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

HSBC Aggressive Hybrid Annual IDCW Payout Direct Plan

NAV
₹17.3978
-1.98%
(13 Mar)
AUM
5,459 Cr
TER
0.82%
Risk
Very High Risk
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
+13.3%
+12.8%
+12.8%
+9.2%
+9.2%
+6.2%
3Y
+14.5%
+18.6%
+18.6%
+17.4%
+17.4%
+13.4%
5Y
+10.4%
+17.4%
+17.4%
+17.4%
+17.4%
+11.4%
ALL
+10.4%
+15.3%
+15.3%
+16.5%
+16.5%
+11.3%
VOL
14.2%
14.7%
14.7%
13.4%
13.4%
-
TER
0.8%
0.7%
0.7%
0.9%
0.9%
-
AUM
₹5,459 Cr
₹1,360 Cr
₹1,360 Cr
₹50,205 Cr
₹50,205 Cr
-
INFO
0.73
1.04
1.04
1.23
1.23
-
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 28th Feb
Top holdings
Treps
4.5%
Mahindra & Mahindra Ltd
4.3%
ICICI Bank Ltd
4.2%
GE Vernova T&D India Ltd
3.7%
Karur Vysya Bank Ltd
3.4%
HDFC Bank Ltd
3.3%
Bharat Electronics Ltd
2.7%
Eternal Ltd
2.4%
CG Power & Industrial Solutions Ltd
2.3%
ICICI Prudential Asset Management Co Ltd
1.8%
Top industry exposure
Financial Services
24.0%
Industrials
17.4%
Consumer Cyclical
12.6%
Healthcare
7.9%
Technology
4.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
24%
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
Mohd Asif Rizwi
Mayank Chaturvedi

FAQs