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HSBC Conservative Hybrid Fund - Regular Growth HSBC Conservative Hybrid Fund - Regular Growth

HSBC Conservative Hybrid Fund - Portfolio Analysis

  • ₹61.24 (-0.23%)

    Current NAV 04-07-2025

  • 6.15%

    Returns

  • Min. SIP ₹1000

    Min. Investment ₹5000

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2025)

Allocation of Equity and Debt Asset Classes.

  • Equity 19.64%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 8.72
Mid Cap 5.49
Small Cap 5.08
Others 0.35

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Industrials

Consumer Cyclical

Financial Services

Technology

Basic Materials

Real Estate

Healthcare

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
04-Jul-2025
Holdings PE Ratio
04-Jul-2025
1Y Return
Eternal Ltd Large Cap Consumer Cyclical (36.51) 2.98% -10.49 85.47%
GE Vernova T&D India Ltd Mid Cap Industrials (26.89) 1.96% 206.18 772.74%
Transformers & Rectifiers (India) Ltd Small Cap Industrials (28.94) 1.96% 0 17.59%
Trent Ltd Large Cap Consumer Cyclical (103.17) 1.9% 126.13 -1.94%
Paradeep Phosphates Ltd Small Cap Basic Materials (46.01) 0.92% 14.41 -8.63%
Kaynes Technology India Ltd Mid Cap Industrials (116.13) 0.75% 140.42 53.64%
Bharat Electronics Ltd Large Cap Industrials (52.98) 0.72% 58.74 34.74%
KEI Industries Ltd Mid Cap Industrials (47.47) 0.71% 51.96 -19.16%
Persistent Systems Ltd Mid Cap Technology 0.7% - 0%
CG Power & Industrial Solutions Ltd Large Cap Industrials (81.42) 0.64% 106.18 -6.37%
Safari Industries (India) Ltd Small Cap Consumer Cyclical (26.92) 0.63% 74.94 2.35%
ICICI Bank Ltd Large Cap Financial Services (20.42) 0.63% 20.17 16.99%
Indian Hotels Co Ltd Mid Cap Consumer Cyclical (71.5) 0.61% 55.75 21.96%
Cholamandalam Investment and Finance Co Ltd Large Cap Financial Services (26.13) 0.58% 28.3 41.05%
Larsen & Toubro Ltd Large Cap Industrials (31.9) 0.57% 33.61 0.55%
Siemens Ltd Large Cap Industrials (48.43) 0.51% 44.99 -58.16%
Sobha Ltd Small Cap Real Estate (79.05) 0.5% 162.31 -25.28%
Power Mech Projects Ltd Small Cap Industrials (37.21) 0.49% 31.39 29.14%
Triveni Turbine Ltd Small Cap Industrials (56.42) 0.36% 57.49 0.19%
Godrej Properties Ltd Mid Cap Real Estate (79.05) 0.35% 49.57 -30.31%
Siemens Engy Ind 0.35% - 0%
KPIT Technologies Ltd Mid Cap Technology (30.58) 0.25% 41.27 -27.4%
Aditya Vision Ltd Small Cap Consumer Cyclical 0.19% - 0%
Infosys Ltd Large Cap Technology (30.58) 0.12% 25.51 -0.54%
Sundaram Finance Ltd Mid Cap Financial Services (28.79) 0.09% 30.41 11.87%
Suzlon Energy Ltd Mid Cap Industrials (56.42) 0.07% 43.4 21.28%
HDFC Bank Ltd Large Cap Financial Services (20.42) 0.04% 21.55 15.21%
ABB India Ltd Large Cap Industrials (80.89) 0.02% 0 -28.21%
Medi Assist Healthcare Services Ltd Small Cap Healthcare (111.33) 0.01% 40.94 -2.46%
TD Power Systems Ltd Small Cap Industrials (54.95) 0.01% 40.1 100.03%

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  • Conservative investment styleConservative

Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for HSBC Conservative Hybrid Fund ?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for HSBC Conservative Hybrid Fund ?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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