Name: HSBC Equity Hybrid Fund Regular Growth
Brand: HSBC Mutual Fund

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HSBC Equity Hybrid Fund Regular Growth
Hybrid
Aggressive Hybrid
Very High Risk
35.80%
1Y return
+0.08% 1D
1M
6M
1Y
All
NAV: 05 Aug 2021₹15.13
Min. SIP Amount₹500
RatingNA
Fund Size₹520.98 Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹0 (0.00%)
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: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns35.8%NANA16.1%
Category average42.2%12.7%12.2%NA
Rank with in category34NANANA
Understand termsinfo
Holdings (53)NameSectorInstrumentAssets
GOI
SovereignGOI Sec8.8%
Infosys Ltd.TechnologyEquity6.1%
ICICI Bank Ltd.FinancialEquity6.0%
HDFC Bank Ltd.FinancialEquity5.9%
Reliance Industries Ltd.EnergyEquity4.0%
GOI
SovereignGOI Sec4.0%
Axis Bank Ltd.FinancialEquity4.0%
Housing Development Finance Corpn. Ltd.FinancialEquity3.7%
Tata Consultancy Services Ltd.TechnologyEquity3.7%
State Bank of India
FinancialEquity3.1%
See All
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. 
Expense ratio, exit load and taxExpense ratio: 2.45%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 implicationNA
Understand termsinfo
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500
Fund managementSanjay Shah
Sep 2018 - Present
View Details
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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.
Also manages these schemes
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HSBC Debt Fund Growth
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HSBC Regular Savings Fund IDCW Monthly
HSBC Regular Savings Fund IDCW Quarterly
HSBC Regular Savings Fund Growth
HSBC Short Duration Fund IDCW Weekly
HSBC Dynamic Asset Allocation Fund Growth
HSBC Dynamic Asset Allocation Fund IDCW
HSBC Flexi Debt Fund Regular Growth
HSBC Flexi Debt Fund Growth
HSBC Flexi Debt Fund IDCW Fortnightly
HSBC Flexi Debt Fund IDCW Monthly
HSBC Dynamic Asset Allocation Fund Direct Growth
HSBC Flexi Debt Fund Direct Growth
HSBC Flexi Debt Fund Direct IDCW Half Yearly
HSBC Flexi Debt Fund Direct IDCW Monthly
HSBC Flexi Debt Fund Direct IDCW Quarterly
HSBC Debt Fund Direct Growth
HSBC Short Duration Fund Direct Growth
HSBC Regular Savings Fund Direct Growth
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Regular IDCW
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Direct Growth
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Direct IDCW
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Regular Growth
HSBC Managed Solutions India Growth Fund Regular Growth
HSBC Managed Solutions India Moderate Fund Regular Growth
HSBC Managed Solutions India Moderate Fund Regular IDCW
HSBC Managed Solutions India Moderate Fund Direct Growth
HSBC Managed Solutions India Conservative Fund Regular Growth
HSBC Managed Solutions India Conservative Fund Regular IDCW
HSBC Managed Solutions India Conservative Fund Direct Growth
HSBC Managed Solutions India Growth Fund Regular IDCW
HSBC Managed Solutions India Growth Fund Direct Growth
HSBC Global Consumer Opportunities Fund Regular Growth
HSBC Global Consumer Opportunities Fund Direct Growth
HSBC Fixed Term Series 128 Regular Growth
HSBC Equity Hybrid Fund Direct IDCW
HSBC Equity Hybrid Fund Regular Growth
HSBC Equity Hybrid Fund Direct Growth
Kapil Punjabi
Feb 2019 - Present
View Details
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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 Short Duration Fund Growth
HSBC Short Duration Fund IDCW Monthly
HSBC Debt Fund Growth
HSBC Debt Fund IDCW Quarterly
HSBC Regular Savings Fund IDCW Monthly
HSBC Regular Savings Fund IDCW Quarterly
HSBC Regular Savings Fund Growth
HSBC Low Duration Fund Growth
HSBC Low Duration Fund IDCW Monthly
HSBC Low Duration Regular Plan Growth
HSBC Low Duration Fund IDCW Daily
HSBC Short Duration Fund IDCW Weekly
HSBC Flexi Debt Fund Regular Growth
HSBC Flexi Debt Fund Growth
HSBC Flexi Debt Fund IDCW Fortnightly
HSBC Flexi Debt Fund IDCW Monthly
HSBC Cash Fund IDCW Daily
HSBC Cash Fund Growth
HSBC Cash Fund IDCW Monthly
HSBC Cash Fund Regular Daily IDCW
HSBC Cash Fund Direct IDCW Daily
HSBC Cash Fund Direct Growth
HSBC Cash Fund Direct IDCW Monthly
HSBC Cash Fund Direct IDCW Weekly
HSBC Flexi Debt Fund Direct Growth
HSBC Flexi Debt Fund Direct IDCW Half Yearly
HSBC Flexi Debt Fund Direct IDCW Monthly
HSBC Flexi Debt Fund Direct IDCW Quarterly
HSBC Debt Fund Direct Growth
HSBC Short Duration Fund Direct Growth
HSBC Low Duration Fund Direct Growth
HSBC Regular Savings Fund Direct Growth
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Regular IDCW
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Direct Growth
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Direct IDCW
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Regular Growth
HSBC Global Consumer Opportunities Fund Regular Growth
HSBC Global Consumer Opportunities Fund Direct Growth
HSBC Fixed Term Series 128 Regular Growth
