- Mutual Funds
- HSBC Mutual Fund
- HSBC Aggressive Hybrid Fund (PIDCW-I)
HSBC Aggressive Hybrid Fund (PIDCW-I)
₹ 30.4394
NAV (Sep 06)
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
₹ 30.4394
NAV (Sep 6)
Fund Returns
Last 1Y | 30.9% |
Last 3Y | 14.1% |
Last 5Y | 16.9% |
Last 10Y | 12.7% |
Since Inception | 13.4% |
6 Month CAGR | 16.9% |
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 | 1.85 |
Launched (0y ago) | 1.85 |
AUM in Crores | 5893.1 |
ISIN | INF917K01KZ1 |
Lock-in | |
Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 10.6 |
Beta | 0.8 |
Sharpe Ratio | 1 |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Aggressive Hybrid Fund (PIDCW-I) | 11,20,673 | 3,88,061 | 16.9% | |
| 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
Larsen & Toubro Ltd.
3.6%GOI
3.5%ICICI Bank Ltd.
3.3%Bharat Electronics Ltd.
3.2%GOI
2.7%Allocation by Sector
Capital Goods
25.32%Financial
14.98%Construction
8.29%Technology
7.54%Automobile
5.53%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,488 cr | ||
₹ 3,347 cr | ||
₹ 5,044 cr | ||
₹ 12,117 cr | ||
₹ 24,596 cr |
About the AMC
HSBC Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
24.887% | 17.726% | ||
28.104% | 22.663% | ||
5.736% | 5.949% | ||
5.393% | 6.95% | ||
4.045% | 6.55% |
HSBC Aggressive Hybrid Fund (PIDCW-I) Review
HSBC Aggressive Hybrid Fund (PIDCW-I) is a Hybrid Hybrid fund and has delivered an annualised return of 13.398% over a period of 13 years. The fund is managed by HSBC Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object],[object Object],[object Object].
Nav of HSBC Aggressive Hybrid Fund (PIDCW-I) as of 9/6/2024 is ₹30.44 with the total AUM as of 9/7/2024 is ₹5893.064219. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Aggressive Hybrid Fund (PIDCW-I) was launched on 2011-02-07. The category risk of the fund is Average.
The minimum SIP amount for HSBC Aggressive Hybrid Fund (PIDCW-I) 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 (PIDCW-I)?
How to invest in HSBC Aggressive Hybrid Fund (PIDCW-I)?
You can invest in HSBC Aggressive Hybrid Fund (PIDCW-I) 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 (PIDCW-I)?
The minimum sip amount for HSBC Aggressive Hybrid Fund (PIDCW-I) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Aggressive Hybrid Fund (PIDCW-I) good to invest in?
As per Scripbox experts, HSBC Aggressive Hybrid Fund (PIDCW-I) is a 1 fund. You can investHSBC Aggressive Hybrid Fund (PIDCW-I) 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 (PIDCW-I)?
The expense ratio of the HSBC Aggressive Hybrid Fund (PIDCW-I) is 1.85% for regular plan.