HSBC Aggressive Hybrid Fund - Regular Growth

Category: Hybrid: Aggressive
Launch Date: 01-01-2013
Asset Class:
Benchmark: NIFTY 50 Hybrid Composite Debt 65:35
Expense Ratio: 1.92% As on (28-02-2023)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 4,636.06 Cr As on (28-02-2023)
Turn over: 76
NAV as on 24-03-2023

35.3739

-0.19 (-0.5374%)

CAGR Since Inception

10.96%

NIFTY 50 Hybrid Composite Debt 65:35 12.08%

PERFORMANCE of HSBC Aggressive Hybrid Fund - Regular Growth

Scheme Performance (%) Data as on - 24-03-2023

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HSBC Aggressive Hybrid Fund - Regular Growth -3.32 21.42 6.98 12.65 10.96
Benchmark - - - - -
Hybrid: Aggressive 0.73 24.07 9.55 12.71 10.94

Yearly Performance (%)

Nav Movement

Fund Managers

Shriram Ramanathan, Cheenu Gupta

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.

RETURNS CALCULATOR for HSBC Aggressive Hybrid Fund - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of HSBC Aggressive Hybrid Fund - Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Aggressive Hybrid Fund - Regular Growth 16.94 0.47 -2.57 0.88 - 2.97
Hybrid: Aggressive - - - - - -

PEER COMPARISION of HSBC Aggressive Hybrid Fund - Regular Growth

Period
Data as on - 24-03-2023
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 -3.32 5.44 21.42 6.98 12.65
HDFC Hybrid Equity Fund - Growth Plan 01-04-2005 6.01 12.0 28.18 10.71 14.8
JM Equity Hybrid Fund (Regular) -Growth Option 01-04-1995 5.78 10.26 31.51 9.94 11.88
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 4.89 18.42 33.3 13.7 15.86
Tata Hybrid Equity Fund- Regular Plan - Growth Option 08-10-1995 4.61 9.73 24.66 9.31 12.77
Franklin India Equity Hybrid Fund - Growth Plan 10-12-1999 3.87 8.1 24.52 9.79 12.91
UTI - Hybrid Equity Fund - Regular Plan - Growth 20-03-1995 3.72 11.61 28.5 9.18 11.72
Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option 05-09-2018 3.57 4.76 18.97 0.0 0.0
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 3.52 11.81 25.61 11.36 12.73
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 3.32 11.72 25.54 11.31 12.69

PORTFOLIO ANALYSIS of HSBC Aggressive Hybrid Fund - Regular Growth

Asset Allocation (%)