| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.02% |
| NAV | ₹12.13 (27 Oct 2020) |
|---|---|
| Fund Started | 22 Oct 2018 |
| Fund Size | ₹467 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 7.2% |
| HDFC Bank Ltd. | Financial | Equity | 6.9% |
| Infosys Ltd. | Technology | Equity | 6.5% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 5.3% |
| ICICI Bank Ltd. | Financial | Equity | 4.2% |
| Hindustan Unilever Ltd. | FMCG | Equity | 3.8% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 3.7% |
| HCL Technologies Ltd. | Technology | Equity | 3.5% |
| Housing & Urban Development Corpn. Ltd. | Financial | Debenture | 3.4% |
| REC Ltd. | Financial | Bonds | 3.3% |
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 ₹467 Cr and the Latest NAV as of 27 Oct 2020 is ₹12.13.
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.
The scheme seeks long term capital growth and income through investments in equity and equity related securities and fixed income instruments.