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 Index |
| TER: 1.88% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 5,124.56 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 80% | Exit Load: If the units redeemed or switched out are upto 10% of the units purchased or switched in (“the limitâ€) within 1 year from the date of allotment – Nil. If units redeemed or switched out are over and above the limit within 1 year from the date of allotment – 1%. If units are redeemed or switched out on or after 1 year from the date of allotment – Nil. |
27.8546
-0.01 (-0.0355%)
8.89%
Benchmark: 11.41%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
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vs
AK Hybrid Balanced TRI
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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 | 10.22 |
| Sharpe Ratio | 0.84 |
| Alpha | 2.5 |
| Beta | 0.79 |
| Yield to Maturity | 7.48 |
| Average Maturity | 4.33 |
PEER COMPARISON
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
13.05%
Others
23.47%
Large Cap
42.95%
Mid Cap
20.53%
