HSBC Conservative Hybrid Fund
NAV : ₹ 58.599 as of 19 November, 2024
3Y Returns
▲8.10%
Overview
Fund size
Min SIP
Lumpsum
Launch date
Fund plan
Scheme type
Rating by Value Research
Return Calculator
Over the past
Total Investment of ₹3,00,000
Would have become ₹3,26,449 (+8.10%)
Disclaimer: Past performance is not an indicator of future returns
Equity Holding(s) Distribution
Other Scheme Info
Inclusive of GST
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HSBC Conservative Hybrid Fund Managers
Kapil Punjabi
Mar 2022 - Present
Abhishek Gupta
Apr 2024 - Present
Cheenu Gupta
Nov 2022 - Present
List of HSBC Mutual Fund’s top performing schemes
Fund House
HSBC Mutual Fund
Total AUM: 110854.26Cr
HSBC Mutual Fund, a fund house with a 21-year history in India, offers a diverse range of investment options spanning equity, debt and hybrid categories. It operates under HSBC Asset Management, a global asset manager overseeing $641 billion in assets across 23 countries as of March 2023. The fund house is sponsored by HSBC Securities and Capital Markets (India) Private Limited (HSCI). Leveraging its international presence, the AMC is committed to delivering sustainable investment solutions. As of December 2023, the AMC manages assets worth Rs.102162 crores in India.
Learn more about HSBC Mutual Fund
Kotak Securities Limited: AMFI-registered Mutual Fund Distributor
FAQ for HSBC Conservative Hybrid Fund
How to start an SIP in HSBC Conservative Hybrid Fund?
To start an SIP in HSBC Conservative Hybrid Fund:
1. Login to the Kotak NEO App and tap Invest on the bottom navigation bar.
2. Under Other Investments, select Mutual Funds and search for HSBC Conservative Hybrid Fund.
3. On the HSBC Conservative Hybrid Fund details page, tap Invest Now.
4. Enter your investment amount under Monthly SIP, select your SIP date, and choose First Payment Now to complete the payment and initiate your SIP.
This simplified process helps you start your SIP quickly and efficiently.
How to invest in HSBC Conservative Hybrid Fund?
To invest in HSBC Conservative Hybrid Fund:
1. Login to the Kotak NEO App and tap Invest on the bottom navigation bar.
2. Under Other Investments, select Mutual Funds and search for HSBC Conservative Hybrid Fund.
3. Open the scheme details and tap Invest Now.
4. Choose One-time Investment, enter the amount, accept the T&C, and click Proceed.
5. Complete the payment via your bank’s e-banking page.
Your order will be successfully placed upon payment confirmation.
How do I automate an SIP in HSBC Conservative Hybrid Fund?
To automate an SIP in HSBC Conservative Hybrid Fund, use the Auto-Invest feature on Kotak Securities. This allows you to set up automatic investments, SIPs in mutual funds at regular intervals. Once configured, your chosen amount will be invested in the HSBC Conservative Hybrid Fund automatically, ensuring consistent contributions without manual intervention.
How can I withdraw/redeem my investment in HSBC Conservative Hybrid Fund?
To withdraw or redeem your investment in HSBC Conservative Hybrid Fund:
1. Login to the Kotak NEO App and access the Mutual Funds section.
2. Tap Reports on the bottom bar and select Manage SIP.
3. Find the HSBC Conservative Hybrid Fund, tap the three dots, and select Stop SIP.
4. Confirm your action, and your SIP will be successfully stopped.
This streamlined process will help you redeem your investment quickly.
What is the NAV of HSBC Conservative Hybrid Fund
NAV stands for net asset value, where the performance of a mutual fund is derived by its NAV per unit. NAV per unit is the market value of securities in a scheme, divided by the total number of units in the scheme on a given date.
The Net Asset Value of HSBC Conservative Hybrid Fund is ₹58.6
What is the AUM of HSBC Conservative Hybrid Fund?
AUM means ‘asset under management,’ which implies the cumulative sum of the market value of total securities held in a mutual fund scheme. MFs invest in Equities, Bonds & other such instruments. If you add the market value of all the investments made by the mutual fund along with any idle cash that it holds, the final tally is called AUM. It tells you how large or small a mutual fund is.
The AUM of HSBC Conservative Hybrid Fund is ₹136.62 Cr.
What is the minimum SIP amount for HSBC Conservative Hybrid Fund?
Every mutual fund scheme has a minimum SIP amount, which one may start with.
The minimum SIP amount of HSBC Conservative Hybrid Fund is ₹500
What is the Expense Ratio of HSBC Conservative Hybrid Fund?
As per SEBI Regulations, mutual funds are permitted to charge certain operating expenses for managing a mutual fund scheme. The total expense ratio is calculated as a percentage of the scheme’s NAV. It's deducted from the total revenue generated by a mutual fund before disbursing it to the investors.
The Expense Ratio of HSBC Conservative Hybrid Fund is 2.17%
What is the Exit load of HSBC Conservative Hybrid Fund?
It’s a fee charged by the mutual fund house if an investor fully or partially exits from an invested scheme within a stated period from the date of investment. The time period for which it applies varies with the type of fund. It's calculated from the date of investment, whether in SIP or lump sum form.
