HSBC Dividend Yield Equity Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

HSBC Dividend Yield Equity Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹10000

AUM (Fund size)

₹43 Cr

Lock In Period

N/A

Expense Ratio

2.33

Exit Load

Nil

Benchmark

BSE 200

HSBC Dividend Yield Equity Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.577.74
6M0.001.9964.49
1Y0.004.19137.57
3Y0.0012.50202.94

Portfolio Analysis

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About Fund HSBC Dividend Yield Equity Fund Growth

HSBC Dividend Yield Equity Fund Growth managed by HSBC Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹43 Crore. The fund benchmarks its performance against the BSE 200 while maintaining an expense ratio of 2.33. Under the expert guidance of Amaresh Mishra ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Amaresh Mishra

Mr. Amaresh Mishra holds a Post graduate diploma in Business Management and Bachelor of Chemical Engineering. He has over Over 7 years of experience in Equities and Sales. He is associated with HSBC since March 2005. Prior to this, he has been with Centre for Science and Environment as Trainee Researcher, from July 2001 to July 2002.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
HDFC Equity Opportunities Fund II - 1100D June 2017 (1) Growth0243 CR1.32
Axis Capital Builder Fund - Series 1 Growth0680 CR1.33
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundHDFC Equity Opportunities Fund II - 1100D June 2017 (1) Growth23.564437.1493
This FundAxis Capital Builder Fund - Series 1 Growth-2.552538.2483
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

HSBC Dividend Yield Equity Fund Growth FAQs

HSBC Dividend Yield Equity Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of HSBC Dividend Yield Equity Fund Growth is 2.33. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Dividend Yield Equity Fund Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of HSBC Dividend Yield Equity Fund Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in HSBC Dividend Yield Equity Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of HSBC Dividend Yield Equity Fund Growth is ₹43 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Dividend Yield Equity Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.