HSBC Equity Hybrid Fund – Direct Growth

Hybrid · Aggressive Hybrid
 · ★★★
₹ 500
Min SIP
₹ 5,000
Min Lumpsum
1 %
Expense Ratio
★★★
Rating
474
Fund Size (in Cr)
6 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 25 November 2022 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 21.3% 22.1% 14% -
Category Average - - - -

Scheme Allocation

By Holding
By Sector
By Asset
ICICI Bank
6.89%
HDFC Bank
6.78%
Reliance Industr
5.37%
Infosys
4.86%
Axis Bank
3.63%
Others
72.47%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank - Equity 6.89%
HDFC Bank - Equity 6.78%
Reliance Industr - Equity 5.37%
Infosys - Equity 4.86%
Axis Bank - Equity 3.63%
Larsen & Toubro - Equity 3.41%
ITC - Equity 3.31%
St Bk of India - Equity 3.02%
SBI Cards - Equity 2.18%
Bajaj Finance - Equity 1.88%
M & M - Equity 1.85%
UltraTech Cem. - Equity 1.7%
DLF - Equity 1.66%
Sun Pharma.Inds. - Equity 1.61%
Gujarat Gas - Equity 1.42%
Dalmia BharatLtd - Equity 1.35%
Tech Mahindra - Equity 1.34%
SBI Life Insuran - Equity 1.33%
Tata Motors - Equity 1.22%
SRF - Equity 0.97%
P I Industries - Equity 0.96%
Rainbow Child. - Equity 0.94%
PVR - Equity 0.93%
Maruti Suzuki - Equity 0.9%
United Breweries - Equity 0.87%
Titan Company - Equity 0.87%
Dixon Technolog. - Equity 0.86%
Container Corpn. - Equity 0.84%
J B Chem & Pharm - Equity 0.83%
Mphasis - Equity 0.83%
Amber Enterp. - Equity 0.78%
Sona BLW Precis. - Equity 0.74%
Laurus Labs - Equity 0.72%
Carborundum Uni. - Equity 0.71%
Vinati Organics - Equity 0.68%
Gland Pharma - Equity 0.68%
Rategain Travel - Equity 0.63%
Balkrishna Inds - Equity 0.62%
Quess Corp - Equity 0.52%
Debt
29.75%
Banks
20.32%
Petroleum Products
5.37%
Finance
4.06%
Automobiles
3.97%
Others
36.53%
View all Sectors
Sectors Asset
Debt 29.75%
Banks 20.32%
Petroleum Products 5.37%
Finance 4.06%
Automobiles 3.97%
Construction & Others 3.41%
Cement 3.05%
Consumer Durables 2.51%
Gas & Others 1.42%
Auto Components 1.36%
Insurance 1.33%
Healthcare Services 0.94%
Entertainment 0.93%
Beverages 0.87%
Industrial Products 0.71%
Cash & Others -0.44%
Equity
70.69%
Govt Securities / Sovereign
11.4%
Corporate Debentures
10.82%
Reverse Repos
6.5%
Certificate of Deposit
1.03%

Advance Ratio

-0.02
Alpha
0.85
SD
0.71
Beta
-0.02
Sharpe

Exit Load

Exit Load Any redemption/switch-out of units within 1 year from the date of allotment shall be subject exit load as under: a. For 10% of the units redeemed/switched-out: Nil b. For remaining units redeemed or switched-out: 1.00% Nil - If Units are redeemed/switched-out after 1 year from the date of allotment.

Fund 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.

Fund Managers

Neelotpal Sahai - Fund Manager

Mr Neelotpal Sahai, a top fund manager at HSBC Asset Management India, is known for creating a new asset class of debt opportunistic income funds. This means he is driven to seek out bonds and income-producing instruments with high coupon rates, which he aims to convert into higher yields.

