COMPANIES

No Data Found

NEWS

No Data Found
Advertisement
hsbc conservative hybrid fund growth direct plan
HSBC Conservative Hybrid Fund Growth Direct Plan

HSBC Conservative Hybrid Fund Growth Direct Plan

  • Moderately High risk
  • Allocation
  • Conservative Allocation
Share
  • Whatsapp
  • Twitter
  • Facebook
NAV as on Aug 12, 2025
i
Price per unit of the scheme.
68.7818-0.44%1 Day Change
0.43%
Minimum Investment₹5000
Expense Ratio1.33%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
Scheme Rating

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Aug 12, 2025
Compare fund’s performance against category average across different time periods
2Out of 20 funds in the category
Category Avg Return
-0.54%
Fund Return 0.43%
Low-0.54%High
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

*For the other fund, rescaled NAVs are used
Share
  • Whatsapp
  • Twitter
  • Facebook

bt_logoRETURN CALCULATOR

Check the return on your investment in the fund
HSBC Conservative Hybrid Fund Growth Direct Plan
Investment Type
Monthly Investment
Time Period (yrs)
Annual Return in %
  • Invested Amount
    3,60,000
  • Return
    63,932
  • Current Value
    4,23,932

bt_logoFUND MANAGER

Ritesh Jain
Ritesh Jain
i
Lead Fund Manager.
Nov 26, 2022 - Present
  • Fund Manager Rank9Out of 19
    i
    Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
  • Schemes managed3
  • Total AUM1,916.43 Cr
  • Highest Return In 1 Yr8.26 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 68.78
0.43%
-0.70%
Moderately High risk
163.37Cr
₹ 50.11
-0.14%
-1.45%
High Risk
1,555.13Cr
--
₹ 12.05
0.17%
-%
Moderate Risk
197.93Cr
HSBC Conservative Hybrid Fund Growth Direct Plan
Moderately High risk
  • NAV₹ 68.78
  • Fund Size163.37Cr
Fund Return0.43%
Category Return-0.70%
HSBC Balanced Advantage Fund Direct Plan Growth Option
High Risk
  • NAV₹ 50.11
  • Fund Size1,555.13Cr
Fund Return-0.14%
Category Return-1.45%
HSBC CRISIL IBX Gilt June 2027 Index Fund Direct Growth
Moderate Risk--
  • NAV₹ 12.05
  • Fund Size197.93Cr
Fund Return0.17%
Category Return--
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Cheenu Gupta
Cheenu Gupta
i
Lead Fund Manager.
Nov 26, 2022 - Present
  • Schemes managed12
  • Total AUM46,646.95 Cr
  • Highest Return In 1 Yr8.43 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 104.65
-2.10%
-2.60%
Very High Risk
253.40Cr
--
₹ 26.48
-0.87%
-2.56%
Very High Risk
1,720.83Cr
₹ 68.78
0.43%
-0.70%
Moderately High risk
163.37Cr
HSBC Tax Saver Equity Fund Direct Growth
Very High Risk
  • NAV₹ 104.65
  • Fund Size253.40Cr
Fund Return-2.10%
Category Return-2.60%
HSBC Focused Fund Direct Growth
Very High Risk--
  • NAV₹ 26.48
  • Fund Size1,720.83Cr
Fund Return-0.87%
Category Return-2.56%
HSBC Conservative Hybrid Fund Growth Direct Plan
Moderately High risk
  • NAV₹ 68.78
  • Fund Size163.37Cr
Fund Return0.43%
Category Return-0.70%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Mahesh Chhabria
Mahesh Chhabria
i
Lead Fund Manager.
Jul 15, 2023 - Present
  • Schemes managed16
  • Total AUM49,192.19 Cr
  • Highest Return In 1 Yr13.66 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 25.77
0.24%
0.15%
Moderate Risk
4,667.01Cr
₹ 30.55
0.47%
0.41%
Low to Moderate Risk
644.29Cr
₹ 50.11
-0.14%
-1.45%
High Risk
1,555.13Cr
HSBC Banking & PSU Debt fund Direct Plan Growth Option
Moderate Risk
  • NAV₹ 25.77
  • Fund Size4,667.01Cr
Fund Return0.24%
Category Return0.15%
HSBC Low Duration Fund Direct Plan Growth Option
Low to Moderate Risk
