Hsbc Aggressive Hybrid Fund Annual Idcw Direct Plan

Risk: Very High
₹ 21.14
NAV (Jul 25,2024)

The HSBC Aggressive Hybrid Fund - Annual IDCW - Direct Plan is a mutual fund that offers a unique blend of aggressive growth and stability. With an expense ratio of 0.83, this fund aims to provide long-term capital appreciation by investing in a diversified portfolio of equity and debt instruments. The fund has a minimum investment requirement of INR 5000 and offers an attractive dividend payout. Established on February 9, 2015, the fund has a total scheme AUM of INR 5154.25.

Hsbc Aggressive Hybrid Fund Annual Idcw Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Hsbc Aggressive Hybrid Fund Annual Idcw Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    54.41
  • P/B Ratio
    UM_URBAN_MONEY

    9.63
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.14
  • Sortino
    UM_URBAN_MONEY

    0.19

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.82%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 5441.85 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,138.51 (11.39%)₹ 12,008.29 (20.08%)₹ 13,404.75 (34.05%)₹ 15,855.78 (58.56%)₹ 22,296.03 (122.96%)
₹ 30,000₹ 33,415.53 (11.39%)₹ 36,024.87 (20.08%)₹ 40,214.25 (34.05%)₹ 47,567.34 (58.56%)₹ 66,888.09 (122.96%)
₹ 50,000₹ 55,692.55 (11.39%)₹ 60,041.45 (20.08%)₹ 67,023.75 (34.05%)₹ 79,278.9 (58.56%)₹ 1,11,480.15 (122.96%)
₹ 80,000₹ 89,108.08 (11.39%)₹ 96,066.32 (20.08%)₹ 1,07,238 (34.05%)₹ 1,26,846.24 (58.56%)₹ 1,78,368.24 (122.96%)
₹ 1,00,000₹ 1,11,385.1 (11.39%)₹ 1,20,082.9 (20.08%)₹ 1,34,047.5 (34.05%)₹ 1,58,557.8 (58.56%)₹ 2,22,960.3 (122.96%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Larsen & Toubro Limited4.73%
  • GOI JUN4.31%
  • GOVERNMENT ON INDIA AUG GSEC3.31%
  • ICICI Bank Limited3.29%
  • Bharat Electronics Limited3.28%
  • Power Finance Corporation Limited2.63%
  • Small Industries Development Bank of India2.37%
  • National Bank for Agriculture & Rural Development2.33%
  • CG Power and Industrial Solutions Limited2.26%
  • Zensar Technologies Limited2.14%
  • Bharat Heavy Electricals Limited2.12%
  • Siemens Limited1.75%
  • Karur Vysya Bank Limited1.74%
  • NTPC Limited1.70%
  • KPIT Technologies Limited1.53%
  • REC Limited1.42%
  • Bank of India1.41%
  • Data Patterns India Limited1.39%
  • Trent Limited1.33%
  • Titagarh Rail Systems Limited1.33%
  • Safari Industries India Limited1.29%
  • GE TandD India Limited1.23%
  • Suzlon Energy Limited1.22%
  • Varun Beverages Limited1.21%
  • Tata Motors Limited1.21%
  • GOVERNMENT OF INDIA FEB1.19%
  • Cholamandalam Investment & Finance Company Limited1.16%
  • Persistent Systems Limited1.14%
  • Bharti Airtel Limited1.12%
  • KEI Industries Limited1.09%
  • DLF Limited1.07%
  • Bajaj Auto Limited1.06%
  • ABB India Limited1.05%
  • Indian Bank1.04%
  • Transformers And Rectifiers India Limited1.04%
  • Exide Industries Limited1.00%
  • Godrej Properties Limited0.99%
  • Hindustan Petroleum Corporation Limited0.97%
  • Reliance Industries Limited0.94%
  • Timken India Limited0.94%
  • Jamnagar Utilities and Power Pvt Limited0.93%
  • Export Import Bank of India0.93%
  • Triveni Turbine Limited0.92%
  • One Wam Limited0.92%
  • Rec Limited0.92%
  • Panatone Finvest Limited0.91%
  • JSW Energy Limited0.90%
  • Bank of Baroda0.87%
  • Lupin Limited0.87%
  • Polycab India Limited0.86%
  • Rategain Travel Technologies Limited0.85%
  • Zomato Limited0.82%
  • Dr Reddy s Laboratories Limited0.81%
  • Oil & Natural Gas Corporation Limited0.78%
  • Kalpataru Projects International Limited0.76%
  • GOI AUG0.76%
  • Prudent Corporate Advisory Services Limited0.72%
  • Treps0.67%
  • Sundaram Finance Limited0.67%
  • HDFC Bank Limited0.65%
  • ZF Commercial Vehicle Control Systems India Ltd0.63%
  • Syrma SGS Technology Ltd0.63%
  • BSE Limited0.61%
  • The Karnataka Bank Limited0.60%
  • The Indian Hotels Company Limited0.60%
  • TD Power Systems Limited0.57%
  • Hindalco Industries Limited0.56%
  • Sonata Software Limited0.55%
  • RITES Limited0.54%
  • NHPC Limited0.54%
  • Max Healthcare Institute Limited0.53%
  • Schaeffler India Limited0.53%
  • Punjab National Bank Limited0.52%
  • Union Bank of India0.51%
  • Bajaj Finance Limited0.49%
  • HDB Financial Services Limited0.48%
  • MAHARASHTRA JAN SDL0.48%
  • GOI Jul0.48%
  • Multi Commodity Exchange of India Limited0.46%
  • GOVERNMENT OF INDIA MAY G SEC0.43%
  • Shriram Finance Limited0.43%
  • IIFL Finance Limited0.43%
  • Electronics Mart India Limited0.35%
  • Gland Pharma Limited0.31%
  • Prestige Estates Projects Limited0.31%
  • LIC Housing Finance Limited0.29%
  • Bikaji Foods International Limited0.29%
  • BEML Limited0.29%
  • GOI OCT0.28%
  • Lemon Tree Hotels Limited0.25%
  • Radico Khaitan Limited0.22%
  • GS0.19%
  • UltraTech Cement Limited0.16%
  • Dixon Technologies India Limited0.14%
  • GOI JAN0.13%
  • Infosys Limited0.11%
  • Power Grid Corporation of India Limited0.10%
  • MAHARASHTRA Oct SDL0.09%
  • LTIMindtree Limited0.07%
  • Tech Mahindra Limited0.06%
  • VRL Logistics Limited0.06%
  • Sun Pharmaceutical Industries Limited0.02%
  • IDFC First Bank Limited0.01%
  • Net Current Assets including cash & bank balances-0.16%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

