Hsbc Aggressive Hybrid Fund Annual Idcw Payout Direct Plan

18.64
NAV (Apr 15,2024)

The HSBC Aggressive Hybrid Fund - Annual IDCW Payout - Direct Plan is an investment option that offers an aggressive approach to generating returns. With a minimum investment of INR 5000, this plan provides an annual payout, making it convenient for investors. The scheme, established on February 9, 2015, has an expense ratio of 0.83 and a PE ratio of 43.44, indicating the fund's performance and valuation. With an AUM of INR 5154.25, this plan offers an opportunity for investors seeking a hybrid investment option.

Hsbc Aggressive Hybrid Fund Annual Idcw Payout Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Hsbc Aggressive Hybrid Fund Annual Idcw Payout Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    43.44
  • P/B Ratio
    UM_URBAN_MONEY

    8.16
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.17
  • Sortino
    UM_URBAN_MONEY

    0.29

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.83%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

5154.25 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 Apr 16, 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 %)

10,629.27 (6.29%)11,542.86 (15.43%)13,366.35 (33.66%)15,674.63 (56.75%)19,581.99 (95.82%)
31,887.81 (6.29%)34,628.58 (15.43%)40,099.05 (33.66%)47,023.89 (56.75%)58,745.97 (95.82%)
53,146.35 (6.29%)57,714.3 (15.43%)66,831.75 (33.66%)78,373.15 (56.75%)97,909.95 (95.82%)
85,034.16 (6.29%)92,342.88 (15.43%)1,06,930.8 (33.66%)1,25,397.04 (56.75%)1,56,655.92 (95.82%)
1,06,292.7 (6.29%)1,15,428.6 (15.43%)1,33,663.5 (33.66%)1,56,746.3 (56.75%)1,95,819.9 (95.82%)

Calculate Your Mutual Fund Returns

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

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC Bank Limited6.24%
  • Larsen & Toubro Limited5.17%
  • GOI JUN4.40%
  • Treps2.80%
  • ICICI Bank Limited2.59%
  • Zensar Technolgies Limited2.26%
  • Bharat Electronics Limited2.16%
  • CG Power and Industrial Solutions Limited1.98%
  • KPIT Technologies Limited1.94%
  • IndusInd Bank Limited1.80%
  • Small Industries Development Bank of India1.78%
  • Shriram Finance Limited1.77%
  • TVS Motor Company Limited1.72%
  • Persistent Systems Limited1.64%
  • Siemens Limited1.60%
  • Reliance Industries Limited1.57%
  • Karur Vysya Bank Limited1.57%
  • NTPC Limited1.55%
  • Polycab India Limited1.54%
  • IDFC First Bank Limited1.53%
  • Power Finance Corporation Limited1.50%
  • National Bank for Agriculture & Rural Development1.47%
  • Dixon Technologies India Limited1.44%
  • VRL Logistics Limited1.44%
  • GOVERNMENT OF INDIA NOV G SEC1.42%
  • Cholamandalam Investment & Finance Company Limited1.40%
  • One Wam Limited1.40%
  • Safari Industries India Limited1.35%
  • Syrma SGS Technology Ltd1.26%
  • Schaeffler India Limited1.26%
  • GOVERNMENT OF INDIA FEB1.20%
  • Tech Mahindra Limited1.19%
  • Bharat Heavy Electricals Limited1.17%
  • Maruti Suzuki India Limited1.14%
  • DLF Limited1.14%
  • TD Power Systems Limited1.13%
  • Varun Beverages Limited1.11%
  • JSW Energy Limited1.09%
  • Sundaram Finance Limited1.07%
  • Titagarh Rail Systems Limited1.03%
  • Timken India Limited1.01%
  • Max Healthcare Institute Limited0.97%
  • IIFL Finance Limited0.97%
  • ZF Commercial Vehicle Control Systems India Ltd0.96%
  • Jamnagar Utilities and Power Pvt Limited0.95%
  • Rec Limited0.94%
  • ABB India Limited0.92%
  • Data Patterns India Limited0.92%
  • KEI Industries Limited0.91%
  • GOI APR0.89%
  • Sonata Software Limited0.84%
  • GOI AUG0.80%
  • Can Fin Homes Limited0.76%
  • Tata Motors Limited0.76%
  • Infosys Limited0.75%
  • Cipla Limited0.73%
  • Sun Pharmaceutical Industries Limited0.71%
  • Triveni Turbine Limited0.70%
  • Prudent Corporate Advisory Services Limited0.65%
  • The Indian Hotels Company Limited0.64%
  • Mayur Uniquoters Limited0.62%
  • Hindalco Industries Limited0.53%
  • Hindustan Petroleum Corporation Limited0.52%
  • Godrej Properties Limited0.51%
  • Bajaj Finance Limited0.50%
  • MAHARASHTRA JAN SDL0.50%
  • REC Limited0.50%
  • GOVERNMENT ON INDIA AUG GSEC0.50%
  • HDFC Life Insurance Company Limited0.50%
  • GOI Jul0.50%
  • HDB Financial Services Limited0.50%
  • Mahindra & Mahindra Financial Services Limited0.46%
  • GOVERNMENT OF INDIA MAY G SEC0.46%
  • LTIMindtree Limited0.44%
  • Ashok Leyland Limited0.42%
  • GMM Pfaudler Limited0.40%
  • UltraTech Cement Limited0.39%
  • Bikaji Foods International Limited0.38%
  • Electronics Mart India Limited0.37%
  • Mahindra & Mahindra Limited0.33%
  • Varroc Engineering Limited0.33%
  • GOI OCT0.30%
  • R R KABEL LIMITED0.27%
  • GS0.20%
  • Tata Capital Financial Services Limited0.19%
  • GOI JAN0.14%
  • MAHARASHTRA Oct SDL0.10%
  • GOI NOV0.02%
  • Net Current Assets including cash & bank balances-0.51%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

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

JM Aggressive Hybrid Fund - GrowthJM Aggressive Hybrid Fund - Growth

HYBRID

Very High

26.51%

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

HYBRID

Very High

15.96%

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

HYBRID

Very High

14.28%

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

HYBRID

Very High

13.70%

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

HYBRID

Very High

12.61%

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

HYBRID

Very High

12.57%

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

HYBRID

Very High

11.73%

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

HYBRID

Very High

11.59%

Kotak Equity Hybrid Fund - IDCWKotak Equity Hybrid Fund - IDCW

HYBRID

Very High

11.21%

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

HYBRID

Very High

10.97%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

38.85%

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

HYBRID

Very High

34.15%

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

HYBRID

Very High

32.24%

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

HYBRID

Very High

31.14%

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

HYBRID

Very High

28.62%

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

HYBRID

Very High

28.50%

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

HYBRID

Very High

24.75%

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

HYBRID

Very High

22.96%

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

HYBRID

Very High

22.90%

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

HYBRID

Very High

17.72%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - GrowthBank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth

HYBRID

Very High

27.07%

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

HYBRID

Very High

25.71%

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

HYBRID

Very High

18.42%

Edelweiss Aggressive Hybrid Fund - Regular Plan - GrowthEdelweiss Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

18.39%

Kotak Equity Hybrid Fund - IDCWKotak Equity Hybrid Fund - IDCW

HYBRID

Very High

16.30%

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

HYBRID

Very High

15.48%

IDBI Hybrid Equity Fund - GrowthIDBI Hybrid Equity Fund - Growth

HYBRID

Very High

14.70%

Sundaram Aggressive Hybrid Fund - GrowthSundaram Aggressive Hybrid Fund - Growth

HYBRID

High

14.13%

Canara Robeco Equity Hybrid Fund - Regular Plan - GrowthCanara Robeco Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

13.41%

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

HYBRID

Very High

11.72%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

24.14%

Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - GrowthBank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth

HYBRID

Very High

21.88%

JM Aggressive Hybrid Fund - GrowthJM Aggressive Hybrid Fund - Growth

HYBRID

Very High

17.96%

HDFC Hybrid Equity Fund - GrowthHDFC Hybrid Equity Fund - Growth

HYBRID

Very High

14.88%

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

HYBRID

Very High

13.47%

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

HYBRID

Very High

13.04%

Sundaram Aggressive Hybrid Fund - GrowthSundaram Aggressive Hybrid Fund - Growth

HYBRID

High

12.98%

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

HYBRID

Very High

12.95%

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

HYBRID

Very High

12.69%

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

HYBRID

Very High

11.39%

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.

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