HSBC Equity Hybrid Fund - Growth

Category: Hybrid: Aggressive
Launch Date: 22-10-2018
Asset Class: Mixed Asset
Benchmark: NIFTY 50 TRI
Expense Ratio: 2.48% As on (29-02-2020)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 593.42 Cr As on (29-02-2020)
Turn over: 128.00
NAV as on 03-04-2020

8.8586

-0.12 (-1.3896%)

CAGR Since Inception

-8.02%

NIFTY 50 TRI 11.19%

PERFORMANCE of HSBC Equity Hybrid Fund - Growth

Scheme Performance (%) Data as on - 03-04-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HSBC Equity Hybrid Fund - Growth -18.67 - - - -8.02
NIFTY 50 TRI -29.63 -3.06 0.1 5.64 11.19
Hybrid: Aggressive -20.66 -3.63 0.66 6.6 4.65

Yearly Performance (%)

Nav Movement

Fund Managers

Kapil Punjabi,Ranjithgopal K A

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)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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 - 03-04-2020
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 -18.67 0.0 0.0 0.0 0.0
Mahindra Hybrid Equity Nivesh Yojana - Regular Plan - Growth 19-07-2019 0.0 0.0 0.0 0.0 0.0
BNP PARIBAS SUBSTANTIAL EQUITY HYBRID FUND- REGULAT PLAN -GROWTH OPTION 01-04-2017 -10.56 -1.72 0.0 0.0 0.0
Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option 05-09-2018 -10.66 0.0 0.0 0.0 0.0
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 01-02-1993 -13.0 -2.89 1.52 3.94 9.61
Axis Equity Hybrid Fund - Regular Plan - Growth Option 05-08-2018 -14.79 0.0 0.0 0.0 0.0
DSP Equity & Bond Fund- Regular Plan - Growth 27-05-1999 -15.13 -5.8 -0.87 3.5 7.88
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth 01-12-1995 -15.14 -4.24 1.4 3.52 8.93
LIC MF Equity Hybrid Fund-Regular Plan-Growth 31-03-1991 -15.78 -5.48 -2.53 -0.61 4.65
Shriram Hybrid Equity Fund- Growth 29-11-2013 -17.27 -6.33 -1.3 0.95 0.0

PORTFOLIO ANALYSIS of HSBC Equity Hybrid Fund - Growth

Asset Allocation (%)