HSBC Conservative Hybrid Fund Growth
Medium
Risk
Other Schemes
Conservative Allocation
+
7.59
%
7.59
%
3Y annualised
+
0.20
%
0.20
%
1D
1M
6M
1Y
3Y
All
Fund size
112
NAV:
Mar 7, 2024
53.3043
Sector
Tech
Type
Other_schemes
Launched
Jan 2004
Min Investment
5000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
7.1% Govt Stock 2029
13.73
%
7.06% Govt Stock 2028
11.91
%
7.18% Govt Stock 2033
9.28
%
07.71 MH Sdl 2033
9.2
%
7.18% Govt Stock 2037
8.94
%
7.17% Govt Stock 2028
4.97
%
7.38% Govt Stock 2027
4.57
%
5.74% Govt Stock 2026
3.51
%
07.76 MH Sgs 2030
2.32
%
Larsen & Toubro Ltd
2.18
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
HSBC Conservative Hybrid Fund Growth
More details
Investment objective
Seeks to generate reasonable returns through investments in Debt and Money Market Instruments. The secondary objective of the scheme is to invest in equity and equity related instruments to seek capital appreciation.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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