Name | Sector | Instrument | Assets |
---|---|---|---|
HSBC Large Cap Fund Direct-Growth | NA | Mutual Fund | 35.88% |
HSBC Midcap Fund Direct-Growth | NA | Mutual Fund | 19.42% |
HSBC Small Cap Fund Direct-Growth | NA | Mutual Fund | 19.25% |
HSBC Medium to Long Duration Fund Direct-Growth | NA | Mutual Fund | 10.57% |
HSBC Corporate Bond Direct-Growth | NA | Mutual Fund | 8.73% |
HSBC Dynamic Bond Fund Direct-Growth | NA | Mutual Fund | 5.02% |
Min. for 1st investment | Not Supported |
Min. for 2nd investment onwards | Not Supported |
Min. for SIP | Not Supported |
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | -1.4% | 14.2% | 17.4% | 13.0% |
Category average | -0.3% | 13.9% | 16.9% | NA |
Rank with in category | 37 | 19 | 16 | NA |
Hybrid, Aggressive Hybrid funds | Rating | 1Y | 3Y | Fund Size(Cr) |
---|---|---|---|---|
JM Aggressive Hybrid Fund Growth | 5 | -7.9% | 19.8% | 840.84 |
ICICI Prudential Equity & Debt Fund Growth | 5 | 4.2% | 19.2% | 44,605.00 |
Edelweiss Aggressive Hybrid Fund Growth | 5 | 1.0% | 16.8% | 2,994.48 |
UTI Aggressive Hybrid Fund Plan Growth | 5 | -2.0% | 15.6% | 6,422.41 |
DSP Aggressive Hybrid Fund Growth | 4 | 1.3% | 15.0% | 11,436.32 |
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%.