CG
Cheenu GuptaLead
Since Nov 2022
AUM managed
₹28,010.84Cr
Tenure
Since Nov 2022
Funds
5
HSBC Conservative Hybrid Gr
Conservative Hybrid FundHSBC Mutual Fund
NAV
₹62.34
-0.13% today
AUM
₹156.36 Cr
Fund size
Expense
2.17%
Regular plan
Min SIP
₹500
per month
Min Lumpsum
₹5,000
one-time
Exit Load
0.0
on redemption
Fund snapshot
Category rank#4 of 18
Risk-o-meterModerately High risk
BenchmarkNifty Composite Debt Index TR INR (85%) + Nifty 50 TR INR (15%)
Number of holdings24
Inception28 Jan 2004
Exit load0.0
Risk metrics
Alpha0.59
Beta1.21
Sharpe ratio0.4
Standard deviation5.39%
Sortino ratio0.58
Capital gains tax
Hybrid
STCG · short-term
Slab RateShort-term gains taxed at slab rate
Non-equity-oriented hybrid fund gains are taxed at your income slab rate.
LTCG · long-term
Slab RateLong-term gains taxed at slab rate
Non-equity-oriented hybrid fund gains are taxed at your income slab rate.
Hybrid fund taxation depends on equity orientation and holding period; this scheme is treated as non-equity-oriented.
Fund managers
MC
Since Jul 2023
AUM managed
₹58,748.64Cr
Tenure
Since Jul 2023
Funds
16
AG
Since Apr 2024
AUM managed
₹11,710.56Cr
Tenure
Since Apr 2024
Funds
4
SG
Since Dec 2023
AUM managed
₹98,359.24Cr
Tenure
Since Dec 2023
Funds
23
MA
Since Feb 2025
AUM managed
₹32,816.79Cr
Tenure
Since Feb 2025
Funds
15
MC
Since Oct 2025
AUM managed
₹99,106.88Cr
Tenure
Since Oct 2025
Funds
21
About HSBC Conservative Hybrid Gr
HSBC Conservative Hybrid Gr is an open-ended Conservative Hybrid Fund mutual fund scheme offered by HSBC Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹62.34 per unit and the scheme manages ₹156.36 Cr in assets under management. The fund charges an expense ratio of 2.17% and is benchmarked against Nifty Composite Debt Index TR INR (85%) + Nifty 50 TR INR (15%). Over the trailing 5 years, HSBC Conservative Hybrid Gr has delivered +6.00% returns. SEBI's riskometer places this scheme in the Moderately High risk category, so read the scheme information document before investing.
Investment objective
Seeks to generate reasonable returns through investments in Debt and Money Market Instruments. The secondary objective of the scheme is to invest in equity and equity related instruments to seek capital appreciation.
Regular Plan · Growth option · NAV as of 15 Oct 2026
HSBC Conservative Hybrid Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -0.77% | -1.35% |
| 3 months | -2.22% | -1.46% |
| 6 months | +0.35% | +0.50% |
| 1 year | -0.42% | +0.57% |
| 3 years | +7.51% | +6.68% |
| 5 years | +6.00% | +6.34% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -- | -1.67% |
| 3 months | +1.98% | -1.10% |
| 6 months | +3.11% | +2.56% |
| 1 year | +3.91% | +0.64% |
| 3 years | +27.90% | +16.81% |
| 5 years | +45.01% | +29.59% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
HSBC Conservative Hybrid Gr — frequently asked questions
What is the NAV of HSBC Conservative Hybrid Gr?
The latest net asset value (NAV) of HSBC Conservative Hybrid Gr is ₹62.34 per unit, -0.13% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has HSBC Conservative Hybrid Gr delivered?
HSBC Conservative Hybrid Gr has returned +6.00% over the trailing 5 years (1 year: -0.42%, 3 years: +7.51%). Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of HSBC Conservative Hybrid Gr?
HSBC Conservative Hybrid Gr charges an expense ratio of 2.17% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is HSBC Conservative Hybrid Gr?
SEBI's riskometer classifies HSBC Conservative Hybrid Gr as Moderately High risk, which is typical for a Conservative Hybrid Fund scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in HSBC Conservative Hybrid Gr?
You can start a SIP in HSBC Conservative Hybrid Gr from ₹500 per month, and the minimum lumpsum investment is ₹5,000.
Who manages HSBC Conservative Hybrid Gr?
HSBC Conservative Hybrid Gr is managed by HSBC Mutual Fund, holds ₹156.36 Cr in assets under management and invests across 24 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- HSBC Mutual Fund
- Scheme category
- Hybrid
- Scheme sub-category
- Conservative Hybrid Fund
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF336L01099
- Scheme code
- FSGBR071TW