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HSBC Aggressive Hybrid Fund - Direct Plan

To seek long term capital growth and income through investments in equity and equity related securities and fixed income instruments. However, there is no assurance that the investment objective of the Scheme will be achieved.

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	0.84%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 4,948
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	22.94%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	18.69%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	30.98%
SBI Equity Hybrid Fund - Direct Plan	1000	1000	18.35%
Canara Robeco Equity Hybrid Fund - Direct Plan	0	1000	18.03%
Mirae Asset Hybrid Equity Fund - Direct Plan	1000	1000	19.46%
Nippon India Equity Hybrid Fund Segregated Portfolio 1 - Direct Plan	500	500	23.59%
HSBC Aggressive Hybrid Fund - Direct Plan	1000	1000	17.93%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	18.69%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	30.98%
Sundaram Aggressive Hybrid Fund - Direct Plan	1000	1000	19.79%
DSP Equity & Bond Fund - Direct Plan	1000	1000	19.73%

Top 10 Holdings

Company	Holding Type	Asset(%)
HDFC Bank Ltd	Equity	6
ICICI Bank Ltd	Equity	4
7.38% Govt Stock 2027	Bond - Gov't Treasury	4
Larsen & Toubro Ltd	Equity	4
Reliance Industries Ltd	Equity	2
Cholamandalam Investment and Finance Co Ltd	Equity	2
Sun Pharmaceuticals Industries Ltd	Equity	2
KPIT Technologies Ltd	Equity	2
CG Power & Industrial Solutions Ltd	Equity	2
5.15% Govt Stock 2025	Bond - Gov't Treasury	2

Asset Allocation(%)

Asset	Percent
Equity	78
Bond - Gov't Treasury	13
Bond - Corporate Bond	6
Cash - Repurchase Agreement	1
Cash - Commercial Paper	1

Sector Allocation(%)

Sector	Percent
Financial Services	24
Industrials	19
Consumer Cyclical	13
Bond - Gov't Treasury	13
Technology	10

Fund Manager

Shriram Ramanathan

7+ years of experience

Cheenu Gupta

2+ 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