- Mutual Funds
- HSBC Mutual Funds
- HSBC Equity Hybrid Fund (Growth)
HSBC Equity Hybrid Fund (Growth)
₹ 15.8037
NAV (Nov 25)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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 (6y 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
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Equity Hybrid Fund (Growth) | 9,82,041 | 2,49,429 | 11.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 10,737 cr | ||
₹ 33,502 cr | ||
₹ 8,943 cr | ||
₹ 1,868 cr | ||
₹ 1,829 cr |
About the AMC
HSBC Asset Management(India)Private Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
33.8% | 22.3% | ||
5.3% | 5.9% | ||
28% | 17% | ||
4.5% | 5.1% | ||
21.6% | 15.6% |
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 5 years. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund manager’s name is null.
Nav of HSBC Equity Hybrid Fund (G) as of 11/25/2022 is ₹15.80 with the total AUM as of 4/25/2024 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)?
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.