HSBC Equity Hybrid Fund
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 16.6% | 28.4% | 13.5% | - | ||||
| Category Average | - | - | - | - |
Scheme Allocation
Advance Ratio
Exit Load
| Exit Load | Any redemption/switch-out of units within 1 year from the date of allotment shall be subject exit load as under: a. For 10% of the units redeemed/switched-out: Nil b. For remaining units redeemed or switched-out: 1.00% Nil - If Units are redeemed/switched-out after 1 year from the date of allotment. |
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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 Managers
Neelotpal Sahai - Fund Manager
Mr Neelotpal Sahai, a top fund manager at HSBC Asset Management India, is known for creating a new asset class of debt opportunistic income funds. This means he is driven to seek out bonds and income-producing instruments with high coupon rates, which he aims to convert into higher yields.
This is in a market where the average income fund returns around 6.25% per annum, but Mr Sahai’s flagship fund, HSBC India Income Fund (G), has generated a compounded annual growth rate of over 15% since its launch in 1999. Mr Sahai is a Chartered Accountant by education and has over 18 years of experience in the financial services industry, having worked with HSBC since 1991.
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Hybrid .
- Aggressive Hybrid .
-
- 22,144
-
16%Fund Size - 22,144
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30.9%Fund Size - 22,144
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15.5%Fund Size - 22,144
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- Hybrid .
- Aggressive Hybrid .
-
- 4,440
-
16.3%Fund Size - 4,440
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26.8%Fund Size - 4,440
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11.1%Fund Size - 4,440
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- Hybrid .
- Aggressive Hybrid .
-
- 2,820
-
17.3%Fund Size - 2,820
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26.8%Fund Size - 2,820
-
7%Fund Size - 2,820
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- Hybrid .
- Aggressive Hybrid .
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- 3,249
-
17%Fund Size - 3,249
-
24.7%Fund Size - 3,249
-
11.3%Fund Size - 3,249
-
- Hybrid .
- Aggressive Hybrid .
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- 1,374
-
14.3%Fund Size - 1,374
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23.7%Fund Size - 1,374
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11.2%Fund Size - 1,374
AMC Contact Details
Frequently Asked Questions
How to invest in HSBC Equity Hybrid Fund ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HSBC Equity Hybrid Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the expense ratio of HSBC Equity Hybrid Fund ?
What is the AUM of HSBC Equity Hybrid Fund?
What are the top stock holdings of HSBC Equity Hybrid Fund?
- ICICI Bank - 6.89%
- HDFC Bank - 6.78%
- Reliance Industr - 5.37%
- Infosys - 4.86%
- Axis Bank - 3.63%
What is the NAV of HSBC Equity Hybrid Fund ?
How to redeem HSBC Equity Hybrid Fund holding ?
What is the minimum sip amount of HSBC Equity Hybrid Fund?
What are the top sectors HSBC Equity Hybrid Fund has invested in??
- ICICI Bank - 6.89%
- HDFC Bank - 6.78%
- Reliance Industr - 5.37%
- Infosys - 4.86%
- Axis Bank - 3.63%