HSBC Aggressive Hybrid Fund Direct Plan Growth Option
Hybrid
Direct
Aggressive Allocation
NAV: ₹ 47 as on 27-09-2023
Fund Performance
313 people have invested ₹ 37.2L in HSBC Aggressive Hybrid Fund Direct Plan Growth Option in the last three months
Fund Insights
In the last 3 years, ICICI Prudential Equity & Debt Fund Direct Plan Growth has given 31.82% return, outperforming this fund by 13.45% per annum.
In the last 1 year, ICICI Prudential Equity & Debt Fund Direct Plan Growth has given 24.29% return, outperforming this fund by 5.57%.
In the last 5 years, Quant Absolute Fund Growth Option Direct Plan has given 21.37% return, outperforming this fund by 9.63% per annum.
This fund has one of the lowest expense ratio in the category (aggressive allocation). Its expense ratio is 0.84% which is lower than the category average expense ratio of 1.29%.
Over the last 1 year, this fund has decreased expense ratio by 5.6% moving from 0.89 to 0.84.
INDmoney Rank
Powered by IND quant engine
17
/18
13% Performance
42% Risk Management
52% Cost
17 out of 18 among aggressive allocation
About the Fund
HSBC Aggressive Hybrid Fund Direct Plan Growth Option is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Shriram Ramanathan, Cheenu Gupta. This fund gives you the benefit of diversification.
Key Parameters
- HSBC Aggressive Hybrid Fund Direct Plan Growth Option has ₹4914 Cr worth of assets under management (AUM) as on Aug 2023 and is more than category average.
- The fund has an expense ratio 0.8.
HSBC Aggressive Hybrid Fund Direct Plan Growth Option Overview
 | 0.84% |
 Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
 | ₹4914 Cr |
 | 1 January, 2013 |
 | ₹5000/₹1000 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 74.53% |
Fund Distribution as on (31-Aug-23)
Size breakup
Large cap
42%
Mid cap
17.8%
Small cap
17.5%
Sector Allocation
Financial Services
28.9%
Industrial
24.6%
Consumer Cyclical
16.6%
Tech
14.5%
Health
4.9%
Consumer Defensive
4.4%
Energy
3%
Basic Materials
3%
Top Holdings of HSBC Aggressive Hybrid Fund Direct Plan Growth Option as on (31-Aug-23)
Equity Holdings59
Debt Holdings27
HSBC Aggressive Hybrid Fund Direct Plan Growth Option: Monthly Changes Updates
All changes are between Oct'69 and Dec'69
AUM Change
- AUM of the fund stands at 4.9K Cr as of Aug'23
- AUM decreased by 33.8 Cr between Aug'23 and Jul'23
Fund Portfolio Changes
Peer Analysis
HSBC Aggressive Hybrid Fund Direct Plan Growth Option Fund Manager
Shriram Ramanathan
Fund Manager of HSBC Aggressive Hybrid Fund Direct Plan Growth Option, since 30 May 2016
Top funds managed
Cheenu Gupta
Fund Manager of HSBC Aggressive Hybrid Fund Direct Plan Growth Option, since 2 July 2021
Top funds managed
Fund Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 13.97% since inception which is more than its category average return of 11.82%
Fund Allocations
This fund has an allocation of 77.39% in Equity, 19.92% in Debt and 2.69% in Cash related instruments
AUM size ₹4914 Cr
This fund has AUM of ₹4914 Cr which is more than its category average of ₹ 4287 Cr
Expense Ratio 0.84%
This fund has an expense ratio of 0.84% which is less than its category average expense ratio of 1.55%
Frequently Asked Questions
The current NAV of HSBC Aggressive Hybrid Fund Direct Plan Growth Option is ₹46.97 as on 27-Sep-2023.
Existing (Absolute + CAGR) as on 27-Sep-2023.
HSBC Aggressive Hybrid Fund Direct Plan Growth Option | Absolute Returns | CAGR Returns |
1 Month Returns | 2.91% | 2.91% |
6 Month Returns | 19.81% | 19.81% |
1 Year Returns | 18.73% | 18.73% |
3 Years Returns | 65.85% | 18.37% |
5 Years Returns | 74.2% | 11.74% |
With INDmoney, the process of investing is very simple and involves zero commission.
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
0.84% as on August 2023
₹4914 Cr as on August 2023
HDFC Bank Ltd(5.34%), 7.38% Govt Stock 2027(4.16%), Larsen & Toubro Ltd(4.15%), ICICI Bank Ltd(4%), Cholamandalam Investment and Finance Co Ltd(2.4%) as on August 2023
Financial Services(22.39%), Industrial(19.08%), Government(14.39%) as on August 2023
AAA | 100 |
Shriram Ramanathan, Cheenu Gupta are the fund managers of HSBC Aggressive Hybrid Fund Direct Plan Growth Option
The Exit load of HSBC Aggressive Hybrid Fund Direct Plan Growth Option is 1%