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HSBC Aggressive Hybrid Fund - Regular Growth

Fund House: HSBC Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 30-01-2013
Asset Class:
Benchmark: NIFTY 50 Hybrid Composite Debt 65:35
TER: 1.89% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 5,147.02 Cr As on (31-03-2024)
Turn over: 87% | Exit Load: Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year
NAV as on 23-04-2024

48.5164

0.18 (0.3683%)

CAGR Since Inception

12.67%

Benchmark: 12.48%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY 50 TRI
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Gold
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PPF
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Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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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
2 Years 6 Months
10 Years 5 Months
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 10.09
Sharpe Ratio 0.81
Alpha 0.69
Beta 0.79
Yield to Maturity 7.51
Average Maturity 4.65

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
HSBC Aggressive Hybrid Fund - Regular Growth 30-01-2013 33.82 15.4 14.82 13.35 13.62
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 54.39 28.92 24.59 19.05 14.01
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 48.87 20.65 24.87 21.61 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 41.39 22.1 26.56 20.54 17.61
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 40.49 19.34 23.0 24.53 18.76
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 35.0 17.6 18.76 - -
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 34.99 16.96 15.75 13.17 -
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 34.2 19.23 20.12 16.73 14.31
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 34.11 19.09 20.01 16.67 14.27
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAT PLAN -GROWTH OPTION 05-04-2017 34.06 17.45 - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

18.17%

Others

27.89%

Large Cap

34.89%

Mid Cap

19.05%

Scheme Documents

March 2024

Monthly Portfolio Disclosure - March 2024

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