- Mutual Funds
- HSBC Mutual Fund
- HSBC Aggressive Hybrid Active FoF Direct Growth
HSBC Aggressive Hybrid Active FoF Direct Plan Growth
₹ 38.16
NAV (Apr 11)
View Less
HSBC Aggressive Hybrid Active FoF Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment4,91,611
Wealth Gained12,24,223
Total Corpus Created (₹)
With CAGR of 20.226 % in 5 yearsHistorical NAV
₹ 38.1582
NAV (Apr 11)
Fund Returns
Last 1Y | 2% |
Last 3Y | 11.4% |
Last 5Y | 20.2% |
Last 10Y | 11.2% |
Since Inception | 13% |
6 Month CAGR | -9.9% |
Scheme Information
The scheme seeks to provide long term total return primarily by seeking capital appreciation through an active asset allocation by investing in a basket of equity and debt mutual fund schemes and money market instruments.
Expense Ratio | 0.11 % |
Launched 10Y ago | 2014-04-30 |
AUM in Crores | 38.2 |
ISIN | INF336L01ID3 |
Lock-in (days) | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 12.1 |
Beta | 1 |
Sharpe Ratio | 0.5 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Aggressive Hybrid Active FoF Direct (G) | 12,24,223 | 4,91,611 | 20.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
HSBC Large Cap Fund Direct-Growth
57.85%HSBC Small Cap Fund Direct-Growth
19.43%HSBC Short Duration Fund Direct-Growth
9.67%HSBC Medium to Long Duration Fund Direct-Growth
7.4%HSBC Dynamic Bond Fund Direct-Growth
4.38%
Allocation by Sector
Financial
20.8%Technology
8.37%Services
7.36%Healthcare
6.52%Energy
5.08%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,309 cr | ||
₹ 55,360 cr | ||
₹ 5,670 cr | ||
₹ 23,229 cr | ||
₹ 12,239 cr |
About the AMC
HSBC Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
18.8% | 19.2% | ||
7.8% | 8% | ||
15.3% | 19.9% | ||
7.2% | 6.7% | ||
15.2% | 14.4% |
HSBC Aggressive Hybrid Active FoF Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment4,91,611
Wealth Gained12,24,223
Total Corpus Created (₹)
With CAGR of 20.226 % in 5 yearsFrequently Asked Questions
What is the expense ratio for HSBC Aggressive Hybrid Active FoF Direct Plan Growth?
What is the current AUM of HSBC Aggressive Hybrid Active FoF Direct Growth?
What is the latest NAV of HSBC Aggressive Hybrid Active FoF Direct Growth?
What is the Riskometer rating for HSBC Aggressive Hybrid Active FoF Direct Plan Growth?
Which are the top sector holdings in HSBC Aggressive Hybrid Active FoF Direct Plan?
Which are the top stock holdings in HSBC Aggressive Hybrid Active FoF Direct Plan?
What is the asset allocation of HSBC Aggressive Hybrid Active FoF Direct Plan Growth?
What has been the performance of HSBC Aggressive Hybrid Active FoF Direct Growth returns?
Does HSBC Aggressive Hybrid Active FoF Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in HSBC Aggressive Hybrid Active FoF Direct Plan Growth?
How to invest in HSBC Aggressive Hybrid Active FoF Direct Growth?
How can I redeem my investment in HSBC Aggressive Hybrid Active FoF Direct Plan?