HSBC Equity Hybrid Fund Regular IDCW

Hybrid
Aggressive Hybrid
Very High Risk
Payout
11.88%
3Y annualised
+0.19% 1D
1M
6M
1Y
3Y
All
NAV: 25 Nov 2022₹13.71
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 returnsNA-0.4%11.9%11.8%
Category averageNA2.7%13.9%NA
Rank with in categoryNA3624NA
Understand terms

Holdings (50)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity6.9%
HDFC Bank Ltd.FinancialEquity6.8%
Reliance Industries Ltd.EnergyEquity5.4%
Infosys Ltd.TechnologyEquity4.9%
Axis Bank Ltd.FinancialEquity3.6%
GOI
SovereignGOI Sec3.6%
Larsen & Toubro Ltd.ConstructionEquity3.4%
GOI
SovereignGOI Sec3.4%
ITC Ltd.Consumer StaplesEquity3.3%
National Bank For Agriculture & Rural Development
FinancialNCD3.2%
See All

Expense ratio, exit load and tax

Expense ratio: 2.47%

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

Kapil 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

Ranjithgopal K A
Jul 2019 - Present
View details

Education
Mr. Ranjithgopal is BA in Economics and PGDBM (MBA).
Experience
Prior to this, he was AVP - Institutional Sales in HSBC Global Asset Management. Has had exposure in both Institutional Sales & Retail Channel Management across Mumbai, Pune, Tamil Nadu & Kerala locations.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9-11th Floor,NESCO - IT Park Bldg. 3, Nesco Complex,Western Express Highway, Goregaon East, Mumbai 400063
Phone
022-66145000 / 66668819 / 1800-200-2434
Launch Date
27 May 2002
Website
NA
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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