
HSBC Conservative Hybrid Fund(G)-Direct Plan
+7.51%
5Y annualised
+7.51%
5Y annualised
-0.03% 1D
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Buy, Hold or Sell?
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NAV : 13 Nov 2026
₹72.03
Min. SIP amount
₹500
Fund size (AUM)
147 Cr
Expense ratio
1.22%
Launched on
10 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 13 Nov 2026
₹72.03
Min. SIP amount
₹500
Fund size (AUM)
147 Cr
Expense ratio
1.22%
Launched on
10 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
11.40%
Mid Cap
9.92%
Small Cap
0.78%
Others
77.89%
Sector Allocation
Government Securities
43.19%
Corporate Debt
24.05%
Bank
7.47%
Cash & Cash Equivalents And Net Assets
7.47%
Electricals
3.86%
Capital Goods
3.75%
It
3.10%
Ptc & Securitized Debt
1.92%
Others
4.52%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
No exit load
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Mahesh Chhabria
Present
Mohd Asif Rizwi
Present
Cheenu Gupta
Present
Abhishek Gupta
Present
Similar/Peer Fund Comparison
Nippon India Conservative Hybrid Fund(G)-Direct Plan
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HSBC Conservative Hybrid Fund(G)-Direct Plan
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Aditya Birla SL Conservative Hybrid Fund(Payment)-Direct Plan
FAQs
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