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HSBC Equity Hybrid Fund Direct Dividend-0.69%

16.01%
1 Year Return
Balanced
Balanced
6M
1Y
All

Fund Details

HSBC Equity Hybrid Fund Direct Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.02%
NAV₹13.82 (25 Jan 2021)
Fund Started22 Oct 2018
Fund Size508 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
16.0%
-
-
4.5%
Category Average
13.6%
6.0%
11.5%
-
Rank Within Category
15
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Would have become
0
with 16.0% returns per annum

Comparison

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

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity7.1%
Infosys Ltd.TechnologyEquity6.5%
ICICI Bank Ltd.FinancialEquity5.5%
GOISovereignGOI Sec5.2%
Reliance Industries Ltd.EnergyEquity4.9%
Housing Development Finance Corpn. Ltd.FinancialEquity4.8%
Hindustan Unilever Ltd.FMCGEquity3.5%
Axis Bank Ltd.FinancialEquity3.3%
GOISovereignGOI Sec3.2%
Kotak Mahindra Bank Ltd.FinancialEquity3.1%
See All

Fund Managers

Sanjay Shah
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Kapil Punjabi
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Ranjithgopal K A
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HSBC Equity Hybrid Fund Direct Dividend Details

HSBC Equity Hybrid Fund Direct Dividend 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 Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹508 Cr and the Latest NAV as of 25 Jan 2021 is ₹13.82.

The HSBC Equity Hybrid Fund Direct Dividend is rated Moderately 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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About HSBC Mutual Fund

Address
16, V N Road, Fort, Mumbai 400 001
Phone
022- 66145000
Launch Date
27 May 2002
Website
NA
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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