HSBC Aggressive Hybrid Fund – Direct Growth

Hybrid · Aggressive Hybrid
 · ★★
₹ 500
Min SIP
₹ 5,000
Min Lumpsum
0.84 %
Expense Ratio
★★
Rating
4,947
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 August 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 11.7% 16.4% 9.9% 13.7%
Category Average 9.1% 20.5% 12.5% -

Scheme Allocation

By Holding
By Sector
By Asset
5.57%
4.14%
Others
81.33%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 5.57%
ICICI Bank Banks Equity 4.14%
Larsen & Toubro Infrastructure Developers & Operators Equity 4.09%
Reliance Industr Refineries Equity 2.46%
Cholaman.Inv.&Fn Finance Equity 2.41%
Sun Pharma.Inds. Pharmaceuticals Equity 2.38%
KPIT Technologi. IT - Software Equity 2.06%
CG Power & Indu. Capital Goods - Electrical Equipment Equity 1.99%
Zensar Tech. IT - Software Equity 1.92%
IndusInd Bank Banks Equity 1.9%
Siemens Capital Goods - Electrical Equipment Equity 1.86%
M & M Fin. Serv. Finance Equity 1.83%
Samvardh. Mothe. Auto Ancillaries Equity 1.82%
Bank of Baroda Banks Equity 1.77%
KEI Industries Cables Equity 1.72%
Bharat Electron Electronics Equity 1.59%
Godrej Consumer FMCG Equity 1.53%
Infosys IT - Software Equity 1.5%
Dabur India FMCG Equity 1.45%
Britannia Inds. FMCG Equity 1.45%
Westlife Food Quick Service Restaurant Equity 1.45%
VRL Logistics Logistics Equity 1.43%
UltraTech Cem. Cement Equity 1.41%
Indian Hotels Co Hotels & Restaurants Equity 1.38%
M & M Automobile Equity 1.32%
TVS Motor Co. Automobile Equity 1.27%
Shriram Finance Finance Equity 1.2%
Karur Vysya Bank Banks Equity 1.2%
Persistent Sys IT - Software Equity 1.1%
Varroc Engineer Auto Ancillaries Equity 1.04%
Dixon Technolog. Consumer Durables Equity 1.03%
Canara Bank Banks Equity 1%
Safari Inds. Plastic products Equity 1%
GMM Pfaudler Capital Goods-Non Electrical Equipment Equity 0.96%
ZF Commercial Auto Ancillaries Equity 0.94%
TD Power Systems Capital Goods - Electrical Equipment Equity 0.94%
A B B Capital Goods - Electrical Equipment Equity 0.93%
Ashok Leyland Automobile Equity 0.9%
Schaeffler India Bearings Equity 0.86%
RHI Magnesita Refractories Equity 0.84%
LTIMindtree IT - Software Equity 0.81%
Syrma SGS Tech. Electronics Equity 0.78%
Can Fin Homes Finance Equity 0.77%
360 ONE Finance Equity 0.74%
Data Pattern Electronics Equity 0.71%
Tech Mahindra IT - Software Equity 0.71%
Mayur Uniquoters Plastic products Equity 0.67%
St Bk of India Banks Equity 0.63%
Timken India Bearings Equity 0.61%
Shoppers Stop Retail Equity 0.58%
Uno Minda Auto Ancillaries Equity 0.51%
Prudent Corp. Finance Equity 0.49%
Navin Fluo.Intl. Chemicals Equity 0.49%
Triveni Turbine Capital Goods - Electrical Equipment Equity 0.48%
P I Industries Agro Chemicals Equity 0.45%
Titan Company Diamond, Gems and Jewellery Equity 0.42%
Federal Bank Banks Equity 0.33%
Jio Financial Finance Equity 0.23%
Debt
21.58%
Banks
16.54%
IT-Software
8.1%
Finance
7.18%
Electrical Equipments
6.2%
Others
40.39%
View all Sectors
Sectors Asset
Debt 21.58%
Banks 16.54%
IT-Software 8.1%
Finance 7.18%
Electrical Equipments 6.2%
Auto Components 5.17%
Construction 4.09%
Industrial Products 3.17%
Consumer Durables 3.12%
Personal Products 2.98%
Leisure Services 2.83%
Automobiles 2.59%
Petroleum Products 2.46%
Pharmaceuticals & Biotech 2.38%
Aerospace & Defense 2.3%
Industrial Manufacturing 1.74%
Food Products 1.45%
Transport Services 1.43%
Cement & Cement Products 1.41%
Agricultural, Commercial 0.9%
Retailing 0.58%
Chemicals & Petrochemical 0.49%
Capital Markets 0.49%
Fertilisers & Agrochemica 0.45%
Cash & Others 0.37%
Equity
78.06%
Govt Securities / Sovereign
13.46%
Corporate Debentures
6.42%
Reverse Repos
1.13%
Commercial Paper
0.57%
Others
0.35%
View all Assets
Assets Asset
Equity 78.06%
Govt Securities / Sovereign 13.46%
Corporate Debentures 6.42%
Reverse Repos 1.13%
Commercial Paper 0.57%
Net Curr Ass/Net Receivables 0.37%

Advance Ratio

0.3
Alpha
3.13
SD
0.66
Beta
0.44
Sharpe

Exit Load

Exit Load If the units redeemed or switched-out are upto 10% of units purchased or switched in (the limit) within 1 year from the date of allotment. 1.00% - For Redemption within 1 year from the date of allotment or Purchase applying First in First Out basis. Nil - For Redemption above 1 year from the date of allotment.

