HSBC Aggressive Hybrid Fund – Direct Growth

Hybrid · Aggressive Hybrid
 · ★★
500
Min SIP
5,000
Min Lumpsum
0.84 %
Expense Ratio
★★
Rating
4,913
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 29 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 19% 17.9% 11.9% 13.9%
Category Average 18.2% 21.6% 13.9% -

Scheme Allocation

By Holding
By Sector
By Asset
5.34%
Others
81.77%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 5.34%
Larsen & Toubro Infrastructure Developers & Operators Equity 4.15%
ICICI Bank Banks Equity 4%
Cholaman.Inv.&Fn Finance Equity 2.4%
Reliance Industr Refineries Equity 2.34%
CG Power & Indu. Capital Goods - Electrical Equipment Equity 2.14%
Sun Pharma.Inds. Pharmaceuticals Equity 2.14%
KPIT Technologi. IT - Software Equity 2.05%
Zensar Tech. IT - Software Equity 2.05%
IndusInd Bank Banks Equity 1.86%
Siemens Capital Goods - Electrical Equipment Equity 1.84%
M & M Fin. Serv. Finance Equity 1.84%
Samvardh. Mothe. Auto Ancillaries Equity 1.79%
Bank of Baroda Banks Equity 1.65%
Bharat Electron Electronics Equity 1.63%
Godrej Consumer FMCG Equity 1.49%
Indian Hotels Co Hotels & Restaurants Equity 1.48%
Westlife Food Quick Service Restaurant Equity 1.46%
M & M Automobile Equity 1.42%
Dabur India FMCG Equity 1.4%
TVS Motor Co. Automobile Equity 1.32%
VRL Logistics Logistics Equity 1.31%
Dixon Technolog. Consumer Durables Equity 1.3%
Safari Inds. Plastic products Equity 1.3%
Persistent Sys IT - Software Equity 1.25%
Infosys IT - Software Equity 1.23%
Shriram Finance Finance Equity 1.23%
Karur Vysya Bank Banks Equity 1.19%
UltraTech Cem. Cement Equity 1.16%
KEI Industries Cables Equity 1.15%
Syrma SGS Tech. Electronics Equity 1.07%
TD Power Systems Capital Goods - Electrical Equipment Equity 1.05%
GMM Pfaudler Capital Goods-Non Electrical Equipment Equity 1.03%
ZF Commercial Auto Ancillaries Equity 1.01%
360 ONE Finance Equity 0.91%
Ashok Leyland Automobile Equity 0.91%
A B B Capital Goods - Electrical Equipment Equity 0.91%
Polycab India Cables Equity 0.9%
Max Healthcare Healthcare Equity 0.88%
LTIMindtree IT - Software Equity 0.87%
Varroc Engineer Auto Ancillaries Equity 0.85%
Schaeffler India Bearings Equity 0.85%
Data Pattern Electronics Equity 0.84%
Can Fin Homes Finance Equity 0.78%
Cipla Pharmaceuticals Equity 0.77%
Tech Mahindra IT - Software Equity 0.77%
Mayur Uniquoters Plastic products Equity 0.73%
P I Industries Agro Chemicals Equity 0.64%
Sonata Software IT - Software Equity 0.62%
Timken India Bearings Equity 0.57%
Britannia Inds. FMCG Equity 0.53%
Navin Fluo.Intl. Chemicals Equity 0.53%
Uno Minda Auto Ancillaries Equity 0.52%
Triveni Turbine Capital Goods - Electrical Equipment Equity 0.47%
Prudent Corp. Finance Equity 0.46%
St Bk of India Banks Equity 0.38%
Federal Bank Banks Equity 0.36%
RHI Magnesita Refractories Equity 0.17%
Shoppers Stop Retail Equity 0.1%
Debt
21.58%
Banks
16.54%
IT-Software
8.1%
Finance
7.18%
Electrical Equipments
6.2%
Others
40.39%
View all Sectors
Sectors Asset
Debt 21.58%
Banks 16.54%
IT-Software 8.1%
Finance 7.18%
Electrical Equipments 6.2%
Auto Components 5.17%
Construction 4.09%
Industrial Products 3.17%
Consumer Durables 3.12%
Personal Products 2.98%
Leisure Services 2.83%
Automobiles 2.59%
Petroleum Products 2.46%
Pharmaceuticals & Biotech 2.38%
Aerospace & Defense 2.3%
Industrial Manufacturing 1.74%
Food Products 1.45%
Transport Services 1.43%
Cement & Cement Products 1.41%
Agricultural, Commercial 0.9%
Retailing 0.58%
Chemicals & Petrochemical 0.49%
Capital Markets 0.49%
Fertilisers & Agrochemica 0.45%
Cash & Others 0.37%
Equity
77.39%
Govt Securities / Sovereign
13.21%
Corporate Debentures
6.73%
Reverse Repos
2.5%
Commercial Paper
0.4%

Advance Ratio

4.7
Alpha
3.08
SD
0.65
Beta
1.55
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:
88,055 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

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 ₹46.9 as of 29 September 2023.

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 - 21.58%
  2. Banks - 16.54%
  3. IT-Software - 8.1%
  4. Finance - 7.18%
  5. Electrical Equipments - 6.2%

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 13.9% 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 0.84 % as of 29 September 2023.

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

The AUM of HSBC Aggressive Hybrid Fund – Direct Growth is ₹88,055 Cr as of 29 September 2023

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. HDFC Bank - 5.34%
  2. Larsen & Toubro - 4.15%
  3. ICICI Bank - 4%
  4. Cholaman.Inv.&Fn - 2.4%
  5. Reliance Industr - 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.
Invest Now