MF Gyan
hybridHigh risk8 years oldAccelerating recently (last 6m ≈ 24% p.a.)

HSBC Equity Hybrid Fund - Growth Direct

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From HSBC Mutual Fund. It's been running since 26 Oct 2018.

Latest price per unit
₹16.7649
▲ 0.19% today
As of 25 Nov 2022 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.01 L
▲ ₹1.1k gain · 1.1% / year
Invested 3 years ago
₹1.46 L
▲ ₹46.4k gain · 13.6% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹2.21 L
Gain / loss+₹41.3k
XIRR (annualised)14.03%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.25 L
Projected gain*+₹44.8k
*at this fund's historical rate of 14.03% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 56 other funds in Hybrid Scheme - Aggressive Hybrid Fund

Same plan
1-year return
1.08%median 6.73% (-5.65%)
Rank #38 of 57Beats 34% of peers
3-year return
13.55%median 11.87% (+1.68%)
Rank #19 of 57Beats 67% of peers
Bumpiness (3Y)
15.92%median 11.69% (+4.22%)
Rank #44 of 57Less risky than 23% of peers
Worst-ever drop
-27.90%median -30.00% (+2.09%)
Rank #40 of 57Less risky than 30% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 4 of last 5 years were positive.

+6%
2018
+11%
2019
+18%
2020
+22%
2021
-1%
2022
Best year
2021 · 22.11%
Worst year
2022 · -0.85%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
15.9%

The value swings roughly 16% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-27.90%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of HSBC Equity Hybrid Fund - Growth Direct against other hybrid funds.

Technical details (for the pros)
CAGR — 1 year1.08%
CAGR — 3 years13.55%
CAGR — 5 years—
CAGR — since launch13.98%
Volatility — 1 year (annualised)13.33%
Volatility — 3 years (annualised)15.92%
Max drawdown — 1 year-15.97%
Max drawdown — 3 years-27.90%
Sharpe ratio — 1 year (rf=6%)-0.37
Sharpe ratio — 3 years (rf=6%)0.43

Fund info

Fund house
HSBC Mutual Fund
Category
Hybrid Scheme - Aggressive Hybrid Fund
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
145228
First price on record
26 Oct 2018 · 1,006 daily prices

About HSBC Equity Hybrid Fund - Growth Direct

HSBC Equity Hybrid Fund - Growth Direct is a Hybrid Scheme - Aggressive Hybrid Fund offered by HSBC Mutual Fund under the Direct plan with the Growth option. It has approximately 8 years of NAV track record. The fund falls in the hybrid category — Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.

The current NAV of HSBC Equity Hybrid Fund - Growth Direct is ₹16.7649 (as of 25 Nov 2022). Historically, it has delivered 1.08% over the last year, 13.55% CAGR over 3 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 15.9% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 27.9%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of HSBC Equity Hybrid Fund - Growth Direct?+

The latest NAV of HSBC Equity Hybrid Fund - Growth Direct is ₹16.7649 as of 25 Nov 2022, up 0.19% from the previous day. NAV is updated once a business day after the market close.

What are the returns of HSBC Equity Hybrid Fund - Growth Direct?+

HSBC Equity Hybrid Fund - Growth Direct has delivered 1-year return 1.08%, 3-year CAGR 13.55%, since-inception CAGR 13.98%. Returns are historical and don't predict future performance — markets move in cycles.

What category does HSBC Equity Hybrid Fund - Growth Direct belong to?+

HSBC Equity Hybrid Fund - Growth Direct is categorised as Hybrid Scheme - Aggressive Hybrid Fund. Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.

How risky is HSBC Equity Hybrid Fund - Growth Direct?+

Based on its 3-year annualised volatility of 15.9%, HSBC Equity Hybrid Fund - Growth Direct sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is HSBC Equity Hybrid Fund - Growth Direct a direct plan?+

HSBC Equity Hybrid Fund - Growth Direct is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is HSBC Equity Hybrid Fund - Growth Direct?+

HSBC Equity Hybrid Fund - Growth Direct has NAV history available from 26 Oct 2018 — approximately 8 years of track record and 1,006 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.