HSBC Aggressive Hybrid Fund - Regular Annual IDCW

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Aggressive NAV 14.9878 0 02 February, 2023

Fund Details

Category Aggressive
Fund Type Open Ended
Investment Plan Dividend
Launch Date 01 January, 2013
Benchmark
Asset Size(Cr) 4879.61 (As on 31-12-2022)
Turn over 72%
Min Investment ₹ 5000
Min SIP Investment -
Min Addl Investment ₹ 1000
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 1.89% (As on 31-12-2022)
Fund Manager Shriram Ramanathan, Cheenu Gupta

Investment Returns (As on 02 Feb, 2023)

Duration Returns Benchmark Category
1 W 0.06% -1.54% -0.58%
1 M -1.55% -2.69% -2.24%
3 M -2.88% -2.89% -1.97%
6 M 0.48% 1.95% 2%
1 Y -9.76% 1.52% -0.4%
2 Y 0.79% 12.44% 10.25%
3 Y 5.94% 15.12% 12.64%
5 Y 1.63% 11.22% 9.05%

Risk Mesasures (As on 02 Feb, 2023)

Std Dev Sharpe Beta Alpha
Fund
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 31 Dec, 2022)

Assets Allocation

Sector Holdings
Others 1.6%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
HSBC Aggressive Hybrid Fund - Regular Annual IDCW -9.76% 5.94% 1.63%
ICICI Prudential Equity & Debt Fund - Growth 5.23% 20.03% 13.04%
SBI Equity Hybrid Fund - Regular Plan -Growth -0.9% 11.13% 9.87%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth -4.7% 10.4% 6.32%
Nippon India Equity Hybrid Fund - Growth Plan 2.18% 8.5% 4.5%

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