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HSBC Aggressive Hybrid Fund - Direct Plan

To seek to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and to generate reasonable returns through a portfolio of debt and money market instruments.There is no assurance that the investment objective of the scheme will be realized.

Suitability

This product is suitable for investors who are seeking

• - An open-ended equity growth fund

• Long term capital appreciation and generation of reasonable returns

• Investment in equity and equity-related securities and debt and money market instruments.

Fund Info

Scheme Class	Hybrid
Scheme Category	Aggressive Allocation
Expense Ratio	0.88%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 5,067
AMC AUM (in Crs.)	₹ 11,054
Min Addition Subscription	₹ 1,000

Benchmark Type

CRISIL Hybrid 35+65 - Agg TR INR

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
HDFC Hybrid Equity Fund - Direct Plan	1000	1000	27.67%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	22.52%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	32.94%
SBI Equity Hybrid Fund - Direct Plan	1000	1000	20.32%
Canara Robeco Equity Hybrid Fund - Direct Plan	0	1000	21.43%
Mirae Asset Hybrid Equity Fund - Direct Plan	1000	1000	23.5%
Nippon India Equity Hybrid Fund Segregated Portfolio 1 - Direct Plan	500	500	26.25%
HSBC Aggressive Hybrid Fund - Direct Plan	1000	1000	20.81%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	22.52%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	32.94%
Sundaram Aggressive Hybrid Fund - Direct Plan	1000	1000	23.2%
DSP Equity & Bond Fund - Direct Plan	1000	1000	20.95%

Top 10 Holdings

Company	Holding Type	Asset(%)
ICICI Bank Ltd	Equity	6
7.38 6/20/2027 12:00:00 Am	Bond - Gov't Treasury	6
State Bank of India	Equity	5
Indian Hotels Co Ltd	Equity	4
Infosys Ltd	Equity	4
Larsen & Toubro Ltd	Equity	3
HDFC Bank Ltd	Equity	3
6.18 11/4/2024 12:00:00 Am	Bond - Gov't Treasury	3
Persistent Systems Ltd	Equity	2
Hindustan Unilever Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	74
Bond - Gov't Treasury	18
Bond - Corporate Bond	3
Cash - CD Time Deposit	2
Cash - Repurchase Agreement	2

Sector Allocation(%)

Sector	Percent
Financial Services	22
Consumer Cyclical	19
Bond - Gov't Treasury	18
Industrials	10
Technology	8

Fund Manager

Shriram Ramanathan

6+ years of experience

Cheenu Gupta

1+ 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