HSBC Aggressive Hybrid Active FoF IDCW Reinvest Direct Plan
SIP amount
Min. ₹1,000
Lumpsum amount
Min. ₹5,000

HSBC Aggressive Hybrid Active FoF IDCW Reinvest Direct Plan

NAV
₹32.2042
-1.36%
(4 Apr)
AUM
40 Cr
TER
1.01%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+29.6%
+29.6%
+29.6%
+29.4%
+4.3%
3Y
+19.9%
+19.9%
+19.9%
+19.9%
+12.0%
5Y
+14.0%
+14.0%
+14.0%
+13.6%
+22.5%
ALL
+8.1%
+8.1%
+8.1%
+8.1%
+13.1%
VOL
14.7%
14.7%
14.7%
13.1%
13.9%
TER
0.6%
0.6%
0.6%
0.1%
1.0%
AUM
₹1,741 Cr
₹1,741 Cr
₹1,741 Cr
₹3,225 Cr
₹40 Cr
INFO
0.55
0.55
0.55
0.62
0.94
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 Active FoF 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 31st Jan
Top holdings
HSBC Large Cap Dir Gr
58.4%
HSBC Small Cap Fund Dir Gr
18.8%
HSBC Short Duration Dir Gr
9.7%
HSBC Medium to Long Duration Dir Gr
6.7%
HSBC Dynamic Bond Dir Gr
5.2%
Treps
1.8%
Net Current Assets (Including Cash & Bank Balances)
0.5%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The investment objective is to provide long term total return primarily by seeking capital appreciation through an active asset allocation by investing in a basket of equity and debt mutual fund schemes and money market instruments.
Fund manager(s)
Gautam Bhupal

FAQs