HSBC Equity Hybrid Fund Direct Growth+0.24%

4Groww
0.00%
1 Year Return
Balanced
Balanced
null.0 star
6M
All

Fund Details

HSBC Equity Hybrid Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.98%
NAV11.04 (17 Oct 2019)
Fund Started22 Oct 2018
Fund Size650 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HSBC Equity Hybrid Fund Direct Growth
NA
NA
NA
9.6%
Category Average
0.5%
6.2%
7.7%
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with 7.2% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity8.2%
    ICICI Bank Ltd.FinancialEquity6.7%
    Reliance Industries Ltd.EnergyEquity6.3%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.6%
    Kotak Mahindra Bank Ltd.FinancialEquity4.5%
    National Bank For Agriculture & Rural DevelopmentFinancialNCD3.9%
    Housing & Urban Development Corpn. Ltd.FinancialDebenture3.9%
    Infosys Ltd.TechnologyEquity3.7%
    Larsen & Toubro Ltd.ConstructionEquity3.4%
    Asian Paints Ltd.ChemicalsEquity2.7%
    See All

    Fund Managers

    addSanjay Shah
    Education
    Mr. Shah is a Chartered Accountant and PGDM.
    Experience
    Prior to joining HSBC in 2008 he has worked with FIL Fund Management Pvt. Ltd., Lehman Bros, ICICI Bank and Robo India Finance Pvt. Ltd.
    Funds Managed
    addKapil Punjabi
    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.
    Funds Managed

    Other Details

    HSBC Equity Hybrid Fund Direct Growth is a Balanced Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was introduced to investors on 22 Oct 2018. Sanjay Shah, Neelotpal Sahai is the Current Fund Manager of HSBC Equity Hybrid Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹650 Cr and the Latest NAV as of 17 Oct 2019 is ₹11.04.

    The HSBC Equity Hybrid Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 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

    To seek long term capital growth and income through investments in equity and equity related securities and fixed income instruments. However, there is no assurance that the investment objective of the Scheme will be achieved.

    Tax Implications

    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
    26 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,
    Invest Now
    Enter investment amount
    + ₹1,000
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    + ₹10,000
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