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

HSBC Aggressive Hybrid IDCW Payout Direct Plan

NAV
₹33.1915
+0.36%
(2 Jun)
AUM
5,125 Cr
TER
0.84%
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
+9.7%
+7.5%
+4.1%
+4.1%
+4.1%
+4.1%
3Y
+16.5%
+17.0%
+24.1%
+24.1%
+24.1%
+24.1%
5Y
+20.9%
+19.4%
+29.1%
+29.1%
+29.1%
+29.1%
ALL
+13.6%
+14.0%
+13.2%
+13.2%
+14.3%
+14.3%
VOL
-
12.6%
14.5%
14.5%
15.4%
15.4%
TER
-
0.8%
0.6%
0.6%
0.6%
0.6%
AUM
-
₹5,125 Cr
₹802 Cr
₹802 Cr
₹802 Cr
₹802 Cr
INFO
-
1.11
0.91
0.91
0.92
0.92
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 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 30th Apr
Top holdings
Eternal Ltd
4.7%
Mahindra & Mahindra Ltd
4.1%
ICICI Bank Ltd
3.8%
HDFC Bank Ltd
3.8%
Bharat Electronics Ltd
3.7%
BSE Ltd
3.5%
Trent Ltd
3.0%
GE Vernova T&D India Ltd
2.9%
CG Power & Industrial Solutions Ltd
2.8%
Persistent Systems Ltd
2.3%
Top industry exposure
Financial Services
21.6%
Industrials
18.6%
Consumer Cyclical
17.4%
Technology
7.3%
Healthcare
4.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
71%
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
Sonal Gupta
Mohd Asif Rizwi

FAQs