- Scheme Category:
- Hybrid Scheme >
- Conservative Hybrid Fund
NAV: ₹ 69.0741 ↓ -0.2%
[as on 13 February, 2026]
NAV chart
SMA (Simple Moving Average)
Returns
CAGR returns till date
CAGR returns of HSBC Conservative Hybrid Fund - Direct Growth and its peers as on 13 February, 2026
| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|
| HSBC Conservative Hybrid Fund - Direct Growth | 0.11% | -0.2% | 0.26% | 0.76% | -0.39% | 7.71% | 10.57% | 8.41% | 9.66% | 9.03% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|
| Returns | 9.92% | 9.65% | 0.85% | 9.82% | 12.85% | 10.2% | 1.75% | 12.13% | 17.17% | 2.84% |
Discrete returns (monthly)
| Month | Apr 2025 | May 2025 | Jun 2025 | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 |
|---|
| Returns | 2.04% | 2.7% | -0.04% | 0.68% | -0.37% | 0.59% | 0.1% | -1.08% | -0.26% | -0.98% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|
| 19.86% |
78.18% (Arbitrage: 0.00%) |
0.00% |
0.00% |
1.96% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|
| ETERNAL Limited | ETERNAL (INE758T01015) | | 4.21% |
| GE Vernova T&D India Limited | GVT&D (INE200A01026) | | 2.82% |
| Transformers And Rectifiers (India) Limited | TARIL (INE763I01026) | | 1.77% |
| Kaynes Technology India Ltd | KAYNES (INE918Z01012) | | 0.89% |
| Bharat Electronics Limited | BEL (INE263A01024) | | 0.85% |
| KEI Industries Limited | KEI (INE878B01027) | | 0.84% |
| Persistent Systems Limited | PERSISTENT (INE262H01021) | | 0.78% |
| CG Power and Industrial Solutions Limited | CGPOWER (INE067A01029) | | 0.73% |
| Larsen & Toubro Limited | LT (INE018A01030) | | 0.67% |
| Cholamandalam Investment & Finance Company Limited | CHOLAFIN (INE121A01024) | | 0.65% |
| The Indian Hotels Company Limited | INDHOTEL (INE053A01029) | | 0.62% |
| ICICI Bank Limited | ICICIBANK (INE090A01021) | | 0.62% |
| Safari Industries India Limited | SAFARI (INE429E01023) | | 0.62% |
| Sobha Limited | SOBHA (INE671H01015) | | 0.60% |
| Siemens Energy India Limited | ENRIN (INE1NPP01017) | | 0.53% |
| Siemens Limited | SIEMENS (INE003A01024) | | 0.51% |
| Power Mech Projects Limited | POWERMECH (INE211R01019) | | 0.41% |
| Godrej Properties Limited | GODREJPROP (INE484J01027) | | 0.38% |
| Triveni Turbine Limited | TRITURBINE (INE152M01016) | | 0.35% |
| Aditya Vision Limited | AVL (INE679V01027) | | 0.29% |
| KPIT Technologies Limited | KPITTECH (INE04I401011) | | 0.23% |
| Trent Limited | TRENT (INE849A01020) | | 0.12% |
| Infosys Limited | INFY (INE009A01021) | | 0.12% |
| Sundaram Finance Limited | SUNDARMFIN (INE660A01013) | | 0.09% |
| Suzlon Energy Limited | SUZLON (INE040H01021) | | 0.06% |
| HDFC Bank Limited | HDFCBANK (INE040A01034) | | 0.04% |
| TD Power Systems Limited | TDPOWERSYS (INE419M01027) | | 0.02% |
| Medi Assist Healthcare Services Limited | MEDIASSIST (INE456Z01021) | | 0.02% |
| ABB India Limited | ABB (INE117A01022) | | 0.02% |
Debt
| Name | Rating | Weight % |
|---|
| Bajaj Finance Limited** | | 3.59% |
| Power Finance Corporation Limited** | | 3.54% |
| Bajaj Finance Limited** | | 3.45% |
| Small Industries Development Bank of India^ | | 3.42% |
| 6.33% GOI 05MAY2035 | | 26.95% |
| 6.79% GOI 07OCT2034 | | 20.24% |
| 7.10% GOI 08APR2034 | | 6.87% |
| 7.32% GOI 13NOV2030 | | 3.58% |
| 7.10% GOI 18APR2029 | | 3.43% |
| 6.92% GOI 18NOV2039 | | 2.74% |
| 7.09% GOI 25NOV2074 | | 0.07% |
| CDMDF CLASS A2 | | 0.30% |
Portfolio data is as on date 31 October, 2025
NAV history
HSBC Conservative Hybrid Fund - Direct Growth - 30 days NAV (Net asset value) history
| Date | NAV |
|---|
| 13 February, 2026 | 69.0741 |
| 12 February, 2026 | 69.2116 |
| 11 February, 2026 | 69.1863 |
| 10 February, 2026 | 69.0694 |
| 9 February, 2026 | 69.058 |
| 6 February, 2026 | 68.8981 |
| 5 February, 2026 | 69.0013 |
| 4 February, 2026 | 68.9496 |
| 3 February, 2026 | 68.839 |
| 2 February, 2026 | 68.3195 |
| 30 January, 2026 | 68.5594 |
| 29 January, 2026 | 68.4241 |
| 28 January, 2026 | 68.205 |
| 27 January, 2026 | 67.8699 |
| 23 January, 2026 | 67.8743 |
| 22 January, 2026 | 68.0048 |
| 21 January, 2026 | 67.7881 |
| 20 January, 2026 | 67.7421 |
| 19 January, 2026 | 68.125 |
| 16 January, 2026 | 68.2918 |
| 14 January, 2026 | 68.5789 |
| 13 January, 2026 | 68.5512 |
| 12 January, 2026 | 68.5443 |
| 9 January, 2026 | 68.6111 |
| 8 January, 2026 | 68.7859 |
| 7 January, 2026 | 69.0949 |
| 6 January, 2026 | 68.9813 |
| 5 January, 2026 | 68.9852 |
| 2 January, 2026 | 69.0621 |
| 1 January, 2026 | 68.9981 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of HSBC Conservative Hybrid Fund - Direct Growth?
The latest NAV of HSBC Conservative Hybrid Fund - Direct Growth is 69.0741 as on 13 February, 2026.
What are YTD (year to date) returns of HSBC Conservative Hybrid Fund - Direct Growth?
The YTD (year to date) returns of HSBC Conservative Hybrid Fund - Direct Growth are 0.11% as on 13 February, 2026.
What are 1 year returns of HSBC Conservative Hybrid Fund - Direct Growth?
The 1 year returns of HSBC Conservative Hybrid Fund - Direct Growth are 7.71% as on 13 February, 2026.
What are 3 year CAGR returns of HSBC Conservative Hybrid Fund - Direct Growth?
The 3 year annualized returns (CAGR) of HSBC Conservative Hybrid Fund - Direct Growth are 10.57% as on 13 February, 2026.
What are 5 year CAGR returns of HSBC Conservative Hybrid Fund - Direct Growth?
The 5 year annualized returns (CAGR) of HSBC Conservative Hybrid Fund - Direct Growth are 8.41% as on 13 February, 2026.
What are 10 year CAGR returns of HSBC Conservative Hybrid Fund - Direct Growth?
The 10 year annualized returns (CAGR) of HSBC Conservative Hybrid Fund - Direct Growth are 8.41% as on 13 February, 2026.