6M
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Fund Details
HSBC Equity Hybrid Fund Direct IDCW
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.02% |
| NAV | ₹13.97 (22 Apr 2021) |
|---|---|
| Fund Started | 22 Oct 2018 |
| Fund Size | ₹487 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
38.3%
-
-
4.5%
Category Average
41.3%
8.1%
11.0%
-
Rank Within Category
29
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount₹500
Amount Per Month₹5,000
Would have become
₹0
with 38.3% returns per annum
Comparison
Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 7.4% |
| HDFC Bank Ltd. | Financial | Equity | 6.3% |
| ICICI Bank Ltd. | Financial | Equity | 6.0% |
| GOI | Sovereign | GOI Sec | 5.3% |
| Reliance Industries Ltd. | Energy | Equity | 4.9% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.4% |
| Axis Bank Ltd. | Financial | Equity | 3.9% |
| Hindustan Unilever Ltd. | FMCG | Equity | 3.6% |
| GOI | Sovereign | GOI Sec | 3.3% |
| HCL Technologies Ltd. | Technology | Equity | 3.2% |
See All
Fund Managers
Sanjay Shah
Kapil Punjabi
Neelotpal Sahai
Ranjithgopal K A
HSBC Equity Hybrid Fund Direct IDCW Details
HSBC Equity Hybrid Fund Direct IDCW is a Balanced Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 22 Oct 2018. Sanjay Shah, Neelotpal Sahai is the Current Fund Manager of HSBC Equity Hybrid Fund Direct IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹487 Cr and the Latest NAV as of 22 Apr 2021 is ₹13.97.
The HSBC Equity Hybrid Fund Direct IDCW is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. For units more than 10% of the investments, an exit load of 1% if redeemed within 1 year.
Investment Objective
The scheme seeks long term capital growth and income through investments in equity and equity related securities and fixed income instruments.
Scheme Information Document(SID)
₹5000
Min for First Investment
₹1000
Min for Second Investment
For units more than 10% of the investments, an exit load of 1% if redeemed within 1 year.
Exit Load
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HSBC Equity Hybrid Fund Direct IDCW
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About HSBC Mutual Fund
Address
16, V N Road, Fort, Mumbai 400 001
Phone
022- 66145000
Launch Date
27 May 2002
E-mail
hsbcmf@hsbc.co.inWebsite
NAHSBC Mutual Fund
Asset Management Company
Custodian
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