Analytics, not advice. Rankings and scores describe past performance and are not recommendations.

Conservative Hybrid

HSBC Conservative Hybrid Fund - Direct Growth

HSBC Mutual Fund · Managed by Mahesh Chhabria; Cheenu Gupta; Abhishek Gupta; Mohd Asif Rizwi; Mayank Chaturvedi

FundScore
Latest NAV
₹72.3062
as of 07 Aug 2026
AUM
Expense ratio
1.00%
as of 30 Jun 2026
Inception
11 Jan 2013
FundScore
87/100strong
Rank #16 of 136 in Conservative Hybrid · top 13%

A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.

Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
0.78%
3M
2.35%
6M
4.95%
1Y
4.61%
3Y CAGR
9.97%
5Y CAGR
8.52%
Since incep.
8.90%
Fund details
Fund manager
Mahesh Chhabria; Cheenu Gupta; Abhishek Gupta; Mohd Asif Rizwi; Mayank Chaturvedi
Riskometer
Moderately High Risk
Type
Open Ended
Portfolio turnover
Volatility (3Y)
5.0%
Rating (external)
★★★★☆as of 30 Jun 2026
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.

NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.

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Stock holdings
Latest portfolio disclosure for this scheme.

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