Item: HSBC Equity Hybrid Fund Direct Growth
Rating: 3
Author: Morningstar

Home › Mutual Funds › HSBC Mutual Fund › HSBC Equity Hybrid Fund Direct Growth

16.765 (0.193%)

NAV on November 25, 2022

Category Allocation:
Aggressive Allocation

Investment StyleBox

Large Growth

Interest rate sensitivity
Credit quality

N/A

Total Assets 480 cr

Turnover Ratio 68.97%

Expense Ratio 1.00%

Exit Load 1.00%if redeemed within
1 Years0.00%if redeemed after 1 Years

Returns

Min Investment 5,000

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Fund Manager Kapil Punjabi (Since over 7 years) Neelotpal Sahai (Since almost 8 years)

ISIN INF336L01NH4

Fund Family HSBC

P/E Ratio 25.43

P/B Ratio 3.58

Launch Date October 26, 2018

Benchmark CRISIL Hybrid 35+65 - Agg TR INR

Avg. Maturity -

Yield To Maturity (%) -

Financial 36.72%

Industrial 8.73%

Technology 12.01%

Basic Materials 8.32%

Consumer Cyclical 9.85%

Utilities Services 2.03%

Healthcare Services 6.00%

Energy Services 7.37%

Communication Services 1.39%

Consumer Defensive 5.44%

Real Estate 2.15%

Top Aggressive Allocation Funds

Name	Latest NAV	Returns 1y	Fund Assets	Expense Ratio	Risk
Bank of India Aggressive Hybrid Fund Direct Growth	₹ 47.970	15.81%	₹ 2,051 cr	0.60%	High
Quant Aggressive Hybrid Fund Growth Option Direct Plan	₹ 506.436	10.09%	₹ 2,175 cr	1.38%	High
Edelweiss Aggressive Hybrid Direct Plan Growth Option	₹ 75.820	3.16%	₹ 3,907 cr	0.84%	Average
ICICI Prudential Aggressive Hybrid Fund Direct Plan Growth	₹ 446.360	0.96%	₹ 52,433 cr	1.05%	Below Average

Best Aggressive Allocation Funds

Name	Latest NAV	Returns 1y	Fund Assets	Expense Ratio	Risk
Baroda Hybrid Equity Fund Plan B (Direct) Growth Option	₹ 89.283	16.15%	₹ 374 cr	1.78%	Average
Bank of India Aggressive Hybrid Fund Direct Growth	₹ 47.970	15.81%	₹ 2,051 cr	0.6%	High
Quant Aggressive Hybrid Fund Growth Option Direct Plan	₹ 506.436	10.09%	₹ 2,175 cr	1.38%	High
Navi Aggressive Hybrid Fund Direct Growth	₹ 25.812	9.65%	₹ 116 cr	0.49%	Above Average
HSBC Aggressive Hybrid Fund Direct Plan Growth Option	₹ 69.059	7.46%	₹ 5,870 cr	0.93%	High
Edelweiss Aggressive Hybrid Direct Plan Growth Option	₹ 75.820	3.16%	₹ 3,907 cr	0.84%	Average
ICICI Prudential Aggressive Hybrid Fund Direct Plan Growth	₹ 446.360	0.96%	₹ 52,433 cr	1.05%	Below Average