How to Invest in HSBC Equity Hybrid Fund Direct Growth?

You can easily invest in HSBC Equity Hybrid Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for HSBC Equity Hybrid Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in HSBC Equity Hybrid Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does HSBC Equity Hybrid Fund Direct Growth provide?

The HSBC Equity Hybrid Fund Direct Growth has been there from 22 Oct 2018 and the average annual returns provided by this fund is 1.08% since its inception.

How much expense ratio is charged by HSBC Equity Hybrid Fund Direct Growth?

The term Expense Ratio used for HSBC Equity Hybrid Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of HSBC Equity Hybrid Fund Direct Growth is 1.00% as of 21 Nov 2024...

What is the AUM of HSBC Equity Hybrid Fund Direct Growth?

The AUM, short for Assets Under Management of HSBC Equity Hybrid Fund Direct Growth is ₹474.68Cr as of 21 Nov 2024.

How to Redeem HSBC Equity Hybrid Fund Direct Growth?

If you want to sell your HSBC Equity Hybrid Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of HSBC Equity Hybrid Fund Direct Growth?

You can select either SIP or Lumpsum investment of HSBC Equity Hybrid Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of HSBC Equity Hybrid Fund Direct Growth?

The NAV of HSBC Equity Hybrid Fund Direct Growth is ₹16.76 as of 25 Nov 2022.

What is the PE and PB ratio of HSBC Equity Hybrid Fund Direct Growth?

The PE ratio ratio of HSBC Equity Hybrid Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

