HSBC Equity Hybrid Fund - Growth - Regular Plan

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  • Net Change on 24-04-2019

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To seek long term capital growth and income through investments in equity and equity related securities and fixed income instruments. However, there is no assurance that the investment objective of the Scheme will be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Crisil Composite Bond Fund Index N/A N/A N/A N/A N/A N/A
S&P BSE 200 2.08 6.83 5.66 13.84 12.43 13.66

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
BARODA HYBRID EQUITY FUND - Plan A - Growth Option Sep 12, 2003 -3.01 9.55 10.28 2.71 685.86
DHFL Pramerica Hybrid Equity Fund - Growth Option Feb 05, 2004 0.55 7.57 9.85 2.40 186.81
LIC MF Equity Hybrid Fund-Regular Plan-Growth Jan 01, 1991 3.62 8.25 8.33 2.19 350.84
Quant Absolute Fund-Growth Option Mar 20, 2001 5.44 9.92 13.25 2.50 2.91
Shriram Hybrid Equity Fund- Growth Dec 06, 2013 2.23 9.54 9.22 2.43 58.36

Fund Holdings as on 31-March-2019

  • HDFC Bank Ltd.

  • ICICI Bank Ltd.

  • National Bank for Agriculture & Rural Development**

  • Reliance Industries Ltd.

  • Axis Bank Ltd.

  • Small Industries Development Bank of India**

  • Housing Development Finance Corporation Ltd.

  • State Bank of India

  • LIC Housing Finance Ltd.**

  • Housing Development Finance Corporation Ltd.**

  • Aditya Birla Finance Ltd.**

  • Shriram Transport Finance Company Ltd.**

  • Infosys Ltd.

  • Larsen & Toubro Ltd.

  • RBL Bank Ltd.

  • Sun TV Network Ltd.

  • Reverse Repos / Treps

  • Kotak Mahindra Bank Ltd.

  • ITC Ltd.

  • Gruh Finance Ltd.

  • Asian Paints Ltd.

  • City Union Bank Ltd.

  • DCB Bank Ltd.

  • REC Ltd.**

  • Tata Consultancy Services Ltd.

  • Page Industries Ltd.

  • Vedanta Ltd.

  • Jindal Steel & Power Ltd.

  • Kajaria Ceramics Ltd.

  • Hindustan Unilever Ltd.

  • NTPC Ltd.

  • Ultratech Cement Ltd.

  • Supreme Industries Ltd.

  • The Indian Hotels Company Ltd.

  • Nestle India Ltd.

  • Balkrishna Industries Ltd.

  • Reliance Industries Ltd.**

  • JK Lakshmi Cement Ltd.

  • Crompton Greaves Consumer Electrical Ltd.

  • Graphite India Ltd.

  • Apollo Tyres Ltd.

  • Sterlite Technologies Ltd.

  • Voltas Ltd.

  • Colgate Palmolive (India) Ltd.

  • Petronet LNG Ltd.

  • Aurobindo Pharma Ltd.

  • HCL Technologies Ltd.

  • Reliance Industries Ltd.**

  • National Highways Authority of India**

  • Reliance Industries Ltd.**

  • Power Finance Corporation Ltd.**

  • Tech Mahindra Ltd.

  • Net Current Assets (including cash & bank balances)

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  • Bank - Private

  • Miscellaneous

  • IT - Software

  • Refineries

  • Finance - Housing

  • Bank - Public

  • Cement & Construction Materials

  • Household & Personal Products

  • Tyres & Allied

  • Engineering - Construction

  • TV Broadcasting & Software Production

  • Cigarettes/Tobacco

  • Paints

  • Textile

  • Metal - Non Ferrous

  • Steel/Sponge Iron/Pig Iron

  • Ceramics/Marble/Granite/Sanitaryware

  • Power Generation/Distribution

  • Plastic Products

  • Hotel, Resort & Restaurants

  • Consumer Food

  • Consumer Durables - Domestic Appliances

  • Electrodes & Welding Equipment

  • Cable

  • Air Conditioners

  • Industrial Gases & Fuels

  • Pharmaceuticals & Drugs

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About HSBC Equity Hybrid Fund

Scheme Analysis

HSBC Equity Hybrid Fund is a Hybrid - Aggressive Hybrid Fund fund and belongs to HSBC Mutual Fund. It was launched on 22-Oct-2018 and currently has an AUM of ₹647.54 crore. HSBC Equity Hybrid Fund is benchmarked against Crisil Composite Bond Fund Index as primary index and S&P BSE 200 as secondary index.

The NAV of HSBC Equity Hybrid Fund ended up ₹0.08(0.72%)yesterday to ₹10.88.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd., ICICI Bank Ltd. and National Bank for Agriculture & Rural Development**

The HSBC Equity Hybrid Fund is managed by Sanjay Shah and Neelotpal Sahai.

Fund House Contact

16, V N Road, Fort, Mumbai - 400 001

+91 (22) 66145000
hsbcmf@hsbc.co.in
+91 (22) 40029600

Fund Manager

  • Education:B.Tech from IT-BHU varanasi, PGDM from IIM Calcutta
  • Experience:18 Years
  • Basic Details:Mr. Neelotpal Sahai has over 18 years of experience in research and Fund Management. He is Senior Fund Maanger in HSBC AMC since April 2013 till date. Previously he has worked with IDFC Asset Management Company Ltd., Motilal Oswal Securities Ltd., Infosys Ltd., Vickers Ballas Securities Ltd., SBC Warburg and UTI Securities Ltd.
  • Funds Managed:
  • HSBC Equity Hybrid Fund
  • HSBC Large Cap Equity Fund
  • HSBC Multi Cap Equity Fund
  • HSBC Small Cap Equity Fund
  • [ICRA]AAA

  • CARE AAA

  • Cash

  • CRISIL AA+

  • CRISIL AAA

  • Equity

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