HSBC Aggressive Hybrid Active FOF Direct Plan Reinvestment of Income Dis cum Cptl Wdrl Opt

HSBC Aggressive Hybrid Active FOF Direct Plan Reinvestment of Income Dis cum Cptl Wdrl Opt is a hybrid fund. This fund was started on 30 April, 2014. The fund is managed by Gautam Bhupal. This fund gives you the benefit of diversification.

1. HSBC Aggressive Hybrid Active FOF Direct Plan Reinvestment of Income Dis cum Cptl Wdrl Opt has ₹42 Cr worth of assets under management (AUM) as on Sep 2025 and is more than category average.
2. The fund has an expense ratio 0.1.
   

HSBC Aggressive Hybrid Active FOF Direct Plan Reinvestment of Income Dis cum Cptl Wdrl Opt has given a CAGR return of 13.38% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -0.22%, 14.09% and 17.97% respectively.

HSBC Aggressive Hybrid Active FOF Direct Plan Reinvestment of Income Dis cum Cptl Wdrl Opt has allocated its funds majorly in Government, Financial Services, Corporate, Industrial, Cash Equivalent, Consumer Cyclical, Tech, Health, Basic Materials, Consumer Defensive, Energy, Communication, Utilities, Real Estate.

As it is a fund of funds 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).

The investment objective is to provide long term total return primarily by seeking capital appreciation through an active asset allocation by investing in a basket of equity and debt mutual fund schemes and money market instruments.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. HSBC Aggressive Hybrid Active FOF Direct Plan Reinvestment of Income Dis cum Cptl Wdrl Opt has no lock in period.