Question 1

Which funds are similar to HSBC Conservative Hybrid Fund Direct-Growth?

Accepted Answer

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 Regular Savings 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.

Question 2

What is the rank of HSBC Conservative Hybrid Fund Direct-Growth in its category?

Accepted Answer

On a 3-year return basis HSBC Conservative Hybrid Fund Direct-Growth is ranked 4 out of 28 funds in the Hybrid: Conservative Hybrid category as of 16 Jul 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.

Question 3

How does HSBC Conservative Hybrid Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

HSBC Conservative Hybrid Fund Direct-Growth has an expense ratio of 1.22%. The peers SBI Conservative Hybrid Fund Direct-Growth has an expense ratio of 0.98% and Parag Parikh Conservative Hybrid Fund Direct-Growth has 0.30%. 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.

Question 4

How does HSBC Conservative Hybrid Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

HSBC Conservative Hybrid Fund Direct-Growth has an AUM of ₹151.1 crore. The peers SBI Conservative Hybrid Fund Direct-Growth has an AUM of ₹10,144.7 crore and Parag Parikh Conservative Hybrid Fund Direct-Growth has ₹3,418.9 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.

Question 5

Which fund has the best 3-year returns in the Hybrid: Conservative Hybrid?

Accepted Answer

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 12.54% as of 16 Jul 2026. HSBC Conservative Hybrid Fund Direct-Growth has delivered 9.91% CAGR over the same period, ranking 4 out of 28 funds. You can view and compare the full category ranking on sharpely.

Question 6

How does HSBC Conservative Hybrid Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

On a risk-adjusted basis, HSBC Conservative Hybrid Fund Direct-Growth has a Sharpe ratio of 0.74 compared to the Hybrid: Conservative Hybrid average of 0.64 as of 16 Jul 2026. It ranks 11 out of 29 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	+4.91%	3.61%	9 / 28
3Y Return	+9.91%	8.63%	4 / 28
5Y Return	+8.31%	8.22%	13 / 28
10Y Return	+8.18%	8.37%	12 / 22

HSBC Conservative Hybrid Fund Direct-Growth

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