HSBC Conservative Hybrid Fund Direct-Growth
Hybrid: Conservative Hybrid - Growth (Open ended)
SEBI Riskometer: Moderately HighCategory: Hybrid: Conservative HybridBenchmark: NIFTY 50 Hybrid Composite Debt 15:85 Conservative IndexCheck Portfolio Overlap →
NAV: ₹69.71-0.41%
23 Oct 2026
Similar Funds
Side-by-side comparison of HSBC Conservative Hybrid Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | -0.02% | -0.55% | 15 / 28 |
| 3Y Return | +8.31% | 7.47% | 5 / 28 |
| 5Y Return | +6.86% | 6.99% | 13 / 28 |
| 10Y Return | +7.33% | 7.73% | 12 / 22 |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Hybrid: Conservative Hybrid
Top funds by AUM in the Hybrid: Conservative Hybrid category — see how HSBC Conservative Hybrid Fund Direct-Growth compares on size and returns.
Funds Tracking NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index
Top funds tracking the NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to HSBC Conservative Hybrid Fund Direct-Growth?
Funds similar to HSBC Conservative Hybrid Fund Direct-Growth in the Hybrid: Conservative Hybrid category include SBI Conservative Hybrid Fund Direct-Growth, Parag Parikh Conservative Hybrid Fund Direct-Growth, and ICICI Prudential Conservative Hybrid Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of HSBC Conservative Hybrid Fund Direct-Growth in its category?
On a 3-year return basis HSBC Conservative Hybrid Fund Direct-Growth is ranked 5 out of 28 funds in the Hybrid: Conservative Hybrid category as of 22 Oct 2026. On a 5-year return basis it ranks 13 out of 28. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does HSBC Conservative Hybrid Fund Direct-Growth's expense ratio compare to similar funds?
HSBC Conservative Hybrid Fund Direct-Growth has an expense ratio of 1.19%. The peers SBI Conservative Hybrid Fund Direct-Growth has an expense ratio of 0.98% and Parag Parikh Conservative Hybrid Fund Direct-Growth has 0.32%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does HSBC Conservative Hybrid Fund Direct-Growth's AUM compare to similar funds?
HSBC Conservative Hybrid Fund Direct-Growth has an AUM of ₹151.68 crore. The peers SBI Conservative Hybrid Fund Direct-Growth has an AUM of ₹10,107.4 crore and Parag Parikh Conservative Hybrid Fund Direct-Growth has ₹3,453.72 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Hybrid: Conservative Hybrid?
The top performing fund in the Hybrid: Conservative Hybrid category on a 3-year basis is SBI Childrens Fund - Savings Plan Direct-Growth with a CAGR of 10.59% as of 22 Oct 2026. HSBC Conservative Hybrid Fund Direct-Growth has delivered 8.31% CAGR over the same period, ranking 5 out of 28 funds. You can view and compare the full category ranking on sharpely.
How does HSBC Conservative Hybrid Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, HSBC Conservative Hybrid Fund Direct-Growth has a Sharpe ratio of 0.50 compared to the Hybrid: Conservative Hybrid average of 0.43 as of 22 Oct 2026. It ranks 11 out of 29 funds in its category on Sharpe ratio.