HSBC Aggressive Hybrid Fund – Direct Growth

Hybrid · Aggressive Hybrid
 · ★★★
₹ 500
Min SIP
₹ 5,000
Min Lumpsum
0.81 %
Expense Ratio
★★★
Rating
5,893
Fund Size (in Cr)
12 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 06 September 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 33.7% 15.8% 18.5% 15.5%
Category Average 19.6% 13.9% 14.6% -

Scheme Allocation

By Holding
By Sector
By Asset
3.3%
2.34%
Others
85.11%
View all Holdings
Holdings Sector Instrument Asset
Larsen & Toubro Infrastructure Developers & Operators Equity 3.64%
ICICI Bank Banks Equity 3.3%
Bharat Electron Aerospace & Defence Equity 3.23%
CG Power & Ind Capital Goods - Electrical Equipment Equity 2.38%
Zensar Tech. IT - Software Equity 2.34%
JSW Energy Power Generation & Distribution Equity 2.12%
B H E L Capital Goods - Electrical Equipment Equity 2.07%
Suzlon Energy Capital Goods - Electrical Equipment Equity 2.07%
Karur Vysya Bank Banks Equity 1.88%
NTPC Power Generation & Distribution Equity 1.82%
KPIT Technologi. IT - Software Equity 1.79%
Siemens Capital Goods - Electrical Equipment Equity 1.65%
Trent Retail Equity 1.58%
Bajaj Auto Automobile Equity 1.52%
Persistent Sys IT - Software Equity 1.49%
Titagarh Rail Capital Goods-Non Electrical Equipment Equity 1.41%
Tata Motors Automobile Equity 1.4%
Data Pattern Aerospace & Defence Equity 1.38%
Godrej Propert. Realty Equity 1.37%
GE T&D India Capital Goods - Electrical Equipment Equity 1.32%
Power Fin.Corpn. Finance Equity 1.25%
360 ONE Finance Equity 1.24%
Cholaman.Inv.&Fn Finance Equity 1.23%
Safari Inds. Plastic products Equity 1.14%
Bharti Airtel Telecomm-Service Equity 1.13%
T R I L Capital Goods - Electrical Equipment Equity 1.08%
DLF Realty Equity 1.07%
KEI Industries Cables Equity 1.06%
Indian Bank Banks Equity 1.03%
REC Ltd Finance Equity 1.03%
Zomato Ltd E-Commerce/App based Aggregator Equity 0.97%
Prudent Corp. Stock/ Commodity Brokers Equity 0.93%
Timken India Bearings Equity 0.93%
A B B Capital Goods - Electrical Equipment Equity 0.92%
Reliance Industr Refineries Equity 0.92%
Rategain Travel IT - Software Equity 0.92%
Apar Inds. Capital Goods - Electrical Equipment Equity 0.9%
Dr Reddy's Labs Pharmaceuticals Equity 0.87%
Triveni Turbine Capital Goods - Electrical Equipment Equity 0.86%
Prestige Estates Realty Equity 0.84%
Exide Inds. Auto Ancillaries Equity 0.81%
Polycab India Cables Equity 0.81%
Kalpataru Proj. Infrastructure Developers & Operators Equity 0.81%
Varun Beverages FMCG Equity 0.74%
Sonata Software IT - Software Equity 0.73%
Lupin Pharmaceuticals Equity 0.67%
TD Power Systems Capital Goods - Electrical Equipment Equity 0.66%
Indian Hotels Co Hotels & Restaurants Equity 0.63%
Karnataka Bank Banks Equity 0.62%
Sundaram Finance Finance Equity 0.62%
Avenue Super. Retail Equity 0.62%
Syrma SGS Tech. Electronics Equity 0.6%
Max Healthcare Healthcare Equity 0.6%
BEML Ltd Aerospace & Defence Equity 0.57%
BSE Financial Services Equity 0.53%
Rites Miscellaneous Equity 0.51%
Maruti Suzuki Automobile Equity 0.51%
Hindalco Inds. Non Ferrous Metals Equity 0.5%
Multi Comm. Exc. Financial Services Equity 0.5%
Schaeffler India Bearings Equity 0.49%
NHPC Ltd Power Generation & Distribution Equity 0.49%
HDFC Bank Banks Equity 0.47%
IIFL Finance Finance Equity 0.44%
Union Bank (I) Banks Equity 0.4%
ZF Commercial Auto Ancillaries Equity 0.4%
Electronics Mart Retail Equity 0.35%
Gland Pharma Pharmaceuticals Equity 0.33%
Nippon Life Ind. Finance Equity 0.3%
M & M Automobile Equity 0.29%
Shriram Finance Finance Equity 0.23%
Radico Khaitan Alcoholic Beverages Equity 0.22%
Techno Elec.Engg Infrastructure Developers & Operators Equity 0.2%
Bikaji Foods FMCG Equity 0.18%
UltraTech Cem. Cement Equity 0.18%
Dixon Technolog. Consumer Durables Equity 0.16%
Infosys IT - Software Equity 0.13%
Tech Mahindra IT - Software Equity 0.07%
LTIMindtree IT - Software Equity 0.07%
VRL Logistics Logistics Equity 0.06%
H P C L Refineries Equity 0.05%
Sun Pharma.Inds. Pharmaceuticals Equity 0.02%
IDFC First Bank Banks Equity 0.01%
Debt
22.09%
Electrical Equipments
13.91%
Banks
7.71%
IT-Software
7.54%
Construction
5.16%
Others
43.59%
View all Sectors
Sectors Asset
Debt 22.09%
Electrical Equipments 13.91%
Banks 7.71%
IT-Software 7.54%
Construction 5.16%
Finance 4.8%
Aerospace & Defense 4.61%
Power 4.43%
Automobiles 3.72%
Retailing 3.52%
Capital Markets 3.5%
Realty 3.28%
Industrial Products 2.8%
Industrial Manufacturing 2.01%
Pharmaceuticals & Biotech 1.89%
Auto Components 1.7%
Consumer Durables 1.3%
Telecom-Services 1.13%
Petroleum Products 0.97%
Beverages 0.96%
Leisure Services 0.63%
Healthcare Services 0.6%
Agricultural, Commercial 0.57%
Non-Ferrous Metals 0.5%
Cash & Others 0.25%
Cement & Cement Products 0.18%
Food Products 0.18%
Transport Services 0.06%
Equity
77.66%
Govt Securities / Sovereign
10.88%
Corporate Debentures
9.55%
Reverse Repos
1.66%
Net Curr Ass/Net Receivables
0.25%

Advance Ratio

4.24
Alpha
3.07
SD
0.77
Beta
0.81
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:
1,16,991 Cr
Address:
9-11 Floors, NESCO IT Park, Building no 3, Western Express Highway, Goregaon(East) Mumbai-400063
Contact:
022 66145000
Email ID:
investor.line@mutualfunds.hsbc.co.in

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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 ₹61.9 as of 06 September 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 - 22.09%
  2. Electrical Equipments - 13.91%
  3. Banks - 7.71%
  4. IT-Software - 7.54%
  5. Construction - 5.16%

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 15.5% 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 0.81 % as of 06 September 2024.

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

The AUM of HSBC Aggressive Hybrid Fund – Direct Growth is ₹1,16,991 Cr as of 06 September 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 - 3.64%
  2. ICICI Bank - 3.3%
  3. Bharat Electron - 3.23%
  4. CG Power & Ind - 2.38%
  5. Zensar Tech. - 2.34%

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.
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