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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 2.59% and a category best of 126.76%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.98 | 2.59 | 126.76 |
| 6M | 10.39 | 4.08 | 126.76 |
| 1Y | -0.41 | 9.17 | 126.76 |
| 3Y | 11.89 | 13.74 | 126.76 |
Portfolio Analysis
- Equity: 70.69%
- Debt: 29.31%
- Others
As on: 2022-10-31
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About Fund
HSBC Equity Hybrid Fund Growth managed by HSBC Mutual Fund,is a Equity - 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundMahindra Manulife Balanced Advantage Fund Growth | 1 | 912.31 CR | 2.22 |
| This FundWhiteOak Capital Balanced Advantage Fund Growth | 0 | 2158.29 CR | 2.02 |
| This FundHSBC Equity Hybrid Fund Growth | 1 | 474.68 CR | 2.47 |
| This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 0 | 775.75 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMahindra Manulife Balanced Advantage Fund Growth | 6.0767 | 40.4564 |
| This FundWhiteOak Capital Balanced Advantage Fund Growth | 6.3017 | 40.7843 |
| This FundHSBC Equity Hybrid Fund Growth | -0.2031 | 41.0916 |
| This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 125.9965 | 125.9965 |
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%
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