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HSBC Equity Hybrid Fund Direct IDCW

Hybrid
Aggressive Hybrid
Very High Risk
Payout
16.34%
3Y annualised
+0.76% 1D
1M
6M
1Y
3Y
All
NAV: 01 Dec 2021₹15.40
Min. SIP amount₹500
Rating4
Fund size₹505.73Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA25.4%16.3%17.1%
Category averageNA42.2%12.7%NA
Rank with in categoryNA3719NA
Understand terms

Holdings (58)

NameSectorInstrumentAssets
FinancialEquity6.5%
FinancialEquity6.4%
GOI
SovereignGOI Sec6.2%
TechnologyEquity5.6%
GOI
SovereignGOI Sec4.6%
EnergyEquity4.0%
FinancialEquity3.6%
ConstructionEquity3.1%
FinancialDebenture3.0%
GOI
SovereignGOI Sec3.0%
See All

Expense ratio, exit load and tax

Expense ratio: 0.99%

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

NA

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

Sanjay Shah
Sep 2018 - Present
View details
Kapil Punjabi
Feb 2019 - Present
View details
Ranjithgopal K A
Jul 2019 - Present
View details

Fund house & investment objective

Fund house contact details

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