Fund Details
HSBC Equity Hybrid Fund Direct Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.02% |
| NAV | ₹14.10 (20 Jan 2021) |
|---|---|
| Fund Started | 22 Oct 2018 |
| Fund Size | ₹508 Cr |
Returns
Comparison
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Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 7.2% |
| Infosys Ltd. | Technology | Equity | 6.0% |
| Reliance Industries Ltd. | Energy | Equity | 5.6% |
| GOI | Sovereign | GOI Sec | 5.3% |
| ICICI Bank Ltd. | Financial | Equity | 5.1% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.5% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.5% |
| GOI | Sovereign | GOI Sec | 3.3% |
| Hindustan Unilever Ltd. | FMCG | Equity | 3.2% |
| Housing & Urban Development Corpn. Ltd. | Financial | Debenture | 3.2% |
Fund Managers
HSBC Equity Hybrid Fund Direct Growth Details
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 22 Oct 2018. 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 ₹508 Cr and the Latest NAV as of 20 Jan 2021 is ₹14.10.
The HSBC Equity Hybrid Fund Direct Growth 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.
