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HSBC Aggressive Hybrid Fund - Regular Annual IDCW HSBC Aggressive Hybrid Fund - Regular Annual IDCW

HSBC Aggressive Hybrid Fund - Portfolio Analysis

  • ₹17.49 (-0.83%)

    Current NAV 11-07-2025

  • -8.9%

    Returns

  • Min. SIP ₹500

    Min. Investment ₹5000

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2025)

Allocation of Equity and Debt Asset Classes.

  • Equity 75.15%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 40.98
Mid Cap 20.16
Small Cap 12.96
Others 1.06

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Industrials

Financial Services

Consumer Cyclical

Technology

Healthcare

Consumer Defensive

Utilities

Communication Services

Real Estate

Basic Materials

Energy

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Eternal Ltd Large Cap Consumer Cyclical (36.51) 4.53% -10.49 85.47%
Bharat Electronics Ltd Large Cap Industrials (52.06) 4.3% 56.22 21.96%
BSE Ltd Mid Cap Financial Services 4.21% - 0%
Mahindra & Mahindra Ltd Large Cap Consumer Cyclical (31.12) 4% 30.83 12.43%
GE Vernova T&D India Ltd Mid Cap Industrials (26.89) 3.9% 206.18 772.74%
ICICI Bank Ltd Large Cap Financial Services (20.57) 3.68% 19.89 14.7%
HDFC Bank Ltd Large Cap Financial Services (20.57) 3.63% 21.49 22.31%
Trent Ltd Large Cap Consumer Cyclical (93.97) 3.15% 123.02 -5.09%
CG Power & Industrial Solutions Ltd Large Cap Industrials (84.61) 2.9% 107.64 -10.58%
Persistent Systems Ltd Mid Cap Technology 2.36% - 0%
Karur Vysya Bank Ltd Small Cap Financial Services (20.57) 1.97% 0 38.09%
Dixon Technologies (India) Ltd Mid Cap Technology (114.33) 1.67% 87.05 25.02%
Hero MotoCorp Ltd Large Cap Consumer Cyclical (30.98) 1.61% 19.55 -21.5%
Blue Star Ltd Mid Cap Industrials (76.54) 1.54% 62.6 2.3%
Cholamandalam Investment and Finance Co Ltd Large Cap Financial Services (26.13) 1.51% 28.3 41.05%
Radico Khaitan Ltd Small Cap Consumer Defensive (69.46) 1.43% 105.5 63.76%
Transformers & Rectifiers (India) Ltd Small Cap Industrials (29.63) 1.43% 0 34.39%
Sun Pharmaceuticals Industries Ltd Large Cap Healthcare (39.48) 1.41% 36.72 5.64%
Safari Industries (India) Ltd Small Cap Consumer Cyclical (26.4) 1.39% 75.92 2.93%
Hindustan Aeronautics Ltd Ordinary Shares Large Cap Industrials (52.06) 1.26% 38.91 -12.27%
KEI Industries Ltd Mid Cap Industrials (47.62) 1.26% 49.55 -19.83%
NTPC Green Energy Ltd Large Cap Utilities 1.2% - 0%
Godfrey Phillips India Ltd Small Cap Consumer Defensive (42.51) 1.2% 41.24 107.27%
Max Healthcare Institute Ltd Ordinary Shares Mid Cap Healthcare (47.2) 1.13% 110.15 35.96%
PTC Industries Ltd Small Cap Industrials (44.32) 1.12% 355.09 -2.76%
Bharti Airtel Ltd Large Cap Communication Services (49.12) 1.08% 33.22 33.56%
Maruti Suzuki India Ltd Large Cap Consumer Cyclical (31.12) 1.05% 27.58 4.29%
Coforge Ltd Technology 1.04% - 0%
Bajaj Finance Ltd Large Cap Financial Services (28.78) 0.96% 34.86 28%
360 One Wam Ltd Ordinary Shares Mid Cap Financial Services 0.92% - 0%
Multi Commodity Exchange of India Ltd Small Cap Financial Services (82.93) 0.85% 73.34 114.2%
Indian Hotels Co Ltd Mid Cap Consumer Cyclical (72.93) 0.83% 54.86 22.09%
Lupin Ltd Mid Cap Healthcare (132.95) 0.75% 167.31 197.56%
Axis Bank Ltd Large Cap Financial Services (24.43) 0.69% 28.68 29.81%
Prudent Corporate Advisory Services Ltd Small Cap Financial Services (36.21) 0.61% 56.72 38.09%
Larsen & Toubro Ltd Large Cap Industrials (31.77) 0.57% 33.11 -2.23%
