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  • HSBC Aggressive Hybrid Fund (Growth)

Formerly L&T Hybrid Equity Gr

HSBC Mutual Funds

HSBC Aggressive Hybrid Fund (Growth)

HybridAggressive Hybrid

54.1169

NAV (Jul 24)

15.9%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in aggressive hybrid mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

54.1169

NAV (Jul 24)

Fund Returns

Last 1Y
32.7%
Last 3Y
15.4%
Last 5Y
16.2%
Last 10Y
13.1%
Since Inception
13.4%
6 Month CAGR
19.5%

Scheme Information

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.

Expense Ratio
1.85
Launched (13y ago)
Feb 07, 2011
AUM in Crores
5716.808
ISIN
INF917K01LB0
Lock-in
No Lock-in
Benchmark
Nifty Composite Debt Index TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
10.6
Standard Deviation (5yr)
14.4
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.952
Sharpe Ratio (5yr)
0.7
YTM
0
Fund Managers

Gautam Bhupal

Fund Manager

Mohd Asif Rizwi

Fund Manager

Shriram Ramanathan

Fund Manager

Sonal Gupta

Fund Manager

Cheenu Gupta

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HSBC Aggressive Hybrid Fund (Growth)70%10,90,046 3,57,43415.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-07-24

Top Stock Holdings

icici bank ltd

3.9%
3.9%

7.38% govt stock 2027

3.5%
3.5%

larsen & toubro ltd

3.5%
3.5%

7.18% govt stock 2033

3.2%
3.2%

bharat electronics ltd

3.2%
3.2%
See all holdings

Allocation by Sector

industrials

27.5%
27.5%

financial services

16.3%
16.3%

consumer cyclical

9.8%
9.8%

technology

7.8%
7.8%

utilities

4.4%
4.4%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 11,720 cr

₹ 37,036 cr

₹ 9,464 cr

₹ 3,355 cr

₹ 3,282 cr

amc-img

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 126,956 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 50 equity,134 debt and 31 hybrid funds.amc-img
phone-img022-66145000
Fund NameScripbox Opinion
Till Date CAGR

28.6%

23.2%

5.6%

5.9%

26.5%

17.7%

25.8%

17.1%

4.9%

5.3%

HSBC Aggressive Hybrid Fund (G) Review

HSBC Aggressive Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 13.3% over a period of 13 years. The fund was previously known as L&T Hybrid Equity Gr. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Cheenu Gupta, Gautam Bhupal, Mohd Asif Rizwi, Shriram Ramanathan, Sonal Gupta.

Nav of HSBC Aggressive Hybrid Fund (G) as of 7/24/2024 is ₹54.12 with the total AUM as of 7/25/2024 is ₹5716.808. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Aggressive Hybrid Fund (G) was launched on Feb 07, 2011. The category risk of the fund is Very High Risk.

The minimum SIP amount for HSBC Aggressive Hybrid Fund (G) 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 (G)?

HSBC Aggressive Hybrid Fund (G) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in HSBC Aggressive Hybrid Fund (G)?

You can invest in HSBC Aggressive Hybrid Fund (G) 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 (G)?

The minimum sip amount for HSBC Aggressive Hybrid Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is HSBC Aggressive Hybrid Fund (G) good to invest in?

As per Scripbox experts, HSBC Aggressive Hybrid Fund (G) is a Not Recommended fund. You can investHSBC Aggressive Hybrid Fund (G) 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 (G)?

The expense ratio of the HSBC Aggressive Hybrid Fund (G) is 1.85% for regular plan.