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
Fund2.51%
Cat. Avg.6.57%
2Y
Fund1.07%
Cat. Avg.15.12%
3Y
Fund10.40%
Cat. Avg.18.42%
5Y
Fund8.37%
Cat. Avg.12.05%
10Y
Fund11.04%
Cat. Avg.10.99%
SI
Fund12.14%
Cat. Avg.11.44%
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
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Asset Class
Market Cap
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Top Sectors
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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 Nov, 25 | 60000 | 61175 | +2.0% | +4.1% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.25 L. | +4.5% | +4.6% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.95 L. | +8.3% | +5.5% |
| 5Y | 08 Nov, 21 | 3 L. | 3.79 L. | +26.5% | +9.5% |
| 10Y | 07 Nov, 16 | 6 L. | 10.80 L. | +80.1% | +11.4% |
| SI | 07 May, 14 | 7.50 L. | 15.80 L. | +110.6% | +11.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.03 L. | +2.5% | +2.5% |
| 2Y | 16 Oct, 24 | 1 L. | 1.02 L. | +2.2% | +1.1% |
| 3Y | 16 Oct, 23 | 1 L. | 1.35 L. | +34.6% | +10.4% |
| 5Y | 18 Oct, 21 | 1 L. | 1.49 L. | +48.5% | +8.2% |
| 10Y | 17 Oct, 16 | 1 L. | 2.86 L. | +186.0% | +11.1% |
| SI | 05 May, 14 | 1 L. | 4.17 L. | +316.6% | +12.1% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹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.