How to Invest in HSBC Aggressive Hybrid Fund IDCW Yearly?

You can easily invest in HSBC Aggressive Hybrid Fund IDCW Yearly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for HSBC Aggressive Hybrid Fund IDCW Yearly from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in HSBC Aggressive Hybrid Fund IDCW Yearly as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does HSBC Aggressive Hybrid Fund IDCW Yearly provide?

The HSBC Aggressive Hybrid Fund IDCW Yearly has been there from NA and the average annual returns provided by this fund is 15.56% since its inception.

How much expense ratio is charged by HSBC Aggressive Hybrid Fund IDCW Yearly?

The term Expense Ratio used for HSBC Aggressive Hybrid Fund IDCW Yearly or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of HSBC Aggressive Hybrid Fund IDCW Yearly is 1.89% as of 08 Jun 2023...

What is the AUM of HSBC Aggressive Hybrid Fund IDCW Yearly?

The AUM, short for Assets Under Management of HSBC Aggressive Hybrid Fund IDCW Yearly is ₹4,668.21Cr as of 08 Jun 2023.

How to Redeem HSBC Aggressive Hybrid Fund IDCW Yearly?

If you want to sell your HSBC Aggressive Hybrid Fund IDCW Yearly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of HSBC Aggressive Hybrid Fund IDCW Yearly?

You can select either SIP or Lumpsum investment of HSBC Aggressive Hybrid Fund IDCW Yearly based on your investment objective and risk tolerance.

What is the NAV of HSBC Aggressive Hybrid Fund IDCW Yearly?

The NAV of HSBC Aggressive Hybrid Fund IDCW Yearly is ₹15.06 as of 07 Jun 2023.

What is the PE and PB ratio of HSBC Aggressive Hybrid Fund IDCW Yearly?

The PE ratio ratio of HSBC Aggressive Hybrid Fund IDCW Yearly is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

HSBC Aggressive Hybrid Fund IDCW Yearly - NAV, Mutual Fund Performance & Portfolio