HSBC Equity Hybrid Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

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HSBC Equity Hybrid Fund Direct   Growth
Balanced
Balanced
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 ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Balanced Balanced
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA1.1%13.5%13.4%
Category averageNA22.8%12.3%NA
Rank with in categoryNA3624NA
Understand terms
Holdings (50)NameSectorInstrumentAssets
ICICI Bank Ltd.
FinancialEquity6.89%
HDFC Bank Ltd.
FinancialEquity6.78%
Reliance Industries Ltd.
EnergyEquity5.37%
Infosys Ltd.
TechnologyEquity4.86%
Axis Bank Ltd.
FinancialEquity3.63%
GOI
SovereignGOI Sec3.62%
GOI
SovereignGOI Sec3.41%
Larsen & Toubro Ltd.
ConstructionEquity3.41%
ITC Ltd.
Consumer StaplesEquity3.31%
National Bank For Agriculture & Rural Development
FinancialNCD3.20%
State Bank of India
FinancialEquity3.02%
Power Finance Corporation Ltd.
FinancialDebenture2.25%
SBI Cards & Payments Services Ltd.
FinancialEquity2.18%
Bajaj Finance Ltd.
FinancialDebenture2.14%
LIC Housing Finance Ltd.
FinancialDebenture2.12%
GOI
SovereignGOI Sec2.08%
Bajaj Finance Ltd.
FinancialEquity1.88%
Mahindra & Mahindra Ltd.
AutomobileEquity1.85%
Ultratech Cement Ltd.
ConstructionEquity1.70%
DLF Ltd.
ConstructionEquity1.66%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity1.61%
Gujarat Gas Ltd.
EnergyEquity1.42%
Dalmia Bharat Ltd.
ConstructionEquity1.35%
Tech Mahindra Ltd.
TechnologyEquity1.34%
SBI Life Insurance Company Ltd.
InsuranceEquity1.33%
GOI
SovereignGOI Sec1.23%
Tata Motors Ltd.
AutomobileEquity1.22%
L&T Finance Ltd.
FinancialDebenture1.11%
Maharashtra State
OthersSDL1.06%
Small Industries Devp. Bank of India Ltd.
FinancialCD1.03%
SRF Ltd.
DiversifiedEquity0.97%
PI Industries Ltd.
ChemicalsEquity0.96%
Rainbow Childrens Medicare Ltd.
HealthcareEquity0.94%
PVR Ltd.
ServicesEquity0.93%
Maruti Suzuki India Ltd.
AutomobileEquity0.90%
United Breweries Ltd.
Consumer StaplesEquity0.87%
Titan Company Ltd.
Consumer DiscretionaryEquity0.87%
Dixon Technologies (India) Ltd.
Capital GoodsEquity0.86%
Container Corporation Of India Ltd.
ServicesEquity0.84%
Mphasis Ltd.
TechnologyEquity0.83%
JB Chemicals & Pharmaceuticals Ltd.
HealthcareEquity0.83%
Amber Enterprises India Ltd.
Consumer DiscretionaryEquity0.78%
Sona BLW Precision Forgings Ltd.
AutomobileEquity0.74%
Laurus Labs Ltd.
HealthcareEquity0.72%
Carborundum Universal Ltd.
Metals & MiningEquity0.71%
Vinati Organics Ltd.
ChemicalsEquity0.68%
Gland Pharma Ltd.
HealthcareEquity0.68%
RateGain Travel Technologies Ltd.
TechnologyEquity0.63%
Balkrishna Industries Ltd.
AutomobileEquity0.62%
Quess Corp Ltd.
FinancialEquity0.52%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Groww Invest Tech Pvt. Ltd. (Formerly known as Nextbillion Technology Pvt. Ltd) (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Balanced Balanced
Pros
Lower expense ratio: 1%
Average credit rating of the fund's holdings: AAA 
This fund has holdings of the highest quality
Cons
Consistently lower annualised returns than category average for the past 1Y and 3Y
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Oct 2022 - Present
1.00%
31 Oct 2022 - 31 Oct 2022
1.00%
31 Oct 2022 - 31 Oct 2022
1.00%
31 Oct 2022 - 31 Oct 2022
1.00%
30 Sep 2022 - 31 Oct 2022
1.00%
30 Sep 2022 - 30 Sep 2022
1.00%
30 Sep 2022 - 30 Sep 2022
1.00%
30 Sep 2022 - 30 Sep 2022
1.00%
31 Aug 2022 - 30 Sep 2022
1.00%
31 Aug 2022 - 31 Aug 2022
1.00%
31 Aug 2022 - 31 Aug 2022
1.00%
31 Jul 2022 - 31 Aug 2022
1.01%
31 Jul 2022 - 31 Jul 2022
1.01%
31 Jul 2022 - 31 Jul 2022
1.01%
30 Jun 2022 - 31 Jul 2022
1.00%
30 Jun 2022 - 30 Jun 2022
1.00%
30 Jun 2022 - 30 Jun 2022
1.00%
31 May 2022 - 30 Jun 2022
1.00%
31 May 2022 - 31 May 2022
1.00%
31 May 2022 - 31 May 2022
1.00%
30 Apr 2022 - 31 May 2022
1.00%
30 Apr 2022 - 30 Apr 2022
1.00%
30 Apr 2022 - 30 Apr 2022
1.00%
31 Mar 2022 - 30 Apr 2022
1.01%
31 Mar 2022 - 31 Mar 2022
1.01%
31 Mar 2022 - 31 Mar 2022
1.01%
28 Feb 2022 - 31 Mar 2022
1.01%
28 Feb 2022 - 28 Feb 2022
1.01%
28 Feb 2022 - 28 Feb 2022
