HSBC Conservative Hybrid Fund Direct Growth

Scheme code: INF336L01DW4 NAV value: ₹ 66.1905 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Conservative Hybrid Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year6.9521.7415.9312.82
3 year7.1611.659.069.27
5 year5.0112.168.438.22
7 year7.0810.198.428.59
10 year7.819.738.949.25
12 year8.919.479.169.44

Rolling return for 1 year

- Average return: 15.93% - Median return: 17.08% - Average standard deviation: 1.75

Rolling return for 3 year

- Average return: 9.06% - Median return: 9.02% - Average standard deviation: 0.54

Rolling return for 5 year

- Average return: 8.43% - Median return: 8.4% - Average standard deviation: 0.31

Rolling return for 7 year

- Average return: 8.42% - Median return: 8.39% - Average standard deviation: 0.23

Rolling return for 10 year

- Average return: 8.94% - Median return: 9.03% - Average standard deviation: 0.17

Rolling return for 12 year

- Average return: 9.16% - Median return: 9.14% - Average standard deviation: 0.16

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00012,81,43081,4306.79
3 year36,00,00041,11,7265,11,7264.53
5 year60,00,00074,67,45214,67,4524.47
7 year84,00,0001,13,20,79729,20,7974.36
10 year1,20,00,0001,87,44,43367,44,4334.56
12 year1,44,00,0002,53,55,8091,09,55,8094.83

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,81,430 - Absolute Returns: ₹81,430 - CAGR: 6.79%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹41,11,726 - Absolute Returns: ₹5,11,726 - CAGR: 4.53%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹74,67,452 - Absolute Returns: ₹14,67,452 - CAGR: 4.47%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,13,20,797 - Absolute Returns: ₹29,20,797 - CAGR: 4.36%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,87,44,433 - Absolute Returns: ₹67,44,433 - CAGR: 4.56%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,53,55,809 - Absolute Returns: ₹1,09,55,809 - CAGR: 4.83%