HSBC Aggressive Hybrid Fund Direct Growth

Hybrid
Direct
Aggressive Allocation
HSBC Aggressive Hybrid Fund Direct Growth

About the Fund

HSBC Aggressive Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Cheenu Gupta, Shriram Ramanathan. This fund gives you the benefit of diversification.

Key Parameters

  1. HSBC Aggressive Hybrid Fund Direct Growth has ₹5442 Cr worth of assets under management (AUM) as on May 2024 and is more than category average.
  2. The fund has an expense ratio 0.8.

Returns

HSBC Aggressive Hybrid Fund Direct Growth has given a CAGR return of 15.38% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 34.90%, 16.99% and 16.23% respectively.

Holdings

HSBC Aggressive Hybrid Fund Direct Growth has allocated its funds majorly in Government, Industrial, Corporate, Financial Services, Consumer Cyclical, Tech, Cash Equivalent, Utilities, Energy, Health, Real Estate, Consumer Defensive, Communication, Basic Materials.

Taxation

As it is a aggressive allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 15%
For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefit
Gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

Investment objective of HSBC Aggressive Hybrid Fund Direct Growth

To seek long term capital growth and income through investments in equity and equity related securities and fixed income instruments. However, there is no assurance that the investment objective of the Scheme will be achieved.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. HSBC Aggressive Hybrid Fund Direct Growth has no lock in period.

Fund Performance
zero opening, trading, fund transfer fee
632 people have invested ₹ 21.9L in HSBC Aggressive Hybrid Fund Direct Growth in the last three months

INDmoney Rank

Powered by IND quant engine
16
/18
20% Performance
39% Risk Management
54% Cost
16 out of 18 among aggressive allocation

Fund Overview

Expense ratio0.82%
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
AUM₹5442 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹5000/₹500
Exit Load
1%
Lock InNo Lock-in
TurnOver
74.53%
Risk
Risk meter
pointer
Very High Risk

Fund Distribution
as on (31-May-24)

  • Equity 74.6%

  • Debt & Cash 25.4%

Large cap
32.7%

Mid cap
22.2%

Small cap
19.7%

Sector Allocation

May'24

Apr'24

Mar'24

Industrial
36.8%
Financial Services
22.3%
Consumer Cyclical
12.1%
Tech
9.7%
Utilities
4.2%
Energy
3.6%
Health
3.4%
Real Estate
3.2%
Consumer Defensive
2.3%
Communication
1.5%
Basic Materials
1%
All changes are between Oct'69 and Dec'69

Cheenu Gupta
Cheenu Gupta
Fund Manager of HSBC Aggressive Hybrid Fund Direct Growth, since 2 July 2021
Shriram Ramanathan
Shriram Ramanathan
Fund Manager of HSBC Aggressive Hybrid Fund Direct Growth, since 30 May 2016

Mutual Fund Insights

Insights icon
In the last 1 year, Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth has given 52.14% return, outperforming this fund by 17.24%.
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In the last 5 years, Quant Absolute Fund Growth Option Direct Plan has given 27.12% return, outperforming this fund by 10.89% per annum.
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This fund has one of the lowest expense ratio in the category (aggressive allocation). Its expense ratio is 0.82% which is lower than the category average expense ratio of 1.25%.
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In the last 3 years, ICICI Prudential Equity & Debt Fund Direct Plan Growth has given 24.84% return, outperforming this fund by 7.85% per annum.
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Over the last 1 month, this fund has decreased expense ratio by 3.5% moving from 0.85 to 0.82.

HSBC Aggressive Hybrid Fund Direct Growth Highlights

Risk meter
pointer

Very High Risk

Investors understand that their principal will be at Very High Risk
About the fund

About the fund

This fund has delivered an average annual returns of 15.38% since inception which is more than its category average return of 13.15%
Fund Allocations

Fund Allocations

This fund has an allocation of 74.6% in Equity, 22.42% in Debt and 2.99% in Cash related instruments
AUM size ₹5442 Cr

AUM size ₹5442 Cr

This fund has AUM of ₹5442 Cr which is more than its category average of ₹ 5198 Cr
Expense Ratio 0.82%

Expense Ratio 0.82%

This fund has an expense ratio of 0.82% which is less than its category average expense ratio of 1.5%

Frequently Asked Questions

The current NAV of HSBC Aggressive Hybrid Fund Direct Growth is ₹59.69 as on 20-Jun-2024.
Existing (Absolute + CAGR) as on 20-Jun-2024.
HSBC Aggressive Hybrid Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
5.24%
5.24%
6 Month Returns
17.89%
17.89%
1 Year Returns
34.9%
34.9%
3 Years Returns
60.12%
16.99%
5 Years Returns
112.09%
16.23%
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.
0.82% as on May 2024
₹5442 Cr as on May 2024
Larsen & Toubro Ltd(4.73%), 7.38% Govt Stock 2027(3.83%), 7.18% Govt Stock 2033(3.31%), ICICI Bank Ltd(3.29%), Bharat Electronics Ltd(3.28%) as on May 2024
Industrial(27.43%), Financial Services(16.6%), Government(14.92%) as on May 2024
AAA
100
Cheenu Gupta, Shriram Ramanathan are the fund managers of HSBC Aggressive Hybrid Fund Direct Growth
The Exit load of HSBC Aggressive Hybrid Fund Direct Growth is 1%