HSBC Aggressive Hybrid Fund - Regular Growth
Category: Hybrid: Aggressive
Launch Date: 30-01-2013
AUM:
₹ 5,441.86 Cr
Expense Ratio
1.86%
Benchmark
NIFTY 50 Hybrid Composite Debt 65:35
ISIN
INF917K01LB0
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
Shriram Ramanathan, Gautam Bhupal, Cheenu Gupta, Sonal Gupta, Asif Rizwi
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HSBC Aggressive Hybrid Fund - Regular Growth | 34.69 | 15.61 | 14.95 |
| 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
53.1247
Last change
0.54 (1.0189%)
Fund Size (AUM)
₹ 5,441.86 Cr
Performance
13.3% (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, Asif Rizwi
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Larsen & Toubro Ltd. | 4.73 |
| 7.38% GOI 20/06/2027 | 3.83 |
| 7.18% GOI 14/08/2033 | 3.31 |
| ICICI Bank Ltd. | 3.29 |
| Bharat Electronics Ltd. | 3.28 |
| CG Power and Industrial Solutions Ltd. | 2.26 |
| Zensar Technologies Ltd. | 2.14 |
| Bharat Heavy Electricals Ltd. | 2.12 |
| Siemens Ltd. | 1.75 |
| Karur Vysya Bank Ltd. | 1.74 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 27.74 |
| Capital Goods | 23.98 |
| Sovereign | 11.08 |
| Construction | 8.56 |
| Technology | 6.45 |
| Energy | 5.03 |
| Services | 4.48 |
| Automobile | 4.23 |
| Healthcare | 2.54 |
| Consumer Staples | 1.72 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HSBC Aggressive Hybrid Fund Reg Gr | 14.95 |
| JM Aggressive Hybrid Gr | 24.04 |
| Bank of India Mid & Small Cap Equity & Debt Reg Gr | 24.55 |
| Quant Absolute Fund Gr | 25.46 |
| ICICI Pru Equity & Debt Gr | 21.16 |
| Invesco India Aggressive Hybrid Reg Gr | 14.94 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 0.0 |
| Edelweiss Aggr Hybrid Plan B Gr | 17.82 |
| Edelweiss Aggr Hybrid Reg Gr | 17.75 |
| Shriram Aggressive Hybrid Equity Gr | 13.45 |