HSBC Aggressive Hybrid Fund - Regular Growth
Category: Hybrid: Aggressive
Launch Date: 01-01-2013
AUM:
₹ 5,660.27 Cr
Expense Ratio
1.97%
Benchmark
NIFTY 50 Hybrid Composite Debt 65:35 Index
ISIN
INF917K01LB0
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Gautam Bhupal, Shriram Ramanathan, Mohd. Asif Rizwi, Mayank Chaturvedi
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HSBC Aggressive Hybrid Fund - Regular Growth | 7.31 | 13.51 | 10.48 |
| Benchmark | - | - | - |
Asset Allocation
Equity
Debt
Others
Overview
NAV
59.1758
Last change
0.57 (0.9708%)
Fund Size (AUM)
₹ 5,660.27 Cr
Performance
12.14% (Inception)
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 Manager
Gautam Bhupal, Shriram Ramanathan, Mohd. Asif Rizwi, Mayank Chaturvedi
Riskometer
Very High
Overview
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 4.63 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.29 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 3.25 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 3.1300000000000003 |
| THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/- | 3.02 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 2.9499999999999997 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 2.4699999999999998 |
| ZOMATO LIMITED EQ | 2.39 |
| Treps | 2.2399999999999998 |
| ICICI Prudential Asset Management Company Limited | 2.08 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 26.88 |
| Capital Goods | 16.55 |
| Healthcare | 6.34 |
| Automobile and Auto Components | 5.65 |
| Consumer Services | 5.15 |
| Fast Moving Consumer Goods | 3.01 |
| Consumer Durables | 2.47 |
| Power | 1.92 |
| Information Technology | 1.22 |
| Oil, Gas & Consumable Fuels | 1.06 |