HSBC Dividend Yield Equity Fund Direct Growth+0.93%

2Groww
8.70%
1 Year Return
Equity
Large Cap
2.0 star
6M
1Y
3Y

Fund Details

HSBC Dividend Yield Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio1.85%
NAV17.44 (29 Dec 2016)
Fund Started16 Jan 2013
Fund Size43 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HSBC Dividend Yield Equity Fund Direct Growth
8.7%
14.5%
NA
NA
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with 8.7% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    4. 3Y Returns are higher than the benchmark
    5. 5Y Returns are higher than the benchmark
    6. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
    2. Higher expense ratio

    Top Holdings

    NameSectorInstrument% Assets
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    Fund Managers

    Other Details

    HSBC Dividend Yield Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was introduced to investors on 16 Jan 2013. Amaresh Mishra, Gautam Bhupal is the Current Fund Manager of HSBC Dividend Yield Equity Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹43 Cr and the Latest NAV as of 29 Dec 2016 is ₹17.44.

    The HSBC Dividend Yield Equity Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 10000. Nil.

    Investment Objective

    To provide long-term capital growth from a diversified portfolio of equity and equity related instruments. The focus would be to invest in stocks of Companies facing out-of-ordinary conditions.

    Tax Implications

    Returns are taxed at 15% if sold before 1 year. 10% tax post one year on returns above 1 Lac.

    Scheme Information Document(SID)

    ₹10000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    Exit Load

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    About HSBC Mutual Fund

    Address
    16, V N Road, Fort, Mumbai 400 001
    Phone
    022- 66145000
    Launch Date
    26 May 2002
    Website
    NA
    HSBC Mutual Fund
    Asset Management Company
    Custodian
    NA
    Registrar & Transfer Agent
    Cams
    Address
    NA
    Website
    NA
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