HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW

hybrid

RETURNS (5 YEARS) 10.15%

RETURNS (5 YEARS) 10.15%

NAV ₹17.90

Sub-Type conservative

Rating

Invest

Overview
Holdings
Manager

Returns

Timeframe

Fund(%)

1M

0.71%

3M

1.63%

6M

7.69%

1Y

6.46%

3Y

11.06%

5Y

10.15%

Fund Essentials

01 Jan 2013

Fund Started
₹162.84 Cr

AUM Fund Size
1.23%

Expense Ratio
₹1000

Min SIP Amount
Low to Moderate

Fund Risk
0% if redeemed after 0 years

Exit Load

Top 10 Holdings

6.33% Goi 2035 24.84%
6.79% Govt Stock 2034 19.24%
Small Industries Development Bank Of India 6.67%
7.1% Govt Stock 2034 6.52%
7.32% Govt Stock 2030 3.27%
Eternal Ltd 3.26%
Bajaj Finance Limited 3.25%
7.1% Govt Stock 2029 3.23%
Power Finance Corporation Limited 3.22%
Bajaj Finance Limited 3.12%

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)

Set monthly SIP date

Minimum amount to be invested is ₹1000

Invest

Set amount (Min : 5000)

Invest

Risk-o-meter

Low to Moderate