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HSBC Aggressive Hybrid Fund - Regular Growth
HSBC Aggressive Hybrid Fund - Regular Growth
Category: Hybrid: Aggressive
Launch Date: 30-01-2013
Riskometer: Very High
Asset Class
Status
Open Ended Schemes
Fund Managers
Shriram Ramanathan, Gautam Bhupal, Cheenu Gupta, Sonal Gupta, Asif Rizwi
Investment Objective
This scheme seeks to generate long term capital growth and income through investments in equity and equity related securities and fixed income instruments.
Benchmark
NIFTY 50 Hybrid Composite Debt 65:35 Index
Expense Ratio
1.86% As on (31-10-2024)
Minimum Investment | Top up
5000.0 | 1000.0
Total Assets
5,631.02 Cr As on (31-10-2024)
Nav Movement
RETURNS CALCULATOR for HSBC Aggressive Hybrid Fund - Regular Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of HSBC Aggressive Hybrid Fund - Regular Growth
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
HSBC Aggressive Hybrid Fund - Regular Growth | 10.22 | 0.62 | 2.99 | 1.07 | 7.48 | 4.33 |
Hybrid: Aggressive | - | - | - | - | - | - |
Sectors
Sector | Holdings (%) |
---|---|
N/A | 22.75 |
Electrical Equipment | 17.8 |
IT - Software | 6.82 |
Retailing | 6.57 |
Banks | 6.42 |
Capital Markets | 4.97 |
Finance | 4.46 |
Power | 4.33 |
Aerospace & Defense | 4.15 |
Industrial Products | 4.0 |
Portfolio Holdings
Company | Holdings (%) |
---|---|
Zomato Limited | 3.76 |
ICICI Bank Limited | 3.67 |
Bharat Electronics Limited | 3.05 |
Suzlon Energy Limited | 3.0 |
GE TandD India Limited | 2.98 |
CG Power and Industrial Solutions Limited | 2.85 |
7.38% GOI 20JUN2027 | 2.78 |
Trent Limited | 2.73 |
Zensar Technologies Limited | 2.17 |
JSW Energy Limited | 2.07 |