MUTUAL FUND RESEARCH

  1. Home
  2. Mutual Fund Research
Submit

HSBC Conservative Hybrid Fund - Regular Growth

(Erstwhile HSBC Regular Savings Plan - Growth)

Back to Mutual Funds Research Page
Category: Hybrid: Conservative
Launch Date: 24-02-2004
Asset Class: Mixed Asset
Benchmark: NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index
Expense Ratio: 2.18% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 145.57 Cr As on (31-03-2025)
Turn over:
NAV as on 29-04-2025

60.085

0.27 (0.4534%)

CAGR Since Inception

8.83%

NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index 11.41%

PERFORMANCE of HSBC Conservative Hybrid Fund - Regular Growth

Scheme Performance (%) Data as on - 29-04-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HSBC Conservative Hybrid Fund - Regular Growth 10.0 9.68 9.81 7.56 8.83
Benchmark - - - - -
Hybrid: Conservative 8.95 8.94 10.54 7.74 8.76

Yearly Performance (%)

Nav Movement

Fund Managers

Mahesh A Chhabria, Kapil Punjabi, Cheenu Gupta, Abhishek Gupta

Investment Objective

The scheme seeks to generate reasonable returns through investments in debt and money market instruments. It would also invest in equity and equity related instruments to seek capital appreciation, but this allocation shall not exceed 15 per cent.

RETURNS CALCULATOR for HSBC Conservative Hybrid Fund - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of HSBC Conservative Hybrid Fund - Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Conservative Hybrid Fund - Regular Growth 4.11 0.17 -0.44 0.57 6.98 13.66
Hybrid: Conservative - - - - - -

PEER COMPARISION

Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
HSBC Conservative Hybrid Fund - Regular Growth 24-02-2004 10.0 12.18 9.68 9.81 7.56
UTI Conservative Hybrid Fund - Regular Plan - Growth Option 16-12-2003 11.3 12.28 10.03 12.36 8.37
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 11.01 12.35 9.76 10.38 7.26
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 10.64 13.26 11.49 0.0 0.0
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 10.29 10.67 8.68 12.69 8.54
Axis Conservative Hybrid Fund - Regular Plan - Growth Option 16-07-2010 10.23 9.33 7.29 9.27 7.02
Kotak Debt Hybrid - Growth 02-12-2003 9.88 12.85 10.67 12.53 9.6
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 9.62 11.94 9.91 11.0 9.3
Franklin India Debt Hybrid Fund - Growth 28-09-2000 9.2 11.72 9.65 9.83 7.54
HDFC Hybrid Debt Fund - Growth Plan 01-12-2003 9.2 12.44 11.04 12.83 9.01

Asset Allocation (%)

PORTFOLIO ANALYSIS of HSBC Conservative Hybrid Fund - Regular Growth

Portfolio as on