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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
HSHSBC MFRegular · Growth

HSBC Equity Hybrid Fund - Regular Plan - Growth

hybridHybrid - Aggressive Hybrid FundBenchmark: CRISIL Hybrid 35+65 - Aggressive Index
NAV · 25 Nov 2022₹15.80+0.19%
AUM₹471 Cr
Expense Ratio2.47%
CAGR—
Exit LoadNil upto 10% of units and 1% for remaining units on or before 1Y, Nil after 1Y
Min SIP—
Launched2018

Investment 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 Mandate

Debt & MMI (including Cash & Cash equivalents)20%–35%
Equities & Equity related securities65%–80%
Units issued by REITs and InvITs0%–10%
Asset Allocation
Domestic Equity70.7%
Debt23.3%
Cash & Equivalents6.0%
Fund Managers
NS
Neelotpal Sahai
Fund Manager
Key Information
2.47%
—
₹5,000
Nil upto 10% of units and 1% for remaining units on or before 1Y, Nil after 1Y
Nil
Inception22 Oct 2018
AMCHSBC MF
Top Holdings As of 31 Oct 2022
1ICICI Bank Ltd.Bank6.89%
2HDFC Bank Ltd.Bank6.78%
3Reliance Industries Ltd.Crude Oil5.37%
4Infosys Ltd.IT4.86%
5Reverse ReposOthers4.12%
6Axis Bank Ltd.Bank3.63%
7GOI 07.17% 08JAN28G-Sec3.62%
85.63% GOI 12APR2026G-Sec3.41%
9Larsen & Toubro Ltd.Infrastructure3.41%
10ITC Ltd.FMCG3.31%
Sector Allocation
Bank24.6%
Finance11.7%
G-Sec11.4%
IT7.7%
Crude Oil5.4%
Automobile & Ancillaries5.3%
Healthcare4.8%
Others3.7%
Infrastructure3.4%
FMCG3.3%
Construction Materials3.0%
Chemicals2.6%
Miscellaneous2.4%
Realty1.7%
Consumer Durables1.6%
Gas Transmission1.4%
Insurance1.3%
Alcohol0.9%
Diamond & Jewellery0.9%
Media & Entertainment0.9%
Logistics0.8%
Abrasives0.7%
Business Services0.5%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

No recent news found for HSBC Equity Hybrid Fund - Regular Plan - Growth.

HSBC MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.19%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.47%
Nil upto 10% of units and 1% for remaining units on or before 1Y, Nil after 1Y
Nil
—
₹5,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme