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HSBC Aggressive Hybrid Fund - Regular Annual IDCW

Category: Hybrid: Aggressive Launch Date: 01-01-2013
AUM:

₹ 5,650.77 Cr

Expense Ratio

1.86%

Benchmark

NIFTY 50 Hybrid Composite Debt 65:35 Index

ISIN

INF917K01TW9

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

500

Fund Manager

Gautam Bhupal, Shriram Ramanathan, Mohd. Asif Rizwi, Sonal Gupta

Fund Performance 1Y (%) 3Y (%) 5Y (%)
HSBC Aggressive Hybrid Fund - Regular Annual IDCW 2.23 14.37 9.13
Benchmark - - -
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
17.776
Last change
-0.18 (-1.0222%)
Fund Size (AUM)
₹ 5,650.77 Cr
Performance
7.74% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment 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
Gautam Bhupal, Shriram Ramanathan, Mohd. Asif Rizwi, Sonal Gupta
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
ZOMATO LIMITED EQ 5.12
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 4.57
Treps 4.39
ICICI BANK LIMITED EQ NEW FV RS. 2/- 4.05
HDFC BANK LIMITED EQ NEW FV RE. 1/- 3.59
GE T&D INDIA LIMITED EQ NEW RS. 2/- 3.35
THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/- 2.73
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- 2.38
CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- 2.06
HERO MOTOCORP LIMITED EQ FV RS 2 1.82

Sector Allocation

Sector Holdings (%)
Financial Services 22.23
Capital Goods 13.13
Automobile and Auto Components 8.26
Consumer Services 7.55
Healthcare 6.65
Information Technology 4.97
Fast Moving Consumer Goods 3.93
Consumer Durables 3.74
Telecommunication 1.18
Power 0.94

Peer Comparison

Scheme Name 5Y (%)
HSBC Aggressive Hybrid Fund Reg Annual IDCW 9.13
ICICI Pru Equity & Debt Gr 20.68
SBI Equity Hybrid Reg Gr 12.69
Mirae Asset Aggressive Hybrid Reg Gr 12.59
Bandhan Aggr Hyb Fund Reg Gr 14.2
quant Aggressive Hybrid Fund Gr Reg Plan 16.61
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 15.77
ABSL Equity Hybrid95 Reg Gr 11.86
Canara Robeco Equity Hybrid Reg Gr 12.1
Nippon India Aggressive Hybrid Fund Gr Plan 14.96
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