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Hsbc Aggressive Hybrid Fund Direct Plan - Growth

Hybrid | Aggressive Hybrid Fund

(NAV as of 25/11/2022)
41.01 (0.05)

3Y Returns

5.56%

Min SIP

500

Min Lumpsum

5000

Expense Ratio

0.84%

Fund Size

4948 Cr

Inception Date

31-Jan-11

Fund Manager

Shriram Ramanathan

Exit Load

Nil for 10% of units and 1% for remaining units on or before 1Y, Nil after 1Y.

Wealthzi View

Interest Rate Sensitivity

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Portfolio Credit Quality

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Market Cap Allocation

Sector Allocation

Banks

19.62%

Govt-Sec

13.46%

Finance

10.06%

Internet and Technology

8.10%

Automobiles

7.76%

Top Ten Holdings

HDFC Bank Ltd

5.57%

ICICI Bank Ltd

4.14%

7.38% GOI 20JUN2027

4.11%

Larsen & Toubro Ltd

4.09%

Reliance Industries Ltd

2.46%

Investment Objective

To Seek To Generate Long-Term Capital Appreciation From A Diversified Portfolio Of Predominantly Equity And Equity Related Securities And To Generate Reasonable Returns Through A Portfolio Of Debt And Money Market Instruments.

Fund House Detail

AMC Name

HSBC Global Asset Management (India) Private Limited

Address

16, V N Road,Fort,Mumbai - 400 001

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Hsbc Equity Hybrid Fund Direct Plan Growth

1Y

NA

3Y

6.4%

5Y

9.05%

BUILD WEALTH WITH CONFIDENCE

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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