HSBC Conservative Hybrid Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation6.7%
Sharpe Ratio0.14
Beta1.59
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
7.18% Govt Stock 2037Utilities13.63%
7.09% Govt Stock 2054Utilities9.90%
6.79% Govt Stock 2034Utilities9.80%
7.34% Govt Stock 2064Utilities6.70%
7.1% Govt Stock 2034Utilities6.65%
6.33% Government Of IndiaUtilities6.33%
TrepsUtilities5.65%
6.92% Govt Stock 2039Utilities4.26%
7.32% Govt Stock 2030Utilities3.33%
Power Finance Corporation Ltd.Utilities3.30%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.17%
Regulatory & Tax Information
INF336L01131
ISINDailyDealing Frequency
CRISIL Hybrid 85+15 - ConservativeTR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)