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19.95%

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - GrowthMahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

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19.24%

DSP Equity & Bond Fund - Regular Plan - GrowthDSP Equity & Bond Fund - Regular Plan - Growth

HYBRID

Very High

16.81%

Tata Hybrid Equity Fund - Regular Plan - GrowthTata Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

15.96%

Groww Aggressive Hybrid Fund - Regular Plan - GrowthGroww Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

15.22%

Shriram Aggressive Hybrid Fund - Regular Plan - GrowthShriram Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

15.06%

Navi Aggressive Hybrid Fund - Regular Plan - GrowthNavi Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

12.51%

Kotak Equity Hybrid Fund - IDCWKotak Equity Hybrid Fund - IDCW

HYBRID

Very High

11.21%

Mirae Asset Aggressive Hybrid Fund - Regular Plan - GrowthMirae Asset Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

10.60%

Motilal Oswal Equity Hybrid Fund - Regular Plan - GrowthMotilal Oswal Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

7.87%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

JM Aggressive Hybrid Fund - GrowthJM Aggressive Hybrid Fund - Growth

HYBRID

Very High

45.79%

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

36.53%

ICICI Prudential Equity & Debt Fund - GrowthICICI Prudential Equity & Debt Fund - Growth

HYBRID

Very High

35.05%

UTI Aggressive Hybrid Fund - Regular Plan - GrowthUTI Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

28.27%

Aditya Birla Sun Life Equity Hybrid '95 Fund - GrowthAditya Birla Sun Life Equity Hybrid '95 Fund - Growth

HYBRID

Very High

25.24%

Union Aggressive Hybrid Fund - Regular Plan - GrowthUnion Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

24.92%

Bandhan Hybrid Equity Fund - Regular Plan - GrowthBandhan Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

24.46%

Tata Hybrid Equity Fund - Regular Plan - GrowthTata Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

23.34%

Kotak Equity Hybrid Fund - IDCWKotak Equity Hybrid Fund - IDCW

HYBRID

Very High

23.26%

PGIM India Hybrid Equity Fund - GrowthPGIM India Hybrid Equity Fund - Growth

HYBRID

Very High

18.99%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Equity & Debt Fund - GrowthICICI Prudential Equity & Debt Fund - Growth

