15.80
NAV (Nov 25,2022)

The HSBC Equity Hybrid Fund - Regular Plan - Growth is a mutual fund scheme offered by HSBC. It aims to provide investors with a combination of both equity and debt investments. The fund has an expense ratio of 2.47% and a minimum investment requirement of INR 5000. As of the establishment date on October 22, 2018, the scheme's assets under management (AUM) stood at INR 474.67 crores. The fund has a lock period of 0 years, providing investors with flexibility in terms of redemption.

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.47%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

474.67 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Oct 15, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,269.14 (2.69%)11,038.88 (10.39%)9,958.73 (-0.41%)14,008.26 (40.08%)-- (--)
30,807.42 (2.69%)33,116.64 (10.39%)29,876.19 (-0.41%)42,024.78 (40.08%)-- (--)
51,345.7 (2.69%)55,194.4 (10.39%)49,793.65 (-0.41%)70,041.3 (40.08%)-- (--)
82,153.12 (2.69%)88,311.04 (10.39%)79,669.84 (-0.41%)1,12,066.08 (40.08%)-- (--)
1,02,691.4 (2.69%)1,10,388.8 (10.39%)99,587.3 (-0.41%)1,40,082.6 (40.08%)-- (--)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • ICICI Bank Limited6.89%
  • HDFC Bank Limited6.78%
  • Reliance Industries Limited5.37%
  • Infosys Limited4.86%
  • Reverse Repos4.12%
  • Bajaj Finance Limited4.02%
  • Axis Bank Limited3.63%
  • GOI JAN3.62%
  • GOI APR3.41%
  • Larsen & Toubro Limited3.41%
  • ITC Limited3.31%
  • National Bank for Agriculture & Rural Development3.20%
  • State Bank of India3.02%
  • Treps2.38%
  • Power Finance Corporation Limited2.25%
  • SBI Cards & Payment Services Limited2.18%
  • LIC Housing Finance Limited2.12%
  • GOVERNMENT OF INDIA APR2.08%
  • Mahindra & Mahindra Limited1.85%
  • UltraTech Cement Limited1.70%
  • DLF Limited1.66%
  • Sun Pharmaceutical Industries Limited1.61%
  • Gujarat Gas Limited1.42%
  • Dalmia Bharat Limited1.35%
  • Tech Mahindra Limited1.34%
  • SBI Life Insurance Company Limited1.33%
  • GOI NOV1.23%
  • Tata Motors Limited1.22%
  • L & T Finance Ltd1.11%
  • MAHARASHTRA Oct SDL1.06%
  • Small Industries Development Bank of India1.03%
  • SRF Limited0.97%
  • PI Industries Litmited0.96%
  • Rainbow Children s Medicare Ltd0.94%
  • PVR Limited0.93%
  • Maruti Suzuki India Limited0.90%
  • Titan Company Limited0.87%
  • United Breweries Limited0.87%
  • Dixon Technologies India Limited0.86%
  • Container Corporation of India Limited0.84%
  • MphasiS Limited0.83%
  • J B Chemicals & Pharmaceuticals Limited0.83%
  • Amber Enterprises India Limited0.78%
  • Sona BLW Precision Forgings Limited0.74%
  • Laurus Labs Limited0.72%
  • Carborundum Universal Limited0.71%
  • Vinati Organics Limited0.68%
  • Gland Pharma Limited0.68%
  • Rategain Travel Technologies Ltd0.63%
  • Balkrishna Industries Limited0.62%
  • Quess Corp Limited0.52%
  • Net Current Assets including cash & bank balances-0.45%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - GrowthBank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth

HYBRID

Very High

24.65%

Bandhan Hybrid Equity Fund - Regular Plan - GrowthBandhan Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

15.02%

LIC MF Aggressive Hybrid Fund - GrowthLIC MF Aggressive Hybrid Fund - Growth

HYBRID

Very High

12.85%

Union Aggressive Hybrid Fund - Regular Plan - GrowthUnion Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

12.61%

Mirae Asset Aggressive Hybrid Fund - Regular Plan - GrowthMirae Asset Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

10.60%

Franklin India Equity Hybrid Fund - GrowthFranklin India Equity Hybrid Fund - Growth

HYBRID

Very High

10.60%

PGIM India Hybrid Equity Fund - GrowthPGIM India Hybrid Equity Fund - Growth

HYBRID

Very High

9.20%

HDFC Hybrid Equity Fund - GrowthHDFC Hybrid Equity Fund - Growth

HYBRID

Very High

7.93%

Motilal Oswal Equity Hybrid Fund - Regular Plan - GrowthMotilal Oswal Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

7.87%

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

6.51%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

JM Aggressive Hybrid Fund - GrowthJM Aggressive Hybrid Fund - Growth

HYBRID

Very High

43.56%

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

34.63%

Bandhan Hybrid Equity Fund - Regular Plan - GrowthBandhan Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

30.81%

LIC MF Aggressive Hybrid Fund - GrowthLIC MF Aggressive Hybrid Fund - Growth

HYBRID

Very High

29.74%

UTI Aggressive Hybrid Fund - Regular Plan - GrowthUTI Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

28.27%

Aditya Birla Sun Life Equity Hybrid '95 Fund - GrowthAditya Birla Sun Life Equity Hybrid '95 Fund - Growth

HYBRID

Very High

25.24%

Kotak Equity Hybrid Fund - IDCWKotak Equity Hybrid Fund - IDCW

HYBRID

Very High

23.26%

Mirae Asset Aggressive Hybrid Fund - Regular Plan - GrowthMirae Asset Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

