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HSBC Conservative Hybrid Fund - Direct Growth is a hybrid scheme managed by HSBC Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 9.78%, with the bottom and top quartiles at 9.05% and 10.53% respectively. It has ranked in the top half of its category for 2 of the last 2 reported years. The total expense ratio is 1.18% on assets of ₹146Cr. The fund is currently managed by Cheenu Gupta, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 97% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Power Finance Corporation Ltd. | Financial Services | 3.46% |
| THE FEDERAL BANK LIMITED | Financial Services | 1.77% |
| KEI INDUSTRIES LIMITED | Industrials | 1.04% |
| BHARAT ELECTRONICS LIMITED | Industrials | 0.88% |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED | Industrials | 0.83% |
| LARSEN AND TOUBRO LIMITED | Industrials | 0.69% |
| Persistent Systems Ltd | Technology | 0.66% |
| SIEMENS LIMITED | Industrials | 0.65% |
| ICICI BANK LIMITED | Financial Services | 0.60% |
| Siemens Energy India Limited | Utilities | 0.56% |
| KAYNES TECHNOLOGY INDIA LIMITED | Technology | 0.55% |
| SAFARI INDUSTRIES (INDIA) LIMITED | Consumer Cyclical | 0.43% |
| Aditya Vision Ltd | Consumer Cyclical | 0.27% |
| KPIT TECHNOLOGIES LIMITED | Technology | 0.16% |
| TRENT LIMITED | Consumer Cyclical | 0.11% |
| INFOSYS LIMITED | Technology | 0.10% |
| SUNDARAM FINANCE LIMITED | Financial Services | 0.09% |
| SUZLON ENERGY LIMITED | Industrials | 0.06% |
| HDFC BANK LIMITED | Financial Services | 0.04% |
| TD POWER SYSTEMS LIMITED | Industrials | 0.03% |
| ABB INDIA LIMITED | Industrials | 0.02% |
| MEDI ASSIST HEALTHCARE SERVICES LIMITED | Healthcare | 0.01% |
| Sector | Holdings | Weight |
|---|---|---|
| Capital Goods | — | 8.90% |
| Financial Services | 5 | 6.07% |
| Information Technology | — | 0.92% |
| Construction | — | 0.69% |
| Consumer Durables | — | 0.43% |
| Consumer Services | — | 0.38% |
Active bets vs the average Hybrid fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -0.77% | 4.81% | 9.54% | 14.04% | 20.20% | 99.4% |
| 3Y | 7.75% | 9.05% | 9.78% | 10.53% | 12.80% | 100.0% |
| 5Y | 8.08% | 8.55% | 9.21% | 10.42% | 11.33% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 11.1% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Hybrid.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.