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HSBC Conservative Hybrid Fund - Regular Monthly IDCW

HSBC · Index Funds
High
₹13.03
Current NAV
25 Jun 2026
19.8%
1Y Return
23.8%
3Y CAGR
20.8%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.98).
  • Very large asset base (AUM: ₹17,530 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.18%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.98
Sharpe Ratio
0.98
Beta
-2.02
Alpha
2.73
Sortino
Fund Details
Fund House HSBC
Category Index Funds
AUM ₹17530 Cr
Expense Ratio 2.18%
Min SIP ₹500
Min Lumpsum ₹1000
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