Overview (as on 30 Jul 2021)

NAV

₹15.4739

1y returns

36.159%

Fund AUM

₹534 Cr

Expense Ratio

1%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
35.99%
Tech
17.61%
Basic Materials
10.37%
Consumer
9.63%
Industrials
7.00%
Health
6.49%
Energy
5.51%
Defensive
4.47%
Utilities
1.04%
Real Estate
1.01%
Communication
0.88%
Size Breakup
Large Cap
78.86%
Mid Cap
20.54%
Small Cap
0.60%

Key Metrics

Yield to Maturity 

0.0%

Modified Duration 

0.0 yr

Sharpe Ratio 

0.0

Std deviation 

0.0%

Holdings

Fund Details

Investment Objectives
To seek long term capital growth and income through investments in equity and equity related securities and fixed income instruments. However, there is no assurance that the investment objective of the Scheme will be achieved
Scheme Name
HSBC Equity Hybrid Fund Direct Growth
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
26 October, 2018
Fund Manager
Sanjay Shah
Fund House Details
Fund House
HSBC Asset Management(India)Private Ltd
Email
hsbcmf@hsbc.co.in
Phone
+912240029600
Address
HSBC Asset Management (India) Private Ltd.,16, V N Road,,Fort

Other Related Plans

Peer Funds

HSBC Equity Hybrid Fund Direct Growth

NAV

₹15.4739

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Sanjay Shah
Sanjay Shah

Manager

Qualifications
B. Com., A. C. A., PGDM
Work Experience
"Over 10 years of experience in research and risk- _ HSBC Asset Management (India) Private Limited Vice President & Fund Manager, Fixed Income since December 2008 onwards _ FIL Fund Management Private Limited Credit Analyst from September 2008 to December 2008 _ Lehman Brothers Structured Financial Services Private Limited Vice President, Convertible Products from September 2006 to September 2008 _ Rabo India Finance Private Limited Senior Manager - Credit Risk from July 2004 to September 2006 _ ICICI Bank Limited Manager, Credit Risk from January 2003 to June 2004 _ SBI Funds Management Private Limited Chief Manager, Debt Funds from June 1999 to January 2003"
Neelotpal Sahai
Neelotpal Sahai

leader

Qualifications
B.Tech from ITBHU Varanasi PGDM from IIM Calcutta
Work Experience
"He was previously designated as Director Equity in IDFC Investment Advisors wherein he was Managing Equity Portfolios (PMS) and Generating stock ideas In his previous assignment in Motilal Oswal Securities Ltd he was designated as Senior research analyst before which in Infosys Technologies Ltd. he was designated as Senior Project Manager He has an overall experience of seventeen years."
Kapil Punjabi
Kapil Punjabi

manager

Qualifications
B.M.S., M.M.S. (Mumbai University)
Work Experience
"He has worked with Edelweiss Asset Management Limited as Fixed Income - Fund Manager for 2 years and 6 months. Prior to joining Edelweiss Asset Management Limited, he has worked with Edelweiss Securities Limited for 2 years and was responsible for investing in Indian Debt and Equity Markets for the Asset Management Division. Prior to joining Edelweiss Securities Limited, he has worked with an overseas research entity where he was responsible for research and creating trading strategies for the US and European Bond Futures and Interest Rate Futures from India."
Ranjithgopal A.
Ranjithgopal A.

manager

Work Experience
"null"

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