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HSBC Equity Hybrid Fund Direct IDCW

Hybrid
Aggressive Hybrid
Very High Risk
Payout
11.94%
3Y annualised
+1.97% 1D
1M
6M
1Y
3Y
All
NAV: 20 May 2022₹14.41
Min. SIP amount₹500
Rating3
Fund size₹500.27Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA5.5%11.9%12.6%
Category averageNA42.2%12.7%NA
Rank with in categoryNA3721NA
Understand terms

Holdings (58)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec6.2%
Reliance Industries Ltd.EnergyEquity5.8%
HDFC Bank Ltd.FinancialEquity5.7%
Infosys Ltd.TechnologyEquity5.7%
ICICI Bank Ltd.FinancialEquity5.5%
GOI
SovereignGOI Sec4.5%
Axis Bank Ltd.FinancialEquity3.7%
State Bank of IndiaFinancialEquity3.5%
Larsen & Toubro Ltd.ConstructionEquity3.2%
National Bank For Agriculture & Rural Development
FinancialNCD3.0%
See All

Expense ratio, exit load and tax

Expense ratio: 1.01%

Inclusive of GST

Exit load

For units more than 10% of the investments, an exit load of 1% if redeemed within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Kapil Punjabi
Feb 2019 - Present
View details

Education
Mr. Kapil Punjabi is MMS from Mumbai University.
Experience
Prior to joining HSBC Asset Management (India) Pvt. Ltd., he has worked with Taurus Asset Management Co. Ltd., Edelweiss Asset Management Ltd., Edelweiss Securities Ltd. and Trans Market Group Research (India) Pvt. Ltd.
Also manages these schemes

Ranjithgopal K A
Jul 2019 - Present
View details

Education
Mr. Ranjithgopal is BA in Economics and PGDBM (MBA).
Experience
Prior to this, he was AVP - Institutional Sales in HSBC Global Asset Management. Has had exposure in both Institutional Sales & Retail Channel Management across Mumbai, Pune, Tamil Nadu & Kerala locations.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9-11th Floor,NESCO - IT Park Bldg. 3, Nesco Complex,Western Express Highway, Goregaon East, Mumbai 400063
Phone
022-66145000 / 66668819 / 1800-200-2434
Launch Date
27 May 2002
Website
NA
Amc Image
HSBC Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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FAQs

How to Invest in HSBC Equity Hybrid Fund Direct IDCW?

You can easily invest in HSBC Equity Hybrid Fund Direct IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for HSBC Equity Hybrid Fund Direct IDCW from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in HSBC Equity Hybrid Fund Direct IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does HSBC Equity Hybrid Fund Direct IDCW provide?

The HSBC Equity Hybrid Fund Direct IDCW has been there from 22 Oct 2018 and the average annual returns provided by this fund is 5.54% since its inception.

How much expense ratio is charged by HSBC Equity Hybrid Fund Direct IDCW?

The term Expense Ratio used for HSBC Equity Hybrid Fund Direct IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of HSBC Equity Hybrid Fund Direct IDCW is 1.01% as of 22 May 2022...

What is the AUM of HSBC Equity Hybrid Fund Direct IDCW?

The AUM, short for Assets Under Management of HSBC Equity Hybrid Fund Direct IDCW is ₹500.27Cr as of 22 May 2022.

How to Redeem HSBC Equity Hybrid Fund Direct IDCW?

If you want to sell your HSBC Equity Hybrid Fund Direct IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of HSBC Equity Hybrid Fund Direct IDCW?

You can select either SIP or Lumpsum investment of HSBC Equity Hybrid Fund Direct IDCW based on your investment objective and risk tolerance.

What is the NAV of HSBC Equity Hybrid Fund Direct IDCW?

The NAV of HSBC Equity Hybrid Fund Direct IDCW is ₹14.41 as of 20 May 2022.

What is the PE and PB ratio of HSBC Equity Hybrid Fund Direct IDCW?

The PE ratio ratio of HSBC Equity Hybrid Fund Direct IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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