HSBC Aggressive Hybrid Fund – Direct Growth

Hybrid · Aggressive Hybrid
 · ★★
₹ 500
Min SIP
₹ 5,000
Min Lumpsum
0.85 %
Expense Ratio
★★
Rating
5,147
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 23 April 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 35.2% 16% 14.5% 14.7%
Category Average 24.6% 16.5% 14.9% -

Scheme Allocation

By Holding
By Sector
By Asset
3.39%
2.25%
2.01%
Others
84.86%
View all Holdings
Holdings Sector Instrument Asset
Larsen & Toubro Infrastructure Developers & Operators Equity 5.13%
ICICI Bank Banks Equity 3.39%
Bharat Electron Aerospace & Defence Equity 2.36%
Zensar Tech. IT - Software Equity 2.25%
HDFC Bank Banks Equity 2.01%
CG Power & Indu. Capital Goods - Electrical Equipment Equity 2%
B H E L Capital Goods - Electrical Equipment Equity 1.86%
Karur Vysya Bank Banks Equity 1.7%
NTPC Power Generation & Distribution Equity 1.68%
KPIT Technologi. IT - Software Equity 1.65%
Siemens Capital Goods - Electrical Equipment Equity 1.62%
Bank of India Banks Equity 1.59%
Reliance Industr Refineries Equity 1.55%
Persistent Sys IT - Software Equity 1.41%
Tata Motors Automobile Equity 1.37%
Varun Beverages FMCG Equity 1.25%
DLF Realty Equity 1.24%
Trent Retail Equity 1.22%
Data Pattern Aerospace & Defence Equity 1.2%
Safari Inds. Plastic products Equity 1.2%
Cholaman.Inv.&Fn Finance Equity 1.15%
Bajaj Auto Automobile Equity 1.12%
Bharti Airtel Telecomm-Service Equity 1.06%
Infosys IT - Software Equity 1.05%
Sundaram Finance Finance Equity 1.02%
Indian Bank Banks Equity 1.01%
Power Fin.Corpn. Finance Equity 1%
KEI Industries Cables Equity 0.97%
Lupin Pharmaceuticals Equity 0.94%
Rategain Travel IT - Software Equity 0.92%
Dr Reddy's Labs Pharmaceuticals Equity 0.91%
H P C L Refineries Equity 0.91%
Titagarh Rail Capital Goods-Non Electrical Equipment Equity 0.91%
Triveni Turbine Capital Goods - Electrical Equipment Equity 0.89%
Zomato Ltd E-Commerce/App based Aggregator Equity 0.88%
Godrej Propert. Realty Equity 0.86%
A B B Capital Goods - Electrical Equipment Equity 0.85%
Schaeffler India Bearings Equity 0.85%
360 ONE Finance Equity 0.84%
O N G C Crude Oil & Natural Gas Equity 0.84%
TD Power Systems Capital Goods - Electrical Equipment Equity 0.82%
JSW Energy Power Generation & Distribution Equity 0.82%
Sonata Software IT - Software Equity 0.81%
Timken India Bearings Equity 0.72%
Shriram Finance Finance Equity 0.69%
Polycab India Cables Equity 0.69%
Prudent Corp. Finance Equity 0.68%
Indian Hotels Co Hotels & Restaurants Equity 0.67%
Karnataka Bank Banks Equity 0.67%
Exide Inds. Auto Ancillaries Equity 0.66%
Syrma SGS Tech. Electronics Equity 0.64%
GE T&D India Capital Goods - Electrical Equipment Equity 0.62%
Max Healthcare Healthcare Equity 0.62%
BSE Financial Services Equity 0.6%
ZF Commercial Auto Ancillaries Equity 0.59%
Rites Infrastructure Developers & Operators Equity 0.54%
Union Bank (I) Banks Equity 0.52%
T R I L Capital Goods - Electrical Equipment Equity 0.51%
REC Ltd Finance Equity 0.5%
NHPC Ltd Power Generation & Distribution Equity 0.48%
Hindalco Inds. Non Ferrous Metals Equity 0.48%
VRL Logistics Logistics Equity 0.45%
IIFL Finance Finance Equity 0.38%
Electronics Mart Retail Equity 0.35%
Gland Pharma Pharmaceuticals Equity 0.33%
Varroc Engineer Auto Ancillaries Equity 0.3%
Multi Comm. Exc. Financial Services Equity 0.27%
Radico Khaitan Alcoholic Beverages Equity 0.26%
Bikaji Foods FMCG Equity 0.25%
Lemon Tree Hotel Hotels & Restaurants Equity 0.25%
UltraTech Cem. Cement Equity 0.17%
Mayur Uniquoters Leather Equity 0.16%
Dixon Technolog. Consumer Durables Equity 0.11%
Can Fin Homes Finance Equity 0.08%
LTIMindtree IT - Software Equity 0.07%
Tech Mahindra IT - Software Equity 0.06%
Sun Pharma.Inds. Pharmaceuticals Equity 0.03%
IDFC First Bank Banks Equity 0.01%
Debt
28.11%
Banks
9.92%
Electrical Equipments
8.3%
IT-Software
7.33%
Finance
5.95%
Others
40.39%
View all Sectors
Sectors Asset
Debt 28.11%
Banks 9.92%
Electrical Equipments 8.3%
IT-Software 7.33%
Finance 5.95%
Construction 5.39%
Aerospace & Defense 3.64%
Power 2.94%
Automobiles 2.6%
Auto Components 2.59%
Petroleum Products 2.5%
Retailing 2.38%
Pharmaceuticals & Biotech 2.23%
Industrial Products 2.23%
Realty 2.15%
Consumer Durables 1.75%
Industrial Manufacturing 1.66%
Capital Markets 1.61%
Beverages 1.5%
Transport Services 1.08%
Telecom-Services 0.97%
Leisure Services 0.93%
Oil 0.83%
Healthcare Services 0.6%
Non-Ferrous Metals 0.43%
Food Products 0.37%
Cement & Cement Products 0.17%
Cash & Others -0.16%
Equity
73.52%
Govt Securities / Sovereign
13.12%
Corporate Debentures
10.84%
Reverse Repos
1.59%
Certificate of Deposit
1.45%

