HSBC Conservative Hybrid Fund - Quarterly IDCW Direct Plan

hybrid

RETURNS (5 YEARS) 8.56%

RETURNS (5 YEARS) 8.56%

NAV ₹15.20

Sub-Type conservative

Rating

Invest

Overview
Holdings
Manager

Returns

Timeframe

Fund(%)

1M

-0.66%

3M

-2.05%

6M

0.44%

1Y

2.75%

3Y

10.34%

5Y

8.56%

Fund Essentials

17 Jan 2013

Fund Started
₹148.63 Cr

AUM Fund Size
1.22%

Expense Ratio
₹1000.0

Min SIP Amount
Low to Moderate

Fund Risk
0% if redeemed after 0 years

Exit Load

Top 10 Holdings

6.33% Govt Stock 2035 26.98%
6.79% Govt Stock 2034 20.91%
7.1% Govt Stock 2034 7.1%
Eternal Ltd 4.07%
Power Finance Corporation Limited 3.66%
Bajaj Finance Limited 3.57%
7.32% Govt Stock 2030 3.57%
7.1% Govt Stock 2029 3.57%
Small Industries Development Bank Of India 3.53%
Bajaj Finance Limited 3.45%

Cheenu Gupta

Manager
Mahesh Chhabria

Manager
Sonal Gupta

Manager
Abhishek Gupta

Manager
Mohd Asif Rizwi

Manager

SIP (monthly)
One-Time

Set monthly SIP amount (Min : 1000.0)

Set monthly SIP date

Minimum amount to be invested is ₹1000.0

Invest

Set amount (Min : 5000.0)

Invest

Risk-o-meter

Low to Moderate