HSBC Conservative Hybrid Fund (IDCW-Q) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of HSBC Conservative Hybrid Fund (IDCW-Q) (1803) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
HSBC Conservative Hybrid Fund (IDCW-Q)
HSBC Asset Management (India) Pvt. Ltd
To generate reasonable income through investments in debt and money market instruments. Secondary objective is to invest in equity and equity related instruments to seek capital appreciation
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
High Risk
Expenses
High Expenses
Portfolio Mix
Balanced Mix
Management
Experienced Team
Quality Score
Below Average
HSBC Conservative Hybrid Fund (IDCW-Q) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
1-Year Returns
Recent performance momentum
Risk Assessment
Risk-adjusted returns
Long-term Track Record
Historical performance consistency
Equity Exposure
Market exposure level
Fund Size
Assets under management
Cost Efficiency
Fund management costs
Investment Timing Insights
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| GSEC2035 | Govt. Securities | 24.85% |
| GSEC2035 | Govt. Securities | 24.84% |
| GSEC2034 | Govt. Securities | 19.28% |
| S I D B I | Debt Others | 6.71% |
| GSEC2034 | Govt. Securities | 6.54% |
| Bajaj Finance Ltd | Finance - Large | 6.41% |
| Eternal Ltd | E-Commerce/App based Aggregator | 3.78% |
| GSEC2030 | Govt. Securities | 3.28% |
| GSEC2029 | Govt. Securities | 3.24% |
| Power Finance Corporation Ltd | Finance - Term-Lending Institutions | 3.23% |
Sector Breakdown
Compare against Conservative Hybrid Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Conservative Hybrid Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Conservative Hybrid Fund category
HSBC Conservative Hybrid Fund (IDCW-Q) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Canara Robeco Conservative Hybrid Fund-Dir (G) | ₹112.89 | 7.31% | 6.29% | 9.68% |
| Franklin India Conservative Hybrid Fund - Dir (G) | ₹101.43 | 6.42% | 5.65% | 10.19% |
| Canara Robeco Conservative Hybrid Fund (G) | ₹98.09 | 6.68% | 5.07% | 8.40% |
| Franklin India Conservative Hybrid Fund (G) | ₹92.14 | 6.06% | 4.92% | 9.39% |
| LIC MF Conservative Hybrid Fund - Direct (G) | ₹91.49 | 3.80% | 3.58% | 7.03% |
| HDFC Hybrid Debt Fund - Direct (G) | ₹88.50 | 4.97% | 3.28% | 10.51% |
| ICICI Pru Regular Savings Fund - Direct (G) | ₹85.23 | 7.61% | 7.31% | 10.91% |
| HDFC Hybrid Debt Fund (G) | ₹83.06 | 4.66% | 2.69% | 9.93% |
| LIC MF Conservative Hybrid Fund - Regular (G) | ₹82.29 | 3.28% | 2.53% | 6.00% |
| SBI Conservative Hybrid Fund - Direct (G) | ₹80.61 | 7.10% | 5.06% | 10.43% |
Category Average Returns
Mahesh A Chhabria
A seasoned investment professional with over 22 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.