HYBRID

Very High

25.71%

JM Aggressive Hybrid Fund - GrowthJM Aggressive Hybrid Fund - Growth

HYBRID

Very High

22.58%

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - GrowthMahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

18.44%

UTI Aggressive Hybrid Fund - Regular Plan - GrowthUTI Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

18.42%

Nippon India Equity Hybrid Fund - GrowthNippon India Equity Hybrid Fund - Growth

HYBRID

Very High

18.32%

Franklin India Equity Hybrid Fund - GrowthFranklin India Equity Hybrid Fund - Growth

HYBRID

Very High

15.67%

Baroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - GrowthBaroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.60%

Union Aggressive Hybrid Fund - Regular Plan - GrowthUnion Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.40%

Aditya Birla Sun Life Equity Hybrid '95 Fund - GrowthAditya Birla Sun Life Equity Hybrid '95 Fund - Growth

HYBRID

Very High

13.02%

PGIM India Hybrid Equity Fund - GrowthPGIM India Hybrid Equity Fund - Growth

HYBRID

Very High

9.52%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Equity & Debt Fund - GrowthICICI Prudential Equity & Debt Fund - Growth

HYBRID

Very High

20.85%

JM Aggressive Hybrid Fund - GrowthJM Aggressive Hybrid Fund - Growth

HYBRID

Very High

17.96%

Franklin India Equity Hybrid Fund - GrowthFranklin India Equity Hybrid Fund - Growth

HYBRID

Very High

16.84%

Baroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - GrowthBaroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

16.19%

Invesco India Aggressive Hybrid Fund - Regular Plan - GrowthInvesco India Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

16.13%

Bandhan Hybrid Equity Fund - Regular Plan - GrowthBandhan Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

15.96%

UTI Aggressive Hybrid Fund - Regular Plan - GrowthUTI Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

15.68%

PGIM India Hybrid Equity Fund - GrowthPGIM India Hybrid Equity Fund - Growth

HYBRID

Very High

13.00%

Aditya Birla Sun Life Equity Hybrid '95 Fund - GrowthAditya Birla Sun Life Equity Hybrid '95 Fund - Growth

HYBRID

Very High

12.21%

Nippon India Equity Hybrid Fund - GrowthNippon India Equity Hybrid Fund - Growth

HYBRID

Very High

11.36%

Show all Funds

Fund Managers

CG

Ms. Cheenu GuptaFund Manager

GB

Mr. Gautam BhupalVice President - Investment Management

Over 11 years of experiences in areas of Research and Fund Management.

SR

Mr. Shriram RamanathanFund Manager

Mr. Shriram Ramanathan has 14 years of experience .His previous assignments includes ING Investment Management Asia Pacific -Hong Kong,ING Investment Management (India) Private Limited,Zurich (India) Asset Management Company.

MR

Mr. Mohd Asif RizwiFund Manager

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FAQ's

What is the risk level associated with the HSBC Aggressive Hybrid Fund - Annual IDCW - Direct Plan?

The HSBC Aggressive Hybrid Fund - Annual IDCW - Direct Plan is a high-risk mutual fund.

What is the current NAV (Net Asset Value) of the HSBC Aggressive Hybrid Fund - Annual IDCW - Direct Plan as of Jul 25,2024?

The current NAV of the HSBC Aggressive Hybrid Fund - Annual IDCW - Direct Plan as of Jul 25,2024 is INR 21.14.

What are the returns generated by the HSBC Aggressive Hybrid Fund - Annual IDCW - Direct Plan over the past 1, 3, and 5 years?

The HSBC Aggressive Hybrid Fund - Annual IDCW - Direct Plan has provided annual returns of 34.61% over 1 year, 16.07% over 3 years, and 15.07% over 5 years.

What is the expense ratio associated with the HSBC Aggressive Hybrid Fund - Annual IDCW - Direct Plan?

The HSBC Aggressive Hybrid Fund - Annual IDCW - Direct Plan has an expense ratio of 0.83%.

What is the minimum investment amount required for the HSBC Aggressive Hybrid Fund - Annual IDCW - Direct Plan?

The minimum investment amount for HSBC Aggressive Hybrid Fund - Annual IDCW - Direct Plan is INR 5000.

Is there a systematic investment plan (SIP) available for the HSBC Aggressive Hybrid Fund - Annual IDCW - Direct Plan?

Yes, SIP is available for HSBC's Aggressive Hybrid Fund - Annual IDCW - Direct Plan with a minimum monthly investment of INR 5000.

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