HSBC Aggressive Hybrid Fund Direct Growth

Hybrid
Aggressive Hybrid
Very High Risk
15.41%
3Y annualised
+0.07% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Apr 2024₹53.74
Min. SIP amount₹500
Rating2
Fund size₹5,147.02Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns33.5%15.4%14.0%14.6%
Category average30.1%16.2%14.0%NA
Rank with in category122923NA
Understand terms

Holdings (109)

NameSectorInstrumentAssets
ConstructionEquity5.13%
SovereignGOI Sec4.00%
SovereignGOI Sec3.46%
FinancialEquity3.39%
Capital GoodsEquity2.36%
TechnologyEquity2.25%
FinancialEquity2.01%
Capital GoodsEquity2.00%
Capital GoodsEquity1.86%
FinancialEquity1.70%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

Cons

Lower expense ratio: 0.83%
3Y annualised returns lower than category average by 0.81%
1Y, 5Y and 10Y annualised returns higher than category average
Low rating: 2
Higher alpha: 1.75 The fund has generated returns higher than benchmark - NIFTY 50 Hybrid Composite Debt 65:35 Index - in the last 3Y

Expense ratio, exit load and tax

Expense ratio: 0.83%

Inclusive of GST

Exit load

Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Shriram Ramanathan
May 2016 - Present
View details

Education
Shriram is a B.E. (Electrical), PGDBM from XLRI Jamshedpur and CFA.
Experience
Prior to joining HSBC Mutual Fund, he has worked with L&T MF, FIL Fund Management Pvt. Ltd., ING Investment Management, Zurich Asset Management Co., ICICI Ltd., and L&T Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East, Mumbai 400063
Phone
NA
Launch Date
27 May 2002
HSBC Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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