22.90%

PGIM India Hybrid Equity Fund - GrowthPGIM India Hybrid Equity Fund - Growth

HYBRID

Very High

22.62%

Motilal Oswal Equity Hybrid Fund - Regular Plan - GrowthMotilal Oswal Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

17.72%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Edelweiss Aggressive Hybrid Fund - Regular Plan - GrowthEdelweiss Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

18.95%

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - GrowthMahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

16.11%

Invesco India Aggressive Hybrid Fund - Regular Plan - GrowthInvesco India Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

15.70%

Canara Robeco Equity Hybrid Fund - Regular Plan - GrowthCanara Robeco Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

13.41%

DSP Equity & Bond Fund - Regular Plan - GrowthDSP Equity & Bond Fund - Regular Plan - Growth

HYBRID

Very High

12.99%

Tata Hybrid Equity Fund - Regular Plan - GrowthTata Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

12.98%

Navi Aggressive Hybrid Fund - Regular Plan - GrowthNavi Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

12.62%

Shriram Aggressive Hybrid Fund - Regular Plan - GrowthShriram Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

12.40%

Sundaram Aggressive Hybrid Fund - GrowthSundaram Aggressive Hybrid Fund - Growth

HYBRID

High

12.24%

Groww Aggressive Hybrid Fund - Regular Plan - GrowthGroww Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

12.00%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

26.68%

JM Aggressive Hybrid Fund - GrowthJM Aggressive Hybrid Fund - Growth

HYBRID

Very High

26.23%

Bandhan Hybrid Equity Fund - Regular Plan - GrowthBandhan Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

17.82%

Franklin India Equity Hybrid Fund - GrowthFranklin India Equity Hybrid Fund - Growth

HYBRID

Very High

17.62%

Kotak Equity Hybrid Fund - IDCWKotak Equity Hybrid Fund - IDCW

HYBRID

Very High

16.98%

UTI Aggressive Hybrid Fund - Regular Plan - GrowthUTI Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

15.68%

HDFC Hybrid Equity Fund - GrowthHDFC Hybrid Equity Fund - Growth

HYBRID

Very High

14.88%

Mirae Asset Aggressive Hybrid Fund - Regular Plan - GrowthMirae Asset Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.25%

LIC MF Aggressive Hybrid Fund - GrowthLIC MF Aggressive Hybrid Fund - Growth

HYBRID

Very High

13.71%

PGIM India Hybrid Equity Fund - GrowthPGIM India Hybrid Equity Fund - Growth

HYBRID

Very High

13.28%

Fund Managers

NS

Mr. Neelotpal SahaiSenior Vice President and Senior Fund Manager - Equities

Mr. Neelotpal Sahai has over 18 years of experience in research and Fund Management. He is Senior Fund Maanger in HSBC AMC since April 2013 till date. Previously he has worked with IDFC Asset Management Company Ltd., Motilal Oswal Securities Ltd., Infosys Ltd., Vickers Ballas Securities Ltd., SBC Warburg and UTI Securities Ltd.

KP

Mr. Kapil PunjabiFund Manager - Fixed Income

Mr. Kapil Punjabi is the Fund Manager of Taurus Liquid Fund and Taurus Ultra Short Term Income Fund.He will be the Co-Fund Manager for Taurus Short Term Income Fund, Taurus Dynamic Income Fund, Taurus Gilt Fund, Taurus MIP Advantage and Taurus FMPs.

Get your latest Credit Score, FREE

Compare with similar Funds

HSBC Equity Hybrid Fund - Regular Plan - Growth

vs

HSBC Equity Hybrid Fund - Regular Plan - Growth

vs

HSBC Equity Hybrid Fund - Regular Plan - Growth

vs

HSBC Equity Hybrid Fund - Regular Plan - Growth

vs

HSBC Equity Hybrid Fund - Regular Plan - Growth

vs

HSBC Equity Hybrid Fund - Regular Plan - Growth

vs

HSBC Equity Hybrid Fund - Regular Plan - Growth

vs

HSBC Equity Hybrid Fund - Regular Plan - Growth

vs

HSBC Equity Hybrid Fund - Regular Plan - Growth

vs

HSBC Equity Hybrid Fund - Regular Plan - Growth

vs

FAQ's

What is the risk level associated with the HSBC Equity Hybrid Fund - Regular Plan - Growth?

The HSBC Equity Hybrid Fund - Regular Plan - Growth is a mutual fund that carries a Very High risk profile.

What is the current NAV (Net Asset Value) of the HSBC Equity Hybrid Fund - Regular Plan - Growth as of Nov 25,2022?

The current NAV of the HSBC Equity Hybrid Fund - Regular Plan - Growth as of Nov 25,2022 is INR 15.80.

What is the expense ratio associated with the HSBC Equity Hybrid Fund - Regular Plan - Growth?

The HSBC Equity Hybrid Fund - Regular Plan - Growth has a 2.47% expense ratio.

What is the minimum investment amount required for the HSBC Equity Hybrid Fund - Regular Plan - Growth?

The HSBC Equity Hybrid Fund - Regular Plan - Growth requires a minimum investment amount of INR 5000.

Is there a systematic investment plan (SIP) available for the HSBC Equity Hybrid Fund - Regular Plan - Growth?

Yes, the HSBC Equity Hybrid Fund - Regular Plan - Growth offers SIP starting from INR 5000 per month.

Mutual Funds Calculator

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actually is

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertainties

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your

Urban Money