  • NAV₹ 30.55
  • Fund Size644.29Cr
Fund Return0.47%
Category Return0.41%
HSBC Balanced Advantage Fund Direct Plan Growth Option
High Risk
  • NAV₹ 50.11
  • Fund Size1,555.13Cr
Fund Return-0.14%
Category Return-1.45%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Abhishek Gupta
Abhishek Gupta
i
Lead Fund Manager.
Apr 1, 2024 - Present
  • Schemes managed7
  • Total AUM19,737.98 Cr
  • Highest Return In 1 Yr7.01 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 99.74
-2.31%
-2.65%
Very High Risk
4,139.48Cr
--
₹ 16.87
-2.00%
-2.56%
Very High Risk
1,000.94Cr
₹ 239.34
-2.43%
-2.46%
Very High Risk
5,169.21Cr
Edelweiss Large & Mid Fund Direct Plan Growth Option
Very High Risk
  • NAV₹ 99.74
  • Fund Size4,139.48Cr
Fund Return-2.31%
Category Return-2.65%
Edelweiss Focused Equity Fund Direct Growth
Very High Risk--
  • NAV₹ 16.87
  • Fund Size1,000.94Cr
Fund Return-2.00%
Category Return-2.56%
HSBC Flexi Cap Fund Growth Direct
Very High Risk
  • NAV₹ 239.34
  • Fund Size5,169.21Cr
Fund Return-2.43%
Category Return-2.46%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Kapil Punjabi
Kapil Punjabi
i
Lead Fund Manager.
May 1, 2024 - Present
  • Schemes managed16
  • Total AUM50,603.21 Cr
  • Highest Return In 1 Yr21.75 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 22.47
0.10%
0.04%
Moderate Risk
654.65Cr
₹ 35.26
0.26%
0.27%
Moderate Risk
651.03Cr
₹ 27.95
0.49%
0.40%
Low to Moderate Risk
3,871.84Cr
HSBC Medium Duration Fund Direct Growth
Moderate Risk
  • NAV₹ 22.47
  • Fund Size654.65Cr
Fund Return0.10%
Category Return0.04%
HSBC Credit Risk Fund Direct Plan Growth
Moderate Risk
  • NAV₹ 35.26
  • Fund Size651.03Cr
Fund Return0.26%
Category Return0.27%
HSBC Money Market Fund Direct Plan Growth Option
Low to Moderate Risk
  • NAV₹ 27.95
  • Fund Size3,871.84Cr
Fund Return0.49%
Category Return0.40%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Sonal Gupta
Sonal Gupta
i
Lead Fund Manager.
Dec 31, 2023 - Present
  • Schemes managed23
  • Total AUM78,146.49 Cr
  • Highest Return In 1 Yr25.75 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 46.51
-3.16%
-%
Very High Risk
1,153.14Cr
--
₹ 11.47
2.01%
-%
Very High Risk
57.46Cr
--
₹ 27.83
3.98%
-%
Very High Risk
18.69Cr
HSBC Business Cycles Direct Growth
Very High Risk
  • NAV₹ 46.51
  • Fund Size1,153.14Cr
Fund Return-3.16%
Category Return--
HSBC Global Equity Climate Change Fund of Fund Direct Growth
Very High Risk--
  • NAV₹ 11.47
  • Fund Size57.46Cr
Fund Return2.01%
Category Return--
HSBC Asia Pacific(Ex Japan) Dividend Yield Fund Direct Growth
Very High Risk--
  • NAV₹ 27.83
  • Fund Size18.69Cr
Fund Return3.98%
Category Return--
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Mohd Asif Rizwi
Mohd Asif Rizwi
i
Lead Fund Manager.
Feb 1, 2025 - Present
  • Schemes managed14
  • Total AUM29,327.62 Cr
  • Highest Return In 1 Yr9.67 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 28.31
0.22%
0.23%
Moderate Risk
4,644.02Cr
₹ 74.89
-1.44%
-1.05%
Moderate Risk
249.74Cr
₹ 62.62
0.45%
-1.79%
Very High Risk
5,565.90Cr
HSBC Short Duration Fund Direct Plan Growth Option
Moderate Risk
  • NAV₹ 28.31
  • Fund Size4,644.02Cr
Fund Return0.22%
Category Return0.23%
HSBC Gilt Fund Direct Plan Growth
Moderate Risk
  • NAV₹ 74.89
  • Fund Size249.74Cr
Fund Return-1.44%
Category Return-1.05%
HSBC Aggressive Hybrid Fund Direct Plan Growth Option
Very High Risk
  • NAV₹ 62.62
  • Fund Size5,565.90Cr
Fund Return0.45%
Category Return-1.79%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

