HSBC Aggressive Hybrid Active FOF - Dividend

HSBC Aggressive Hybrid Active FOF - Dividend is a fund scheme from HSBC mutual fund. It falls under a Domestic Hybrid FoF category. After being launched on 2014-04-30. HSBC Aggressive Hybrid Active FOF - Dividend has achieved Rs 41.88 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 1000 and lumpsum of Rs 5000 to start the investment. The expense ratio of this fund is 1.9%.

• Investing Strategy:

  To provide long term total return primarily by seeking capital appreciation through an active asset allocation with diversifi cation commensurate with the risk profi le of investments by investing predominantly in units of equity mutual funds as well as in a basket of debt mutual funds gold exchange traded funds (ETFs) and other ETFs, offshore mutual funds and money market instruments

• Performance:

  HSBC Aggressive Hybrid Active FOF - Dividend trailing returns over different times are -3.79% (1 year), 3.99% (3 year), 13.22% (5 year). The average annual return of this fund stands at -3.79%

• Fund Manager & Portfolio Allocation:

  Gautam Bhupal, Cheenu Gupta are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Sectors. First five holdings of this fund are HSBC Large Cap Dir Gr, HSBC Small Cap Fund Dir Gr, HSBC Short Duration Dir Gr, HSBC Medium to Long Duration Dir Gr, HSBC Dynamic Bond Dir Gr Companies.