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

HSBC Aggressive Hybrid IDCW Reinvest Direct Plan

NAV
₹27.2166
+0.28%
(26 May)
AUM
4,708 Cr
TER
0.85%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+20.1%
+20.1%
+15.4%
+13.1%
+12.8%
+12.8%
3Y
+31.6%
+31.6%
+20.5%
+22.6%
+35.8%
+35.8%
5Y
+11.8%
+11.8%
+8.9%
+10.3%
+19.9%
+19.9%
ALL
+11.9%
+11.9%
+12.9%
+15.6%
+16.7%
+16.7%
VOL
16.0%
16.0%
12.3%
-
26.6%
26.6%
TER
1.4%
1.4%
0.8%
-
0.6%
0.6%
AUM
₹13 Cr
₹13 Cr
₹4,708 Cr
-
₹1,150 Cr
₹1,150 Cr
INFO
0.75
0.75
1.05
-
0.63
0.63
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 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
ICICI Bank Ltd
4.9%
State Bank of India
4.5%
7.38% Govt Stock 2027
4.3%
Indian Hotels Co Ltd
3.6%
Infosys Ltd
3.6%
Larsen & Toubro Ltd
3.2%
Hindustan Unilever Ltd
2.9%
HDFC Bank Ltd
2.8%
6.18% Govt Stock 2024
2.8%
KPIT Technologies Ltd
2.4%
Top industry exposure
Financial Services
22.1%
Consumer Cyclical
15.4%
Industrials
11.2%
Technology
9.5%
Consumer Defensive
6.0%
Other information
Minimum SIP
₹1,000
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 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