HSBC Aggressive Hybrid Fund Direct Growth

Hybrid
Aggressive Hybrid
Very High Risk
19.43%
3Y annualised
+0.18% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Mar 2023₹39.59
Min. SIP amount₹1,000
Rating2
Fund size₹4,636.06Cr

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 returns-1.2%19.4%8.2%12.8%
Category average0.7%20.3%9.4%NA
Rank with in category352625NA
Understand terms

Holdings (76)

NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity6.4%
ICICI Bank Ltd.FinancialEquity5.1%
GOISovereignGOI Sec4.4%
The Indian Hotels Company Ltd.ServicesEquity3.8%
Infosys Ltd.TechnologyEquity3.6%
Larsen & Toubro Ltd.ConstructionEquity3.4%
Reliance Industries Ltd.EnergyEquity3.4%
Hindustan Unilever Ltd.Consumer StaplesEquity3.2%
KPIT Technologies Ltd.TechnologyEquity2.7%
Persistent Systems Ltd.TechnologyEquity2.4%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

Cons

Lower expense ratio: 0.85%
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
10Y annualised returns higher than category average by 0.98%
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.85%

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₹1,000

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

Cheenu Gupta
Jul 2021 - Present
View details

Education
Ms. Gupta is CFA Charter holder (USA), PGDBM (Finance) & B.E. (I.T)
Experience
Prior to joining HSBC Mutual Fund, she has worked with L&T Mutual Fund, Canara Robeco Mutual Fund, Tata AIA Life Insurance Company as Fund Manager, ING Investment Management as Senior Research Analyst and UTI AMC Ltd. as Research Analyst.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9-11th Floor,NESCO - IT Park Bldg. 3, Nesco Complex,Western Express Highway, Goregaon East, Mumbai 400063
Phone
022-66145000 / 66668819 / 1800-200-2434
Launch Date
27 May 2002
Website
NA
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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