bt_logoDETAILED PORTFOLIO

As on Jun, 2025
EQUITY (19.95%)
DEBT (72.75%)
CASH (7.05%)
Allocation by Market Cap
Large Cap(10.17%)
Mid Cap(4.98%)
Small Cap(4.80%)
Other Cap(0.25%)
Industry Holdings
  • Diversified Industrials18.70%
  • Internet Retail16.21%
  • Electrical Equipment Parts15.79%
  • Apparel Stores10.30%
  • Engineering Construction5.39%
  • Real Estate General4.33%
Stock Holdings
  • Eternal Ltd3.23%
  • Trent Ltd2.06%
  • GE Vernova T&D India Ltd2.02%
  • Transformers & Rectifiers (India) Ltd1.80%
  • Paradeep Phosphates Ltd0.84%
  • Bharat Electronics Ltd0.77%

bt_logoPERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.
  • Consistency
    i
    It represents the consistency of a fund in beating its benchmark.
  • Downside Risk
    i
    Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
  • Risk Adjusted Return
    i
    Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
  • Volatility
    i
    Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
  • Upside Capture Ratio
    i
    Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
  • Downside Capture Ratio
    i
    Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

bt_logoHISTORICAL RISK MEASURES

Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
  • Alpha: Excess return of the fund over benchmark
    i
    Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
    1.15
    This Fund
    VS
    -0.08
    Category Avg
  • R-Squared: How well the fund tracks benchmark
    i
    R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
    65.79
    This Fund
    VS
    73.00
    Category Avg
  • Beta: Risk of the fund in relation to benchmark
    i
    Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
    1.27
    This Fund
    VS
    1.05
    Category Avg
  • Sharpe Ratio: Risk adjusted return of the fund
    i
    Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
    0.95
    This Fund
    VS
    0.74
    Category Avg
  • Sortino Ratio: Return per unit of bad risk
    i
    A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
    1.42
    This Fund
    VS
    1.31
    Category Avg
  • Standard Devation: Volatility of the fund
    i
    Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
    4.71
    This Fund
    VS
    3.71
    Category Avg
Benchmark used in calculation : S&P BSE 500 India TR INR

bt_logoPEER ANALYSIS

1M
3M
6M
1Y
3Y
5Y
  • card
  • table
Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
--
₹ 11.34
1.93%
1.61%
Moderate Risk
₹ 14.80 Cr
₹ 68.78
0.43%
-0.70%
Moderately High risk
₹ 163.37 Cr
₹ 83.57
0.16%
-0.70%
High Risk
₹ 3,219.98 Cr
--
₹ 15.30
0.13%
-0.70%
Moderately High risk
₹ 2,755.57 Cr
₹ 64.03
0.06%
-0.70%
High Risk
₹ 895.11 Cr
₹ 111.24
-0.14%
-0.70%
Moderately High risk
₹ 955.47 Cr
ITI Conservative Hybrid Fund Direct Growth
Moderate Risk--
  • NAV₹ 11.34
  • Fund Size₹ 14.80 Cr
Fund Return1.93%
Category Return1.61%
HSBC Conservative Hybrid Fund Growth Direct Plan
Moderately High risk
  • NAV₹ 68.78
  • Fund Size₹ 163.37 Cr
Fund Return0.43%
Category Return-0.70%
ICICI Prudential Regular Savings Fund Direct Plan Growth
High Risk
  • NAV₹ 83.57
  • Fund Size₹ 3,219.98 Cr
Fund Return0.16%
Category Return-0.70%
Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk--
  • NAV₹ 15.30
  • Fund Size₹ 2,755.57 Cr
Fund Return0.13%
Category Return-0.70%
Nippon India Hybrid Bond Fund Direct Plan Growth Plan
High Risk
  • NAV₹ 64.03
  • Fund Size₹ 895.11 Cr
Fund Return0.06%
Category Return-0.70%
Canara Robeco Conservative Hybrid Fund Direct Plan Growth Option
Moderately High risk
  • NAV₹ 111.24
  • Fund Size₹ 955.47 Cr
Fund Return-0.14%
Category Return-0.70%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

