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Scheme Overview

HSBC Aggressive Hybrid Fund - Regular Growth

Category: Hybrid: Aggressive
Launch Date: 30-01-2013
Asset Class:
Benchmark: NIFTY 50 Hybrid Composite Debt 65:35
Expense Ratio: 1.89% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 5,147.02 Cr As on (31-03-2024)
Turn over: 87
NAV as on 30-04-2024

49.5852

0.15 (0.3023%)

CAGR Since Inception

12.84%

NIFTY 50 Hybrid Composite Debt 65:35 12.5%

PERFORMANCE of HSBC Aggressive Hybrid Fund - Regular Growth

Scheme Performance (%) Data as on - 30-04-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HSBC Aggressive Hybrid Fund - Regular Growth 33.79 15.1 13.6 13.97 12.84
Benchmark - - - - -
Hybrid: Aggressive 30.88 16.69 14.97 13.97 13.65

Fund Managers

Shriram Ramanathan, Gautam Bhupal, Cheenu Gupta, Sonal Gupta

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.

RETURNS CALCULATOR for HSBC Aggressive Hybrid Fund - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of HSBC Aggressive Hybrid Fund - Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Aggressive Hybrid Fund - Regular Growth 10.09 0.81 0.69 0.79 7.51 4.65
Hybrid: Aggressive - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HSBC Aggressive Hybrid Fund Reg Gr 30-01-2013 33.79 17.19 15.1 13.6 13.97
JM Aggressive Hybrid Gr 01-04-1995 56.3 31.15 24.24 19.54 14.54
BOI Mid & Small Cap Equity & Debt Reg Gr 05-07-2016 48.84 23.14 24.26 22.19 0.0
ICICI Pru Equity & Debt Gr 05-11-1999 40.53 23.53 25.91 20.71 17.81
Quant Absolute Fund Gr 21-03-2001 37.54 19.98 22.79 24.64 18.99
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 34.96 19.38 18.89 0.0 0.0
Invesco India Aggressive Hybrid Reg Gr 15-06-2018 34.11 18.48 15.68 13.4 0.0
Edelweiss Aggr Hybrid Plan B Gr 16-06-2009 33.96 20.56 19.95 16.89 14.61
Edelweiss Aggr Hybrid Reg Gr 12-08-2009 33.84 20.4 19.85 16.83 14.56
Franklin India Equity Hybrid Gr 10-12-1999 32.8 18.71 16.47 14.88 14.43

Asset Allocation (%)

PORTFOLIO ANALYSIS of HSBC Aggressive Hybrid Fund - Regular Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)