MyWealthGrowth.com logo
HomeMutual Funds

HSBC Equity Hybrid Fund

HSBC Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

10.61

as on 19 May 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,543 today.

Invest Now

NAV Performance

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

Fund Information

  • ₹ 14.253

    as on 19 May 2022
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 521 Cr.

    as on 31 Dec 2021
  • 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 ₹ 14.253 as on 19 May 2022.

This fund has 3 years of track record. Since 31 Oct 2021 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 Ranjithgopal

    Picture of Ranjithgopal
  • About Kapil Punjabi

    Picture of Kapil PunjabiMr. Kapil Punjabi is MMS from Mumbai University. Prior to joining HSBC Asset Management (India) Pvt. Ltd., he has worked with Taurus Asset Management Co. Ltd., Edelweiss Asset Management Ltd., Edelweiss Securities Ltd. and Trans Market Group Research (India) Pvt. Ltd.
  • 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 Low 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 1.80% 0.49% 10.54% 27.10% 48.63% 26.38% 17.95% 16.96% 7.22% 29.36% 30.72% 22.87% 17.97%
Category Average -5.94% -6.42% -8.62% 5.81% 27.02% 11.95% 9.28% 12.94% -8.96% 10.80% 12.74% 10.78% 11.56%
HSBC Equity Hybrid Fund -7.37%₹ 9,262 -8.70%₹ 9,130 -11.30%₹ 8,870 1.46%₹ 10,146 -13.08%₹ 11,140 22.16%₹ 14,922 5.76%₹ 25,448 10.61%₹ 13,543 9.34%₹ 41,427 - - - -
ICICI Prudential Equity & Debt Fund -5.80%₹ 9,419 -3.63%₹ 9,637 -2.43%₹ 9,756 18.88%₹ 11,887 7.22%₹ 12,460 38.27%₹ 19,119 27.12%₹ 31,080 17.84%₹ 16,387 24.00%₹ 50,996 12.97%₹ 18,407 17.16%₹ 92,065 16.53%₹ 46,220 15.44%₹ 2,69,248
Kotak Equity Hybrid -5.44%₹ 9,456 -5.02%₹ 9,497 -7.11%₹ 9,289 7.42%₹ 10,742 -4.26%₹ 11,724 34.44%₹ 18,075 15.73%₹ 28,027 15.60%₹ 15,467 17.05%₹ 46,296 10.30%₹ 16,330 13.54%₹ 84,221 - -
Canara Robeco Equity Hybrid Fund -5.97%₹ 9,402 -7.65%₹ 9,234 -9.58%₹ 9,042 3.75%₹ 10,374 -10.17%₹ 11,334 23.34%₹ 15,212 8.32%₹ 26,103 13.02%₹ 14,449 11.99%₹ 43,055 10.69%₹ 16,621 11.35%₹ 79,793 13.97%₹ 37,013 12.56%₹ 2,30,861
DSP Equity And Bond Fund -7.14%₹ 9,285 -8.79%₹ 9,120 -13.30%₹ 8,669 -0.38%₹ 9,961 -15.62%₹ 10,968 23.45%₹ 15,240 6.09%₹ 25,532 12.08%₹ 14,091 10.05%₹ 41,856 8.80%₹ 15,252 9.81%₹ 76,786 12.89%₹ 33,649 11.65%₹ 2,19,877
Mirae Asset Hybrid - Equity Fund -6.36%₹ 9,364 -6.87%₹ 9,313 -9.96%₹ 9,004 4.33%₹ 10,432 -9.62%₹ 11,371 26.08%₹ 15,896 9.34%₹ 26,364 11.78%₹ 13,978 11.91%₹ 43,005 10.44%₹ 16,434 10.84%₹ 78,785 - -

Portfolio Holdings

Portfolio holdings pattern of HSBC Equity Hybrid Fund as on 21 May 2022 are listed below:

  • Equity Holdings:

    70.90%
  • Debt Holdings:

    23.00%
  • Others Holdings:

    6.10%

Top Sector Holdings of HSBC Equity Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 18.20% ₹ 92.37 Cr.
Computers - Software 11.16% ₹ 56.63 Cr.
Refineries/Marketing 3.45% ₹ 17.52 Cr.
Engineering, designing, construction 3.36% ₹ 17.06 Cr.
NBFC 3.07% ₹ 15.57 Cr.
Others 60.76% -

Top Stock Holdings of HSBC Equity Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
HDFC Bank Ltd. 5.83% ₹ 29.59 Cr.
ICICI Bank Ltd. 5.76% ₹ 29.24 Cr.
Infosys Ltd. 5.58% ₹ 28.32 Cr.
Reliance Industries Ltd. 3.45% ₹ 17.52 Cr.
Larsen & Toubro Ltd. 3.36% ₹ 17.06 Cr.
Others 76.02% -

Top Debt Instrument Type holdings of HSBC Equity Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
GOI 13.62% ₹ 69.13 Cr.
NCD & Bonds 9.38% ₹ 47.61 Cr.
Others 77.00% -

Top Debt Holdings of HSBC Equity Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 13.62% ₹ 69.13 Cr.
Bond - Rural Electrification Corporation Limited 2.02% ₹ 10.24 Cr.
Bond - Power Finance Corporation Ltd. 2.01% ₹ 10.23 Cr.
Bond - Housing Development Finance Corporation Ltd. 2.00% ₹ 10.16 Cr.
Bond - National Bank for Agriculture & Rural Development 1.02% ₹ 5.19 Cr.
Others 79.33%

Other Holdings

Holding TypeHolding Percentage
Reverse Repo 3.96%
TREPS 1.96%
Net Receivables 0.18%