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.
Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsReturns are taxed as per your income tax slab.
Mayank Chaturvedi
Chartered Accountant (ICAI) CFA Level 2 (Charlottsville, USA) B.Com (Ahmedabad University)
Prior joining the HSBC AMC, he was associated with Equirus Securities Ltd.
Top Holdings
Company
Sector
Asset Value (Cr)
Asset %
REC Ltd. 7.44 29/02/2028
Financial
₹10.33
6.71
Indian Railway Finance Corporation Ltd. 6.92 31/08/2031
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of HSBC Conservative Hybrid Fund is ₹63.68 as of 2026-08-28.
HSBC Conservative Hybrid Fund is classified as a Conservative Hybrid fund.
The Assets Under Management (AUM) of HSBC Conservative Hybrid Fund is ₹153.93 Cr.
The expense ratio of HSBC Conservative Hybrid Fund is 2.2%.
HSBC Conservative Hybrid Fund is managed by Mayank Chaturvedi.
The minimum SIP investment for HSBC Conservative Hybrid Fund is ₹1,000.
As per the SEBI Riskometer, HSBC Conservative Hybrid Fund carries a Moderately High risk level.
HSBC Conservative Hybrid Fund has delivered 3.74% (1Y), 8.67% (3Y) and 7.14% (5Y) annualised returns as of 2026-08-28.
HSBC Conservative Hybrid Fund was launched on 2002-05-27.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
