HSBC Conservative Hybrid Fund - Regular Monthly IDCW
9.85
9.52
9.62
6.29
7.69
Benchmark
-
-
-
-
-
Hybrid: Conservative
8.83
8.89
10.4
7.75
8.76
Yearly Performance (%)
Nav Movement
Fund Managers
Mahesh A Chhabria, Kapil Punjabi, Cheenu Gupta, Abhishek Gupta
Investment Objective
The scheme seeks to generate reasonable returns through investments in debt and money market instruments. It would also invest in equity and equity related instruments to seek capital appreciation, but this allocation shall not exceed 15 per cent.
Returns Calculator for
HSBC Conservative Hybrid Fund - Regular Monthly IDCW
Rolling returns are the annualized
returns of the scheme taken for a specified period (rolling
returns period) on every day/week/month and taken till the
last day of the duration. In this chart we are showing the
annualized returns over the rolling returns period on every
day from the start date and comparing it with the benchmark.
Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point
returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and
relative performance across all timescales, without bias.
Key
Performance and Risk Statistics of
HSBC Conservative Hybrid Fund - Regular Monthly IDCW
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
HSBC Conservative Hybrid Fund - Regular Monthly IDCW