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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹475 Cr

Lock In Period

N/A

Expense Ratio

2.47

Benchmark

BSE 200

Exit Load

(i) Any redemption of units within 1 year from the date of allotment shall be subject to exit load as under:a. For 10% of the units redeemed : Nilb. For remaining units redeemed : 1.00%(ii) No Exit Load will be charged, if Units are redeemed after 1 year from the date of allotment.

Summary

Latest details for HSBC Equity Hybrid Fund Growth include a ₹15.8037 NAV as of Nov 25,2022 and returns since inception of 40.08%. Minimum investments start at SIP ₹500. The HSBC Equity Hybrid Fund Growth AUM is ₹475 Cr, with a lock-in of N/A years, expense ratio of 2.47%, and benchmark BSE 200. Exit load is - (i) Any redemption of units within 1 year from the date of allotment shall be subject to exit load as under:a. For 10% of the units redeemed : Nilb. For remaining units redeemed : 1.00%(ii) No Exit Load will be charged, if Units are redeemed after 1 year from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 1.98% returns, against a category average of 1.47% and a category best of 126.42%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.981.47126.42
6M10.391.83126.42
1Y-0.415.37126.42
3Y11.8913.56126.42

Portfolio Analysis

  • Equity: 70.69%
  • Debt: 29.31%
  • Others
As on: 2022-10-31
View allocation % by

1. ICICI Bank Limited6.89%
2. HDFC Bank Limited6.78%
3. Axis Bank Limited3.63%
4. State Bank of India3.02%
5. SBI Cards & Payment Services Limited2.18%
6. Bajaj Finance Limited1.88%
7. SBI Life Insurance Company Limited1.33%

1. Infosys Limited4.86%
2. Tech Mahindra Limited1.34%
3. MphasiS Limited0.83%
4. Rategain Travel Technologies Ltd.0.63%

1. Reliance Industries Limited5.37%
2. Gujarat Gas Limited1.42%

1. Mahindra & Mahindra Limited1.85%
2. Tata Motors Limited1.22%
3. Maruti Suzuki India Limited0.90%
4. Sona BLW Precision Forgings Limited0.74%
5. Balkrishna Industries Limited0.62%

1. Sun Pharmaceutical Industries Limited1.61%
2. J.B. Chemicals & Pharmaceuticals Limited0.83%
3. Laurus Labs Limited0.72%
4. Gland Pharma Limited0.68%

1. Larsen & Toubro Limited3.41%

1. ITC Limited3.31%

1. UltraTech Cement Limited1.70%
2. Dalmia Bharat Limited1.35%

1. DLF Limited1.66%
2. Container Corporation of India Limited0.84%

1. SRF Limited0.97%
2. Vinati Organics Limited0.68%

1. Dixon Technologies (India) Limited0.86%
2. Amber Enterprises India Limited0.78%

About Fund

HSBC Equity Hybrid Fund Growth managed by HSBC Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹475 Crore. The fund benchmarks its performance against the BSE 200 while maintaining an expense ratio of 2.47. Under the expert guidance of Neelotpal Sahai ,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

Neelotpal Sahai

Mr. Sahai holds B.Tech from IT-BHU and PGDM from IIM. He was previously designated as Director Equity in IDFC Investment Advisors wherein he was Managing Equity Portfolios and generating stock ideas, in his previous assignment in Motilal Oswal Securities Ltd, he was designated as Senior Research Analyst, before which in Infosys Technologies Ltd, he was designated as Senior Project Manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundNavi Aggressive Hybrid Fund Growth0100.91 CR2.27
This FundSBI Childrens Fund - Savings Plan Growth5136.57 CR1.23
This FundHSBC Equity Hybrid Fund Growth1474.68 CR2.47
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth03700.53 CR
Fund Name1Y3Y
This FundNavi Aggressive Hybrid Fund Growth6.181140.1611
This FundSBI Childrens Fund - Savings Plan Growth4.703940.3828
This FundHSBC Equity Hybrid Fund Growth-0.203141.0916
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth126.2548126.2548

FAQs

HSBC Equity Hybrid 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 Equity Hybrid Fund Growth is 2.47. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Equity Hybrid Fund Growth’s fund performance is as follows:
  • 1 Month : 1.98%
  • 6 Months : 10.39%
  • 1 Year : -0.41%
  • 3 Years : 11.89%
Returns of HSBC Equity Hybrid Fund Growth are updated daily based on NAV of ₹ 15.8037 as on Nov 25,2022. Since inception, the return has been 40.08%.

You can invest in HSBC Equity Hybrid 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 Equity Hybrid Fund Growth is ₹475 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Equity Hybrid Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500