MonitorDirect · Growth
HSBC Conservative Hybrid Fund
HSBC Mutual FundHybrid Schemes - Conservative Hybrid Fund13.7 years
- NAV
- 71.0996
- 15 Sept 2026
- 1Y
- +2.2%
- Trailing CAGR
- AUM
- ₹156.36 Cr
- 31 Aug 2026
- Volatility
- Low
- 4.9% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+2.2%
- 3Y+8.7%
- 5Y+7.5%
- 10Y+8.0%
- SI+8.7%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+3.0%
- 3Y+6.1%
- 5Y+7.8%
- 10Y+8.4%
- Since inception
- +8.7%
- Calendar-day CAGR
- Excess 1Y
- -1.1%
- Category median, same plan and option
- 3Y win rate
- +38%
- Windows beating the median
- 3Y percentile
- 89
- Vs comparable share classes
- Worst rolling 3Y
- +2.7%
- 2584 daily-ending windows
- Median rolling 3Y
- +9.2%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2100 daily-ending windows
- SIP 3Y XIRR
- +6.1%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 9 days
- 224 recovered episodes
- Longest recovery
- 131 days
- Trough to prior peak
- Current spell
- 32 days
- Days below latest peak
- Time below peak
- +80%
- NAV observations
14 Feb 2020 – 1 Jul 2020
Trough 23 Mar 2020 · recovered in 100 days
-10.4%
28 May 2013 – 6 Jan 2014
Trough 28 Aug 2013 · recovered in 131 days
-8.1%
16 Dec 2024 – 13 May 2025
Trough 3 Mar 2025 · recovered in 71 days
-6.1%
14 Jan 2022 – 17 Aug 2022
Trough 16 Jun 2022 · recovered in 62 days
-5.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
89
Vs category
43
Consistency
35
Risk-adjusted
61
Drawdown
74
Mean
60
Portfolio
31 Aug 2026 · 45 holdings · top 10 are 56.7%.
- Top 5
- 36.5%
- Top 10
- 56.7%
- Largest holding
- 10.1%
- Effective holdings
- 21.2
Maharashtra State SDL 7.72 23/03/2032
Unspecified
10.1%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25G 7.48 BD 15SP28 FVRS1LAC
Financial
6.8%
REC LIMITED SR 245A 7.44 BD 29FB28 FVRS1LAC
Financial
6.6%
Repo
Unspecified
6.6%
INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 161 6.92 BD 31AG31 FVRS10LAC
Financial
6.4%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
ICICI Prudential Conservative Hybrid Fund
ICICI Prudential Mutual Fund
- 1Y
- +2.7%
- 3Y
- +8.5%
- Vol
- 4.2%
- Max DD
- -8.8%
- Sharpe
- 1.17
- 3Y win
- +89%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Kotak Conservative Hybrid Fund
Kotak Mahindra Mutual Fund
- 1Y
- +3.6%
- 3Y
- +8.6%
- Vol
- 4.8%
- Max DD
- -11.8%
- Sharpe
- 1.05
- 3Y win
- +96%
- Lower volatility
- Higher win rate vs category
- Lower TER
Caveat: Deeper drawdown · Lower trailing returns
Axis Conservative Hybrid Fund
Axis Mutual Fund
- 1Y
- +2.3%
- 3Y
- +6.6%
- Vol
- 4.3%
- Max DD
- -9.4%
- Sharpe
- 0.76
- 3Y win
- +18%
- Lower volatility
- Shallower drawdown
- Lower TER
Caveat: Lower trailing returns
BARODA BNP PARIBAS CONSERVATIVE HYBRID FUND
Baroda BNP Paribas Mutual Fund
- 1Y
- +4.7%
- 3Y
- +8.3%
- Vol
- 3.6%
- Max DD
- -4.5%
- Sharpe
- 0.85
- 3Y win
- +2%
- Lower volatility
- Shallower drawdown
- Lower TER
Caveat: Lower trailing returns
Canara Robeco Conservative Hybrid Fund
Canara Robeco Mutual Fund
- 1Y
- +2.4%
- 3Y
- +7.5%
- Vol
- 4.3%
- Max DD
- -10.2%
- Sharpe
- 0.96
- 3Y win
- +36%
- Lower volatility
- Shallower drawdown
- Lower TER
Caveat: Lower trailing returns