HSBC Aggressive Hybrid Fund Direct Plan Growth Option
Very High Risk
Hybrid
3 Star
NAV as of May 07, 2025
₹58.02
0.96%1D Change
Returns since inception
13.89%p.a.
Very High Risk
Hybrid
3 Star
NAV as of May 07, 2025
₹58.02
0.96%1D Change
Returns since inception
13.89%p.a.
HSBC Aggressive Hybrid Fund Direct Plan Growth Option
Very High Risk|Hybrid|3 Star
NAV as of May 07, 2025
₹58.02
0.96%1D
Returns since inception
13.89%p.a.
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Profit₹0
Final Value₹0
Absolute returnNaN%
Fund overview
- Rating3 Star
- Expense ratio0.85%
- Exit Load1% within 365 days
- AUM (Fund size)₹5,021.82 Crore
- Lock-in periodNo Lock-in
- Age12 yrs since Jan 01, 2013
- Min. investmentSIP ₹1000 & Lump. ₹5000
- RiskVery High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Equity
74.67%
Debt
21.45%
Others
3.88%
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| Eternal Ltd | 4.12% |
| Mahindra & Mahindra Ltd | 3.85% |
| ICICI Bank Ltd | 3.69% |
| HDFC Bank Ltd | 3.67% |
| Bharat Electronics Ltd | 3.62% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| DSP Equity & Bond Fund Di... | ₹ 8,215 Cr | ₹291.16 | 0.66% | Very High |
| Edelweiss Aggressive Hybr... | ₹ 2,487 Cr | ₹69.73 | -0.78% | Very High |
| SBI Equity Hybrid Fund Di... | ₹ 72,555 Cr | ₹320.05 | 0.48% | Very High |
| ICICI Prudential Equity &... | ₹ 40,962 Cr | ₹418.71 | -0.72% | Very High |
NAV History - HSBC Aggressive Hybrid Fund - Direct Growth
FUND | HSBC Aggressive Hybrid Fund - Direct Growth |
|---|---|
| NAV (May 07, 2025) | ₹58.02 |
| Class | Hybrid | Balanced Allocation |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Shriram Ramanathan, Gautam Bhupal, Cheenu Gupta, Sonal Gupta, Mohd Asif Rizwi |
FUND | HSBC Aggressive Hybrid Fund - Direct Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹1000 and Lump. ₹5000 |
| Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| HSBC Aggressive Hybr... | -0.78% | 4.88% | -1.17% | -7.37% | 3.52% | 14.52% |
About HSBC Asset Management (India) Private Ltd
HSBC is among the largest banking and financial services companies in the world. The company serves over 40 million customers worldwide through its global business. The company says they exist to utilise their unique expertise and capabilities to bring new opportunities to their customers.
HSBC Asset Management (India) Private Ltd Details
- No. of schemes81
- Total AUM₹10,373.72 Crore
- AddressHSBC Asset Management (India) Private Ltd., 16, V N Road, Mumbai, Maharashtra, 400 001
- Phone+91 22 66145000
Frequently Asked Questions
What are Balanced/Hybrid funds?
Who should invest in a Balanced/hybrid fund?
Who should invest in a Balanced/hybrid fund?
What is a lock-in period?
Is KYC necessary for BLACK?
What is a Mandate (Auto-SIP)?
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.27 Lakhs ₹
Min investment of ₹1,000 required
