Comprehensive analysis of HSBC Conservative Hybrid Fund - Direct (IDCW-Q) (17679) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
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
A comprehensive at-a-glance view of key mutual fund health indicators
Good Returns
High Risk
Moderate Expenses
Balanced Mix
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Fund manager experience
Recent performance momentum
Risk-adjusted returns
Historical performance consistency
Fund management costs
Market exposure level
Assets under management
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| GSEC2035 | Govt. Securities | 24.85% |
| GSEC2035 | Govt. Securities | 24.84% |
| GSEC2034 | Govt. Securities | 19.28% |
| GSEC2034 | Govt. Securities | 19.24% |
| S I D B I | Debt Others | 6.71% |
| S I D B I | Debt Others | 6.67% |
| GSEC2034 | Govt. Securities | 6.54% |
| GSEC2034 | Govt. Securities | 6.52% |
| Bajaj Finance Ltd | Finance - Large | 6.41% |
| Bajaj Finance Ltd | Finance - Large | 6.37% |
Compare against Conservative Hybrid Fund category average
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
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Canara Robeco Conservative Hybrid Fund-Dir (G) | ₹111.42 | 4.34% | 8.99% | 10.98% |
| Franklin India Debt Hybrid Fund - Dir (G) | ₹100.25 | 5.05% | 9.19% | 11.98% |
| Canara Robeco Conservative Hybrid Fund (G) | ₹97.14 | 3.74% | 7.74% | 9.68% |
| LIC MF Conservative Hybrid Fund - Direct (G) | ₹91.32 | 4.13% | 7.98% | 8.83% |
| Franklin India Debt Hybrid Fund - (G) | ₹91.25 | 4.68% | 8.42% | 11.14% |
| HDFC Hybrid Debt Fund - Direct (G) | ₹87.68 | 4.33% | 7.49% | 12.58% |
| ICICI Pru Regular Savings Fund - Direct (G) | ₹83.36 | 5.10% | 9.79% | 12.01% |
| HDFC Hybrid Debt Fund (G) | ₹82.43 | 4.03% | 6.89% | 12.00% |
| LIC MF Conservative Hybrid Fund - Regular (G) | ₹82.35 | 3.59% | 6.86% | 7.78% |
| SBI Conservative Hybrid Fund - Direct (G) | ₹79.60 | 4.75% | 7.67% | 12.05% |
A seasoned investment professional with over 13 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.