Aeterna Wealth
Conservative Hybrid · Regular plan · Growth

HSBC Conservative Hybrid Fund (Regular)

HSBC Mutual Fund · benchmark: 20% Nifty 50 TRI + 80% bond funds · 20.6 years old · AMFI code 102262

Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).

B
Track-record rating: 10 of 17 in Conservative Hybrid

B (middle of the peer group), score 43.6 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months0.8%2.9%-2.2%17 / 17
1 year2.0%3.1%-1.2%10 / 17
3 years (a year)7.9%7.5%+0.4%7 / 17
5 years (a year)6.3%6.4%-0.1%10 / 16

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y5.4%
Max fall, 5Y-6.3%
Up capture, 3Y115
Down capture, 3Y147
Information ratio, 3Y0.15
Jensen's alpha, 3Y+0.2%
Beta, 3Y1.27
Sharpe, 3Y0.26

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of HSBC Conservative Hybrid Fund (Regular plan)?

₹63.11 on 6 Nov 2026 (Growth option).

What is the expense ratio of HSBC Conservative Hybrid Fund (Regular)?

2.19% a year; the Direct plan's is 1.19%.

What return has HSBC Conservative Hybrid Fund given over 3 years?

7.9% a year (Regular plan) over the 3 years to 6 Nov 2026, against 7.5% for its composite benchmark (20% Nifty 50 TRI + 80% bond funds).

How is HSBC Conservative Hybrid Fund taxed?

Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).

How is HSBC Conservative Hybrid Fund rated?

B: 10 of 17 Regular plans in Conservative Hybrid, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from HSBC Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.