HSBC Aggressive Hybrid Active FOF - Dividend
Category: Fund of Funds-Domestic-Hybrid
Launch Date: 30-04-2014
AUM:
₹ 40.53 Cr
Expense Ratio
1.35%
Benchmark
BSE 200 TRI(80.00), CRISIL Composite Bond Index(20.00)
ISIN
INF336L01HY1
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
FM 1 - Gautam Bhupal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HSBC Aggressive Hybrid Active FOF - Dividend | 9.21 | 23.1 | 24.67 |
| 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
30.4293
Last change
-0.08 (-0.2688%)
Fund Size (AUM)
₹ 40.53 Cr
Performance
16.1% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to provide long term total return primarily by seeking capital appreciation through an active asset allocation with diversi?cation commensurate with the risk pro?le of investments by investing predominantly in units of equity mutual funds as well as in a basket of debt mutual funds, gold ETFs and other ETFs, offshore mutual funds and money market instruments
Fund Manager
FM 1 - Gautam Bhupal
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HSBC Large Cap Fund- Direct Growth | 36.12 |
| HSBC Midcap Fund - Direct Growth | 19.75 |
| HSBC Small Cap Fund - Direct Growth | 19.72 |
| HSBC Medium To Long Duration Fund - Direct Growth | 16.37 |
| HSBC Dynamic Bond Fund - Direct Growth | 7.18 |
| Treps | 1.67 |
| Net Current Assets (including cash & bank balances) | -0.81 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| N/A | 100.0 |