HSBC Aggressive Hybrid Active FoF
Current Fund Size :
₹ 8.5 Lakh
₹41.83
NAV
13.34% p.a.
Overall Return
-1.22%
1-Day Change
0.1%
Expense Ratio
₹ 41 Cr
AUM (Fund Size)
11+ yrs
Fund Age
Investment Policy
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Risk Level
High Risk
Min. Investment
SIP: ₹500 & Lumpsum: ₹5000
Exit Load
1.0%
Lock-in Period
Nil
Capital Gains Tax Rules (Equity)
STCG (Before 1 Year)
Returns taxed at 20% if you redeem before 1 year
LTCG (After 1 Year)
After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Age of Fund
11 yrs 5 m since Apr 09, 2014
Current Value (Example)
₹ 8.5 Lakh
Returns Ratio
N/A
Peer Comparison: Returns & Risk Ratios
| # | Fund Name | Annualized Returns | Risk Ratios | Other Details | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3 Year | 5 Year | Std. Deviation | Beta | Sharpe Ratio | Sortino Ratio | AUM | Fund Age | Expense Ratio | ||
| 1 | HSBC Aggressive Hybrid Active FoF | -2.47% | 16.25% | 17.97% | 10.53 | 0.91 | 0.76 | 1.06 | 41 Cr | 11 yrs 5 m | 0.1% |
| 2 | ICICI Prudential Equity & Debt Fund | 2.67% | 21.19% | 26.51% | 9.33 | 0.78 | 1.29 | 2.27 | 45,168 Cr | 12 yrs 8 m | 0.96% |
| 3 | Edelweiss Aggressive Hybrid Fund | 0.29% | 19.91% | 21.9% | 9.88 | 0.87 | 1.14 | 1.77 | 3,045 Cr | 12 yrs 8 m | 0.38% |
| 4 | Mahindra Manulife Aggressive Hybrid Fund | 0.53% | 19.45% | 21.92% | 10.31 | 0.91 | 1.04 | 1.73 | 1,837 Cr | 6 yrs 3 m | 0.47% |
| 5 | UTI Aggressive Hybrid Fund | -2.71% | 17.63% | 20.52% | 9.66 | 0.85 | 0.94 | 1.59 | 6,302 Cr | 12 yrs 8 m | 1.25% |
Trailing Returns vs. Category Average
| # | Period | Fund Return | Category Average |
|---|---|---|---|
| 1 | 1 Month | 0.88% | 0.97% |
| 2 | 3 Months | -2.01% | -1.66% |
| 3 | 6 Months | 7.69% | 6.98% |
| 4 | 1 Year | -2.47% | -0.72% |
| 5 | 2 Years | 14.41% | 15.6% |
| 6 | 3 Years | 16.25% | 16.54% |
| 7 | 4 Years | 11.13% | 12.05% |
| 8 | 5 Years | 17.97% | 18.85% |
| 9 | 7 Years | 13.58% | 14.28% |
| 10 | 10 Years | 12.71% | 13.01% |
Related Funds
| # | Fund Name | AUM | Return 1y | Return 5y | url |
|---|---|---|---|---|---|
| 1 | HSBC Aggressive Hybrid Fund | 5,475 Cr | 0.62% | 17.25% | View Detail |
| 2 | HSBC Multi Asset Active FoF | 62 Cr | 4.16% | 16.81% | View Detail |
| 3 | HSBC Equity Savings Fund | 671 Cr | 4.48% | 14.57% | View Detail |
| 4 | HSBC Balanced Advantage Fund | 1,554 Cr | 2.4% | 11.51% | View Detail |
| 5 | HSBC Conservative Hybrid Fund | 157 Cr | 5.81% | 10.53% | View Detail |
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