HSBC Aggressive Hybrid Active FOF - Growth

Fund House: HSBC Mutual Fund
Category: Fund of Funds-Domestic-Hybrid
Launch Date: 30-04-2014
Asset Class: Mixed Asset
Benchmark: BSE 200 TRI(80.00), CRISIL Composite Bond Index(20.00)
TER: 1.35% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 5,000
Minimum Topup: 1,000
Total Assets: 42.23 Cr As on 30-06-2025(Source:AMFI)
Turn over: - | Exit Load: Exit Load :(i) In respect of each purchase / switch-in of Units, an Exit Load of 1% is payable if Units are redeemed / switched-out within 1 year from the date of allotment. (ii) No Exit Load will be charged, if Units are redeemed/switched-out after 1 year from the date of allotment. The exit loads set forth above is subject to change at the discretion of the AMC and such changes shall be implemented prospectively

40.0457

20.82%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY COMPOSITE G-SEC INDEX
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnHSBC Aggressive Hybrid Active FOF - GrowthNIFTY COMPOSITE G-SEC INDEXFund of Funds-Domestic-HybridGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-1001020304050Advisorkhoj.com
Start :  
Period:  

RETURNS ANALYSIS

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
6 Years 6 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to provide long term total return primarily by seeking capital appreciation through an active asset allocation with diversi?cation commensurate with the risk pro?le of investments by investing predominantly in units of equity mutual funds as well as in a basket of debt mutual funds, gold ETFs and other ETFs, offshore mutual funds and money market instruments

Current Asset Allocation (%)

Indicators

Standard Deviation 10.4
Sharpe Ratio 0.88
Alpha 2.49
Beta 0.85
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
HSBC Aggressive Hybrid Active FOF - Growth 30-04-2014 7.66 21.13 21.92 24.12 18.99
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan 05-11-2014 13.81 16.15 14.05 15.16 7.5
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth 13-01-2022 12.53 14.16 15.15 - -
Motilal Oswal Asset Allocation FOF- C- Regular Growth 12-03-2021 11.48 14.46 13.72 - -
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 10.61 17.43 16.93 - -

Scheme Characteristics

Minimum investment in the underlying fund - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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