HSBC Aggressive Hybrid Fund - Regular Annual IDCW
Category: Hybrid: Aggressive
Launch Date: 01-01-2013
AUM:
₹ 5,423.98 Cr
Expense Ratio
1.87%
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, Mayank Chaturvedi
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HSBC Aggressive Hybrid Fund - Regular Annual IDCW | 3.75 | 12.92 | 8.9 |
| 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
16.2789
Last change
-0.07 (-0.4122%)
Fund Size (AUM)
₹ 5,423.98 Cr
Performance
7.42% (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, Mayank Chaturvedi
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.53 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 4.05 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 3.6 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 3.38 |
| THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/- | 3.33 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 2.65 |
| ZOMATO LIMITED EQ | 2.4 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 2.31 |
| Punjab National Bank | 1.88 |
| Union Bank of India (02/03/2027) | 1.87 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 23.71 |
| Capital Goods | 14.36 |
| Automobile and Auto Components | 7.46 |
| Healthcare | 6.9 |
| Consumer Services | 4.65 |
| Information Technology | 3.95 |
| Consumer Durables | 3.31 |
| Fast Moving Consumer Goods | 2.6 |
| Power | 1.91 |
| Oil, Gas & Consumable Fuels | 1.17 |