Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has not been able to generate better price return than bank FD
Significant holdings have underlying redflags
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.35 | 7.26 | 3.46 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.39 | 7.60 | 3.23 |
Conservative Hybrid funds have exposure to both debt and equity instruments. They primarily invest in FD-like instruments with some allocation to stocks. They are designed to slightly surpass the average rate of inflation.
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
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CRISIL Hybrid 85+15 - Conservative Index |
Gains are added to taxable income and taxed according to the individual's income tax slab
Gains are taxed at 20% with indexation benefit
With changes introduced in budget 2023, gains are added to taxable income and taxed according to the individual's income tax slab
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
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+Returns (0%)
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You make
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HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019
No.of Schemes
43
Total AUM
₹ 1,10,537.84 Cr.
Returns
Fund has been able to generate better returns compared to other funds in the same category