bt_logoTOP FUNDS FROM THIS AMC

1M
3M
6M
1Y
3Y
5Y
  • card
  • table
Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
--
₹ 8.38
5.69%
--
Very High Risk
₹ 85.79 Cr
--
₹ 24.52
4.63%
--
Very High Risk
₹ 59.78 Cr
--
₹ 27.83
3.98%
--
Very High Risk
₹ 18.69 Cr
--
₹ 11.47
2.01%
--
Very High Risk
₹ 57.46 Cr
₹ 36.85
1.23%
-0.23%
Moderately High risk
₹ 649.44 Cr
₹ 27.95
0.49%
0.40%
Low to Moderate Risk
₹ 3,871.84 Cr
HSBC Brazil Fund Direct Growth
Very High Risk--
  • NAV₹ 8.38
  • Fund Size₹ 85.79 Cr
1 Month Return5.69%
Category Return--
HSBC Global Emerging Markets Fund Direct Growth
Very High Risk--
  • NAV₹ 24.52
  • Fund Size₹ 59.78 Cr
1 Month Return4.63%
Category Return--
HSBC Asia Pacific(Ex Japan) Dividend Yield Fund Direct Growth
Very High Risk--
  • NAV₹ 27.83
  • Fund Size₹ 18.69 Cr
1 Month Return3.98%
Category Return--
HSBC Global Equity Climate Change Fund of Fund Direct Growth
Very High Risk--
  • NAV₹ 11.47
  • Fund Size₹ 57.46 Cr
1 Month Return2.01%
Category Return--
HSBC Equity Savings Direct Plan Growth Plan
Moderately High risk
  • NAV₹ 36.85
  • Fund Size₹ 649.44 Cr
1 Month Return1.23%
Category Return-0.23%
HSBC Money Market Fund Direct Plan Growth Option
Low to Moderate Risk
  • NAV₹ 27.95
  • Fund Size₹ 3,871.84 Cr
1 Month Return0.49%
Category Return0.40%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

bt_logoABOUT THE AMC

company icon
HSBC Asset Management (India) Private Ltd
HSBC Asset Management (India) Private Ltd manages assets worth ₹ 1,38,386.37 crores. It’s current offering of mutual fund schemes includes 21 equity, 13 debt and 8 hybrid schemes.
phone icon
Phone
+91 22 66145000
mail icon
Email
hsbcmf@hsbc.co.in
aum
AUM
1,38,386.37 Cr (
As on Jun 30, 2025
)
location
Address
16, V N Road, Mumbai,400 001

bt_logoFAQ's

What is the category of HSBC Conservative Hybrid Fund Growth Direct Plan ?
The category of HSBC Conservative Hybrid Fund Growth Direct Plan is Allocation - Conservative Allocation
What is the current NAV of HSBC Conservative Hybrid Fund Growth Direct Plan ?
The current NAV of HSBC Conservative Hybrid Fund Growth Direct Plan as on Aug 12, 2025 is ₹68.78
How safe is HSBC Conservative Hybrid Fund Growth Direct Plan ?
The risk level of HSBC Conservative Hybrid Fund Growth Direct Plan is Moderately High.
What are short term returns given by HSBC Conservative Hybrid Fund Growth Direct Plan ?
The return given by HSBC Conservative Hybrid Fund Growth Direct Plan in 1 month is 0.43%, 3 months is 3.20%, 6 months is 7.32%, and 1 year is 7.01%
What are the long term returns given by HSBC Conservative Hybrid Fund Growth Direct Plan ?
The return given by HSBC Conservative Hybrid Fund Growth Direct Plan in 3 years is 10.96% and 5 years is 10.27%.
What is the expense ratio of HSBC Conservative Hybrid Fund Growth Direct Plan ?
The expense ratio of HSBC Conservative Hybrid Fund Growth Direct Plan is 1.33%
What is the AUM of HSBC Conservative Hybrid Fund Growth Direct Plan ?
The assets under Management (AUM) of HSBC Conservative Hybrid Fund Growth Direct Plan is Rs 163.37 crores.
What is the minimum investment in HSBC Conservative Hybrid Fund Growth Direct Plan ?
The minimum Lumpsum investment in HSBC Conservative Hybrid Fund Growth Direct Plan is ₹5,000.00 and the minimum SIP investment in HSBC Conservative Hybrid Fund Growth Direct Plan is ₹1,000.00
What is the asset allocation of HSBC Conservative Hybrid Fund Growth Direct Plan?
HSBC Conservative Hybrid Fund Growth Direct Plan has an exposure of 19.95% in Equity, 72.75% in Debt and 7.05% in Cash & Money Market Securities