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 ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: 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
Understand termsExpense ratioA 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.
TaxA 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.
Exit loadA 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.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
30 Apr 2023 - Present
1.89%
31 Mar 2023 - 30 Apr 2023
1.91%
28 Feb 2023 - 31 Mar 2023
1.92%
31 Jan 2023 - 28 Feb 2023
1.90%
31 Dec 2022 - 31 Jan 2023
1.89%
31 Dec 2022 - 31 Dec 2022
1.89%
30 Nov 2022 - 31 Dec 2022
1.89%
30 Nov 2022 - 30 Nov 2022
1.89%
31 Oct 2022 - 30 Nov 2022
1.90%
Expense ratio, exit load and taxExpense ratio: 1.89%Inclusive of GST
Exit loadExit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementShriram 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
HSBC Medium to Long Duration Fund Growth
HSBC Medium to Long Duration Fund IDCW Quarterly
HSBC Corporate Bond Growth
HSBC Corporate Bond IDCW Quarterly
HSBC Corporate Bond IDCW Half Yearly
HSBC Corporate Bond Bonus
L&T Ultra Short Term Fund Regular Growth
L&T Ultra Short Term Fund Growth
L&T Ultra Short Term Fund IDCW Weekly
L&T Ultra Short Term Fund IDCW Daily
HSBC Gilt Fund IDCW Quarterly
HSBC Gilt Fund Growth
L&T Liquid IDCW Daily
L&T Liquid Plan Growth
L&T Liquid Plan IDCW Weekly
L&T Ultra Short Term Fund Regular IDCW Half Yearly
L&T Ultra Short Term Fund IDCW Monthly
HSBC Credit Risk Fund Retail Bonus
HSBC Credit Risk Fund IDCW Monthly
HSBC Credit Risk Fund Growth
HSBC Credit Risk Fund IDCW Quarterly
HSBC Money Market Fund Growth
HSBC Money Market Fund IDCW Daily
HSBC Money Market Fund IDCW Weekly
HSBC Money Market Fund IDCW Monthly
HSBC Short Duration Fund Bonus
HSBC Short Duration Fund IDCW
HSBC Short Duration Fund IDCW Quarterly
HSBC Short Duration Fund Growth
L&T Ultra Short Term Fund Regular IDCW Daily
HSBC Dynamic Bond Fund Growth
HSBC Dynamic Bond Fund IDCW Monthly
L&T Overnight Fund IDCW Daily
L&T Overnight Fund Growth
L&T Overnight Fund IDCW Weekly
L&T Overnight Fund IDCW Monthly
HSBC Banking and PSU Debt Fund IDCW Daily
HSBC Banking and PSU Debt Fund IDCW Weekly
HSBC Banking and PSU Debt Fund Growth
HSBC Banking and PSU Debt Fund IDCW Monthly
HSBC Low Duration Fund Growth
HSBC Low Duration Fund IDCW
HSBC Aggressive Hybrid Fund Growth
HSBC Aggressive Hybrid Fund IDCW
HSBC Liquid Fund Regular IDCW Daily
HSBC Liquid Fund Regular Growth
HSBC Liquid Fund Regular IDCW Monthly
HSBC Liquid Fund Regular IDCW Weekly
HSBC Liquid Fund Daily IDCW
L&T Overnight Fund Direct IDCW Monthly
L&T Overnight Fund Direct Growth
L&T Overnight Fund Direct IDCW Daily
L&T Overnight Fund Direct IDCW Weekly
HSBC Aggressive Hybrid Fund Direct Growth
HSBC Aggressive Hybrid Fund Direct IDCW
HSBC Gilt Fund Direct Growth
HSBC Gilt Fund Direct IDCW Quarterly
HSBC Dynamic Bond Fund Direct IDCW Monthly
HSBC Dynamic Bond Fund Direct Growth
HSBC Money Market Fund Direct IDCW Monthly
HSBC Money Market Fund Direct IDCW Weekly
HSBC Money Market Fund Direct Growth
HSBC Money Market Fund Direct IDCW Daily
HSBC Credit Risk Fund Direct IDCW Monthly
HSBC Credit Risk Fund Direct Growth
L&T Liquid Plan Direct Growth
L&T Liquid Plan Direct IDCW Daily
HSBC Banking and PSU Debt Fund Direct IDCW Monthly
HSBC Banking and PSU Debt Fund Direct Growth
HSBC Banking and PSU Debt Fund Direct IDCW Daily
HSBC Banking and PSU Debt Fund Direct IDCW Weekly
HSBC Low Duration Fund Direct IDCW
HSBC Low Duration Fund Direct Growth
HSBC Corporate Bond Direct Growth
HSBC Corporate Bond Direct IDCW Half yearly
HSBC Corporate Bond Direct IDCW Quarterly
L&T Ultra Short Term Fund Direct IDCW daily
L&T Ultra Short Term Fund Direct Growth
L&T Ultra Short Term Fund Direct IDCW weekly
L&T Ultra Short Term Fund Direct IDCW monthly
HSBC Short Durationd Fund Direct Growth
HSBC Short Duration Fund Direct IDCW
HSBC Short Duration Fund Direct IDCW Quarterly
HSBC Liquid Fund Direct IDCW Daily
HSBC Liquid Fund Direct Growth
HSBC Liquid Fund Direct IDCW Monthly
HSBC Liquid Fund Direct IDCW Weekly
HSBC Medium to Long Duration Fund Direct Growth
HSBC Medium to Long Duration Fund Direct IDCW Quarterly
L&T Liquid Plan Direct IDCW Weekly
L&T Liquid Plan Bonus
L&T Ultra Short Term Fund Direct Bonus
L&T Ultra Short Term Fund Bonus
HSBC Medium Duration Fund Direct Growth
HSBC Medium Duration Fund Regular IDCW
HSBC Medium Duration Fund Direct IDCW
HSBC Medium Duration Fund Regular Growth
HSBC Aggressive Hybrid Fund IDCW Yearly
HSBC Aggressive Hybrid Fund Direct IDCW Yearly
HSBC Credit Risk Fund IDCW Yearly
HSBC Credit Risk Fund Direct IDCW Yearly
HSBC Dynamic Bond Fund Direct IDCW Yearly
HSBC Dynamic Bond Fund IDCW Yearly
HSBC Short Duration Fund Direct IDCW Yearly
HSBC Short Duration Fund IDCW Yearly
HSBC Low Duration Fund Direct IDCW Yearly
HSBC Low Duration Fund IDCW Yearly
HSBC Corporate Bond Direct IDCW Yearly
HSBC Corporate Bond IDCW Yearly
HSBC Medium Duration Fund Direct IDCW Yearly
HSBC Medium Duration Fund Regular IDCW Yearly
L&T Ultra Short Term Fund Direct IDCW Half Yearly
L&T FMP Series XIV Scheme C (1150 Days) Regular Growth
L&T FMP Series XVI Plan A (1223 Days) Direct Growth
