HSBC Aggressive Hybrid Active FoF Direct Growth

Hybrid
Aggressive Hybrid
Very High Risk
01234567890123456789.01234567890123456789%
3Y annualised
+1.93% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 15 Apr 2025₹38.89
Min. SIP amount₹1,000
Rating3
Fund size₹38.19Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
1 year
3 years
5 years
Total investment of ₹60,000
Would have become ₹58,062 (-3.23%)

Holdings (5)

NameSectorInstrumentAssets
HSBC Large Cap Fund Direct-Growth
NAMutual Fund52.43%
HSBC Small Cap Fund Direct-Growth
NAMutual Fund18.09%
HSBC Medium to Long Duration Fund Direct-Growth
NAMutual Fund16.90%
HSBC Dynamic Bond Fund Direct-Growth
NAMutual Fund5.49%
HSBC Midcap Fund Direct-Growth
NAMutual Fund3.96%

Minimum investment amounts

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

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns5.5%12.5%21.0%13.2%
Category average7.0%12.0%19.7%NA
Rank with in category372218NA
Understand terms

Peer Comparison

Expense ratio, exit load and tax

Expense ratio: 0.11%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

NA

Understand terms
Check past data

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
JP Morgan Chase Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

Lower expense ratio: 0.11%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
5Y and 10Y annualised returns higher than category average

Cons

Consistently lower annualised returns than category average for the past 1Y and 3Y

Compare funds

HSBC Aggressive Hybrid Active FoF Direct Growth
VS
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MONTHLY SIP
ONE-TIME
SIP Amount
₹
Monthly SIP Date
nullth
Next SIP instalment on 16 of Apr
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