HSBC Aggressive Hybrid Fund Direct Plan Growth Option

HSBC Aggressive Hybrid Fund Direct Plan Growth Option

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Hybrid
Direct
Aggressive Allocation

NAV: ₹ 47 as on 27-09-2023

Fund Performance
zero opening, trading, fund transfer fee
313 people have invested ₹ 37.2L in HSBC Aggressive Hybrid Fund Direct Plan Growth Option in the last three months

Fund Insights

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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.
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In the last 1 year, ICICI Prudential Equity & Debt Fund Direct Plan Growth has given 24.29% return, outperforming this fund by 5.57%.
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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.
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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%.
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Over the last 1 year, this fund has decreased expense ratio by 5.6% moving from 0.89 to 0.84.

INDmoney Rank

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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

  1. 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.
  2. The fund has an expense ratio 0.8.

HSBC Aggressive Hybrid Fund Direct Plan Growth Option Overview

Expense ratio
Expense ratio
0.84%
Benchmark
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
AUM
AUM
₹4914 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹5000/₹1000
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
74.53%

Fund Distribution as on (31-Aug-23)

  • Equity 77.4%

  • Debt & Cash 22.6%

Size breakup

Large cap
42%
Mid cap
17.8%
Small cap
17.5%

Sector Allocation

Aug'23

Jul'23

Jun'23

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

  • Debt & Cash

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

Parameters
Aug'23
Jul'23
Jun'23
AUM
₹ 4.9K Cr
₹ 4.9K Cr
₹ 4.9K Cr
  • 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

HSBC Aggressive Hybrid Fund Direct Plan Growth Option Fund Manager

Shriram Ramanathan

Shriram Ramanathan

Fund Manager of HSBC Aggressive Hybrid Fund Direct Plan Growth Option, since 30 May 2016
Cheenu Gupta

Cheenu Gupta

Fund Manager of HSBC Aggressive Hybrid Fund Direct Plan Growth Option, since 2 July 2021

Fund 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 13.97% since inception which is more than its category average return of 11.82%
Fund Allocations

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

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%

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%
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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%