HSBC Equity Hybrid Fund - Growth - Regular Plan

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  • Net Change on 19-02-2019

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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 -3.94 -2.88 -1.71 13.73 12.76 13.35

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 -5.56 10.56 10.64 2.70 686.07
DHFL Pramerica Hybrid Equity Fund - Growth Option Feb 05, 2004 -3.96 8.21 10.81 2.40 192.45
LIC MF Equity Hybrid Fund-Regular Plan-Growth Jan 01, 1991 -3.78 10.23 8.26 2.27 336.68
Quant Absolute Fund-Growth Option Mar 20, 2001 -5.37 9.07 14.39 2.50 2.77
Shriram Hybrid Equity Fund- Growth Dec 06, 2013 -0.71 9.70 9.17 2.43 55.04

Fund Holdings as on 31-January-2019

  • HDFC Bank Ltd.

  • ICICI Bank Ltd.

  • National Bank for Agriculture & Rural Development**

  • Small Industries Development Bank of India**

  • Reliance Industries Ltd.

  • Axis Bank Ltd.

  • Infosys Ltd.

  • Housing Development Finance Corporation Ltd.

  • Reverse Repos / Treps

  • State Bank of India

  • LIC Housing Finance Ltd.**

  • Housing Development Finance Corporation Ltd.**

  • Aditya Birla Finance Ltd.**

  • Shriram Transport Finance Company Ltd.**

  • ITC Ltd.

  • Larsen & Toubro Ltd.

  • RBL Bank Ltd.

  • Kotak Mahindra Bank Ltd.

  • Tata Consultancy Services Ltd.

  • REC Ltd.^

  • Power Grid Corporation of India Ltd.**

  • Maruti Suzuki India Ltd.

  • Vedanta Ltd.

  • Hindustan Unilever Ltd.

  • City Union Bank Ltd.

  • DCB Bank Ltd.

  • Asian Paints Ltd.

  • Kajaria Ceramics Ltd.

  • Nestle India Ltd.

  • Colgate Palmolive (India) Ltd.

  • Reliance Industries Ltd.**

  • Page Industries Ltd.

  • NTPC Ltd.

  • Jindal Steel & Power Ltd.

  • Aurobindo Pharma Ltd.

  • Petronet LNG Ltd.

  • Coal India Ltd.

  • Sun TV Network Ltd.

  • 7.59% Govt of India Red 11-01-2026

  • HCL Technologies Ltd.

  • Power Finance Corporation Ltd.**

  • Supreme Industries Ltd.

  • Reliance Industries Ltd.^

  • Escorts Ltd.

  • Sterlite Technologies Ltd.

  • Balkrishna Industries Ltd.

  • Graphite India Ltd.

  • Sun Pharmaceutical Ind Ltd.

  • Motherson Sumi Systems Ltd.

  • Mahindra & Mahindra Ltd.

  • Voltas Ltd.

  • NCC Ltd.

  • Sadbhav Engineering Ltd.

  • Tech Mahindra Ltd.

  • Bandhan Bank Ltd.

  • Net Current Assets (including cash & bank balances)

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Refineries

  • Engineering - Construction

  • Finance - Housing

  • Bank - Public

  • Household & Personal Products

  • Automobiles - Passenger Cars

  • Cigarettes/Tobacco

  • Pharmaceuticals & Drugs

  • Metal - Non Ferrous

  • Paints

  • Ceramics/Marble/Granite/Sanitaryware

  • Consumer Food

  • Textile

  • Power Generation/Distribution

  • Steel/Sponge Iron/Pig Iron

  • Industrial Gases & Fuels

  • Mining & Minerals

  • TV Broadcasting & Software Production

  • Plastic Products

  • Cable

  • Automobiles-Tractors

  • Tyres & Allied

  • Electrodes & Welding Equipment

  • Auto Ancillary

  • Air Conditioners

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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 ₹626.73 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 ₹0.01(0.08%)yesterday to ₹10.06.

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

  • Sov

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