HSBC Conservative Hybrid Fund - Direct Plan - Monthly IDCW

hybrid

RETURNS (5 YEARS) 8.42%

RETURNS (5 YEARS) 8.42%

NAV ₹17.37

Sub-Type conservative

Rating

Invest

Overview
Holdings
Manager

Returns

Timeframe

Fund(%)

1M

-1.94%

3M

-2.50%

6M

-1.79%

1Y

1.34%

3Y

9.60%

5Y

8.42%

Fund Essentials

01 Jan 2013

Fund Started
₹150.92 Cr

AUM Fund Size
1.22%

Expense Ratio
₹1000

Min SIP Amount
Low to Moderate

Fund Risk
0% if redeemed after 0 years

Exit Load

Top 10 Holdings

6.33% Govt Stock 2035 26.63%
6.79% Govt Stock 2034 20.66%
7.1% Govt Stock 2034 7.03%
Eternal Ltd 4.04%
Bajaj Finance Limited 3.67%
Power Finance Corporation Limited 3.61%
7.32% Govt Stock 2030 3.52%
Bajaj Finance Limited 3.52%
7.1% Govt Stock 2029 3.51%
Small Industries Development Bank Of India 3.5%

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