HSBC Equity Hybrid Fund IDCW

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Aggressive NAV 13.7097 0 25 November, 2022
HSBC Equity Hybrid Fund IDCW was previously known as

Fund Details

Category Aggressive
Fund Type Open Ended
Investment Plan Dividend
Launch Date 22 October, 2018
Benchmark
Asset Size(Cr) 474.68 (As on 31-10-2022)
Turn over 51%
Min Investment ₹ 5000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 2.47% (As on 31-10-2022)
Fund Manager Kapil Punjabi, Neelotpal Sahai

Investment Returns (As on 25 Nov, 2022)

Duration Returns Benchmark Category
1 W 0.73% 0.76% 1.02%
1 M 1.33% 4.37% 2.52%
3 M 2.03% 5.14% 3.87%
6 M 9.68% 15.73% 12.82%
1 Y -1.05% 7.56% 3.35%
2 Y 12.14% 20.48% 17.72%
3 Y 11.53% 17.15% 14.11%
5 Y - 13.63% 9.87%

Risk Mesasures (As on 25 Nov, 2022)

Std Dev Sharpe Beta Alpha
Fund
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 31 Oct, 2022)

Assets Allocation

Sector Holdings
Others 6.5%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
HSBC Equity Hybrid Fund IDCW -1.05% 11.53% 0%
ICICI Prudential Equity & Debt Fund - Growth 9.37% 20.88% 13.55%
SBI Equity Hybrid Fund - Regular Plan -Growth 1.58% 13.1% 10.65%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth -2.9% 11.7% 7.05%
HSBC Aggressive Hybrid Fund - Regular Growth -2.82% 11.03% 7.25%
Nippon India Equity Hybrid Fund - Growth Plan 5.92% 9.36% 5.3%

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