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
₹18.0858
+0.40%
(29 Feb)
AUM
5,157 Cr
TER
0.83%
Risk
Very High Risk
Rating
Insights
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Compare with other fund
1Y
+47.0%
+47.0%
+39.2%
+39.2%
+29.2%
+20.3%
3Y
+26.7%
+26.7%
+26.9%
+26.9%
+15.9%
+10.8%
5Y
+23.0%
+23.0%
+26.7%
+26.7%
+15.5%
+12.3%
ALL
+16.8%
+16.8%
+18.4%
+18.4%
+14.1%
+10.3%
VOL
14.4%
14.4%
25.9%
25.9%
-
13.4%
TER
1.4%
1.4%
0.8%
0.8%
-
0.8%
AUM
₹636 Cr
₹636 Cr
₹1,678 Cr
₹1,678 Cr
-
₹5,157 Cr
INFO
1.17
1.17
0.71
0.71
-
0.77
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 Jan
Top holdings
Larsen & Toubro Ltd
5.1%
HDFC Bank Ltd
4.3%
7.38% Govt Stock 2027
4.0%
ICICI Bank Ltd
3.2%
Bharat Electronics Ltd
2.2%
Zensar Technologies Ltd
2.1%
Shriram Finance Ltd
2.1%
KPIT Technologies Ltd
2.0%
Treps
2.0%
Karur Vysya Bank Ltd
1.8%
Top industry exposure
Financial Services
22.1%
Industrials
21.3%
Technology
9.7%
Consumer Cyclical
9.7%
Utilities
3.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
86%
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