HSBC Aggressive Hybrid Fund - Regular Annual IDCW
Category: Hybrid: Aggressive
Launch Date: 01-01-2013
AUM:
₹ 5,367.33 Cr
Expense Ratio
1.87%
Benchmark
NIFTY 50 Hybrid Composite Debt 65:35
ISIN
INF917K01TW9
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
Shriram Ramanathan, Gautam Bhupal, Cheenu Gupta, Sonal Gupta
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HSBC Aggressive Hybrid Fund - Regular Annual IDCW | 28.85 | 11.93 | 11.37 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
17.1754
Last change
0.17 (0.9717%)
Fund Size (AUM)
₹ 5,367.33 Cr
Performance
7.79% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
This scheme seeks to generate long term capital growth and income through investments in equity and equity related securities and fixed income instruments.
Fund Manager
Shriram Ramanathan, Gautam Bhupal, Cheenu Gupta, Sonal Gupta
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Larsen & Toubro Ltd. | 4.7 |
| 7.38% GOI 20/06/2027 | 3.85 |
| ICICI Bank Ltd. | 3.42 |
| 7.18% GOI 14/08/2033 | 3.31 |
| Bharat Electronics Ltd. | 2.63 |
| Zensar Technologies Ltd. | 2.18 |
| Bharat Heavy Electricals Ltd. | 2.03 |
| CG Power and Industrial Solutions Ltd. | 1.97 |
| Karur Vysya Bank Ltd. | 1.82 |
| NTPC Ltd. | 1.74 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 28.31 |
| Capital Goods | 21.65 |
| Sovereign | 11.95 |
| Construction | 8.5 |
| Technology | 6.76 |
| Energy | 4.97 |
| Services | 4.73 |
| Automobile | 4.21 |
| Healthcare | 2.71 |
| Consumer Staples | 1.78 |