L&T FMP Series XVI Plan A (1223 Days) Regular Growth
L&T FMP Series XVI Plan A (1223 Days) Direct IDCW
L&T FMP Series XVII Plan B (1452 Days) Regular Growth
L&T FMP Series XVII Plan C (1114 Days) Direct IDCW
L&T FMP Series XVII Plan C (1114 Days) Regular Growth
L&T FMP Series XVIII Plan C (1178 Days) Direct Growth
L&T FMP Series XVIII Plan C (1178 Days) Regular Growth
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
Canara Robeco Equity Tax Saver Regular IDCW
HSBC Conservative Hybrid Fund IDCW Monthly
HSBC Conservative Hybrid Fund IDCW Quarterly
HSBC Conservative Hybrid Fund Growth
Canara Robeco Infrastructure Fund Regular IDCW
Canara Robeco Infrastructure Fund Regular Growth
HSBC Tax Saver Equity Fund IDCW
HSBC Tax Saver Equity Fund Growth
Canara Robeco Equity Hybrid Fund Regular Growth
Canara Robeco Equity Hybrid Fund Regular IDCW Monthly
Canara Robeco Equity Tax Saver Regular Growth
Canara Robeco Consumer Trends Fund Regular Growth
Canara Robeco Consumer Trends Fund Regular IDCW
L&T Conservative Hybrid Fund Growth
L&T Conservative Hybrid Fund IDCW Monthly
L&T Conservative Hybrid Fund IDCW Quarterly
HSBC Infrastructure Fund Growth
HSBC Infrastructure Fund IDCW
HSBC Equity Savings Fund IDCW Monthly
HSBC Equity Savings Fund IDCW Quarterly
HSBC Equity Savings Fund Growth
HSBC ELSS Fund Growth
HSBC ELSS Fund IDCW
L&T Large and Midcap Fund Growth
L&T Large and Midcap Fund IDCW
L&T India Large Cap Fund Growth
L&T India Large Cap Fund IDCW
HSBC Aggressive Hybrid Fund Growth
HSBC Aggressive Hybrid Fund IDCW
HSBC Balanced Advantage Fund IDCW
HSBC Balanced Advantage Fund Growth
Canara Robeco Infrastructure Direct Growth
Canara Robeco Infrastructure Direct IDCW
Canara Robeco Equity Hybrid Fund Direct IDCW Monthly
Canara Robeco Equity Hybrid Fund Direct Growth
Canara Robeco Consumer Trends Fund Direct Growth
Canara Robeco Consumer Trends Fund Direct IDCW
Canara Robeco Equity Tax Saver Direct Growth
Canara Robeco Equity Tax Saver Direct IDCW
HSBC Balanced Advantage Fund Direct IDCW
HSBC Balanced Advantage Fund Direct Growth
L&T India Large Cap Fund Direct Growth
L&T India Large Cap Fund Direct IDCW
HSBC Aggressive Hybrid Fund Direct Growth
HSBC Aggressive Hybrid Fund Direct IDCW
L&T Large and Midcap Fund Direct Growth
L&T Large and Midcap Fund Direct IDCW
HSBC Infrastructure Fund Direct IDCW
HSBC Infrastructure Fund Direct Growth
HSBC ELSS Fund Direct Growth
HSBC ELSS Fund Direct IDCW
HSBC Equity Savings Fund Direct IDCW Quarterly
HSBC Equity Savings Fund Direct Growth
HSBC Equity Savings Fund Direct IDCW Monthly
L&T Conservative Hybrid Fund Direct Growth
L&T Conservative Hybrid Fund Direct IDCW Monthly
L&T Conservative Hybrid Fund Direct IDCW Quarterly
HSBC Conservative Hybrid Fund Direct Growth
HSBC Conservative Hybrid Fund Direct IDCW Monthly
HSBC Conservative Hybrid Fund Direct IDCW Quarterly
HSBC Tax Saver Equity Fund Direct IDCW
HSBC Tax Saver Equity Fund Direct Growth
HSBC Business Cycles Fund Direct Growth
HSBC Business Cycles Fund Regular IDCW
HSBC Business Cycles Fund Regular Growth
HSBC Business Cycles Fund Direct IDCW
HSBC Aggressive Hybrid Fund IDCW Yearly
HSBC Aggressive Hybrid Fund Direct IDCW Yearly
Canara Robeco Capital Protection Oriented Fund Series 6 Direct IDCW
Canara Robeco Capital Protection Oriented Fund Series 6 Regular Growth
Canara Robeco Dual Advantage Fund Series 1 Regular Growth
Canara Robeco Dual Advantage Fund Series 1 Regular IDCW
Canara Robeco Small Cap Fund Regular Growth
Canara Robeco Small Cap Fund Regular IDCW
Canara Robeco Small Cap Fund Direct Growth
Canara Robeco Small Cap Fund Direct IDCW
HSBC Large and Mid Cap Fund Regular IDCW
HSBC Large and Mid Cap Fund Direct IDCW
HSBC Large and Mid Cap Fund Regular Growth
HSBC Large and Mid Cap Fund Direct Growth
HSBC Focused Fund Regular Growth
HSBC Focused Fund Regular IDCW
HSBC Focused Fund Direct Growth
HSBC Focused Fund Direct IDCW
HSBC Midcap Fund IDCW
HSBC Midcap Fund Growth
HSBC Midcap Fund Direct IDCW
HSBC Midcap Fund Direct Growth
Fund house & investment objective
HSBC Mutual Fund
Rank (total assets)#21 in India
Total AUM₹86,993.02Cr
Date of Incorporation27 May 2002
 HSBC Aggressive Hybrid Fund IDCW Yearly is a Hybrid Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 27 May 2002. Sonal Gupta is the Current Fund Manager of HSBC Aggressive Hybrid Fund IDCW Yearly fund. The fund currently has an Asset Under Management(AUM) of ₹86,993 Cr and the Latest NAV as of 07 Jun 2023 is ₹15.06.
The HSBC Aggressive Hybrid Fund IDCW Yearly is rated Very High risk. Minimum SIP Investment is set to ₹500. Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year
;
Investment ObjectiveThis scheme seeks to generate long term capital growth and income through investments in equity and equity related securities and fixed income instruments.
;
Fund benchmarkNIFTY 50 Hybrid Composite Debt 65:35 Index
Scheme Information Document(SID)
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
E-mail
NA
Website
www.assetmanagement.hsbc.co.in
HSBC Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
HSBC Aggressive Hybrid Fund IDCW Yearly
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	15.6%	17.5%	8.6%	11.8%
Category average	14.4%	19.5%	10.5%	NA
Rank with in category	16	27	25	NA

