CASPeR Ranking #136
HSBC Aggressive Hybrid Fund Growth
NAV (Fri Dec 13 2024)
₹57
Returns (Since Inception)
15.02%
Category Average
15.16%
Rating
3
Allocation and Holdings
Asset class
Weightage
Consumer Cyclical
6.49%
Financial Services
3.67%
Industrials
11.89%
Unknown
2.78%
Technology
2.17%
Utilities
2.07%
Get your personalized mutual fund portfolio in 2 minutes.
Overall rating
Scheme Information
Fund name
HSBC Aggressive Hybrid Fund Growth
Minimum SIP
500
Risk Level
Very High Risk
AUM
₹5631.02 Cr
ISIN
INF917K01LB0
Inception Date
Feb 07 2011
Standard Deviation
10.83
Beta
-
Sharpe Ratio
0.756
Benchmark
NIFTY 50 Hybrid Comp Debt 65:35 TR INR
Expense Ratio
1.850%
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
₹5631.02 Cr
Popular Allocation funds
View all FundsFranklin India Equity Advantage Fund Direct Growth
₹3517.97 Cr
15.48%
SBI PSU Regular Growth
₹4686.10 Cr
36.41%
Nippon India Equity Hybrid Fund - Direct Plan - Growth Option
₹3850.47 Cr
17.22%
Nippon India ELSS Tax Saver Fund Direct Plan - Growth Option
₹15665.55 Cr
19.79%
Nippon India Multi Cap Fund - Direct Plan - Growth
₹39000.80 Cr
27.22%
Expert designed mutual fund portfolios
Mutual Funds are a smart way to grow your money. They can help you achieve your financial goals as they have the potential to generate higher-than-inflation returns.