JSW Energy Ltd Large Cap Utilities (30.44) 0.55% 47.96 34.9%
Shivalik Bimetal Controls Ltd Small Cap Industrials (16.53) 0.53% 42.56 30.76%
Swiggy Ltd Large Cap Consumer Cyclical 0.5% - 0%
Infosys Ltd Large Cap Technology (30.28) 0.49% 24.8 -3.52%
Global Health Ltd Small Cap Healthcare (47.2) 0.47% 72.9 4.49%
NTPC Ltd Large Cap Utilities (27.15) 0.43% 14.18 -9.2%
Varun Beverages Ltd Large Cap Consumer Defensive 0.4% - 0%
PG Electroplast Ltd Small Cap Technology 0.38% - 0%
Nippon Life India Asset Management Ltd Ordinary Shares Mid Cap Financial Services (38.84) 0.37% 39.65 20.69%
PB Fintech Ltd Mid Cap Financial Services (76.58) 0.37% 615.37 84.19%
Bharat Heavy Electricals Ltd Mid Cap Industrials (57.11) 0.26% 169.05 -22.25%
ABB India Ltd Large Cap Industrials (80.89) 0.25% 0 -28.21%
TD Power Systems Ltd Small Cap Industrials (54.95) 0.22% 40.1 100.03%
Bikaji Foods International Ltd Small Cap Consumer Defensive (68.5) 0.21% 90.46 3.15%
Zensar Technologies Ltd Small Cap Technology (36.96) 0.21% 25.69 109.02%
Data Patterns (India) Ltd Small Cap Industrials (52.98) 0.2% 0 -6.33%
Karnataka Bank Ltd Small Cap Financial Services (20.57) 0.2% 5.66 -13.27%
UltraTech Cement Ltd Large Cap Basic Materials (55.96) 0.19% 44.61 34.3%
Techno Electric & Engineering Co Ltd Small Cap Industrials (19.24) 0.18% 27.37 121.03%
Power Finance Corp Ltd Large Cap Financial Services (12.22) 0.13% 6.03 -12.43%
Torrent Power Ltd Mid Cap Utilities (26.35) 0.13% 24.67 -3.05%
Godrej Properties Ltd Mid Cap Real Estate (80.12) 0.13% 47.42 -33.05%
ZF Commercial Vehicle Control Systems India Ltd Small Cap Consumer Cyclical (50.84) 0.12% 53.24 -18.77%
DLF Ltd Large Cap Real Estate (80.12) 0.1% 46.2 -2.04%
Reliance Industries Ltd Large Cap Energy (36.92) 0.1% 29.04 -5.49%
Exide Industries Ltd Mid Cap Consumer Cyclical (29.61) 0.09% 40.67 -32.5%
Tata Motors Ltd Large Cap Consumer Cyclical (95.46) 0.08% 40.82 136.49%
Tech Mahindra Ltd Large Cap Technology (30.28) 0.08% 36.79 9.49%
Suzlon Energy Ltd Mid Cap Industrials (57.11) 0.08% 43.66 20.53%
LTIMindtree Ltd Large Cap Technology (36.96) 0.07% 33.85 6.16%
Hindustan Petroleum Corp Ltd Mid Cap Energy (36.92) 0.06% 13.76 24.5%
Titagarh Rail Systems Ltd Small Cap Industrials (40.74) 0.06% 45.55 -45.71%
Apar Industries Ltd Mid Cap Industrials (59.46) 0.05% 42.37 0.77%
KPIT Technologies Ltd Mid Cap Technology (30.28) 0.05% 41.44 -25.77%
VRL Logistics Ltd Small Cap Industrials (45.24) 0.05% 0 2.62%
Bajaj Auto Ltd Large Cap Consumer Cyclical (30.74) 0.05% 30.73 -14.91%
Triveni Turbine Ltd Small Cap Industrials (57.11) 0.04% 57.32 2.36%
Kalpataru Projects International Ltd Small Cap Industrials (29.63) 0.04% 34.68 -14.55%
Siemens Ltd Large Cap Industrials (46.95) 0.03% 42.59 -59.91%
Sai Life Sciences Ltd Small Cap Healthcare 0.02% - 0%
Siemens Engy Ind 0.02% - 0%
Rategain Travel Technologies Ltd Small Cap Technology (30.62) 0.01% 26.4 -40.48%
Timken India Ltd Small Cap Industrials (56.39) 0.01% 0 -18.32%
Sundaram Finance Ltd Mid Cap Financial Services (29.36) 0.01% 29.55 11.99%
REC Ltd Large Cap Financial Services (12.21) 0% 6.65 -37.96%
Sonata Software Ltd Small Cap Technology (30.28) 0% 28.4 -31.14%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for HSBC Aggressive Hybrid Fund ?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for HSBC Aggressive Hybrid Fund ?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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