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HSBC Mutual Funds

HSBC Equity Hybrid Fund (Growth)

HybridAggressive Hybrid

15.8037

NAV (Nov 25)

NA
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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 (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

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HSBC Equity Hybrid Fund (Growth)70%9,82,041 2,49,42911.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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

See all holdings

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Regular Savings Fund (G)
ICICI Prudential Regular Savings Fund (G)

₹ 3,334 cr

₹ 3,146 cr

₹ 815 cr

₹ 2,024 cr

₹ 2,173 cr

amc-img

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 120,449 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 50 equity,130 debt and 31 hybrid funds.amc-img
phone-img022-66145000
Fund NameScripbox Opinion
Till Date CAGR

30.1%

22.7%

5.4%

5.9%

27%

17.4%

4.6%

5.1%

20.6%

16.1%

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 5/29/2024 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)?

HSBC Equity Hybrid Fund (G) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid instruments 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.