Rating : ★ ★ ★ ☆ ☆

HSBC Equity Hybrid Fund - IDCW ReInvestment

Hybrid

  

Aggressive Hybrid Fund

NAV

13.6351-0.0511

(as on 24 May, 2022)

RETURNS

9.72 %

Fund Type

Open Ended

Investment Plan

Dividend Reinvestment

Expense Ratio

2%

Asset Size

455.62 Cr.

(As of 24 May, 2022)

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

Riskometer

Investors understand that their principal will be at Risk.

Objective

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.

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Fund manager

Kapil Punjabi

Exit load

1 %

(If redeemed within 365 days)

Minimum sip

₹1000

Minimum investment

₹5000

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

6.97% Govt Stock 2026

6.18%

Reliance Industries Ltd

5.79%

HDFC Bank Ltd

5.73%

Infosys Ltd

5.72%

Sector Allocation

About the Scheme Type

Aggressive Hybrid Funds are open ended schemes which invest a large portion of their assets – 65 to 80%, in equity and equity related instruments. The remaining, at least 20%, needs to be invested in debt instruments. Because of the debt component as well, they’re less risky as compared to pure play equity mutual funds but their returns are also less, for the same reason. These funds allow the fund manager to take advantage of arbitrage opportunities, meaning the fund manager can buy securities at a low price in one stock exchange and sell them ata higher price in the other.

Ratings

This fund is rated 3 stars by Morning Star Ratings.

★ ★ ★ ☆ ☆

Overview of HSBC Asset Management(India)Private Ltd

HSBC Mutual Fund’s mission is to work with clients to meet their investment objectives, by delivering investment expertise in a tailored way. To provide our clients with our best ideas and investment expertise as we collaborate with them to help them grow and protect their assets.

We, at HSBC Mutual Fund, deliver on our fiduciary responsibilities by managing risk as much as performance. We demonstrate our global investment expertise combined with strong governance as we collaborate with our clients, aiming to help them grow and protect their assets.

Doing the right thing for our clients is our most important responsibility. Global discipline, structure and focus help us use our resources optimally to ensure that all our clients benefit from our investment insights, and are given fair treatment. Client relationships are our greatest asset. We bring a global network of people, capital and ideas to help our clients tailor an investment strategy to meet their objectives.

HSBC Mutual Fund strives to anticipate and evaluate global market trends that may impact client objectives. Our investment framework is rigorous and repeatable, entailing:

  • A clear investment philosophy
  • A focus on longer-term valuations and risk-adjusted performance
  • In-depth research and analysis to support investment decisions
  • A global investment platform capturing insights and broader perspectives
  • Comprehensive portfolio construction and risk management tools