HSBC Equity Hybrid Fund Reg-IDCW

Fund Category: Aggressive Hybrid

Fund Category Aggressive Hybrid

Very High Hybrid IDCW

1 Morning Star

0 Value Research

NAV( 25 Nov 2022)

₹ 13.71

-%

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HSBC Equity Hybrid Fund Reg-IDCW

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Performance

-%3y Returns

0.19% 1D Returns

Investment details

Min SIP amount

₹ 1000
Min Lumpsum

₹ 5000
Lock In

0
Expense ratio

2.47%
Exit load

1% For units more than 10% of the investments, an exit load of 1% if redeemed within 1 year.

L After 365 days

Fund details

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Fund size

₹ 475 Cr
Plan

REGULAR
Launch date

28 Sep 2018
Fund type

OPEN
Fund benchmark

CRISIL Hybrid 35+65 Aggressive Index
ISIN

INF336L01NM4

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Balkrishna Industries Ltd.	0.73%
Ashok Leyland Ltd.	0.7%
Maruti Suzuki India Ltd.	0.74%
Tata Motors Ltd.	1.91%
Aarti Industries Ltd.	0.76%
Atul Ltd.	0.72%
Navin Fluorine International Ltd.	0.63%
Supreme Industries Ltd.	0.78%
Vinati Organics Ltd.	0.76%
PI Industries Ltd.	0.83%
Prestige Estates Projects Ltd.	0.84%
Birla Corporation Ltd.	0.91%
DLF Ltd.	0.79%
Larsen & Toubro Ltd.	3.14%
Ultratech Cement Ltd.	0.98%
Kajaria Ceramics Ltd.	0.82%
Dalmia Bharat Ltd.	1.19%
Titan Company Ltd.	0.85%
Amber Enterprises India Ltd.	0.98%
Hindustan Petroleum Corporation Ltd.	0.52%
Reliance Industries Ltd.	4.01%
Polycab India Ltd.	0.76%
Dixon Technologies (India) Ltd.	1.09%
National Bank For Agriculture & Rural Development	1.03%
L&T Finance Ltd.	1.02%
Housing Development Finance Corpn. Ltd.	2.02%
REC Ltd.	2.04%
Export-Import Bank Of India	0.31%
Axis Bank Ltd.	2.93%
Housing Development Finance Corpn. Ltd.	1.12%
HDFC Bank Ltd.	6.42%
ICICI Bank Ltd.	6.5%
Bajaj Finance Ltd.	1.9%
SBI Cards & Payments Services Ltd.	1.46%
State Bank of India	3.57%
Quess Corp Ltd.	0.77%
Housing & Urban Development Corporation Ltd.	3.03%
Tata Consumer Products Ltd.	0.64%
Emami Ltd.	0.53%
Hindustan Unilever Ltd.	2.37%
Sun Pharmaceutical Industries Ltd.	1.26%
Gland Pharma Ltd.	0.8%
Narayana Hrudayalaya Ltd.	0.67%
Alkem Laboratories Ltd.	1.0%
JB Chemicals & Pharmaceuticals Ltd.	0.66%
SBI Life Insurance Company Ltd.	1.13%
Jindal Steel & Power Ltd.	0.74%
Zomato Ltd.	0.47%
GOI	6.21%
GOI	4.56%
GOI	2.95%
Birlasoft Ltd.	0.68%
Infosys Ltd.	5.61%
HCL Technologies Ltd.	1.58%
Mphasis Ltd.	1.34%
Tech Mahindra Ltd.	0.73%
Coforge Ltd.	0.77%
Arvind Ltd.	0.91%

Sectors

Company	Allocation %
Automobile	4.08%
Construction	8.67%
Consumer Staples	3.54%
Financial	34.12%
Capital Goods	1.85%
Consumer Discretionary	1.83%
Chemicals	4.48%
Textiles	0.91%
Services	0.47%
Sovereign	13.72%
Energy	4.53%
Technology	10.71%
Insurance	1.13%
Metals & Mining	0.74%
Healthcare	4.39%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

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HSBC Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.assetmanagement.hsbc.co.in
Phone:

Funds Offered

54
AUM

₹ 1,23,554 Cr
Website

http://www.assetmanagement.hsbc.co.in

About

HSBC Mutual fund is part of HSBC global asset manager which has a strong heritage of successfully connecting clients to global investment opportunities. HSBC has presence in 26 countries with USD 500 billion under management. Their proven expertise in connecting the developed and developing world allows to unlock sustainable investment opportunities for investors in all regions. Through a long-term commitment to clients and a structured and disciplined investment approach, they deliver solutions to support their financial ambitions.

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Frequently Asked Questions

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What is the current NAV of HSBC Equity Hybrid Fund Reg-IDCW?

The current NAV of HSBC Equity Hybrid Fund Reg-IDCW is ₹ 13.7097

How much does HSBC Equity Hybrid Fund Reg-IDCW charge as expense ratio?

The expense ratio of HSBC Equity Hybrid Fund Reg-IDCW is 2.47%

How to Redeem HSBC Equity Hybrid Fund Reg-IDCW Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in HSBC Equity Hybrid Fund Reg-IDCW?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

Secure your future with hassle-free investing on Moneyfy!

Can I invest in HSBC Equity Hybrid Fund Reg-IDCW through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in HSBC Equity Hybrid Fund Reg-IDCW based on your investment objective and risk profile.

What is the return of HSBC Equity Hybrid Fund Reg-IDCW?

For HSBC Equity Hybrid Fund Reg-IDCW, 3-year return is -% per annum and 5-year return is -% per annum. Check the return performance in detail on the page.