1.01%
31 Jan 2022 - 28 Feb 2022
1.00%
31 Jan 2022 - 31 Jan 2022
1.00%
31 Dec 2021 - 31 Jan 2022
1.00%
31 Dec 2021 - 31 Dec 2021
1.00%
30 Nov 2021 - 31 Dec 2021
1.00%
31 Oct 2021 - 30 Nov 2021
0.99%
30 Sep 2021 - 31 Oct 2021
1.00%
31 Aug 2021 - 30 Sep 2021
1.00%
31 Jul 2021 - 31 Aug 2021
1.00%
30 Jun 2021 - 31 Jul 2021
1.00%
31 May 2021 - 30 Jun 2021
1.00%
30 Apr 2021 - 31 May 2021
1.00%
31 Mar 2021 - 30 Apr 2021
1.02%
28 Feb 2021 - 31 Mar 2021
1.02%
31 Jan 2021 - 28 Feb 2021
1.01%
31 Dec 2020 - 31 Jan 2021
1.02%
30 Nov 2020 - 31 Dec 2020
1.02%
31 Oct 2020 - 30 Nov 2020
1.01%
30 Sep 2020 - 31 Oct 2020
1.02%
31 Aug 2020 - 30 Sep 2020
1.02%
31 Jul 2020 - 31 Aug 2020
1.02%
30 Jun 2020 - 31 Jul 2020
1.02%
31 May 2020 - 30 Jun 2020
1.02%
30 Apr 2020 - 31 May 2020
1.02%
31 Mar 2020 - 30 Apr 2020
1.03%
29 Feb 2020 - 31 Mar 2020
1.02%
31 Jan 2020 - 29 Feb 2020
1.02%
31 Dec 2019 - 31 Jan 2020
1.02%
30 Nov 2019 - 31 Dec 2019
1.01%
31 Oct 2019 - 30 Nov 2019
0.99%
30 Sep 2019 - 31 Oct 2019
0.99%
31 Aug 2019 - 30 Sep 2019
0.98%
31 Jul 2019 - 31 Aug 2019
0.97%
30 Jun 2019 - 31 Jul 2019
0.97%
31 May 2019 - 30 Jun 2019
1.08%
30 Apr 2019 - 31 May 2019
1.08%
31 Mar 2019 - 30 Apr 2019
1.11%
28 Feb 2019 - 31 Mar 2019
1.15%
31 Jan 2019 - 28 Feb 2019
1.15%
31 Dec 2018 - 31 Jan 2019
1.18%
30 Nov 2018 - 31 Dec 2018
1.18%
31 Oct 2018 - 30 Nov 2018
1.18%
Expense ratio, exit load and taxExpense ratio: 1.00%Inclusive of GST
Exit loadFor units more than 10% of the investments, an exit load of 1% if redeemed within 1 year.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementKapil Punjabi
Feb 2019 - Present
View details
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.
Also manages these schemes
HSBC Liquid Fund Direct Growth
HSBC Flexi Debt Fund Direct Growth
HSBC Medium to Long Duration Fund Direct Growth
HSBC Short Duration(Ex) Fund Direct  Growth
HSBC Low Duration Fund(Ex) Direct Growth
HSBC Conservative Hybrid Fund Direct Growth
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Direct Growth
HSBC Global Consumer Opportunities Fund Direct  Growth
HSBC Fixed Term Series 134 Direct   Growth
HSBC Equity Hybrid Fund Direct   Growth
HSBC Overnight Fund Direct   Growth
HSBC Ultra Short Duration Fund Direct   Growth
HSBC Global Equity Climate Change FoF Direct   Growth
HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Direct   Growth
HSBC Corporate Bond Direct Growth
HSBC Credit Risk Fund Direct Growth
HSBC Money Market Fund Direct Growth
HSBC Equity Savings Fund Direct Growth
HSBC Balanced Advantage Fund Direct Growth
HSBC Arbitrage Fund Direct Growth
HSBC Medium Duration Fund Direct Growth
HSBC Multi Cap Fund Direct   Growth
HSBC CRISIL IBX Gilt June 2027 Index Fund Direct   Growth
HSBC Multi Asset Allocation Fund Direct   Growth
Neelotpal Sahai
Sep 2018 - Present
View details
Education
Mr. Sahai is a B.Tech from IT BHU and PGDM from IIM
Experience
Prior to joining HSBC AMC he has worked with IDFC Investment Advisors.
Also manages these schemes
HSBC Large Cap Fund Direct Growth
HSBC Dynamic Asset Allocation Fund Direct  Growth
HSBC Flexi Cap Fund Direct Growth
HSBC Small Cap Equity Fund Direct Growth
HSBC Managed Solutions India Moderate Fund Direct  Growth
HSBC Managed Solutions India Conservative Fund Direct  Growth
HSBC Managed Solutions India Growth Fund Direct  Growth
HSBC Equity Hybrid Fund Direct   Growth
HSBC Large and Mid Cap Fund Direct   Growth
HSBC Focused Fund Direct   Growth
HSBC Equity Savings Fund Direct Growth
HSBC Balanced Advantage Fund Direct Growth
HSBC Multi Cap Fund Direct   Growth
Fund house & investment objective
HSBC Mutual Fund
Rank (total assets)#21 in India
Total AUM₹1,18,706.31Cr
Date of Incorporation27 May 2002
    HSBC Equity Hybrid Fund Direct   Growth is a Balanced Mutual Fund Scheme launched by HSBC Mutual Fund.     This scheme was made available to investors on 27 May 2002.     Sanjay Shah, Neelotpal Sahai is the Current Fund Manager of HSBC Equity Hybrid Fund Direct   Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹1,18,706 Cr and     the Latest NAV as of 25 Nov 2022 is ₹16.76.  

