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 30th Sep
Top holdings
Zomato Ltd
3.8%
ICICI Bank Ltd
3.7%
Bharat Electronics Ltd
3.1%
Suzlon Energy Ltd
3.0%
GE Vernova T&D India Ltd
3.0%
CG Power & Industrial Solutions Ltd
2.9%
7.38% Govt Stock 2027
2.8%
Trent Ltd
2.7%
Zensar Technologies Ltd
2.2%
JSW Energy Ltd
2.1%
Top industry exposure
Industrials
28.6%
Financial Services
15.8%
Consumer Cyclical
12.5%
Technology
8.1%
Utilities
4.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
76%
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.