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HSBC Aggressive Hybrid Fund - Regular Growth

Fund House: HSBC Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 30-01-2013
Asset Class:
Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index
TER: 1.86% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 5,631.02 Cr As on 31-10-2024(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
NAV as on 22-11-2024

53.953

0.48 (0.8947%)

CAGR Since Inception

12.97%

Benchmark: 11.66%

PERFORMANCE

Returns Type:
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Start :  
End : 
Period:  
This Scheme
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vs
AK Hybrid Balanced TRI
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Gold
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PPF
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Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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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 3 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 10.87
Sharpe Ratio 0.62
Alpha 2.99
Beta 1.07
Yield to Maturity 7.48
Average Maturity 4.33

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
HSBC Aggressive Hybrid Fund - Regular Growth 30-01-2013 26.26 21.2 13.25 15.08 11.73
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 33.81 30.19 21.48 24.22 12.51
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 32.41 23.16 15.23 14.96 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 28.19 21.18 15.57 19.07 -
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 27.45 27.89 18.06 25.73 -
Kotak Equity Hybrid - Growth 25-11-1999 27.45 20.23 14.88 18.19 12.83
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 26.96 21.99 15.93 18.79 12.03
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 26.15 22.74 18.58 21.59 15.18
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAT PLAN -GROWTH OPTION 05-04-2017 26.02 19.43 14.09 16.28 -
DSP Equity & Bond Fund- Regular Plan - Growth 26-05-1999 25.87 21.2 13.01 16.24 12.74

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

22.83%

Others

22.75%

Large Cap

33.03%

Mid Cap

21.39%

Scheme Documents

October 2024

Monthly Portfolio Disclosure - October 2024

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