HSBC Aggressive Hybrid Annual IDCW Payout Direct Plan
SIP amount
Min. ₹1,000
Lumpsum amount
Min. ₹5,000

HSBC Aggressive Hybrid Annual IDCW Payout Direct Plan

NAV
₹17.6462
-0.73%
(21 Sep)
AUM
4,914 Cr
TER
0.84%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+22.8%
+22.8%
+14.5%
+12.4%
+7.9%
+7.9%
3Y
+27.5%
+27.5%
+16.8%
+19.1%
+28.1%
+28.1%
5Y
+16.4%
+16.4%
+10.6%
+12.2%
+21.4%
+21.4%
ALL
+15.3%
+15.3%
+10.7%
+14.9%
+17.3%
+17.3%
VOL
14.5%
14.5%
13.3%
-
26.3%
26.3%
TER
1.6%
1.6%
0.8%
-
0.8%
0.8%
AUM
₹463 Cr
₹463 Cr
₹4,914 Cr
-
₹1,335 Cr
₹1,335 Cr
INFO
1.06
1.06
0.80
-
0.66
0.66
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 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 Aug
Top holdings
HDFC Bank Ltd
5.3%
7.38% Govt Stock 2027
4.2%
Larsen & Toubro Ltd
4.2%
ICICI Bank Ltd
4.0%
Treps
2.5%
Cholamandalam Investment and Finance Co Ltd
2.4%
Reliance Industries Ltd
2.3%
CG Power & Industrial Solutions Ltd
2.1%
Sun Pharmaceuticals Industries Ltd
2.1%
KPIT Technologies Ltd
2.1%
Top industry exposure
Financial Services
22.4%
Industrials
19.1%
Consumer Cyclical
12.8%
Technology
11.2%
Healthcare
3.8%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
82%
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
Cheenu Gupta

FAQs