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Business News/Market/Market Stats/    HSBC Aggressive Hybrid Fund Growth

HSBC Aggressive Hybrid Fund Growth

+
  • Hybrid
  • Aggressive Allocation
  • Rating 3
  • Plan
46.60 +0.19 (0.40%) NAV as on 29 Feb, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)5157.17
  • CAGR 29.62%
  • Exit Load1.00%
  • Expense ratio1.87%
  • CategoryHybrid
  • Min Investment5000
  • Min SIP500
  • Launch Date2011-02-07

Morning Star Rating 3

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 01 March 2024

  • Name
  • Value (Cr)
  • Holding %
  • 7.38% Govt Stock 2027
  • 203.72
  • 3.95%
  • Treps
  • 101.59
  • 1.97%
View More

Risk & Volitility

  • Alpha -3.86%
  • Beta 1.12
  • Sharpe Ratio0.91
  • Std Deviation 10.48%
  • Tracking Error 3.53%

About Fund

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.

 

The HSBC Aggressive Hybrid Fund Growth has an AUM of 5157.17 crores & has delivered CAGR of 13.49% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.87%. The minimum investment in HSBC Aggressive Hybrid Fund Growth is Rs 5000 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include Larsen & Toubro, HDFC Bank, 7.38% Govt Stock 2027 & ICICI Bank.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Electronic Instr. & Controls & Construction Services.

 

Some of the similar funds are UTI Aggressive Hybrid Fund Regular Plan Growth, Kotak Equity Hybrid Regular Growth, Sundaram Aggressive Hybrid Fund Growth, HSBC Aggressive Hybrid Fund Growth, Aditya Birla Sun Life Equity Hybrid '95 Fund Growth. HSBC Aggressive Hybrid Fund Growth has a sharpe ratio of 0.91 & a standard deviation of 10.48%.

FAQs about HSBC Aggressive Hybrid Fund Growth

According to the morning star rating HSBC Aggressive Hybrid Fund Growth has a Moderate risk & Exceptional return.
HSBC Aggressive Hybrid Fund Growth is managed by Shriram Ramanathan,Gautam Bhupal,Cheenu Gupta,Sonal Gupta.
The expense ratio of HSBC Aggressive Hybrid Fund Growth is 1.87%.
The 5 year annualized return on HSBC Aggressive Hybrid Fund Growth is 13.49% & it has generated 29.62% in the last 1 year.
The minimum investment in HSBC Aggressive Hybrid Fund Growth is 5000 Rs.
HSBC Aggressive Hybrid Fund Growth has an AUM of 5157.17 crores.
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