NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹60.53
-0.68%
NAV as on 18 Dec 24, 12:00 AM
moderately high risk
conservative allocation
debt
NAV as on 18 Dec 24, 12:00 AM
moderately high risk
conservative allocation
debt
16.18%p.a.
Last 1Y
9.41%p.a.
Last 3Y
9.22%p.a.
Last 5Y
8.93%p.a.
Since Inception
About HSBC Conservative Hybrid Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the HSBC Conservative Hybrid Fund Growth scheme from HSBC Asset Management (India) Private Ltd. It is a Conservative Allocation mutual fund scheme that predominantly invests in Conservative Allocation stocks of companies. Launched on Jan 2004, HSBC Conservative Hybrid Fund Growth is Conservative Allocation fund of its category with 140.91 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Conservative Allocation funds.
- HSBC Conservative Hybrid Fund Growth delivered 16.2% annual returns during the last year. It has delivered 8.9% average annual returns since the fund was launched.
- HSBC Conservative Hybrid Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund 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.
Top 10 Holdings
7.18% Govt Stock 2037
18.51%
7.18% Govt Stock 2033
17.65%
7.3% Govt Stock 2053
11.32%
7.09% Govt Stock 2054
7.28%
7.1% Govt Stock 2034
7.26%
7.1% Govt Stock 2029
3.61%
Trent Ltd
2.48%
7.06% Govt Stock 2028
2.16%
Transformers & Rectifiers (India) Ltd
1.83%
GE Vernova T&D India Ltd
1.76%
Fund Managers
- Kapil Punjabi (May 2024 - Present)
- Mahesh Chhabria (Jul 2023 - Present)
- Cheenu Gupta (Nov 2022 - Present)
- Sonal Gupta (Dec 2023 - Present)
- Abhishek Gupta (Apr 2024 - Present)
Key Information
View Scheme Document
HSBC Conservative Hybrid Fund Growth SIP Calculator
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NRI Mutual Fund Tax on HSBC Conservative Hybrid Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in HSBC Conservative Hybrid Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in HSBC Conservative Hybrid Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Similar Funds
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10.3%
Kotak Debt Hybrid Growth
moderately high risk | debt
10.1%
Parag Parikh Conservative Hybrid Fund Growth
moderately high risk | hybrid (c)
11.1%
Frequently Asked Questions
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