HSBC Fixed Term Series 134 Direct Growth
HSBC Fixed Term Series 134 Regular Growth
HSBC Fixed Term Series 135 Regular Growth
HSBC Fixed Term Series 136 Regular Growth
HSBC Equity Hybrid Fund Direct IDCW
HSBC Equity Hybrid Fund Regular Growth
HSBC Equity Hybrid Fund Direct Growth
HSBC Ultra Short Duration Fund Regular Growth
HSBC Ultra Short Duration Fund Direct Growth
Neelotpal Sahai
Sep 2018 - Present
View Details
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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 Equity Fund IDCW
HSBC Large Cap Equity Fund Growth
HSBC Flexi Cap Fund IDCW
HSBC Flexi Cap Fund Growth
HSBC Small Cap Equity Fund Growth
HSBC Small Cap Equity Fund IDCW
HSBC Dynamic Asset Allocation Fund Growth
HSBC Dynamic Asset Allocation Fund IDCW
HSBC Large Cap Equity Fund Direct IDCW
HSBC Large Cap Equity Fund Direct Growth
HSBC Dynamic Asset Allocation Fund Direct Growth
HSBC Flexi Cap Fund Direct Growth
HSBC Small Cap Equity Fund Direct IDCW
HSBC Small Cap Equity Fund Direct Growth
HSBC Equity Hybrid Fund Direct IDCW
HSBC Equity Hybrid Fund Regular Growth
HSBC Equity Hybrid Fund Direct Growth
HSBC Large and Mid Cap Equity Fund Regular IDCW
HSBC Large and Mid Cap Equity Fund Regular Growth
HSBC Large and Mid Cap Equity Fund Direct Growth
HSBC Focused Equity Fund Regular Growth
HSBC Focused Equity Fund Regular IDCW
HSBC Focused Equity Fund Direct Growth
HSBC Focused Equity Fund Direct IDCW
Ranjithgopal K A
Jul 2019 - Present
View Details
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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
HSBC Global Emerging Markets Fund Growth
HSBC Global Emerging Markets Fund IDCW
HSBC Brazil Fund Growth
HSBC Brazil Fund IDCW
HSBC Brazil Direct Plan Growth
HSBC Brazil Direct Plan IDCW
HSBC Global Emerging Markets Direct Plan Growth
HSBC Global Emerging Markets Direct Plan IDCW
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Regular IDCW
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Direct Growth
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Direct IDCW
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund Regular Growth
HSBC Managed Solutions India Growth Fund Regular Growth
HSBC Managed Solutions India Moderate Fund Regular Growth
HSBC Managed Solutions India Moderate Fund Regular IDCW
HSBC Managed Solutions India Moderate Fund Direct Growth
HSBC Managed Solutions India Conservative Fund Regular Growth
HSBC Managed Solutions India Conservative Fund Regular IDCW
HSBC Managed Solutions India Conservative Fund Direct Growth
HSBC Managed Solutions India Growth Fund Regular IDCW
HSBC Managed Solutions India Growth Fund Direct Growth
HSBC Global Consumer Opportunities Fund Regular Growth
HSBC Global Consumer Opportunities Fund Direct Growth
HSBC Equity Hybrid Fund Direct IDCW
HSBC Equity Hybrid Fund Regular Growth
HSBC Equity Hybrid Fund Direct Growth
Fund house & investment objective
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HSBC Mutual Fund
Rank (total assets)#21 in India
Total AUM9,939.92 Cr
Date of Incorporation27 May 2002
HSBC Equity Hybrid Fund Regular Growth is a Hybrid Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 2
HSBC Equity Hybrid Fund Regular Growth is a Hybrid 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 Regular Growth fund. The fund currently has an Asset Under Management(AUM) of ₹9,940 Cr and the Latest NAV as of 05 Aug 2021 is ₹15.13.
The HSBC Equity Hybrid Fund Regular Growth is rated Very 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....Read more
Investment Objective
The scheme seeks long term capital growth and income through investments in equity and equity related securities and fixed income instruments.
The scheme seeks long term capital growth and income through investments in equity and equity related securities and fixed income instruments.
Fund benchmarkS&amp;P BSE 200,CRISIL Composite Bond Fund Index
descriptionScheme Information Document(SID)
Fund house contact details
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Address
16, V N Road, Fort, Mumbai 400 001
Phone
022-	66145000
Launch Date
27 May 2002
E-mail
[email protected]
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,
Email
[email protected]
Website
www.camsonline.com
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	1Y	3Y	5Y	All
Fund returns	35.8%	NA	NA	16.1%
Category average	42.2%	12.7%	12.2%	NA
Rank with in category	34	NA	NA	NA

Name	Sector	Instrument	Assets
GOI	Sovereign	GOI Sec	8.8%
Infosys Ltd.	Technology	Equity	6.1%
ICICI Bank Ltd.	Financial	Equity	6.0%
HDFC Bank Ltd.	Financial	Equity	5.9%
Reliance Industries Ltd.	Energy	Equity	4.0%
GOI	Sovereign	GOI Sec	4.0%
Axis Bank Ltd.	Financial	Equity	4.0%
Housing Development Finance Corpn. Ltd.	Financial	Equity	3.7%
Tata Consultancy Services Ltd.	Technology	Equity	3.7%
State Bank of India	Financial	Equity	3.1%

Min. for 1st investment	₹5,000
Min. for 2nd investment onwards	₹1,000

Rating	NA
Fund Size	₹520.98 Cr

Rank (total assets)	#21 in India
Total AUM	9,939.92 Cr