    The HSBC Equity Hybrid Fund Direct   Growth is rated Very High risk.     Minimum SIP Investment is set to ₹500.          For units more than 10% of the investments, an exit load of 1% if redeemed within 1 year.
  ;
Investment ObjectiveThe scheme seeks long term capital growth and income through investments in equity and equity related securities and fixed income instruments. 
 
;
Fund benchmarkCRISIL Hybrid 35+65 Aggressive Index
Scheme Information Document(SID)
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
E-mail
NA
Website
www.assetmanagement.hsbc.co.in
HSBC Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
HSBC Equity Hybrid Fund Direct   Growth
VS
Add mutual fund to compare

	6M	1Y	3Y	All
Fund returns	NA	1.1%	13.5%	13.4%
Category average	NA	22.8%	12.3%	NA
Rank with in category	NA	36	24	NA

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	6.89%
HDFC Bank Ltd.	Financial	Equity	6.78%
Reliance Industries Ltd.	Energy	Equity	5.37%
Infosys Ltd.	Technology	Equity	4.86%
Axis Bank Ltd.	Financial	Equity	3.63%
GOI	Sovereign	GOI Sec	3.62%
GOI	Sovereign	GOI Sec	3.41%
Larsen & Toubro Ltd.	Construction	Equity	3.41%
ITC Ltd.	Consumer Staples	Equity	3.31%
National Bank For Agriculture & Rural Development	Financial	NCD	3.20%
State Bank of India	Financial	Equity	3.02%
Power Finance Corporation Ltd.	Financial	Debenture	2.25%
SBI Cards & Payments Services Ltd.	Financial	Equity	2.18%
Bajaj Finance Ltd.	Financial	Debenture	2.14%
LIC Housing Finance Ltd.	Financial	Debenture	2.12%
GOI	Sovereign	GOI Sec	2.08%
Bajaj Finance Ltd.	Financial	Equity	1.88%
Mahindra & Mahindra Ltd.	Automobile	Equity	1.85%
Ultratech Cement Ltd.	Construction	Equity	1.70%
DLF Ltd.	Construction	Equity	1.66%
Sun Pharmaceutical Industries Ltd.	Healthcare	Equity	1.61%
Gujarat Gas Ltd.	Energy	Equity	1.42%
Dalmia Bharat Ltd.	Construction	Equity	1.35%
Tech Mahindra Ltd.	Technology	Equity	1.34%
SBI Life Insurance Company Ltd.	Insurance	Equity	1.33%
GOI	Sovereign	GOI Sec	1.23%
Tata Motors Ltd.	Automobile	Equity	1.22%
L&T Finance Ltd.	Financial	Debenture	1.11%
Maharashtra State	Others	SDL	1.06%
Small Industries Devp. Bank of India Ltd.	Financial	CD	1.03%
SRF Ltd.	Diversified	Equity	0.97%
PI Industries Ltd.	Chemicals	Equity	0.96%
Rainbow Childrens Medicare Ltd.	Healthcare	Equity	0.94%
PVR Ltd.	Services	Equity	0.93%
Maruti Suzuki India Ltd.	Automobile	Equity	0.90%
United Breweries Ltd.	Consumer Staples	Equity	0.87%
Titan Company Ltd.	Consumer Discretionary	Equity	0.87%
Dixon Technologies (India) Ltd.	Capital Goods	Equity	0.86%
Container Corporation Of India Ltd.	Services	Equity	0.84%
Mphasis Ltd.	Technology	Equity	0.83%
JB Chemicals & Pharmaceuticals Ltd.	Healthcare	Equity	0.83%
Amber Enterprises India Ltd.	Consumer Discretionary	Equity	0.78%
Sona BLW Precision Forgings Ltd.	Automobile	Equity	0.74%
Laurus Labs Ltd.	Healthcare	Equity	0.72%
Carborundum Universal Ltd.	Metals & Mining	Equity	0.71%
Vinati Organics Ltd.	Chemicals	Equity	0.68%
Gland Pharma Ltd.	Healthcare	Equity	0.68%
RateGain Travel Technologies Ltd.	Technology	Equity	0.63%
Balkrishna Industries Ltd.	Automobile	Equity	0.62%
Quess Corp Ltd.	Financial	Equity	0.52%

Rank (total assets)	#21 in India
Total AUM	₹1,18,706.31Cr

Date of Incorporation	27 May 2002

Fund benchmark	CRISIL Hybrid 35+65 Aggressive Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	3
Fund size	₹474.68Cr

HSBC Equity Hybrid Fund Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (50)

Disclaimer

Pros and cons

Pros

Cons

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 1.00%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Kapil PunjabiFeb 2019 - PresentView details

Neelotpal SahaiSep 2018 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Kapil Punjabi
Feb 2019 - Present
View details

Neelotpal Sahai
Sep 2018 - Present
View details