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

HSBC Aggressive Hybrid Annual IDCW Reinvest Direct Plan

NAV
₹21.4034
+1.26%
(26 Jul)
AUM
5,717 Cr
TER
0.81%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+55.9%
+55.9%
+55.9%
+55.9%
+33.3%
+31.2%
3Y
+26.6%
+26.6%
+26.6%
+26.6%
+16.1%
+16.9%
5Y
+27.4%
+27.4%
+27.4%
+27.4%
+17.0%
+18.3%
ALL
+15.0%
+15.0%
+15.9%
+15.9%
+12.7%
+15.1%
VOL
14.6%
14.6%
15.6%
15.6%
13.6%
-
TER
0.6%
0.6%
0.6%
0.6%
0.8%
-
AUM
₹306 Cr
₹306 Cr
₹306 Cr
₹306 Cr
₹5,717 Cr
-
INFO
1.03
1.03
1.02
1.02
0.93
-
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 30th Jun
Top holdings
ICICI Bank Ltd
3.9%
7.38% Govt Stock 2027
3.5%
Larsen & Toubro Ltd
3.5%
Bharat Electronics Ltd
3.2%
7.18% Govt Stock 2033
3.2%
Treps
2.5%
CG Power & Industrial Solutions Ltd
2.4%
Zensar Technologies Ltd
2.3%
JSW Energy Ltd
2.2%
Bharat Heavy Electricals Ltd
2.0%
Top industry exposure
Industrials
27.5%
Financial Services
16.3%
Consumer Cyclical
9.8%
Technology
7.8%
Utilities
4.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
75%
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
Mohd Asif Rizwi

FAQs