CASPeR Ranking #105
HSBC Aggressive Hybrid Fund Direct Plan Growth Option
NAV (Tue Sep 10 2024)
₹62
Returns (Since Inception)
15.19%
Category Average
15.46%
Rating
3
Allocation and Holdings
Asset class
Weightage
Industrials
13.39%
Unknown
6.14%
Financial Services
3.30%
Technology
2.34%
Utilities
2.12%
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4.5Overall rating
Scheme Information
Fund name
HSBC Aggressive Hybrid Fund Direct Plan Growth Option
Minimum SIP
500
Risk Level
Very High Risk
AUM
₹5893.06 Cr
ISIN
INF917K01LE4
Inception Date
Jan 01 2013
Standard Deviation
10.613
Beta
-
Sharpe Ratio
0.94
Benchmark
NIFTY 50 Hybrid Comp Debt 65:35 TR INR
Expense Ratio
0.810%
Exit Load
For Purchases (including SIP) during the NFO Period and Ongoing Offer Period the following Exit Load shall be applicable. Education Fund and Marriage Fund: For Redemption: Load Chargeable (as % of Applicable NAV) Within 1 year from the date of allotment or Purchase applying First in First Out basis 3% Within 2 years from the date of allotment or Purchase applying First in First Out basis 2% Within 3 years from the date of allotment or Purchase applying First in First Out basis 1% Savings Fund: For Redemption: Load Chargeable (as % of Applicable NAV) Within 1 year from the date of allotment or Purchase applying First in First Out basis 0.5% A switch-out or a withdrawal under SWP or a transfer under STP may also attract an Exit Load/ CDSC like any Redemption. No Exit Load/CDSC will be chargeable in case of switches made between different options of the same Fund or between different Funds within the Plan and in case of transfer under STP. In case of units switched out/systematically transferred out from the Savings Fund to Education Fund and/or Marriage Fund and subsequent redemption of such units from the Education Fund and/ or Marriage Fund, the Exit Loads as applicable to Education Fund and/or Marriage Fund will be charged. However, in case of units switched out/systematically transferred out from the Education Fund and/ or Marriage Fund to the Savings Fund and subsequent redemption of such units from the Savings Fund, for the purpose of determining the Exit Load, the date when such units were allotted in the Education Fund and/or Marriage Fund will be deemed to be the purchase/allotment date and the Exit Load as applicable to Education Fund and/or Marriage Fund will be charged. No Exit Load will be chargeable in case of redemption of: (i) Units allotted on account of dividend re-investments; and (ii) Units issued by way of bonus, if any.
Risk
Very High Risk
Investment Objective
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.
Fund Managers
Shriram Ramanathan
Venugopal Manghat
Cheenu Gupta
Sonal Gupta
About the AMC
HSBC Asset Management(India)Private Ltd
Phone Number
+91 22 66145000Email Address
hsbcmf@hsbc.co.inCorporate Office Address
HSBC Asset Management (India) Private Ltd.,16, V N Road,,FortOverall AUM
₹5893.06 Cr
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frequently asked questions
view all FAQs
What is the current NAV of HSBC Aggressive Hybrid Fund Direct Plan Growth Option?
The NAV of HSBC Aggressive Hybrid Fund Direct Plan Growth Option is ₹62 as of Tue Sep 10 2024.
Net asset value, or NAV for short, is a mutual fund's cost per unit. Consider it the share price of a stock, but one that represents the total worth of all the investments made by the fund. This value affects how much you pay to invest or receive when redeeming units, and it changes every day based on changes in the market. Gaining insight into NAV enables you to evaluate a fund's performance and make wise investment choices.
Who is the fund manager of HSBC Aggressive Hybrid Fund Direct Plan Growth Option?
Shriram Ramanathan is the current fund manager of HSBC Aggressive Hybrid Fund Direct Plan Growth Option as on Tue Sep 10 2024. A fund manager's performance history, investment style and strategy, approach to risk management, tenure and experience, fees and charges, and alignment with investor goals all have an impact on the fund performance.
What is the expense ratio of HSBC Aggressive Hybrid Fund Direct Plan Growth Option?
The Expense Ratio of HSBC Aggressive Hybrid Fund Direct Plan Growth Option is 81.00% as of Tue Sep 10 2024 which means if you earn ₹50,000 worth returns on an investment in this fund then 81.00% of those returns will be retained by the AMC.
The annual fees you pay the mutual fund firm to manage your investments in that fund are known as the Expense Ratio. The Expense Ratio is deducted from the returns that the fund generates and expressed as a percentage of Assets Under Management (AUM).
Because a smaller portion of the gains will be retained, a fund with a lower expense ratio is always preferable because it will result in larger returns for you.
What is the minimum SIP amount of HSBC Aggressive Hybrid Fund Direct Plan Growth Option?
The minimum Systematic Investment Plan (SIP) amount required for HSBC Aggressive Hybrid Fund Direct Plan Growth Option is ₹500. A Systematic Investment Plan (SIP) is an investment approach in mutual funds where an investor selects a mutual fund scheme and invests a fixed amount at regular intervals. The SIP investment strategy involves investing a small amount consistently over time, as opposed to investing a large sum in a single instance. This method aims to potentially yield higher returns over the long term by leveraging the benefits of rupee cost averaging and compounding.
What is the minimum lump sum amount required to invest in HSBC Aggressive Hybrid Fund Direct Plan Growth Option?
To initiate a lump sum investment in HSBC Aggressive Hybrid Fund Direct Plan Growth Option, a minimum initial amount of ₹5,000 is necessary. This means that to participate in this investment option, investors must commit a starting sum of at least INR 5000. A lumpsum investment is a common approach to investing money in financial instruments such as mutual funds. This method involves investing a substantial sum of money in a financial instrument in a single transaction, as opposed to making multiple smaller payments over time.
What is risk category of the HSBC Aggressive Hybrid Fund Direct Plan Growth Option?
In accordance with SEBI regulations, mutual funds are required to disclose the risk associated with investing, categorized into five levels: (a) Low: Low risk to principal, (b) Moderately Low: Moderately low risk to principal, (c) Moderate: Moderate risk to principal, (d) Moderately High: Moderately high risk to principal, (e) High: High risk to principal. The risk category of HSBC Aggressive Hybrid Fund Direct Plan Growth Option is classified as Very High Risk.
What is the category of HSBC Aggressive Hybrid Fund Direct Plan Growth Option?
The category of the HSBC Aggressive Hybrid Fund Direct Plan Growth Option is Allocation.
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