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Hsbc Aggressive Hybrid Fund Direct Plan - Idcw Reinvestment

Hybrid | Aggressive Hybrid Fund

(NAV as of 25/11/2022)
27.06 (0.05)

3Y Returns

-2.12%

Min SIP

500

Min Lumpsum

5000

Expense Ratio

0.88%

Fund Size

4626 Cr

Inception Date

01-Jan-13

Fund Manager

Cheenu Gupta

Exit Load

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

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

73.39%

Debt & Others

26.61%

Market Cap Allocation

Large Cap

49.28%

Mid Cap

22.88%

Small Cap

2.20%

Other Cap

25.64%

Sector Allocation

Banks

18.15%

Govt-Sec

16.38%

Automobiles

9.70%

Internet and Technology

7.46%

Finance

5.67%

Top Ten Holdings

ICICI Bank Limited

7.43%

7.38% GOI -20-06-2027

5.55%

Tri Party Repo Dealing System (TREPS)

4.21%

Indian Hotels Company Limited

4.08%

State Bank of India

3.97%

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

L&T Investment Management Limited

Address

309, 3rd floor, Trade Centre,Bandra Kurla Complex, Bandra (East),Mumbai - 400 051

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Hsbc Equity Hybrid Fund Direct Plan Growth

1Y

NA

3Y

0.85%

5Y

7.81%

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