HSBC Aggressive Hybrid Annual IDCW Reinvest Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

HSBC Aggressive Hybrid Annual IDCW Reinvest Direct Plan

NAV
₹20.7657
+0.20%
(17 Oct)
AUM
5,546 Cr
TER
0.83%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+3.5%
+2.9%
-1.9%
-1.9%
-1.9%
-1.9%
3Y
+17.1%
+15.9%
+23.0%
+23.0%
+23.0%
+23.0%
5Y
+16.8%
+18.2%
+23.1%
+23.1%
+23.1%
+23.1%
ALL
+11.8%
+12.9%
+13.2%
+13.2%
+14.2%
+14.2%
VOL
14.1%
-
14.4%
14.4%
15.3%
15.3%
TER
0.8%
-
0.7%
0.7%
0.7%
0.7%
AUM
₹5,546 Cr
-
₹796 Cr
₹796 Cr
₹796 Cr
₹796 Cr
INFO
0.84
-
0.92
0.92
0.93
0.93
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
HSBC Aggressive Hybrid Annual IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Sep
Top holdings
Eternal Ltd
6.0%
GE Vernova T&D India Ltd
4.5%
Mahindra & Mahindra Ltd
4.5%
Bharat Electronics Ltd
4.1%
HDFC Bank Ltd
3.5%
ICICI Bank Ltd
3.3%
Treps
3.2%
CG Power & Industrial Solutions Ltd
3.0%
Karur Vysya Bank Ltd
2.2%
Hero MotoCorp Ltd
2.0%
Top industry exposure
Industrials
21.3%
Consumer Cyclical
18.7%
Financial Services
17.0%
Technology
5.8%
Healthcare
4.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
38%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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(s)
Shriram Ramanathan
Gautam Bhupal
Sonal Gupta
Mohd Asif Rizwi

FAQs