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 Payout (DP)
₹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 Jul
Top holdings
Larsen & Toubro Ltd
3.6%
7.38% Govt Stock 2027
3.5%
ICICI Bank Ltd
3.3%
Bharat Electronics Ltd
3.2%
7.18% Govt Stock 2033
2.7%
CG Power & Industrial Solutions Ltd
2.4%
Zensar Technologies Ltd
2.3%
JSW Energy Ltd
2.1%
Suzlon Energy Ltd
2.1%
Bharat Heavy Electricals Ltd
2.1%
Top industry exposure
Industrials
28.5%
Financial Services
16.0%
Consumer Cyclical
10.1%
Technology
8.3%
Utilities
4.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
68%
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.