HSBC Aggressive Hybrid Fund Growth
Medium
Risk
Other Schemes
Aggressive Allocation
+
13.18
%
13.18
%
3Y annualised
+
0.37
%
0.37
%
1D
1M
6M
1Y
3Y
All
Fund size
5157
NAV:
Mar 7, 2024
47.2162
Sector
Tech
Type
Other_schemes
Launched
Feb 2011
Min Investment
5000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Larsen & Toubro Ltd
5.1
%
HDFC Bank Ltd
4.31
%
7.38% Govt Stock 2027
3.95
%
ICICI Bank Ltd
3.18
%
Bharat Electronics Ltd
2.17
%
Zensar Technologies Ltd
2.13
%
Shriram Finance Ltd
2.12
%
KPIT Technologies Ltd
1.99
%
Karur Vysya Bank Ltd
1.84
%
Reliance Industries Ltd
1.73
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 1.0 Years, 0.0 % if redeemed after 1.0 Years.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
HSBC Aggressive Hybrid Fund Growth
More details
Investment objective
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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