Submit
logo

HSBC Aggressive Hybrid Fund - Regular Growth

Category: Hybrid: Aggressive Launch Date: 01-01-2013
AUM:

₹ 5,423.98 Cr

Expense Ratio

1.87%

Benchmark

NIFTY 50 Hybrid Composite Debt 65:35 Index

ISIN

INF917K01LB0

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

500

Fund Manager

Gautam Bhupal, Shriram Ramanathan, Mohd. Asif Rizwi, Mayank Chaturvedi

Fund Performance 1Y (%) 3Y (%) 5Y (%)
HSBC Aggressive Hybrid Fund - Regular Growth 3.17 12.99 10.57
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
56.3741
Last change
-0.1 (-0.1769%)
Fund Size (AUM)
₹ 5,423.98 Cr
Performance
11.92% (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
Gautam Bhupal, Shriram Ramanathan, Mohd. Asif Rizwi, Mayank Chaturvedi
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
ICICI BANK LIMITED EQ NEW FV RS. 2/- 4.38
GE T&D INDIA LIMITED EQ NEW RS. 2/- 4.08
Treps 4.06
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 3.35
HDFC BANK LIMITED EQ NEW FV RE. 1/- 3.3
THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/- 3.11
CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- 2.65
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- 2.63
ZOMATO LIMITED EQ 2.39
ICICI Prudential AMC Ltd 1.97

Sector Allocation

Sector Holdings (%)
Financial Services 25.4
Capital Goods 15.81
Healthcare 5.99
Automobile and Auto Components 5.5
Consumer Services 5.18
Consumer Durables 3.41
Fast Moving Consumer Goods 3.02
Information Technology 1.97
Power 1.95
Oil, Gas & Consumable Fuels 1.13

Peer Comparison

Scheme Name 5Y (%)
HSBC Aggressive Hybrid Fund Reg Gr 10.57