HSBC Aggressive Hybrid Fund - Regular IDCW
Fund House: HSBC Mutual Fund| Category: Hybrid: Aggressive |
| Launch Date: 01-01-2013 |
| Asset Class: |
| Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 |
| TER: 1.87% As on (30-04-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 5,367.33 Cr As on (30-04-2024) |
| Turn over: 86% | Exit Load: Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year |
28.4584
0.26 (0.9235%)
9.07%
Benchmark: 12.47%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 4 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | |
| Sharpe Ratio | |
| Alpha | |
| Beta | |
| Yield to Maturity | 7.51 |
| Average Maturity | 4.65 |
PEER COMPARISON
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
19.85%
Others
27.45%
Large Cap
32.04%
Mid Cap
20.66%
