HSBC Aggressive Hybrid Fund - Regular Growth
Fund House: HSBC Mutual Fund| Category: Hybrid: Aggressive |
| Launch Date: 01-01-2013 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index |
| TER: 1.96% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 5,651.5 Cr As on 30-09-2026(Source:AMFI) |
| Turn over: 0.46% | Exit Load: Any redemption / switch-out of units within 1 year from the date of allotment shall be subject to exit load as under: a. For 10% of the units redeemed / switched-out: Nil. b. For remaining units redeemed or switched-out: 1.00%. No Exit Load will be charged, if Units are redeemed / switchedout after 1 year from the date of allotment. |
58.1166
0.07 (0.1129%)
11.85%
Benchmark: 11.67%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
To seek long term capital growth and income through investments in equity and equity related securities and fixed income instruments. However, there is no assurance that the investment objective of the Scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.09 |
| Sharpe Ratio | 0.46 |
| Alpha | 6.19 |
| Beta | 0.36 |
| Yield to Maturity | 7.48 |
| Average Maturity | 4.33 |
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 | 01-01-2013 | 0.57 | 1.17 | 11.29 | 8.53 | 10.34 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
22.1%
Others
25.41%
Large Cap
30.86%
Mid Cap
21.63%
