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  • HSBC Equity Hybrid Fund (Growth)
HSBC Mutual Funds

HSBC Equity Hybrid Fund (Growth)

HybridAggressive Hybrid

15.8037

NAV (Nov 25)

NA
Scripbox Opinion
Not Reviewed yet
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Fund Size

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

15.8037

NAV (Nov 25)

Fund Returns

Last 1Y

-0.4%

Last 3Y

11.9%

Last 5Y

NA

Last 10Y

NA

Since Inception

NA

6 Month CAGR

10.4%

Scheme Information

Investment Objective

To seek long term capital growth and income through investments in equity and equity related securities and fixed income instruments. However,there is no assurance that the investment objective of the Scheme will be achieved.

Expense Ratio

2.47

Launched (4y ago)

Oct 22, 2018

AUM in Crores

464.505

ISIN

INF336L01NK8

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

16.6

Standard Deviation (5yr)

0

Beta (3yr)

1.11

Beta (5yr)

0

Sharpe Ratio (3yr)

0.518

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Neelotpal Sahai

Fund Manager

Kapil Punjabi

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Stock Holdings

icici bank ltd

6.9%
6.9%

hdfc bank ltd

6.6%
6.6%

treps

6.4%
6.4%

reliance industries ltd

5.1%
5.1%

5.63% govt stock 2026

4.6%
4.6%
See all holdings

Allocation by Sector

financial services

25.5%
25.5%

technology

8.3%
8.3%

consumer cyclical

6.8%
6.8%

industrials

6.1%
6.1%

basic materials

5.8%
5.8%
See all sectors

Compare HSBC Equity Hybrid Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,109 cr

₹ 3,307 cr

₹ 761 cr

₹ 428 cr

₹ 406 cr

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 13,279 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 20 equity,70 debt and 17 hybrid funds.

amc-img

  • 022-66145000
  • hsbcmf@camsonline.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    6.7%

    8.5%

    6%

    7.4%

    5.8%

    7%

    6%

    7.4%

    5.8%

    7%

    HSBC Equity Hybrid Fund (G) Review

    HSBC Equity Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of null% over a period of 4 years. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Kapil Punjabi, Neelotpal Sahai.

    Nav of HSBC Equity Hybrid Fund (G) as of 11/25/2022 is ₹15.80 with the total AUM as of 11/26/2022 is ₹464.505. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Equity Hybrid Fund (G) was launched on Oct 22, 2018. The category risk of the fund is Very High Risk.

    The minimum SIP amount for HSBC Equity Hybrid Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is HSBC Equity Hybrid Fund (G)?

    HSBC Equity Hybrid Fund (G) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in HSBC Equity Hybrid Fund (G)?

    You can invest in HSBC Equity Hybrid Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of HSBC Equity Hybrid Fund (G)?

    The minimum sip amount for HSBC Equity Hybrid Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is HSBC Equity Hybrid Fund (G) good to invest in?

    As per Scripbox experts, HSBC Equity Hybrid Fund (G) is a Not Reviewed Yet fund. You can investHSBC Equity Hybrid Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the HSBC Equity Hybrid Fund (G)?

    The expense ratio of the HSBC Equity Hybrid Fund (G) is 2.47% for regular plan.