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HSBC Equity Hybrid Fund

HSBC Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

11.88

as on 25 Nov 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,008 today.

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NAV Performance

HSBC Equity Hybrid Fund performance graph for last 3 years
Performance of HSBC Equity Hybrid Fund for last 3 Years

Fund Information

  • ₹ 15.804

    as on 25 Nov 2022
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 4,601 Cr.

    as on 31 Oct 2022
  • 2.47%

  • 22 Oct 2018

  • Hybrid - Aggressive Hybrid Fund

  • Nifty 50

  • HSBC Mutual Fund

    Show All Funds

Highlights of this fund

HSBC Equity Hybrid Fund is an Open-ended Hybrid Fund. The fund belongs to Aggressive Hybrid Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 22 Oct 2018. This fund is offered by one of the top AMC (Assets Management Company) HSBC Mutual Fund. You can also view here all other Hybrid funds offered by HSBC Mutual Fund.

Latest NAV of the fund is ₹ 15.804 as on 25 Nov 2022.

This fund has 4 years of track record. Since 31 Oct 2022 expense ratio of this fund is 2.47%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

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.

List of Fund Managers of HSBC Equity Hybrid Fund

  • About Kapil Lal Punjabi

    Picture of Kapil Lal Punjabi
  • About Neelotpal Sahai

    Picture of Neelotpal SahaiMr. Sahai is a B.Tech from IT BHU and PGDM from IIM Prior to joining HSBC AMC he has worked with IDFC Investment Advisors.
  • About Kapil Lal Punjabi

    Picture of Kapil Lal Punjabi
  • About Neelotpal Sahai

    Picture of Neelotpal SahaiMr. Sahai is a B.Tech from IT BHU and PGDM from IIM Prior to joining HSBC AMC he has worked with IDFC Investment Advisors.
  • About Kapil Lal Punjabi

    Picture of Kapil Lal Punjabi
  • About Neelotpal Sahai

    Picture of Neelotpal SahaiMr. Sahai is a B.Tech from IT BHU and PGDM from IIM Prior to joining HSBC AMC he has worked with IDFC Investment Advisors.
  • About Neelotpal Sahai

    Picture of Neelotpal SahaiMr. Sahai is a B.Tech from IT BHU and PGDM from IIM Prior to joining HSBC AMC he has worked with IDFC Investment Advisors.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 5.62% 8.75% 10.54% 27.10% 27.59% 33.38% 18.90% 18.22% 18.17% 13.34% 20.45% 21.69% 17.37%
Category Average 3.58% 5.33% 2.96% 14.34% 9.77% 19.58% 10.79% 13.18% 12.74% 8.17% 12.54% 13.28% 12.00%
HSBC Equity Hybrid Fund 1.98%₹ 10,198 2.69%₹ 10,269 10.39%₹ 11,038 - - - - - - - - - -
ICICI Prudential Equity & Debt Fund 3.32%₹ 10,332 4.82%₹ 10,482 3.97%₹ 10,396 15.31%₹ 11,530 14.87%₹ 12,941 16.63%₹ 13,601 13.34%₹ 27,407 27.33%₹ 20,669 20.45%₹ 48,562 15.04%₹ 20,157 18.96%₹ 96,209 16.36%₹ 45,527 15.53%₹ 2,70,664
Kotak Equity Hybrid 3.50%₹ 10,350 5.15%₹ 10,514 2.99%₹ 10,299 14.45%₹ 11,444 12.21%₹ 12,775 9.57%₹ 12,005 9.10%₹ 26,307 23.39%₹ 18,807 14.33%₹ 44,541 12.60%₹ 18,104 15.33%₹ 88,032 - -
HDFC Hybrid Equity Fund 3.40%₹ 10,340 6.20%₹ 10,619 4.54%₹ 10,454 18.71%₹ 11,871 16.98%₹ 13,072 11.74%₹ 12,485 12.31%₹ 27,137 23.76%₹ 18,975 16.32%₹ 45,824 12.10%₹ 17,710 15.37%₹ 88,130 13.51%₹ 35,547 12.20%₹ 2,26,424
Sundaram Equity Hybrid Fund 1.80%₹ 10,179 0.49%₹ 10,048 10.54%₹ 11,054 - - - - - - - - - -
Canara Robeco Equity Hybrid Fund 4.08%₹ 10,408 5.64%₹ 10,564 2.73%₹ 10,272 14.22%₹ 11,421 12.36%₹ 12,785 8.18%₹ 11,703 7.61%₹ 25,924 17.90%₹ 16,404 11.25%₹ 42,602 11.96%₹ 17,594 12.98%₹ 83,089 14.24%₹ 37,903 12.74%₹ 2,33,051

Portfolio Holdings

Portfolio holdings pattern of HSBC Equity Hybrid Fund as on 08 Jun 2023 are listed below:

  • Equity Holdings:

    70.69%
  • Debt Holdings:

    23.25%
  • Others Holdings:

    6.06%

Top Sector Holdings of HSBC Equity Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 20.32% ₹ 96.45 Cr.
Computers - Software 6.32% ₹ 30.01 Cr.
Refineries/Marketing 5.37% ₹ 25.50 Cr.
NBFC 4.06% ₹ 19.26 Cr.
Passenger/Utility vehicles 3.97% ₹ 18.84 Cr.
Others 59.96% -

Top Stock Holdings of HSBC Equity Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 6.89% ₹ 32.71 Cr.
HDFC Bank Ltd. 6.78% ₹ 32.18 Cr.
Reliance Industries Ltd. 5.37% ₹ 25.50 Cr.
Infosys Ltd. 4.86% ₹ 23.07 Cr.
Axis Bank Ltd. 3.63% ₹ 17.21 Cr.
Others 72.47% -

Top Debt Instrument Type holdings of HSBC Equity Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
GOI 11.40% ₹ 54.12 Cr.
NCD & Bonds 10.82% ₹ 51.39 Cr.
CD 1.03% ₹ 4.89 Cr.
Others 76.75% -

Top Debt Holdings of HSBC Equity Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 11.40% ₹ 54.12 Cr.
Bond - National Bank for Agriculture & Rural Development 3.20% ₹ 15.21 Cr.
Bond - Power Finance Corporation Ltd. 2.25% ₹ 10.69 Cr.
Bond - Bajaj Finance Ltd. 2.14% ₹ 10.16 Cr.
Bond - LIC Housing Finance Ltd. 2.12% ₹ 10.09 Cr.
Others 78.89%

Other Holdings

Holding TypeHolding Percentage
Reverse Repo 4.12%
TREPS 2.38%
Net Receivables -0.44%