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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹5000
AUM (Fund size)
₹139 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 ₹60.8349 NAV as of Mar 20,2026 and returns since inception of 31.36%. Minimum investments start at SIP ₹1000. The HSBC Conservative Hybrid Fund Growth AUM is ₹139 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 -0.83% returns, against a category average of -1.64% and a category best of 1.53%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.83 | -1.64 | 1.53 |
| 6M | -2.02 | 0.56 | 11.03 |
| 1Y | 5.60 | 5.07 | 14.16 |
| 3Y | 9.52 | 15.51 | 32.86 |
Portfolio Analysis
- Equity: 17.06%
- Debt: 82.61%
- Others
As on: 2026-02-28
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About Fund
HSBC Conservative Hybrid Fund Growth managed by HSBC Mutual Fund,is a Conservative Fundsscheme with Assets Under Management of ₹139 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundUTI Conservative Hybrid Fund Growth | 2 | 1685.93 CR | 1.83 |
| This FundHDFC Hybrid Debt Fund - Growth | 4 | 3340.06 CR | 1.75 |
| This FundHSBC Conservative Hybrid Fund Growth | 2 | 139.13 CR | 2.14 |
| This FundSBI Conservative Hybrid Fund Growth | 3 | 9870.94 CR | 1.54 |
| This FundICICI Prudential Regular Savings Fund Growth | 5 | 3340.64 CR | 1.71 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Conservative Hybrid Fund Growth | 4.6044 | 30.1921 |
| This FundHDFC Hybrid Debt Fund - Growth | 4.6838 | 31.151 |
| This FundHSBC Conservative Hybrid Fund Growth | 5.5954 | 31.3588 |
| This FundSBI Conservative Hybrid Fund Growth | 6.9381 | 32.2367 |
| This FundICICI Prudential Regular Savings Fund Growth | 6.8761 | 32.8636 |
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 : -0.83%
- 6 Months : -2.02%
- 1 Year : 5.60%
- 3 Years : 9.52%
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 ₹139 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