- Mutual Funds
- HSBC Mutual Fund
- HSBC Aggressive Hybrid Fund Direct Growth
HSBC Aggressive Hybrid Fund Direct Plan Growth
₹ 53.02
NAV (Mar 12)
Aggressive Hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Scheme Information
This scheme seeks to generate long term capital growth and income through investments in equity and equity related securities and fixed income instruments.
Expense Ratio | 0.82 % |
Launched 12Y ago | 2013-01-01 |
AUM in Crores | 4744.3 |
ISIN | INF917K01LE4 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 13.1 |
Beta | 0.9 |
Sharpe Ratio | 0.3 |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
Larsen & Toubro Ltd.
3.64%GOI
3.47%ICICI Bank Ltd.
3.3%Bharat Electronics Ltd.
3.23%GOI
2.67%
Allocation by Sector
Capital Goods
27.98%Services
13.06%Financial
11.56%Technology
6.2%Construction
5.81%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 52,257 cr | ||
₹ 5,511 cr | ||
₹ 3,236 cr | ||
₹ 22,130 cr | ||
₹ 11,696 cr |
