1 LakhInvestment Grown to
₹ 10000Monthly SIP Grown to
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
Aggressive hybrid funds invest 65-80 per cent of your money in equity shares and the rest in bonds. Their returns are slightly lower than those of 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 sharp ups and downs.
Like for 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||26.60||-0.30||-1.07||2.83||12.98||23.15||45.62||20.01||15.47||12.75||--|
|Hybrid: Aggressive Hybrid||27.38||-0.36||-1.72||1.98||9.06||21.80||45.53||18.04||12.63||12.15||--|
|Rank within category||20||33||24||13||15||13||16||13||15||10||--|
|Number of funds in category||48||49||49||49||49||49||47||39||30||26||23|
As on 22-Oct-2021
|Fund name||Rating||Launch Date||1-Year Return||3-Year Return||5-Year Return||Expense Ratio||Assets (Cr)|
|HSBC Managed Solutions India - Growth - Regular Plan | Invest Online||Apr-14||46.09||19.02||13.00||1.78%||42|
|SBI Equity Hybrid Fund | Invest Online||Dec-95||44.91||19.80||13.72||1.58%||47,470|
|ICICI Prudential Equity & Debt Fund | Invest Now||Nov-99||73.78||21.35||15.53||1.79%||18,653|
|DSP Equity & Bond Fund | Invest Online||May-99||44.94||21.62||13.30||1.83%||7,563|
|Canara Robeco Equity Hybrid Fund - Regular Plan | Invest Online||Feb-93||38.76||20.45||14.24||1.92%||6,746|
|Best Performance||Worst Performance|
|Return (%)||Period||Return (%)||Period|
|Week||7.54||26-May-2020 - 02-Jun-2020||-14.97||11-Mar-2020 - 18-Mar-2020|
|Month||15.53||23-Mar-2020 - 22-Apr-2020||-30.77||20-Feb-2020 - 23-Mar-2020|
|Quarter||25.76||23-Mar-2020 - 22-Jun-2020||-29.06||23-Dec-2019 - 23-Mar-2020|
|Year||74.78||23-Mar-2020 - 23-Mar-2021||-25.86||22-Mar-2019 - 23-Mar-2020|
|VR Balanced TRI||17.41||18.03||0.75||0.87||--||--|
|Hybrid: Aggressive Hybrid||16.45||17.01||0.74||0.79||0.89||0.49|
|Rank within category||15||29||18||21||34||19|
|Number of funds in category||41||41||41||41||41||41|
The Risk Measures have been calculated using calendar month returns for the last three years.
As on 30-Sep-2021
|The underlying data is unavailable.|
|Company||Instrument||Credit Rating||1Y Range||% Assets|
|HSBC Income Short Term Dirct-G||Mutual Fund||--||7.63 - 11.23||11.23|
|HSBC Income Invest. Direct-G||Mutual Fund||--||7.08 - 10.33||7.46|
|HSBC Flexi Debt Direct-G||Mutual Fund||--||0.00 - 1.49||1.24|
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 30-Sep-2021
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 IDFC Asset Management Company Ltd., Motilal Oswal Securities Ltd., Infosys Ltd., Vickers Ballas Securities Ltd., SBC Warburg, UTI Securities Ltd.
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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|
|Minimum Balance (₹)||1,000|
|Lock-in Period||Not Applicable|
|Exit Load||1% for redemption within 365 days|
|Fund House:||HSBC Mutual Fund|
|Return Since Launch:||14.43%|
|Benchmark:||S&P BSE 200 TRI (80), CRISIL Composite Bond Index (20)|
|Assets:||₹ 42 Cr (As on 30-Sep-2021)|
|Expense:||1.78% (As on 30-Sep-2021)|
|Risk Grade:||Above Average|
Fund News - 14-Feb-2019
AMC: HSBC Global Asset Management Company (India) Private Limited
Address: 9-11th Floor, NESCO - IT Park Bldg. 3, Nesco Complex, Western Express Highway, Goregaon East, Mumbai - 400063
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]