1. Advisorkhoj
  2. HSBC Equity Hybrid Fund - Growth

HSBC Equity Hybrid Fund - Growth

Category: Hybrid: Aggressive
Launch Date: 22-10-2018
Asset Class: Mixed Asset
Benchmark: NIFTY 50 TRI
Expense Ratio: 2.42% As on (31-07-2019)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 640.75 Cr As on (31-07-2019)
Turn over: -
NAV as on 18-09-2019

10.4243

0.03 (0.2993%)

CAGR Since Inception

4.24%

NIFTY 50 TRI 13.11%

PERFORMANCE of HSBC Equity Hybrid Fund - Growth

Scheme Performance (%)

Data as on - 18-09-2019

Yearly Performance (%)

Fund Managers

Mr. Neelotpal Sahai and Mr. Sanjay Shah

Mr. Sahai is a B.Tech from IT BHU and PGDM from IIM. Prior to joining HSBC AMC he has worked with IDFC Investment Advisors. Mr. Shah is a Chartered Accountant and PGDM. Prior to joining HSBC in 2008 he has worked with FIL Fund Management Pvt. Ltd., Lehman Bros, ICICI Bank and Robo India Finance Pvt. Ltd.

Investment Objective

The scheme seeks long term capital growth and income through investments in equity and equity related securities and fixed income instruments.

RETURNS CALCULATOR for HSBC Equity Hybrid Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of HSBC Equity Hybrid Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Equity Hybrid Fund - Growth -
Hybrid: Aggressive - - - - - -

PEER COMPARISION of HSBC Equity Hybrid Fund - Growth

Period
Data as on - 18-09-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HSBC Equity Hybrid Fund - Growth 22-10-2018 0.0 0.0 0.0 0.0 0.0
BNP PARIBAS SUBSTANTIAL EQUITY HYBRID FUND- REGULAT PLAN -GROWTH OPTION 07-04-2017 5.9 4.85 0.0 0.0 0.0
Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option 05-09-2018 5.06 0.0 0.0 0.0 0.0
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth 31-12-1995 4.23 5.29 8.09 9.64 11.43
Axis Equity Hybrid Fund - Regular Plan - Growth Option 05-08-2018 3.88 0.0 0.0 0.0 0.0
LIC MF Equity Hybrid Fund-Regular Plan-Growth 31-03-1991 3.32 3.96 5.05 4.65 6.83
DSP Equity & Bond Fund- Regular Plan - Growth 27-05-1999 2.05 1.91 6.15 9.28 10.57
Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth 05-07-2015 1.39 3.39 8.59 0.0 0.0
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 01-02-1993 1.08 2.82 7.1 8.7 11.87
Essel Equity Hybrid Fund - Regular Plan - Growth 23-04-2018 0.18 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of HSBC Equity Hybrid Fund - Growth

Asset Allocation (%)

© 2016 Advisorkhoj - A Gamechanger Business Services (I) Pvt. Ltd. Brand - All Rights Reserved

Feedback