This is in a market where the average income fund returns around 6.25% per annum, but Mr Sahai’s flagship fund, HSBC India Income Fund (G), has generated a compounded annual growth rate of over 15% since its launch in 1999. Mr Sahai is a Chartered Accountant by education and has over 18 years of experience in the financial services industry, having worked with HSBC since 1991.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

HSBC Mutual Fund
AUM:
88,055 Cr
Address:
9-11 Floors, NESCO IT Park, Building no 3, Western Express Highway, Goregaon(East) Mumbai-400063
Contact:
66145000
Email ID:
hsbcmf@camsonline.com

More Funds from HSBC Mutual Fund

Fund Name

Mutual Funds By Category

Equity

Debt

Hybrid

equity
Large Cap Mutual Funds Large Cap Mutual Funds
Large Cap
Fund Name
Mid Cap Mutual Funds Mid Cap Mutual Funds
Mid Cap
Fund Name
Small Cap Mutual Funds Small Cap Mutual Funds
Small Cap
Fund Name
Multi Cap Funds Multi Cap Funds
Multi Cap
Fund Name
ELSS Mutual Funds ELSS Mutual Funds
ELSS
Fund Name
Dividend Yield Funds Dividend Yield Funds
Dividend Yield
Fund Name
Sectoral / Thematic Mutual Funds Sectoral / Thematic Mutual Funds
Sectoral / Thematic
Fund Name
Focused Funds Focused Funds
Focused
Fund Name
debt
Ultra Short Duration Funds Ultra Short Duration Funds
Ultra Short Duration
Fund Name
Liquid Mutual Funds Liquid Mutual Funds
Liquid
Fund Name
Gilt Mutual Funds Gilt Mutual Funds
Gilt
Fund Name
Long Duration Funds Long Duration Funds
Long Duration
Fund Name
Overnight Mutual Funds Overnight Mutual Funds
Overnight
Fund Name
Floater Mutual Funds Floater Mutual Funds
Floater
Fund Name
hybrid
Arbitrage Mutual Funds Arbitrage Mutual Funds
Arbitrage
Fund Name
Equity Savings Mutual Funds Equity Savings Mutual Funds
Equity Savings
Fund Name
Aggressive Hybrid Mutual Funds Aggressive Hybrid Mutual Funds
Aggressive Hybrid
Fund Name

Frequently Asked Questions

How to invest in HSBC Equity Hybrid Fund – Direct Growth ?

You can invest in HSBC Equity Hybrid Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for HSBC Equity Hybrid Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the expense ratio of HSBC Equity Hybrid Fund – Direct Growth ?

The expense ratio of HSBC Equity Hybrid Fund – Direct Growth is 1 % as of 25 November 2022.

What is the AUM of HSBC Equity Hybrid Fund – Direct Growth?

The AUM of HSBC Equity Hybrid Fund – Direct Growth is ₹88,055 Cr as of 25 November 2022

What are the top stock holdings of HSBC Equity Hybrid Fund – Direct Growth?

The top stock holdings of HSBC Equity Hybrid Fund – Direct Growth are
  1. ICICI Bank - 6.89%
  2. HDFC Bank - 6.78%
  3. Reliance Industr - 5.37%
  4. Infosys - 4.86%
  5. Axis Bank - 3.63%

How can I redeem my investments in HSBC Equity Hybrid Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HSBC Equity Hybrid Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.

What is the NAV of HSBC Equity Hybrid Fund – Direct Growth ?

The NAV of HSBC Equity Hybrid Fund – Direct Growth is ₹16.7 as of 25 November 2022.

How to redeem HSBC Equity Hybrid Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of HSBC Equity Hybrid Fund – Direct Growth?

The minimum SIP amount of HSBC Equity Hybrid Fund – Direct Growth is ₹500

What are the top sectors HSBC Equity Hybrid Fund – Direct Growth has invested in?

The top sectors HSBC Equity Hybrid Fund – Direct Growth has invested in are
  1. Debt - 29.75%
  2. Banks - 20.32%
  3. Petroleum Products - 5.37%
  4. Finance - 4.06%
  5. Automobiles - 3.97%

Can I make investments in both the SIP and Lump Sum schemes of HSBC Equity Hybrid Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of HSBC Equity Hybrid Fund – Direct Growth based on your investment objective and risk tolerance.
Invest Now
Start Investing Now!

Open Free Demat Account in 5 mins

Please enter mobile number