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

HSBC Aggressive Hybrid Annual IDCW Reinvest Direct Plan

NAV
₹16.2844
+1.01%
(31 Jan)
AUM
4,880 Cr
TER
0.87%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+10.3%
+10.3%
+1.0%
-2.0%
-2.0%
-2.3%
3Y
+28.7%
+28.7%
+13.1%
+21.5%
+21.5%
+10.6%
5Y
+17.4%
+17.4%
+8.6%
+8.7%
+8.7%
+6.7%
ALL
+17.0%
+17.0%
+15.6%
+13.1%
+13.1%
+9.3%
VOL
27.0%
27.0%
-
15.0%
15.0%
13.4%
TER
0.6%
0.6%
-
1.3%
1.3%
0.9%
AUM
₹868 Cr
₹868 Cr
-
₹392 Cr
₹392 Cr
₹4,880 Cr
INFO
0.63
0.63
-
0.88
0.88
0.70
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 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 Dec
Top holdings
7.38% Govt Stock 2027
5.7%
ICICI Bank Ltd
5.6%
State Bank of India
4.8%
Indian Hotels Co Ltd
3.7%
Infosys Ltd
3.4%
Larsen & Toubro Ltd
3.0%
HDFC Bank Ltd
2.8%
6.18% Govt Stock 2024
2.7%
Hindustan Unilever Ltd
2.3%
Persistent Systems Ltd
2.3%
Top industry exposure
Financial Services
23.1%
Consumer Cyclical
17.5%
Industrials
10.3%
Technology
8.8%
Consumer Defensive
4.8%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
72%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To seek to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and to generate reasonable returns through a portfolio of debt and money market instruments.There is no assurance that the investment objective of the scheme will be realized.
Fund manager(s)
Shriram Ramanathan
Cheenu Gupta

FAQs