Fund Objective

To seek to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and to generate reasonable returns through a portfolio of debt and money market instruments.

Fund Managers

Shriram Ramanathan

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

HSBC Mutual Fund
AUM:
88,055 Cr
Address:
9-11 Floors, NESCO IT Park, Building no 3, Western Express Highway, Goregaon(East) Mumbai-400063
Contact:
66145000
Email ID:
hsbcmf@camsonline.com

More Funds from HSBC Mutual Fund

Fund Name

Mutual Funds By Category

Equity

Debt

Hybrid

equity
Large Cap Mutual Funds Large Cap Mutual Funds
Large Cap
Fund Name
Mid Cap Mutual Funds Mid Cap Mutual Funds
Mid Cap
Fund Name
Small Cap Mutual Funds Small Cap Mutual Funds
Small Cap
Fund Name
Multi Cap Funds Multi Cap Funds
Multi Cap
Fund Name
ELSS Mutual Funds ELSS Mutual Funds
ELSS
Fund Name
Dividend Yield Funds Dividend Yield Funds
Dividend Yield
Fund Name
Sectoral / Thematic Mutual Funds Sectoral / Thematic Mutual Funds
Sectoral / Thematic
Fund Name
Focused Funds Focused Funds
Focused
Fund Name
debt
Ultra Short Duration Funds Ultra Short Duration Funds
Ultra Short Duration
Fund Name
Liquid Mutual Funds Liquid Mutual Funds
Liquid
Fund Name
Gilt Mutual Funds Gilt Mutual Funds
Gilt
Fund Name
Long Duration Funds Long Duration Funds
Long Duration
Fund Name
Overnight Mutual Funds Overnight Mutual Funds
Overnight
Fund Name
Floater Mutual Funds Floater Mutual Funds
Floater
Fund Name
hybrid
Arbitrage Mutual Funds Arbitrage Mutual Funds
Arbitrage
Fund Name
Equity Savings Mutual Funds Equity Savings Mutual Funds
Equity Savings
Fund Name
Aggressive Hybrid Mutual Funds Aggressive Hybrid Mutual Funds
Aggressive Hybrid
Fund Name

Frequently Asked Questions

How to invest in HSBC Aggressive Hybrid Fund – Direct Growth ?

You can invest in HSBC Aggressive Hybrid Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for HSBC Aggressive Hybrid Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of HSBC Aggressive Hybrid Fund – Direct Growth ?

The NAV of HSBC Aggressive Hybrid Fund – Direct Growth is ₹45.2 as of 18 August 2023.

How to redeem HSBC Aggressive Hybrid Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of HSBC Aggressive Hybrid Fund – Direct Growth?

The minimum SIP amount of HSBC Aggressive Hybrid Fund – Direct Growth is ₹500

What are the top sectors HSBC Aggressive Hybrid Fund – Direct Growth has invested in?

The top sectors HSBC Aggressive Hybrid Fund – Direct Growth has invested in are
  1. Debt - 21.58%
  2. Banks - 16.54%
  3. IT-Software - 8.1%
  4. Finance - 7.18%
  5. Electrical Equipments - 6.2%

Can I make investments in both the SIP and Lump Sum schemes of HSBC Aggressive Hybrid Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of HSBC Aggressive Hybrid Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have HSBC Aggressive Hybrid Fund – Direct Growth generated ?

The HSBC Aggressive Hybrid Fund – Direct Growth has delivered 13.7% since inception

What is the expense ratio of HSBC Aggressive Hybrid Fund – Direct Growth ?

The expense ratio of HSBC Aggressive Hybrid Fund – Direct Growth is 0.84 % as of 18 August 2023.

What is the AUM of HSBC Aggressive Hybrid Fund – Direct Growth?

The AUM of HSBC Aggressive Hybrid Fund – Direct Growth is ₹88,055 Cr as of 18 August 2023

What are the top stock holdings of HSBC Aggressive Hybrid Fund – Direct Growth?

The top stock holdings of HSBC Aggressive Hybrid Fund – Direct Growth are
  1. HDFC Bank - 5.57%
  2. ICICI Bank - 4.14%
  3. Larsen & Toubro - 4.09%
  4. Reliance Industr - 2.46%
  5. Cholaman.Inv.&Fn - 2.41%

How can I redeem my investments in HSBC Aggressive Hybrid Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HSBC Aggressive Hybrid Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now
Start Investing Now!

Open Free Demat Account in 5 mins

Please enter mobile number