HSBC Aggressive Hybrid Active FoF - Growth
Expense Ratio: 1.35
Risk: Very High
Other Scheme - FoF Domestic
Plan: Regular
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Inception: 09-04-2014
Exit Load: Nil
Fund Size:₹44.76 Cr
Performance
1Y
Fund4.36%
Cat. Avg.21.21%
2Y
Fund3.69%
Cat. Avg.16.90%
3Y
Fund12.20%
Cat. Avg.18.54%
5Y
Fund11.05%
Cat. Avg.13.02%
10Y
Fund11.74%
Cat. Avg.11.22%
SI
Fund12.48%
Cat. Avg.13.77%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
No available Data
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Top Sectors
No available Data
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Asset Class
Market Cap
No available Data
Top Sectors
No available Data
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HSBC Large Cap Fund - Direct Growth | 14.19 | 34.73% |
| 2 | HSBC Midcap Fund - Direct Growth | 7.77 | 19.00% |
| 3 | HSBC Small Cap Fund - Direct Growth | 7.61 | 18.62% |
| 4 | HSBC Medium To Long Duration Fund - Direct Growth | 4.66 | 11.40% |
| 5 | HSBC Corporate Bond Fund - Direct Growth | 3.82 | 9.35% |
| 6 | HSBC Dynamic Bond Fund - Direct Growth | 2.20 | 5.38% |
| 7 | Treps | 1.30 | 3.18% |
| 8 | Net Current Assets (including cash & bank balances) | -0.68 | -1.66% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 62708 | +4.5% | +9.7% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.28 L. | +6.4% | +6.5% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.02 L. | +12.5% | +8.1% |
| 5Y | 09 Aug, 21 | 3 L. | 3.92 L. | +30.5% | +10.9% |
| 10Y | 08 Aug, 16 | 6 L. | 11.18 L. | +86.3% | +12.1% |
| SI | 07 May, 14 | 7.35 L. | 15.78 L. | +114.7% | +11.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 14 Jul, 25 | 1 L. | 1.04 L. | +4.4% | +4.4% |
| 2Y | 15 Jul, 24 | 1 L. | 1.07 L. | +7.1% | +3.5% |
| 3Y | 14 Jul, 23 | 1 L. | 1.41 L. | +41.3% | +12.2% |
| 5Y | 14 Jul, 21 | 1 L. | 1.69 L. | +68.9% | +11.0% |
| 10Y | 14 Jul, 16 | 1 L. | 3.03 L. | +203.4% | +11.7% |
| SI | 05 May, 14 | 1 L. | 4.20 L. | +320.0% | +12.5% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.