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MF_120073

HSBC Conservative Hybrid Fund - Direct Growth

Hybrid Schemes - Conservative Hybrid Fund

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End Amount
₹30,923.07
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
8.52%
MF_120073 Return
Benchmark CAGR
11.65%
Nifty 50
Inflation Adj. CAGR
3.50%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.27
Volatility vs Benchmark
Sharpe Ratio
0.46
Risk-Adjusted Return
Sortino Ratio
0.70
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 44% 22% 48%
60 days 41% 18% 30%
90 days 41% 15% 25%
180 days 39% 11% 16%
1Yr 35% 7% 11%
3Yr 16% 1% 5%
5Yr 7% 2% 5%
7Yr 2% 1% 5%
10Yr 0% 0% 5%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period HSBC Conservative Hybrid Fund - Direct Growth Nifty 50
30 days -7.6% | -27.3% | 9.1% | 53.9% 26.6% | -61.9% | 14.3% | 180.8%
60 days -14.5% | -20.5% | 9.4% | 39.7% -23.0% | -45.3% | 16.9% | 120.0%
90 days -10.5% | -14.5% | 9.7% | 33.7% -25.0% | -37.8% | 15.4% | 102.4%
1 Year 0.6% | -0.3% | 9.2% | 21.6% -10.0% | -14.9% | 12.3% | 55.8%
3 Years 8.6% | 4.7% | 9.1% | 12.9% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 7.1% | 6.2% | 8.6% | 11.1% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 8.4% | 7.4% | 8.7% | 10.0% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 7.7% | 7.8% | 8.8% | 9.4% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 5 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
May 28, 2013 Jan. 4, 2014 221 days 8% Nifty 50: 13% 10393 9546 10405
Oct. 19, 2015 April 13, 2016 177 days 5% Nifty 50: 16% 13403 12685 13429
Feb. 14, 2020 July 1, 2020 138 days 10% Nifty 50: 37% 18170 16284 18175
Jan. 14, 2022 Aug. 13, 2022 211 days 6% Nifty 50: 16% 22266 20967 22296
Dec. 16, 2024 May 10, 2025 145 days 6% Nifty 50: 10% 29713 27906 29720