InvestVerdict
HSBC Conservative Hybrid Fund
Regular Plan · Monthly IDCW · Conservative Hybrid · Scheme code 102260
Fund houseHSBC Mutual Fund
CategoryConservative Hybrid
Plan & optionRegular · Monthly IDCW
History20.4 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | -0.48 | 0.03 | -0.79 | -3.85 | 0.86 | -0.21 | 0.80 | -0.47 | 0.83 |
| Conservative Hybrid category median |
— | — | — | 3.64 | 7.33 | 6.92 | — | 7.17 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 5.4% | -1.05 | -1.40 | — | — | -22.1% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 937 | -13.0% | 1.1% | 20.8% | 44% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.