When you invest for five years or above, you can expect gains that comfortably beat the inflation rate and are also higher than fixed income options. But be prepared for ups and downs in your investment value along the way.
Aggressive hybrid funds invest 65-80% of your money in equity shares and the rest in bonds and commodities. Their returns are slightly lower than pure equity funds which invest all your money in shares, but they also fall relatively less when the stock markets decline. This makes them suitable for conservative equity investors or first-time equity investors who are not used to its sharp ups and downs.
Like all equity-linked investments, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other aggressive hybrid fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
|VR Balanced TRI||0.14||0.53||-1.16||-0.50||4.41||7.00||12.94||13.21||7.84||--||--|
|Hybrid: Aggressive Hybrid||1.44||0.66||-0.39||1.37||4.56||7.80||10.49||8.86||7.07||--||--|
|Rank within category||3||31||25||8||13||20||17||15||11||--||--|
|Number of funds in category||44||44||44||43||43||43||39||32||25||23||21|
As on 23-Jan-2020
|Best (Period)||Worst (Period)|
|Week||6.65 (25-Feb-2016 - 03-Mar-2016)||-6.09 (17-Aug-2015 - 24-Aug-2015)|
|Month||14.62 (07-May-2014 - 06-Jun-2014)||-11.54 (07-Sep-2018 - 09-Oct-2018)|
|Quarter||17.08 (29-Feb-2016 - 30-May-2016)||-11.21 (27-Jul-2018 - 26-Oct-2018)|
|Year||35.04 (26-Dec-2016 - 26-Dec-2017)||-13.40 (27-Feb-2015 - 29-Feb-2016)|
|VR Balanced TRI||13.65||10.24||1.18||--||--||--|
|Hybrid: Aggressive Hybrid||9.64||9.97||0.40||0.62||0.85||-2.86|
|Rank within category||14||28||16||17||30||21|
|Number of funds in category||32||32||32||32||32||32|
The Risk Measures have been calculated using calendar month returns for the last three years.
As on 31-Dec-2019
|The underlying data is unavailable.|
|Company||Instrument||Credit Rating||1Y Range||% Assets|
|HSBC Income Invest. Direct-G||Mutual Fund||--||6.26 - 9.46||8.60|
|HSBC Income Short Term Dirct-G||Mutual Fund||--||8.23 - 9.11||8.44|
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-Dec-2019
Education: She holds PGDBM from S.P. Jain Institute of Management Research, C.A. and M.Com.
Experience: Prior to joining HSBC AMC, she has worked with Crisil Ltd. as Senior Manager , Nomura Structured Financial Services as Vice President - Credit Research , Lehman Brothers Structured Financial Services as Analyst - Credit Research and Ambattur Clothing Ltd. as Executive.
Education: Mr. Bhupal holds a PGDBM and is a CA, CS and B.Com (Hons)
Experience: Prior to joining HSBC Mutual Fund he was working with UTI AMC as an Equity Research Analyst from May 2004 till June 2008. He has over 11 years of experience in areas of Research and Fund Management.
Personal finance advice and mutual fund ideas delivered to your inbox every Monday
The scheme seeks to provide long term total return primarily by seeking capital appreciation through an active asset allocation with diversification commensurate with the risk profile of investments by investing predominantly in units of equity mutual funds as well as in a basket of debt mutual funds, gold ETFs and other ETFs, offshore mutual funds and money market instruments.
|Minimum Investment (₹)||5,000|
|Minimum Addl Investment (₹)||1,000|
|Minimum SIP Investment (₹)||500|
|Minimum No of Cheques||12|
|Minimum Withdrawal (₹)||1,000|
|Minimum Balance (₹)||1,000|
|Exit Load||1% for redemption within 365 days|
|Fund House:||HSBC Mutual Fund|
|Return Since Launch:||11.69%|
|Benchmark:||S&P BSE 200 TRI (80), CRISIL Composite Bond (20)|
|Assets:||₹ 80 Cr (As on 31-Dec-2019)|
|Expense:||1.87% (As on 31-Dec-2019)|
|Risk Grade:||Above Average|
Fund News - 14-Feb-2019
AMC: HSBC Global Asset Management Company (India) Private Limited
Address: The Hongkong and Shanghai Banking Corp. Ltd. 16, V. N. Road, Fort, Mumbai - 400001
Phone: 022-66145000 / 66668819 / 1800-200-2434
Email: [email protected]
Registrar & Transfer Agent: Computer Age Management Services Ltd.
Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai - 600002
Phone: 1800-3010-6767 / 1800-419-7676
Email: [email protected]