hybridHigh risk

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.

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.

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

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.