HSBC Aggressive Hybrid Fund - Regular IDCW
Fund House: HSBC Mutual Fund| Category: Hybrid: Aggressive |
| Launch Date: 01-01-2013 |
| Asset Class: |
| Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index |
| TER: 1.89% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 5,021.82 Cr As on 31-03-2025(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 |
26.4645
-0.45 (-1.6928%)
8.49%
Benchmark: 11.41%
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
4 Years 4 Months
There is no value for 4x
There is no value for 5x
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 | 10.22 |
| Sharpe Ratio | 0.84 |
| Alpha | 2.5 |
| Beta | 0.79 |
| 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 IDCW | 01-01-2013 | 2.72 | 17.45 | 9.94 | 14.07 | 6.0 |
| DSP Aggressive Hybrid Fund- Regular Plan - Growth | 26-05-1999 | 16.96 | 22.9 | 16.07 | 20.28 | 12.72 |
| SBI Equity Hybrid Fund - Regular Plan -Growth | 01-12-1995 | 11.74 | 18.96 | 12.59 | 18.43 | 11.78 |
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | 19-07-2019 | 11.11 | 22.63 | 16.21 | 22.36 | - |
| Bandhan Aggressive Hybrid Fund-Regular Plan Growth | 05-12-2016 | 11.11 | 19.27 | 13.58 | 20.39 | - |
| Invesco India Aggressive Hybrid Fund - Regular Plan - Growth | 15-06-2018 | 10.74 | 22.47 | 15.61 | 18.56 | - |
| UTI Aggressive Hybrid Fund - Regular Plan - Growth | 20-03-1995 | 10.48 | 21.35 | 16.94 | 23.31 | 12.02 |
| Axis Aggressive Hybrid Fund - Regular Plan - Growth Option | 05-08-2018 | 10.18 | 15.8 | 9.68 | 16.28 | - |
| Kotak Equity Hybrid - Growth | 25-11-1999 | 9.87 | 18.3 | 13.96 | 22.04 | 12.17 |
| ICICI Prudential Equity & Debt Fund - Growth | 05-11-1999 | 9.81 | 24.83 | 18.66 | 27.35 | 15.41 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
13.66%
Others
25.31%
Large Cap
40.48%
Mid Cap
20.55%
