Home Mf Research Hsbc Conservative Hybrid Fund Regular Growth Formerly Known As Hsbc Regular Savings Fund Growth

HSBC Conservative Hybrid Fund - Regular Growth (Formerly Known As HSBC Regular Savings Fund - Growth

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Fund info
NAV (as on 2026-08-21)
₹63.76 -0.01%
AUM (Fund Size)
N/A
Expense Ratio
N/A
Exit load
N/A
Risk
N/A
AMC
HSBC Mutual Fund
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2026-08-14 ₹1,000.00 ₹995.31
-0.47 %
Two Week 2026-08-06 ₹1,000.00 ₹996.83
-0.32 %
One Month 2026-07-22 ₹1,000.00 ₹1,002.53
0.25 %
Three Months 2026-05-25 ₹3,000.00 ₹3,031.68
1.06 %
Six Months 2026-02-23 ₹6,000.00 ₹6,137.67
2.29 %
One Year 2025-08-21 ₹12,000.00 ₹12,345.87
2.88 %
Three Year 2023-08-22 ₹36,000.00 ₹39,806.13
10.57 %
Five Year 2021-08-23 ₹60,000.00 ₹72,927.18
21.55 %
Ten Year 2016-08-23 ₹120,000.00 ₹178,020.75
48.35 %
Since Inception 2004-01-22 ₹275,000.00 ₹768,330.05
179.39 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity N/A
Debt N/A
Others N/A

Sectors Holding in HSBC Conservative Hybrid Fund - Regular Growth (Formerly Known As HSBC Regular Savings Fund - Growth

Other
83.92%
Banks
4.03%
Electrical Equipment
3.71%
Capital Markets
2.48%
Industrial Products
1.11%
IT - Software
0.96%
Aerospace & Defense
0.83%
Construction
0.68%
Finance
0.68%
Consumer Durables
0.44%
Industrial Manufacturing
0.42%
Retailing
0.38%
AIF
0.32%
Insurance
0.01%

Companies Holding in HSBC Conservative Hybrid Fund - Regular Growth (Formerly Known As HSBC Regular Savings Fund - Growth

Billionbrains Garage Ventures Ltd.
2.48%
ICICI Bank Limited
2.28%
The Federal Bank Limited
1.75%
GE Vernova T&D India Limited
1.38%
KEI Industries Limited
1.11%
CG Power And Industrial Solutions Ltd
0.92%
Bharat Electronics Limited
0.83%
PERSISTENT SYSTEMS LTD
0.70%
Larsen & Toubro Limited
0.68%
Siemens Energy India Limited
0.65%
Siemens Limited
0.65%
Cholamandalam Invest & Finance Co Ltd
0.60%
SAFARI INDUSTRIES (INDIA) LIMITED
0.44%
Kaynes Technology India Private Ltd
0.42%
Aditya Vision Ltd
0.27%
KPIT Technologies Limited
0.16%
Trent Limited
0.11%
Infosys Limited
0.10%
Sundaram Finance Limited
0.08%
Suzlon Energy Limited
0.06%
TD Power Systems Limited
0.03%
ABB India Limited
0.02%
Medi Assist Healthcare Services Limited
0.01%
NABARD^
7.03%
REC Limited
6.81%
SIDBI
3.51%
Power Finance Corporation Limited
3.41%
7.7% Maharashtra SDL - 25-May-2032
10.14%
7.58% Tamil Nadu SDL - 11-Feb-2037
6.80%
6.48% GOI 06Oct2035
3.93%
7.32% GOI - 13-Nov-2030
3.45%
7.10% GOI - 18-Apr-2029
3.44%
6.79% GOI - 07-Oct-2034
3.34%
6.68% GOI 07Jul2040
3.26%
6.9% GOI 15-Apr-2065
3.06%
6.01% GOI 21Jul2030
2.68%
7.09% GOI 25-Nov-2074
0.06%
HDFC Bank Limited
3.16%
Corp Debt Mkt Devlop Fund (SBI AIF Fund)
0.32%
Treps
18.31%
Net Current Assets (including Cash & Bank Balances)
1.53%

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity N/A

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
N/A
Expense Ratio Direct
N/A
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Mahesh Chhabria
15 Years Experience
Mohd. Asif Rizwi
16 Years Experience
Cheenu Gupta
19 Years Experience
Abhishek Gupta
20 Years Experience
Sonal Gupta
5 Years Experience

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