense ratio of 2.14. Under the expert guidance of Mahesh Chhabria ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Mahesh Chhabria

Mr. Mahesh holds B.Com, FCA (ICAI), CFA (ICFAI), FRM (GARP). Prior to joining HSBC MF, he has worked with L&T AMC, Edelweiss Securities Ltd, Darivium Traditions Pvt. Ltd. and FIL Fund Management Pvt. Ltd.

Peer Comparison

Fund Name1Y3Y
This FundKotak Debt Hybrid Fund - Growth0.961130.1567
This FundDSP Regular Savings Fund Growth3.210631.0125
This FundHSBC Conservative Hybrid Fund Growth3.714332.1497
This FundSBI Conservative Hybrid Fund Growth5.462832.2166
This FundICICI Prudential Regular Savings Fund Growth4.964232.5548

FAQs

HSBC Conservative Hybrid Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of HSBC Conservative Hybrid Fund Growth is 2.14. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Conservative Hybrid Fund Growth’s fund performance is as follows:
  • 1 Month : 3.66%
  • 6 Months : 0.62%
  • 1 Year : 3.71%
  • 3 Years : 9.74%
Returns of HSBC Conservative Hybrid Fund Growth are updated daily based on NAV of ₹ 62.468 as on Apr 24,2026. Since inception, the return has been 32.15%.

You can invest in HSBC Conservative Hybrid Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of HSBC Conservative Hybrid Fund Growth is ₹137 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Conservative Hybrid Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500