HSBC Dividend Yield Equity Fund Growth+0.15%

2Groww
21.41%
1 Year Return
Equity
Large Cap
2.0 star
6M
1Y
3Y
5Y

Fund Details

HSBC Dividend Yield Equity Fund Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.53%
NAV20.31 (30 Jun 2017)
Fund Started21 Mar 2007
Fund Size43 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HSBC Dividend Yield Equity Fund Growth
21.4%
11.5%
14.6%
NA
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 21.4% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Reverse RepoCurrent AssetsReverse repo46.3%
    ICICI Bank Ltd. Financial ServicesEquity9.5%
    ITC Ltd.Consumer GoodsEquity8.8%
    Infosys Ltd.ITEquity6.0%
    HDFC Bank Ltd.Financial ServicesEquity5.4%
    Maruti Suzuki India Ltd.AutomobileEquity5.1%
    Housing Development Finance Corporation Ltd.Financial ServicesEquity4.2%
    Manappuram Finance Ltd.Financial ServicesEquity3.6%
    HCL Technologies Ltd.ITEquity3.6%
    Oil & Natural Gas Corpn Ltd.EnergyEquity2.6%
    See All

    Fund Managers

    Other Details

    HSBC Dividend Yield Equity Fund Growth is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was introduced to investors on 21 Mar 2007. Amaresh Mishra, Gautam Bhupal is the Current Fund Manager of HSBC Dividend Yield Equity Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹43 Cr and the Latest NAV as of 30 Jun 2017 is ₹20.31.

    The HSBC Dividend Yield Equity Fund Growth is rated Moderately High risk. Minimum SIP Investment is 1000. Nil.

    Investment Objective

    To provide long-term capital growth from a diversified portfolio of equity and equity related instruments. The focus would be to invest in stocks of Companies facing out-of-ordinary conditions.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Nil
    Exit Load

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    About HSBC Mutual Fund

    Address
    16, V N Road, Fort, Mumbai 400 001
    Phone
    022- 66145000
    Launch Date
    26 May 2002
    Website
    NA
    HSBC Mutual Fund
    Asset Management Company
    Custodian
    NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
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