INF917K01LB0

CASPeR Ranking #136

HSBC Aggressive Hybrid Fund Growth

Very High Risk Aggressive Allocation Allocation

NAV (Tue Dec 24 2024)

₹56

Returns (Since Inception)

14.47%

Category Average

14.83%

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%

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Overall rating

100K+Downloads

Scheme Information

Fund name

HSBC Aggressive Hybrid Fund Growth


Minimum SIP

500


Risk Level

Very High Risk


AUM

₹5719.93 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

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