
HSBC Conservative Hybrid Fund(G)-Direct Plan
+7.52%
5Y annualised
+7.52%
5Y annualised
+0.12% 1D
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Buy, Hold or Sell?
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NAV : 17 Sep 2026
₹71.22
Min. SIP amount
₹500
Fund size (AUM)
156 Cr
Expense ratio
1.22%
Launched on
10 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 17 Sep 2026
₹71.22
Min. SIP amount
₹500
Fund size (AUM)
156 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
9.65%
Mid Cap
5.78%
Small Cap
0.87%
Others
83.70%
Sector Allocation
Government Securities
42.16%
Corporate Debt
29.90%
Bank
7.32%
Cash & Cash Equivalents And Net Assets
6.36%
Capital Goods
3.56%
Certificate Of Deposit
3.09%
Ptc & Securitized Debt
1.89%
Electricals
1.62%
Others
2.98%
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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Aditya Birla SL Conservative Hybrid Fund(G)-Direct Plan
Aditya Birla SL Conservative Hybrid Fund(Payment)-Direct Plan
LIC MF Conservative Hybrid Fund(G)-Direct Plan
DSP Conservative Hybrid Fund(G)-Direct Plan
FAQs
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