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Hsbc Equity Hybrid Fund Direct Plan Growth

Hybrid | Aggressive Hybrid Fund

(NAV as of 25/11/2022)
16.76 (0.19)

3Y Returns

4.54%

Min SIP

500

Min Lumpsum

5000

Expense Ratio

1%

Fund Size

475 Cr

Inception Date

22-Oct-18

Fund Manager

Neelotpal Sahai

Exit Load

Nil upto 10% of units and 1% for remaining units on or before 1Y, Nil after 1Y.

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

70.70%

Debt & Others

29.30%

Market Cap Allocation

Large Cap

56.29%

Mid Cap

9.05%

Small Cap

5.36%

Other Cap

29.30%

Sector Allocation

Govt-Sec

95.01%

Cash/Deposits/Margins/Treps/Repo/Swaps

4.99%

Top Ten Holdings

GOI 07.17% 08JAN28

31.11%

7.38% GOI 20JUN2027

20.21%

5.63% GOI 12APR2026

12.89%

07.26% GS 2029

12.47%

7.10% GOVERNMENT OF INDIA 18APR29

12.13%

Investment 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.

Fund House Detail

AMC Name

HSBC Global Asset Management (India) Private Limited

Address

16, V N Road,Fort,Mumbai - 400 001

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16.6%

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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