HSBC Aggressive Hybrid Fund

Hybrid · Aggressive Hybrid
 · ★★
500
Min SIP
5,000
Min Lumpsum
0.85 %
Expense Ratio
★★
Rating
4,668
Fund Size (in Cr)
10 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 26 May 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 16.1% 20.8% 9.1% 13.4%
Category Average 16.6% 28.4% 13.5% -

Scheme Allocation

By Holding
By Sector
By Asset
HDFC Bank
7.18%
ICICI Bank
4.55%
Reliance Industr
4.06%
Larsen & Toubro
3.83%
Indian Hotels Co
3.48%
Others
76.9%
Debt
22.04%
Banks
16.49%
IT-Software
8.65%
Leisure Services
4.83%
Electrical Equipments
4.56%
Others
43.43%
Equity
78.36%
Govt Securities / Sovereign
16.51%
Corporate Debentures
2.81%
Reverse Repos
1.91%
Commercial Paper
0.6%

Advance Ratio

0.2
Alpha
3.22
SD
0.66
Beta
0.45
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:
12,789 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 ?

You can invest in HSBC Aggressive Hybrid Fund 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 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 ?

The NAV of HSBC Aggressive Hybrid Fund is ₹42.7 as of 26 May 2023.

How to redeem HSBC Aggressive Hybrid Fund 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?

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

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

The top sectors HSBC Aggressive Hybrid Fund has invested in are
  1. HDFC Bank - 7.18%
  2. ICICI Bank - 4.55%
  3. Reliance Industr - 4.06%
  4. Larsen & Toubro - 3.83%
  5. Indian Hotels Co - 3.48%

How much returns have HSBC Aggressive Hybrid Fund generated ?

The HSBC Aggressive Hybrid Fund has delivered 13.4% since inception

What is the expense ratio of HSBC Aggressive Hybrid Fund ?

The expense ratio of HSBC Aggressive Hybrid Fund is 0.85 % as of 26 May 2023.

What is the AUM of HSBC Aggressive Hybrid Fund?

The AUM of HSBC Aggressive Hybrid Fund is ₹12,789 Cr as of 26 May 2023

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

The top stock holdings of HSBC Aggressive Hybrid Fund are
  1. HDFC Bank - 7.18%
  2. ICICI Bank - 4.55%
  3. Reliance Industr - 4.06%
  4. Larsen & Toubro - 3.83%
  5. Indian Hotels Co - 3.48%
Invest Now