HSBC Aggressive Hybrid Fund IDCW Yearly

Hybrid
Aggressive Hybrid
Very High Risk
17.53%
3Y annualised
+0.75% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 07 Jun 2023₹15.06
Min. SIP amountNot Supported
Rating2
Fund size₹4,668.21Cr

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 returns15.6%17.5%8.6%11.8%
Category average14.4%19.5%10.5%NA
Rank with in category162725NA
Understand terms

Holdings (70)

NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity7.2%
ICICI Bank Ltd.FinancialEquity4.5%
GOISovereignGOI Sec4.5%
Reliance Industries Ltd.EnergyEquity4.1%
Larsen & Toubro Ltd.ConstructionEquity3.8%
The Indian Hotels Company Ltd.ServicesEquity3.5%
Hindustan Unilever Ltd.Consumer StaplesEquity2.8%
KPIT Technologies Ltd.TechnologyEquity2.7%
Sun Pharmaceutical Industries Ltd.HealthcareEquity2.4%
Ultratech Cement Ltd.ConstructionEquity2.3%
See All

Expense ratio, exit load and tax

Expense ratio: 1.89%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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,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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