HSBC Aggressive Hybrid Fund Growth

Hybrid
Aggressive Hybrid
Very High Risk
14.29%
3Y annualised
+0.06% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Apr 2024₹47.91
Min. SIP amountNot Supported
Rating2
Fund size₹5,147.02Cr

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 returns32.1%14.3%12.9%12.6%
Category average29.6%15.6%13.9%NA
Rank with in category142822NA
Understand terms

Holdings (109)

NameSectorInstrumentAssets
ConstructionEquity5.13%
SovereignGOI Sec4.00%
SovereignGOI Sec3.46%
FinancialEquity3.39%
Capital GoodsEquity2.36%
TechnologyEquity2.25%
FinancialEquity2.01%
Capital GoodsEquity2.00%
Capital GoodsEquity1.86%
FinancialEquity1.70%
See All

Expense ratio, exit load and tax

Expense ratio: 1.87%

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

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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