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  • HSBC Equity Hybrid Fund (Growth)
HSBC Mutual Funds

HSBC Equity Hybrid Fund (Growth)

HybridAggressive Hybrid

14.0157

NAV (Jun 23)

NA
Scripbox Opinion
Neutral
Click here for top ranked funds in aggressive hybrid mutual funds.

However, Scripbox does not recommend investing in aggressive hybrid mutual funds.

Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.

This makes their performance difficult to assess.

With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Our analysis of this fundLearn how we rate funds ->

Track Record

4 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

Relative Size

487 Cr. Medium within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

Scripbox Recommended Equity Funds

Want the large cap equity funds that are right for your long term equity investment needs?

Learn more

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

14.0157

NAV (Jun 23)

Fund Returns

Last 1Y

-4.7%

Last 3Y

8.8%

Last 5Y

NA

Last 10Y

NA

Since Inception

NA

6 Month CAGR

-11.1%

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

486.010

ISIN

INF336L01NK8

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Neelotpal Sahai

Fund Manager

Ranjithgopal A.

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 2022-06-23

Top Stock Holdings

hdfc bank ltd

6.3%
6.3%

reliance industries ltd

6.3%
6.3%

icici bank ltd

5.7%
5.7%

6.97% govt stock 2026

5%
5%

infosys ltd

4.8%
4.8%
See all holdings

Allocation by Sector

financial services

23.4%
23.4%

technology

10.9%
10.9%

basic materials

7.9%
7.9%

industrials

6.4%
6.4%

energy

6.3%
6.3%
See all sectors

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Equity Arbitrage Fund (G)
Kotak Equity Arbitrage Fund (G)

₹ 26,009 cr

5

₹ 26,009 cr

5

₹ 26,009 cr

5

₹ 26,009 cr

5

₹ 26,009 cr

5

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 14,163 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 20 equity,66 debt and 17 hybrid funds.

amc-img

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

    3.6%

    3.6%

    -

    2.7%

    11.1%

    %

    -

    -17.6%

    -

    17.6%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    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 3 years. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Kapil Punjabi, Neelotpal Sahai, Ranjithgopal A..

    Nav of HSBC Equity Hybrid Fund (G) as of 6/23/2022 is ₹14.02 with the total AUM as of 6/24/2022 is ₹486.01. 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 Neutral 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.