Name | Sector | Instrument | Assets |
---|---|---|---|
HSBC Large Cap Fund Direct-Growth | NA | Mutual Fund | 35.88% |
HSBC Midcap Fund Direct-Growth | NA | Mutual Fund | 19.42% |
HSBC Small Cap Fund Direct-Growth | NA | Mutual Fund | 19.25% |
HSBC Medium to Long Duration Fund Direct-Growth | NA | Mutual Fund | 10.57% |
HSBC Corporate Bond Direct-Growth | NA | Mutual Fund | 8.73% |
HSBC Dynamic Bond Fund Direct-Growth | NA | Mutual Fund | 5.02% |
Min. for 1st investment | ₹5,000 |
Min. for 2nd investment onwards | ₹1,000 |
Min. for SIP | ₹1,000 |
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | -0.0% | 15.5% | 18.0% | 13.5% |
Category average | -0.2% | 14.0% | 16.9% | NA |
Rank with in category | 36 | 21 | 17 | NA |
Hybrid, Aggressive Hybrid funds | Rating | 1Y | 3Y | Fund Size(Cr) |
---|---|---|---|---|
JM Aggressive Hybrid Fund Direct Growth | 5 | -6.2% | 21.7% | 840.84 |
ICICI Prudential Equity & Debt Fund Direct Growth | 5 | 4.6% | 20.1% | 44,605.00 |
Edelweiss Aggressive Hybrid Fund Direct Growth | 5 | 2.4% | 19.1% | 2,994.48 |
Nippon India Aggressive Hybrid Fund Direct Growth | 4 | 1.8% | 16.4% | 3,936.34 |
Franklin India Aggressive Hybrid Fund Direct Growth | 4 | 1.3% | 15.9% | 2,256.09 |
Inclusive of GST
Exit load of 1% if redeemed within 1 year
0.005% (from July 1st, 2020)
If you redeem within two years, returns are taxed as per your Income Tax slab. If you redeem after two years, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.