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

Buy Now Start SIP

Fund Manager Kapil Punjabi (Since about 4 years) Neelotpal Sahai (Since over 4 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%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
ICICI Prudential Equity & Debt Fund Direct Plan Growth	259.530	6.83%	21,233 cr	1.20%	Above Average
Baroda BNP Paribas Aggressive Equity Hybrid Direct Growth	20.190	3.49%	773 cr	0.61%	Below Average

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
JM Equity Hybrid Fund (Direct) - Growth Option	78.094	8.83%	12 cr	1.37%	High
HDFC Hybrid Equity Fund Direct Growth Option	89.522	7.66%	18,730 cr	1.09%	Above Average
ICICI Prudential Equity & Debt Fund Direct Plan Growth	259.530	6.83%	21,233 cr	1.2%	Above Average
Tata Hybrid Equity Fund Direct Plan Growth	341.853	6.74%	3,166 cr	1.05%	Average
Edelweiss Aggressive Hybrid Direct Plan Growth Option	44.050	6.48%	470 cr	0.36%	Average
PGIM India Hybrid Equity Fund Direct Plan Growth	106.290	5.07%	217 cr	0.68%	Average