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
₹18.8195
-0.31%
(12 Apr)
AUM
5,139 Cr
TER
0.85%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+51.0%
+51.0%
+41.5%
+41.5%
+31.5%
+23.5%
3Y
+24.9%
+24.9%
+24.4%
+24.4%
+16.1%
+11.5%
5Y
+22.3%
+22.3%
+25.9%
+25.9%
+15.0%
+12.3%
ALL
+17.2%
+17.2%
+18.6%
+18.6%
+14.1%
+10.7%
VOL
14.4%
14.4%
25.8%
25.8%
-
13.4%
TER
1.2%
1.2%
0.8%
0.8%
-
0.8%
AUM
₹665 Cr
₹665 Cr
₹1,869 Cr
₹1,869 Cr
-
₹5,139 Cr
INFO
1.20
1.20
0.72
0.72
-
0.80
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 29th Feb
Top holdings
Larsen & Toubro Ltd
4.7%
7.38% Govt Stock 2027
4.0%
7.18% Govt Stock 2033
3.4%
ICICI Bank Ltd
3.3%
HDFC Bank Ltd
2.7%
Treps
2.6%
Bharat Electronics Ltd
2.4%
Zensar Technologies Ltd
2.0%
Karur Vysya Bank Ltd
1.7%
Bharat Heavy Electricals Ltd
1.7%
Top industry exposure
Industrials
21.6%
Financial Services
17.5%
Consumer Cyclical
10.2%
Technology
8.2%
Energy
3.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
85%
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
Cheenu Gupta
Sonal Gupta

FAQs