- Mutual Funds
- HSBC Mutual Funds
- HSBC Aggressive Hybrid Fund (RIDCW-A)
Formerly L&T Hybrid Equity Ann IDCW-R
HSBC Aggressive Hybrid Fund (RIDCW-A)
₹ 15.9613
NAV (Sep 22)
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.9613
NAV (Sep 22)
Fund Returns
Last 1Y | 12.8% |
Last 3Y | 16% |
Last 5Y | 9.5% |
Last 10Y | NA |
Since Inception | 9.4% |
6 Month CAGR | 17.2% |
Scheme Information
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.
Expense Ratio | 1.88 |
Launched (8y ago) | Feb 10, 2015 |
AUM in Crores | 4913.741 |
ISIN | INF917K01TV1 |
Lock-in | No Lock-in |
Benchmark | Nifty Composite Debt Index TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 10.7 |
Standard Deviation (5yr) | 14.4 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.981 |
Sharpe Ratio (5yr) | 0.284 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Aggressive Hybrid Fund (RIDCW-A) | 9,23,739 | 1,91,127 | 9.5% | |
| 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
hdfc bank ltd
5.3%7.38% govt stock 2027
4.2%larsen & toubro ltd
4.2%icici bank ltd
4%treps
2.5%Allocation by Sector
financial services
22.4%industrials
19.1%consumer cyclical
12.8%technology
11.2%healthcare
3.8%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 9,394 cr | ||
₹ 25,274 cr | ||
₹ 7,475 cr | ||
₹ 3,302 cr | ||
₹ 587 cr |
About the AMC
HSBC Asset Management(India)Private Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.5% | 7.3% | ||
29% | 15.8% | ||
4.2% | 6.2% | ||
26.4% | 15.1% | ||
4.5% | % |
HSBC Aggressive Hybrid Fund (RIDCW-A) Review
HSBC Aggressive Hybrid Fund (RIDCW-A) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 9.4% over a period of 8 years. The fund was previously known as L&T Hybrid Equity Ann IDCW-R. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Cheenu Gupta, Shriram Ramanathan.
Nav of HSBC Aggressive Hybrid Fund (RIDCW-A) as of 9/22/2023 is ₹15.96 with the total AUM as of 9/23/2023 is ₹4913.741. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Aggressive Hybrid Fund (RIDCW-A) was launched on Feb 10, 2015. The category risk of the fund is Very High Risk.
The minimum SIP amount for HSBC Aggressive Hybrid Fund (RIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is HSBC Aggressive Hybrid Fund (RIDCW-A)?
How to invest in HSBC Aggressive Hybrid Fund (RIDCW-A)?
You can invest in HSBC Aggressive Hybrid Fund (RIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HSBC Aggressive Hybrid Fund (RIDCW-A)?
The minimum sip amount for HSBC Aggressive Hybrid Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Aggressive Hybrid Fund (RIDCW-A) good to invest in?
As per Scripbox experts, HSBC Aggressive Hybrid Fund (RIDCW-A) is a Not Recommended fund. You can investHSBC Aggressive Hybrid Fund (RIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HSBC Aggressive Hybrid Fund (RIDCW-A)?
The expense ratio of the HSBC Aggressive Hybrid Fund (RIDCW-A) is 1.88% for regular plan.