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HSBC Equity Hybrid Fund

HSBC Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

14.78

as on 03 Dec 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,127 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

  • ₹ 15.676

    as on 03 Dec 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 521 Cr.

    as on 03 Dec 2021
  • 2.46%

    since 31 May 2021
  • 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 ₹ 15.676 as on 03 Dec 2021.

This fund has 3 years of track record. Since 31 May 2021 expense ratio of this fund is 2.46%. 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 Moderately 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 1.44% 6.17% 21.14% 53.58% 39.42% 28.02% 20.36% 17.96% 45.97% 52.33% 39.51% 26.62% 19.57%
Category Average -2.22% 1.58% 10.12% 29.92% 19.88% 15.59% 13.31% 13.73% 22.30% 29.10% 22.26% 15.66% 13.78%
HSBC Equity Hybrid Fund -2.88%₹ 9,711 0.59%₹ 10,058 7.97%₹ 10,797 24.03%₹ 12,402 17.03%₹ 13,076 17.68%₹ 13,854 24.69%₹ 30,444 14.78%₹ 15,127 19.77%₹ 48,131 - - - -
ICICI Prudential Equity & Debt Fund -2.74%₹ 9,726 6.17%₹ 10,617 15.93%₹ 11,592 47.54%₹ 14,754 37.08%₹ 14,284 24.97%₹ 15,628 40.10%₹ 34,743 19.16%₹ 16,929 28.77%₹ 54,453 15.54%₹ 20,607 19.25%₹ 96,940 16.73%₹ 47,038 16.71%₹ 2,88,413
Kotak Equity Hybrid -1.26%₹ 9,873 3.28%₹ 10,328 8.99%₹ 10,899 32.77%₹ 13,276 24.01%₹ 13,503 22.58%₹ 15,034 33.08%₹ 32,756 19.40%₹ 17,031 25.73%₹ 52,254 14.23%₹ 19,460 17.57%₹ 93,043 - -
Mirae Asset Hybrid - Equity Fund -2.40%₹ 9,759 1.17%₹ 10,117 9.23%₹ 10,922 28.33%₹ 12,833 20.74%₹ 13,303 18.98%₹ 14,163 27.82%₹ 31,298 16.21%₹ 15,700 21.71%₹ 49,450 15.32%₹ 20,410 16.38%₹ 90,360 - -
Canara Robeco Equity Hybrid Fund -2.48%₹ 9,751 -0.34%₹ 9,965 8.81%₹ 10,881 25.78%₹ 12,577 18.47%₹ 13,164 20.79%₹ 14,597 26.25%₹ 30,869 17.42%₹ 16,195 21.85%₹ 49,545 15.16%₹ 20,272 16.69%₹ 91,068 15.19%₹ 41,177 15.19%₹ 2,65,833
DSP Equity And Bond Fund -1.95%₹ 9,804 -0.01%₹ 9,999 9.26%₹ 10,926 28.32%₹ 12,831 20.68%₹ 13,300 20.90%₹ 14,623 28.39%₹ 31,455 18.29%₹ 16,559 23.08%₹ 50,390 14.49%₹ 19,685 16.71%₹ 91,105 14.37%₹ 38,363 15.01%₹ 2,63,349

Portfolio Holdings

Portfolio holdings pattern of HSBC Equity Hybrid Fund as on 07 Dec 2021 are listed below:

  • Equity Holdings:

    72.00%
  • Debt Holdings:

    23.17%
  • Others Holdings:

    4.83%

Top Sector Holdings of HSBC Equity Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 19.42% ₹ 98.25 Cr.
Computers - Software 9.98% ₹ 67.51 Cr.
Refineries/Marketing 4.53% ₹ 22.93 Cr.
NBFC 3.36% ₹ 17.01 Cr.
Engineering, designing, construction 3.14% ₹ 15.90 Cr.
Others 59.57% -

Top Stock Holdings of HSBC Equity Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 6.50% ₹ 32.88 Cr.
HDFC Bank Ltd. 6.42% ₹ 32.45 Cr.
Infosys Ltd. 5.61% ₹ 28.35 Cr.
Reliance Industries Ltd. 4.01% ₹ 20.29 Cr.
State Bank Of India 3.57% ₹ 18.08 Cr.
Others 73.89% -

Top Debt Instrument Type holdings of HSBC Equity Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
GOI 13.72% ₹ 69.39 Cr.
NCD & Bonds 9.45% ₹ 47.76 Cr.
Others 76.83% -

Top Debt Holdings of HSBC Equity Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 13.72% ₹ 69.39 Cr.
Bond - Housing & Urban Development Corporation Ltd. 3.03% ₹ 15.32 Cr.
Bond - Rural Electrification Corporation Limited 2.04% ₹ 10.30 Cr.
Bond - Housing Development Finance Corporation Ltd. 2.02% ₹ 10.22 Cr.
Bond - National Bank for Agriculture & Rural Development 1.03% ₹ 5.22 Cr.
Others 78.16%

Other Holdings

Holding TypeHolding Percentage
Net Receivables 2.38%
Reverse Repo 1.76%
TREPS 0.69%