Scheme Overview

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: 1.89% As on ( 31-03-2024)
Status: Open Ended for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 5,367.33 Cr As on ( 30-04-2024)
Turn over: 87
NAV as on 10-05-2024

48.5391

0.29 ( 0.6071% )

CAGR Since Inception

12.63%

NIFTY 50 Hybrid Composite Debt 65:35

12.41%

PERFORMANCE of HSBC Aggressive Hybrid Fund - Regular Growth

Scheme Performance (%) Data as on - 10-05-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HSBC Aggressive Hybrid Fund - Regular Growth 28.99 13.7 13.68 13.55 12.63
Benchmark - - - - -
Hybrid: Aggressive 27.24 15.32 15.2 13.56 13.41

Yearly Performance (%)

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 10.09 0.81 0.69 0.79 7.51 4.65
Hybrid: Aggressive - - - - - -

PEER COMPARISION of HSBC Aggressive Hybrid Fund - Regular Growth

Period :
Data as on - 10-05-2024
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 28.99 19.4 13.7 13.68 13.55
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 52.8 32.99 22.52 19.7 13.98
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 44.87 26.24 22.52 22.23 0.0
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 36.41 24.52 23.58 20.93 17.43
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 33.43 22.01 19.23 24.77 18.58
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 30.77 21.02 17.5 0.0 0.0
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 30.38 20.66 14.89 13.69 0.0
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 30.3 22.3 18.6 17.19 14.22
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 30.23 22.14 18.5 17.14 14.17
Franklin India Equity Hybrid Fund - Growth Plan 10-12-1999 29.52 20.59 15.22 15.15 14.01

PORTFOLIO ANALYSIS of HSBC Aggressive Hybrid Fund - Regular Growth

Asset Allocation (%)

Contact us

NEO TOWER, H. NO. 1048 B,
PLOT NO. 408 , TIRANGA CHOWK, TUNDI ROAD,
GIRIDIH, JHARKHAND - 815301

06532-222222 , 8051588888

support@neowealth.in

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