HSBC Aggressive Hybrid Fund - Regular IDCW
Category: Hybrid: Aggressive
Launch Date: 01-01-2013
AUM:
₹ 5,513.48 Cr
Expense Ratio
1.86%
Benchmark
NIFTY 50 Hybrid Composite Debt 65:35 Index
ISIN
INF917K01KZ1
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Cheenu Gupta , Gautam Bhupal, Shriram Ramanathan, Mohd. Asif Rizwi, Sonal Gupta
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HSBC Aggressive Hybrid Fund - Regular IDCW | 1.36 | 14.9 | 12.8 |
| 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
28.743
Last change
-0.03 (-0.1214%)
Fund Size (AUM)
₹ 5,513.48 Cr
Performance
9.1% (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
Cheenu Gupta , Gautam Bhupal, Shriram Ramanathan, Mohd. Asif Rizwi, Sonal Gupta
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ZOMATO LIMITED EQ | 5.72 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 4.45 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 4.21 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 3.95 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 3.69 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 3.69 |
| TRENT LIMITED EQ NEW FV Re. 1/- | 2.74 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 2.74 |
| THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/- | 2.29 |
| Persistent Systems Ltd | 2.11 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 19.22 |
| Capital Goods | 17.6 |
| Consumer Services | 9.83 |
| Automobile and Auto Components | 7.03 |
| Healthcare | 4.86 |
| Consumer Durables | 4.72 |
| Information Technology | 4.24 |
| Fast Moving Consumer Goods | 3.63 |
| Power | 2.09 |
| Telecommunication | 1.09 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HSBC Aggressive Hybrid Fund Reg IDCW | 12.8 |
| SBI Equity Hybrid Reg Gr | 16.15 |
| Bandhan Aggr Hyb Fund Reg Gr | 17.98 |
| ICICI Pru Equity & Debt Gr | 24.19 |
| PGIM India Aggr Hybrid Equity Fund Gr | 14.06 |
| DSP Aggressive Hybrid Fund Reg Gr | 16.85 |
| Invesco India Aggressive Hybrid Reg Gr | 16.08 |
| Edelweiss Aggr Hybrid Plan B Gr | 19.57 |
| Edelweiss Aggr Hybrid Reg Gr | 19.51 |
| Nippon India Aggressive Hybrid Fund Gr Plan | 18.88 |