Name	Sector	Instrument	Assets
HDFC Bank Ltd.	Financial	Equity	7.2%
ICICI Bank Ltd.	Financial	Equity	4.5%
GOI	Sovereign	GOI Sec	4.5%
Reliance Industries Ltd.	Energy	Equity	4.1%
Larsen & Toubro Ltd.	Construction	Equity	3.8%
The Indian Hotels Company Ltd.	Services	Equity	3.5%
Hindustan Unilever Ltd.	Consumer Staples	Equity	2.8%
KPIT Technologies Ltd.	Technology	Equity	2.7%
Sun Pharmaceutical Industries Ltd.	Healthcare	Equity	2.4%
Ultratech Cement Ltd.	Construction	Equity	2.3%

Rank (total assets)	#21 in India
Total AUM	₹86,993.02Cr

Date of Incorporation	27 May 2002

Fund benchmark	NIFTY 50 Hybrid Composite Debt 65:35 Index

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Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	2
Fund size	₹4,668.21Cr

HSBC Aggressive Hybrid Fund IDCW Yearly

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (70)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 1.89%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Shriram RamanathanMay 2016 - PresentView details

Cheenu GuptaJul 2021 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Shriram Ramanathan
May 2016 - Present
View details

Cheenu Gupta
Jul 2021 - Present
View details