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HSBC Aggressive Hybrid Active FOF - Direct Plan

The investment objective is to provide long term total return primarily by seeking capital appreciation through an active asset allocation by investing in a basket of equity and debt mutual fund schemes and money market instruments.

Suitability

"To create wealth over the long-termInvesting predominantly in units of equity mutual funds as well as in a basket of debt mutual funds gold & exchange traded funds offshore mutual funds and money market instruments"

Fund Info

Scheme Class	Hybrid
Scheme Category	Fund of Funds
Expense Ratio	0.92%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 39
AMC AUM (in Crs.)	₹ 11,054
Min Addition Subscription	₹ 1,000

Benchmark Type

Exit Load

Exit load of 1.0%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
ICICI Prudential Debt Management Fund (FOF) - Direct Plan	500	500	8.45%
Franklin India Dynamic Asset Allo FOF - Direct Plan	1000	1000	17.44%
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Direct Plan	1000	1000	23.25%
HDFC Income Plus Arbitrage Active FOF - Direct Plan	1000	1000	16.18%

Top 10 Holdings

Company	Holding Type	Asset(%)
HSBC Large Cap Dir Gr	Mutual Fund - Open End	52
HSBC Small Cap Fund Dir Gr	Mutual Fund - Open End	18
HSBC Medium to Long Duration Dir Gr	Mutual Fund - Open End	17
HSBC Dynamic Bond Dir Gr	Mutual Fund - Open End	5
HSBC Midcap Dir Gr	Mutual Fund - Open End	4
Treps	Cash - Repurchase Agreement	4
Net Current Assets (Including Cash & Bank Balances)	Cash	1
HSBC Short Duration Dir Gr	Mutual Fund - Open End	0

Asset Allocation(%)

Asset	Percent
Mutual Fund - Open End	97
Cash - Repurchase Agreement	4
Cash	1

Sector Allocation(%)

Sector	Percent
Mutual Fund - Open End	97
Cash - Repurchase Agreement	4
Cash	1

Fund Manager

Gautam Bhupal

9+ years of experience

HSBC Mutual Fund

AUM₹11,054 Cr

About

HSBC Mutual Fund, established in May 2002, has an asset under management of Rs. 10621.84 crore as of June 2018.##The asset management company believes in providing well-engineered products to its customers and they also target on developing an adequate solution base for their client.##The motto of the company is to connect customers to companies, so that their investor community may prosper. HSBC claims to work in a goal oriented format to bring about the best possible financial services to its investors. In this regard, HSBC offers a wide array of mutual funds across various categories so that may appeal to investors irrespective of their risk appetite, investment duration and even salary.##With a global presence in 26 locations, HSBC aims to bring about the best possible investment service to retail investors.

Phone

1800 200 2434

Address

Standard Chartered Bank - India, Mumbai -

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m