+91 73377 40002

8AM - 8PM

Asset Size:474Cr
Expense Ratio:2.52%
Fund Manager(s):Neelotpal Sahai,
5year Returns:11.47%

HSBC Equity Hybrid Fund Regular Growth

       

Balanced Equity
Aggressive Allocation

Nav : 12.6407 ( -0.11%) December 2nd, 2020

People currently viewing this : 1

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

11.47%

Investment Horizon

>3 Yr

Doubled Money

6yrs 5m

Returns since October 22nd, 2018

NA

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

67.8L

Projected Maturity Amount

1.2Cr

     

Balanced Equity
Aggressive Allocation

Nav : 12.6407 ( -0.11%) December 2nd, 2020

People currently viewing this : 1

Upwardly's Take :

These funds invest predominantly in Equity (65-80%) with rest allocation in debt. Investors looking for exposure to equity but wanting more stability than pure Equity funds should invest in this fund. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with minimum of 3 years horizon for your medium to long term goals like Retirement, Children's education etc

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

67.8L

Projected Maturity Amount

1.2Cr

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

11.47%

Investment Horizon

>3 Yr

Doubled Money

6yrs 5m

Returns since October 22nd, 2018

NA

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

FUND DETAIL INFORMATION

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

Basic Details
Fund House
HSBC
Launch Date
October 22nd, 2018
Expense Ratio
2.52%
Fund Category Risk
Moderate
Std Dev (1Yr)
24.741
Std Dev (3Yr)
Std Dev (5Yr)
Asset Size
474Cr
Investment Details
Investment Plan
Growth
Exit Load
No exit load
Contact Details
Fund Manager(s)
Phone No.
+91 22 66145000