HSBC Aggressive Hybrid Fund - Regular IDCW
Category: Hybrid: Aggressive
Launch Date: 01-01-2013
AUM:
₹ 5,021.82 Cr
Expense Ratio
1.89%
Benchmark
NIFTY 50 Hybrid Composite Debt 65:35 Index
ISIN
INF917K01KZ1
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 IDCW | 2.4 | 10.42 | 13.36 |
| 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
26.5312
Last change
-0.14 (-0.5424%)
Fund Size (AUM)
₹ 5,021.82 Cr
Performance
8.55% (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 (%) |
|---|---|
| ZOMATO LIMITED EQ | 4.12 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 3.85 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 3.69 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 3.67 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 3.62 |
| TRENT LIMITED EQ NEW FV Re. 1/- | 3.2 |
| BSE LIMITED EQ NEW FV RS. 2/- | 3.09 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 2.92 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 2.9 |
| Persistent Systems Ltd | 2.48 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| N/A | 25.31 |
| Financial Services | 19.78 |
| Capital Goods | 16.98 |
| Consumer Services | 8.76 |
| Information Technology | 6.51 |
| Consumer Durables | 5.68 |
| Automobile and Auto Components | 5.25 |
| Healthcare | 4.12 |
| Fast Moving Consumer Goods | 3.17 |
| Power | 2.47 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HSBC Aggressive Hybrid Fund Reg IDCW | 13.36 |
| DSP Aggressive Hybrid Fund Reg Gr | 19.23 |
| SBI Equity Hybrid Reg Gr | 17.69 |
| Bandhan Aggr Hyb Fund Reg Gr | 19.54 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 21.43 |
| Invesco India Aggressive Hybrid Reg Gr | 17.58 |
| Axis Aggressive Hybrid Reg Gr | 15.27 |
| UTI Aggressive Hybrid Fund Reg Gr | 22.39 |
| ICICI Pru Equity & Debt Gr | 26.51 |
| Edelweiss Aggr Hybrid Reg Gr | 21.04 |