HSBC Aggressive Hybrid Fund - Regular Annual IDCW
Category: Hybrid: Aggressive
Launch Date: 01-01-2013
AUM:
₹ 5,663.01 Cr
Expense Ratio
1.86%
Benchmark
NIFTY 50 Hybrid Composite Debt 65:35 Index
ISIN
INF917K01TW9
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Gautam Bhupal, Shriram Ramanathan, Mohd. Asif Rizwi, Sonal Gupta
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HSBC Aggressive Hybrid Fund - Regular Annual IDCW | -1.01 | 13.97 | 10.78 |
| 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
18.07
Last change
0.02 (0.088%)
Fund Size (AUM)
₹ 5,663.01 Cr
Performance
7.98% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To seek long term capital growth and income through investments in equity and equity related securities and fixed income instruments. However, there is no assurance that the investment objective of the Scheme will be achieved.
Fund Manager
Gautam Bhupal, Shriram Ramanathan, Mohd. Asif Rizwi, Sonal Gupta
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ZOMATO LIMITED EQ | 5.75 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 4.46 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 3.7 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 3.51 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 3.49 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 3.26 |
| Treps | 3.25 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 2.96 |
| THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/- | 2.47 |
| HERO MOTOCORP LIMITED EQ FV RS 2 | 1.97 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 18.39 |
| Capital Goods | 16.81 |
| Consumer Services | 8.21 |
| Automobile and Auto Components | 8.15 |
| Healthcare | 5.4 |
| Information Technology | 4.36 |
| Consumer Durables | 4.32 |
| Fast Moving Consumer Goods | 3.85 |
| Telecommunication | 1.13 |
| Services | 0.99 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HSBC Aggressive Hybrid Fund Reg Annual IDCW | 10.78 |
| ICICI Pru Equity & Debt Gr | 22.77 |
| SBI Equity Hybrid Reg Gr | 14.34 |
| Bandhan Aggr Hyb Fund Reg Gr | 15.88 |
| Mirae Asset Aggressive Hybrid Reg Gr | 14.09 |
| quant Aggressive Hybrid Fund Gr Reg Plan | 19.42 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 17.84 |
| DSP Aggressive Hybrid Fund Reg Gr | 14.57 |
| Edelweiss Aggr Hybrid Reg Gr | 17.16 |
| Edelweiss Aggr Hybrid Plan B Gr | 17.22 |