HSBC Aggressive Hybrid Fund - Regular Growth
Fund House: HSBC Mutual Fund| Category: Hybrid: Aggressive |
| Launch Date: 05-01-2013 |
| Asset Class: |
| Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index |
| TER: 1.85% As on (30-11-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 5,720.82 Cr As on 29-11-2024(Source:AMFI) |
| Turn over: 80% | Exit Load: Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year |
55.7792
0.05 (0.0938%)
13.15%
Benchmark: 11.66%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
2 Years 6 Months
10 Years 5 Months
11 Years 4 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
This scheme seeks to generate long term capital growth and income through investments in equity and equity related securities and fixed income instruments.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 10.77 |
| Sharpe Ratio | 0.71 |
| Alpha | 3.97 |
| Beta | 1.29 |
| Yield to Maturity | 7.48 |
| Average Maturity | 4.33 |
PEER COMPARISON
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
21.4%
Others
23.58%
Large Cap
33.77%
Mid Cap
21.25%