Advance Ratio

2.57
Alpha
2.93
SD
0.68
Beta
0.72
Sharpe

Exit Load

Exit Load If the units redeemed or switched-out are upto 10% of units purchased or switched in (the limit) within 1 year from the date of allotment. 1.00% - For Redemption within 1 year from the date of allotment or Purchase applying First in First Out basis. Nil - For Redemption above 1 year from the date of allotment.

Fund Objective

To seek to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and to generate reasonable returns through a portfolio of debt and money market instruments.

Fund Managers

Shriram Ramanathan

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

HSBC Mutual Fund
AUM:
1,09,951 Cr
Address:
9-11 Floors, NESCO IT Park, Building no 3, Western Express Highway, Goregaon(East) Mumbai-400063
Contact:
66145000
Email ID:
hsbcmf@camsonline.com

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Frequently Asked Questions

How to invest in HSBC Aggressive Hybrid Fund – Direct Growth ?

You can invest in HSBC Aggressive Hybrid Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for HSBC Aggressive Hybrid Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of HSBC Aggressive Hybrid Fund – Direct Growth ?

The NAV of HSBC Aggressive Hybrid Fund – Direct Growth is ₹54.4 as of 23 April 2024.

How to redeem HSBC Aggressive Hybrid Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of HSBC Aggressive Hybrid Fund – Direct Growth?

The minimum SIP amount of HSBC Aggressive Hybrid Fund – Direct Growth is ₹500

What are the top sectors HSBC Aggressive Hybrid Fund – Direct Growth has invested in?

The top sectors HSBC Aggressive Hybrid Fund – Direct Growth has invested in are
  1. Debt - 28.11%
  2. Banks - 9.92%
  3. Electrical Equipments - 8.3%
  4. IT-Software - 7.33%
  5. Finance - 5.95%

Can I make investments in both the SIP and Lump Sum schemes of HSBC Aggressive Hybrid Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of HSBC Aggressive Hybrid Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have HSBC Aggressive Hybrid Fund – Direct Growth generated ?

The HSBC Aggressive Hybrid Fund – Direct Growth has delivered 14.7% since inception

What is the expense ratio of HSBC Aggressive Hybrid Fund – Direct Growth ?

The expense ratio of HSBC Aggressive Hybrid Fund – Direct Growth is 0.85 % as of 23 April 2024.

What is the AUM of HSBC Aggressive Hybrid Fund – Direct Growth?

The AUM of HSBC Aggressive Hybrid Fund – Direct Growth is ₹1,09,951 Cr as of 23 April 2024

What are the top stock holdings of HSBC Aggressive Hybrid Fund – Direct Growth?

The top stock holdings of HSBC Aggressive Hybrid Fund – Direct Growth are
  1. Larsen & Toubro - 5.13%
  2. ICICI Bank - 3.39%
  3. Bharat Electron - 2.36%
  4. Zensar Tech. - 2.25%
  5. HDFC Bank - 2.01%

How can I redeem my investments in HSBC Aggressive Hybrid Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HSBC Aggressive Hybrid Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now