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
Fund4.08%
Cat. Avg.21.20%
2Y
Fund3.58%
Cat. Avg.17.75%
3Y
Fund12.10%
Cat. Avg.18.40%
5Y
Fund11.00%
Cat. Avg.13.16%
10Y
Fund11.78%
Cat. Avg.11.26%
SI
Fund12.50%
Cat. Avg.13.59%
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 | 14.96 | 33.37% |
| 2 | HSBC Midcap Fund - Direct Growth | 9.53 | 21.25% |
| 3 | HSBC Small Cap Fund - Direct Growth | 9.22 | 20.57% |
| 4 | HSBC Medium To Long Duration Fund - Direct Growth | 4.69 | 10.46% |
| 5 | HSBC Corporate Bond Fund - Direct Growth | 3.85 | 8.58% |
| 6 | HSBC Dynamic Bond Fund - Direct Growth | 2.22 | 4.95% |
| 7 | Treps | 1.08 | 2.41% |
| 8 | Net Current Assets (including cash & bank balances) | -0.71 | -1.58% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 62888 | +4.8% | +10.2% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.28 L. | +6.7% | +6.7% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.03 L. | +12.8% | +8.3% |
| 5Y | 09 Aug, 21 | 3 L. | 3.93 L. | +30.9% | +11.0% |
| 10Y | 08 Aug, 16 | 6 L. | 11.21 L. | +86.8% | +12.1% |
| SI | 07 May, 14 | 7.35 L. | 15.82 L. | +115.3% | +11.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 1.04 L. | +4.1% | +4.1% |
| 2Y | 18 Jul, 24 | 1 L. | 1.07 L. | +7.3% | +3.6% |
| 3Y | 17 Jul, 23 | 1 L. | 1.41 L. | +40.9% | +12.1% |
| 5Y | 19 Jul, 21 | 1 L. | 1.69 L. | +69.4% | +11.1% |
| 10Y | 18 Jul, 16 | 1 L. | 3.06 L. | +205.6% | +11.8% |
| SI | 05 May, 14 | 1 L. | 4.21 L. | +321.2% | +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.