HSBC Aggressive Hybrid Fund Direct Plan Growth Option
Hybrid
Direct
Aggressive Allocation
NAV: ₹ 54.96 as on 25-04-2024
Fund Performance
652 people have invested ₹ 26L in HSBC Aggressive Hybrid Fund Direct Plan Growth Option in the last three months
Mutual Fund Insights
In the last 5 years, Quant Absolute Fund Growth Option Direct Plan has given 26.11% return, outperforming this fund by 11.43% per annum.
In the last 3 years, ICICI Prudential Equity & Debt Fund Direct Plan Growth has given 27.66% return, outperforming this fund by 11.28% per annum.
In the last 1 year, Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth has given 51.48% return, outperforming this fund by 15.76%.
This fund has one of the lowest expense ratio in the category (aggressive allocation). Its expense ratio is 0.85% which is lower than the category average expense ratio of 1.26%.
Over the last 1 month, this fund has increased expense ratio by 2.4% moving from 0.83 to 0.85.
INDmoney Rank of HSBC Aggressive Hybrid Fund Direct Plan Growth Option
Powered by IND quant engine
17
/18
15% Performance
40% Risk Management
47% Cost
17 out of 18 among aggressive allocation
About the HSBC Aggressive Hybrid Fund Direct Plan Growth Option
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 ₹5147 Cr worth of assets under management (AUM) as on Mar 2024 and is more than category average.
- The fund has an expense ratio 0.9.
HSBC Aggressive Hybrid Fund Direct Plan Growth Option Overview
 | 0.85% |
 Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
 | ₹5147 Cr |
 | 1 January, 2013 |
 | ₹5000/₹500 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 74.53% |
HSBC Aggressive Hybrid Fund Direct Plan Growth Option Distribution as on (31-Mar-24)
Size breakup
Large cap
31.5%
Mid cap
22.2%
Small cap
19.8%
Sector Allocation
Industrial
30.1%
Financial Services
24.6%
Consumer Cyclical
13.1%
Tech
12.2%
Energy
4.5%
Utilities
4.1%
Health
3.8%
Real Estate
2.9%
Consumer Defensive
2.4%
Communication
1.4%
Basic Materials
0.9%
Top Holdings of HSBC Aggressive Hybrid Fund Direct Plan Growth Option as on (31-Mar-24)
Equity Holdings78
Debt Holdings31
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 5.1K Cr as of Mar'24
- AUM has remained same between Mar'24 and Feb'24
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
HSBC Aggressive Hybrid Fund Direct Plan Growth Option 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 14.8% since inception which is more than its category average return of 12.75%
Fund Allocations
This fund has an allocation of 73.54% in Equity, 23.94% in Debt and 2.52% in Cash related instruments
AUM size ₹5147 Cr
This fund has AUM of ₹5147 Cr which is more than its category average of ₹ 5013 Cr
Expense Ratio 0.85%
This fund has an expense ratio of 0.85% which is less than its category average expense ratio of 1.5%
Frequently Asked Questions
The current NAV of HSBC Aggressive Hybrid Fund Direct Plan Growth Option is ₹54.96 as on 25-Apr-2024.
Existing (Absolute + CAGR) as on 25-Apr-2024.
HSBC Aggressive Hybrid Fund Direct Plan Growth Option | Absolute Returns | CAGR Returns |
1 Month Returns | 5.75% | 5.75% |
6 Month Returns | 20.71% | 20.71% |
1 Year Returns | 35.71% | 35.71% |
3 Years Returns | 57.63% | 16.38% |
5 Years Returns | 98.35% | 14.68% |
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.
0.85% as on March 2024
₹5147 Cr as on March 2024
Larsen & Toubro Ltd(5.13%), 7.38% Govt Stock 2027(4%), 7.18% Govt Stock 2033(3.46%), ICICI Bank Ltd(3.39%), Bharat Electronics Ltd(2.36%) as on March 2024
Industrial(22.14%), Financial Services(18.13%), Government(15.64%) as on March 2024
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%