HSBC Aggressive Hybrid Fund - Regular Growth

Category: Hybrid: Aggressive
Launch Date: 30-01-2013
Asset Class:
Benchmark: NIFTY 50 Hybrid Composite Debt 65:35
Expense Ratio: 1.87% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 5,441.86 Cr As on (31-05-2024)
Turn over: 86
NAV as on 11-06-2024

51.6603

0.25 (0.4857%)

CAGR Since Inception

13.07%

NIFTY 50 Hybrid Composite Debt 65:35 12.57%

PERFORMANCE of HSBC Aggressive Hybrid Fund - Regular Growth

Scheme Performance (%) Data as on - 11-06-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HSBC Aggressive Hybrid Fund - Regular Growth 31.76 14.56 14.1 12.81 13.07
Benchmark - - - - -
Hybrid: Aggressive 30.41 15.39 15.56 12.87 13.85

Yearly Performance (%)

Nav Movement

Fund Managers

Shriram Ramanathan, Gautam Bhupal, Cheenu Gupta, Sonal 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 10.22 0.84 2.5 0.79 7.47 4.48
Hybrid: Aggressive - - - - - -

PEER COMPARISION of HSBC Aggressive Hybrid Fund - Regular Growth

Period
Data as on - 11-06-2024
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 30-01-2013 31.76 23.59 14.56 14.1 12.81
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 55.95 37.71 23.49 23.42 13.4
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 49.64 32.25 22.3 23.38 0.0
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 39.5 25.34 20.28 24.93 17.54
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 38.49 26.69 23.28 20.84 16.5
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 34.91 24.24 15.43 14.15 0.0
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 33.19 24.57 17.31 0.0 0.0
Shriram Aggressive Hybrid Fund- Regular Growth 29-11-2013 32.88 20.74 13.82 12.99 10.8
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 32.74 24.53 17.64 16.89 12.61
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 32.35 24.81 18.47 17.26 13.47

PORTFOLIO ANALYSIS of HSBC Aggressive Hybrid Fund - Regular Growth

Asset Allocation (%)