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HSBC Regular Savings Fund Growth Direct Plan

Hybrid

  

Conservative Hybrid Fund

NAV

38.4 + 0.3139

as on (31 Mar, 2020)

RETURNS

3.71 %

Fund Type

Open Ended

Investment Plan

Growth

Expense Ratio

0.48 %

Benchmark

CRISIL Hybrid 85+15 - ConservativeTR INR

Asset Size

87.97 Cr.

(As of 30 Apr, 2019)

Risk

Moderately High

Objective

Seeks to generate reasonable returns through investments in Debt and Money Market Instruments. The secondary objective of the scheme is to invest in equity and equity related instruments to seek capital appreciation.

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Fund manager

Sanjay Shah

(since 14 Aug, 2009)

Exit load

1 %

(If redeemed within 365 days)

Minimum sip

₹ 500

minimum investment

₹ 5000

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

7.59% Govt Stock 2026

12.09 %

Reliance Industries Limited

6.89 %

India Infradebt Limited

6.78 %

8.24% Govt Stock 2027

6.16 %

Sector Allocation

About the Scheme Type

Conservative Hybrid Fund

As the name suggests, Sectoral Funds invest in specific sectors of the economy. These funds are less diversified as they invest entirely in a particular sector; hence, their risk factor also depends on the respective sector’s performance, this carrying high risk. For example, a FMCG fund will only invest in FMCG companies while a tech fund will invest in only tech companies.The aim of these funds is to give investors a chance to benefit from the growth prospects of a particular fund.

Conservative Hybrid funds are less volatile than equity and other hybrid funds and helps in generating consistent income.

Ratings

This fund is rated 4 stars by Morning Star Ratings.

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Overview of HSBC Asset Management(India)Private Ltd

HSBC Mutual Fund’s mission is to work with clients to meet their investment objectives, by delivering investment expertise in a tailored way. To provide our clients with our best ideas and investment expertise as we collaborate with them to help them grow and protect their assets.

We, at HSBC Mutual Fund, deliver on our fiduciary responsibilities by managing risk as much as performance. We demonstrate our global investment expertise combined with strong governance as we collaborate with our clients, aiming to help them grow and protect their assets.

Doing the right thing for our clients is our most important responsibility. Global discipline, structure and focus help us use our resources optimally to ensure that all our clients benefit from our investment insights, and are given fair treatment. Client relationships are our greatest asset. We bring a global network of people, capital and ideas to help our clients tailor an investment strategy to meet their objectives.

HSBC Mutual Fund strives to anticipate and evaluate global market trends that may impact client objectives. Our investment framework is rigorous and repeatable, entailing:

  • A clear investment philosophy
  • A focus on longer-term valuations and risk-adjusted performance
  • In-depth research and analysis to support investment decisions
  • A global investment platform capturing insights and broader perspectives
  • Comprehensive portfolio construction and risk management tools