HSBC Aggressive Hybrid Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

HSBC Aggressive Hybrid Growth Direct Plan

NAV
₹57.4354
+2.26%
(29 Jan)
AUM
5,728 Cr
TER
0.81%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+16.2%
+15.2%
+13.2%
+12.7%
+11.0%
+10.8%
3Y
+15.9%
+17.2%
+17.4%
+20.4%
+11.9%
+12.5%
5Y
+19.3%
+18.5%
+21.1%
+23.6%
+13.7%
+15.2%
ALL
+20.1%
+14.6%
+17.5%
+14.5%
+14.0%
+13.6%
VOL
12.8%
12.8%
12.1%
14.3%
12.4%
-
TER
0.5%
0.3%
1.0%
0.7%
0.8%
-
AUM
₹1,522 Cr
₹2,363 Cr
₹39,770 Cr
₹763 Cr
₹5,728 Cr
-
INFO
1.57
1.14
1.44
1.01
1.13
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
HSBC Aggressive Hybrid (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
Zomato Ltd
4.4%
Trent Ltd
3.7%
GE Vernova T&D India Ltd
3.4%
Bharat Electronics Ltd
3.1%
ICICI Bank Ltd
3.1%
CG Power & Industrial Solutions Ltd
2.9%
Suzlon Energy Ltd
2.7%
BSE Ltd
2.4%
Zensar Technologies Ltd
2.3%
HDFC Bank Ltd
2.2%
Top industry exposure
Industrials
27.6%
Financial Services
15.1%
Consumer Cyclical
13.8%
Technology
8.6%
Real Estate
4.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
72%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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 manager(s)
Shriram Ramanathan
Gautam Bhupal
Cheenu Gupta
Sonal Gupta
Mohd Asif Rizwi

FAQs