HSBC Aggressive Hybrid Fund - Regular Growth

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Aggressive NAV 42.1157 0 29 September, 2023

Fund Details

Category Aggressive
Fund Type Open Ended
Investment Plan Growth
Launch Date 30 January, 2013
Benchmark
Asset Size(Cr) 4668.2063499999995
Turn over 75%
Min Investment ₹ 5000
Min SIP Investment ₹ 0
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
Fund Manager Shriram Ramanathan, Cheenu Gupta
Fund House HSBC Mutual Fund

Investment Returns (As on 29 Sep, 2023)

Duration Returns Benchmark Category
1 W 1.78% 1.58% 1.37%
1 M 3.6% 4.02% 2.99%
3 M 2.77% 1.44% 1.72%
6 M 0.46% 0.35% 0.47%
1 Y 3.65% 7.25% 6.04%
2 Y 6.97% 12.49% 9.96%
3 Y 16.44% 23.79% 19.46%
5 Y 6.99% 12.46% 9.61%

Risk Mesasures (As on 29 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 11.1 1.06 -0.59 0.79
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 1.54%

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 Growth 3.65% 16.44% 6.99%
ICICI Prudential Equity & Debt Fund - Growth 9.04% 27.97% 14.07%
Nippon India Equity Hybrid Fund - Growth Plan 8.89% 22.51% 5.33%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth -0.58% 18.34% 6.88%
SBI Equity Hybrid Fund - Regular Plan -Growth 2.31% 17.29% 10.21%

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