| Name | Sector | Instrument | Assets |
|---|---|---|---|
HSBC Large Cap Fund Direct-Growth | NA | Mutual Fund | 36.26% |
HSBC Midcap Fund Direct-Growth | NA | Mutual Fund | 19.20% |
HSBC Small Cap Fund Direct-Growth | NA | Mutual Fund | 18.22% |
HSBC Medium to Long Duration Fund Direct-Growth | NA | Mutual Fund | 10.22% |
HSBC Corporate Bond Direct-Growth | NA | Mutual Fund | 8.34% |
HSBC Dynamic Bond Fund Direct-Growth | NA | Mutual Fund | 4.73% |
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹1,000 |
Average of the yearly returns of a mutual fund over a given period.
The total return of a mutual fund over a given period.
| 3Y | 5Y | 10Y | All | |
|---|---|---|---|---|
| Fund returns | 14.8% | 14.5% | 12.8% | 13.2% |
| Category average | 13.9% | 14.1% | 12.0% | NA |
| Rank with in category | 23 | 23 | 16 | NA |
| Hybrid, Aggressive Hybrid funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
JM Aggressive Hybrid Fund Direct IDCW | 5 | -4.7% | 19.2% | 811.30 |
JM Aggressive Hybrid Fund Direct IDCW Yearly | 5 | -4.7% | 19.2% | 811.30 |
JM Aggressive Hybrid Fund Direct IDCW Half Yearly | 5 | -4.7% | 19.2% | 811.30 |
JM Aggressive Hybrid Fund Direct IDCW Quarterly | 5 | -4.7% | 19.2% | 811.30 |
Edelweiss Aggressive Hybrid Fund Direct IDCW | 5 | 5.4% | 18.0% | 3,316.79 |
A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
A percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
A fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
A form of tax payable for the purchase or sale of an asset or security.
Inclusive of GST
Exit load of 1% if redeemed within 1 year
0.005% (from July 1st, 2020)
If you redeem within two years, returns are taxed as per your Income Tax slab. If you redeem after two years, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
| Rank (total assets) | #21 in India |
|---|---|
| Total AUM | ₹1,39,317.89Cr |
| Date of Incorporation | 27 May 2002 |
|---|
HSBC Aggressive Hybrid Active FoF Direct IDCW is a Hybrid Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 27 May 2002. Sanjay Shah, Gautam Bhupal, Ranjithgopal K A is the Current Fund Manager of HSBC Aggressive Hybrid Active FoF Direct IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹1,39,318 Cr and the Latest NAV as of 17 Dec 2025 is ₹33.03. The HSBC Aggressive Hybrid Active FoF Direct IDCW is rated Very High risk. Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹5,000. Exit load of 1% if redeemed within 1 year ;
The objective of the Plan is to provide long term total return primarily by seeking capital appreciation through an active asset allocation with diversification commensurate with the risk profile of investments by investing predominantly in units of equity mutual funds as well as in a basket of debt mutual funds gold exchange traded funds (ETFs) and other ETFs, offshore mutual funds and money market instruments.However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved. ;
| Fund benchmark | CRISIL Hybrid 35+65 Aggressive Index |
|---|