HSBC Equity Hybrid Fund Direct Growth

Hybrid
Aggressive Hybrid
Very High Risk
13.54%
3Y annualised
+0.19% 1D
1M
6M
1Y
3Y
All
NAV: 25 Nov 2022₹16.76
Min. SIP amountNot Supported
Rating3
Fund size₹474.68Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA1.1%13.5%13.4%
Category averageNA30.8%17.0%NA
Rank with in categoryNA3624NA
Understand terms

Holdings (50)

NameSectorInstrumentAssets
FinancialEquity6.89%
FinancialEquity6.78%
EnergyEquity5.37%
TechnologyEquity4.86%
FinancialEquity3.63%
GOI
SovereignGOI Sec3.62%
GOI
SovereignGOI Sec3.41%
ConstructionEquity3.41%
Consumer StaplesEquity3.31%
National Bank For Agriculture & Rural Development
FinancialNCD3.20%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

Cons

Lower expense ratio: 1%
Consistently lower annualised returns than category average for the past 1Y and 3Y
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Expense ratio, exit load and tax

Expense ratio: 1.00%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Fund house & investment objective

Fund house contact details

Address
9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East, Mumbai 400063
Phone
NA
Launch Date
27 May 2002
HSBC Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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