HSBC Equity Hybrid Fund Direct Growth
Very High Risk
Hybrid
3 Star
NAV as of Nov 25, 2022
₹16.76
0.19%1D Change
3Y returns
+47.36% ↑
Very High Risk
Hybrid
3 Star
NAV as of Nov 25, 2022
₹16.76
0.19%1D Change
3Y returns
+47.36% ↑
HSBC Equity Hybrid Fund Direct Growth
Very High Risk|Hybrid|3 Star
NAV as of Nov 25, 2022
₹16.76
0.19%1D
3Y returns
+47.36% ↑
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- Rating3 Star
- Expense ratio1%
- Exit Load1% within 365 days
- AUM (Fund size)₹464.51 Crore
- Lock-in periodNo Lock-in
- Age7 yrs since Oct 26, 2018
- Min. investmentSIP ₹500 & Lump. ₹5000
- RiskVery High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| ICICI Bank Ltd | 6.87% |
| HDFC Bank Ltd | 6.58% |
| Treps | 6.39% |
| Reliance Industries Ltd | 5.12% |
| 5.63% Govt Stock 2026 | 4.63% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| HSBC Aggressive Hybrid Fu... | ₹ 5,459 Cr | ₹62.68 | 1.35% | Very High |
| Kotak Aggressive Hybrid D... | ₹ 7,812 Cr | ₹73.29 | 1.42% | Very High |
| Mirae Asset Aggressive Hy... | ₹ 9,530 Cr | ₹38.12 | 1.07% | Very High |
| ICICI Prudential Equity &... | ₹ 50,205 Cr | ₹443.03 | 0.89% | Very High |
NAV History - HSBC Equity Hybrid Fund - Growth Direct
FUND | HSBC Equity Hybrid Fund - Growth Direct |
|---|---|
| NAV (Nov 25, 2022) | ₹16.76 |
| Class | Hybrid | Aggressive |
| Inception Date | Oct 26, 2018 |
| Fund Manager | Kapil Punjabi, Neelotpal Sahai |
FUND | HSBC Equity Hybrid Fund - Growth Direct |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹500 and Lump. ₹5000 |
| Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| HSBC Equity Hybrid | 0.75% | 2.11% | 3.08% | 11.22% | 1.08% | 13.56% |
Frequently Asked Questions
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About HSBC Asset Management(India)Private Ltd
HSBC is among the largest banking and financial services companies in the world. The company serves over 40 million customers worldwide through its global business. The company says they exist to utilise their unique expertise and capabilities to bring new opportunities to their customers.
HSBC Asset Management(India)Private Ltd Details
- No. of schemes81
- Total AUM₹10,373.72 Crore
- AddressHSBC Asset Management (India) Private Ltd., 16, V N Road, Mumbai, Maharashtra, 400 001
- Phone+91 22 66145000
Start your investment
Lumpsum
SIP
Amount
₹5,000
Duration
1Year
Estimated value after 1 year
(as per historical returns)
₹5,678
The fund house has restricted SIP and Lumpsum (One-Time) investment in this fund right now.