HSBC Aggressive Hybrid Fund Direct Plan Annual Payout of Income Dis cum Cap Wrdl

HSBC Aggressive Hybrid Fund Direct Plan Annual Payout of Income Dis cum Cap Wrdl is a hybrid fund. This fund was started on 10 February, 2015. The fund is managed by Sonal Gupta, Mohd Asif Rizwi, Shriram Ramanathan, Gautam Bhupal. This fund gives you the benefit of diversification.

1. HSBC Aggressive Hybrid Fund Direct Plan Annual Payout of Income Dis cum Cap Wrdl has ₹5513 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
2. The fund has an expense ratio 0.8.
   

HSBC Aggressive Hybrid Fund Direct Plan Annual Payout of Income Dis cum Cap Wrdl has given a CAGR return of 11.61% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 2.16%, 15.30% and 16.83% respectively.

HSBC Aggressive Hybrid Fund Direct Plan Annual Payout of Income Dis cum Cap Wrdl has allocated its funds majorly in Corporate, Government, Industrial, Financial Services, Consumer Cyclical, Cash Equivalent, Tech, Health, Consumer Defensive, Utilities, Communication, Real Estate, Basic Materials, Energy.

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 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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 for lump sum payment is INR 5000.00 and for SIP is INR 500.00. HSBC Aggressive Hybrid Fund Direct Plan Annual Payout of Income Dis cum Cap Wrdl has no lock in period.