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Snapshot
Snapshot
HSBC Aggressive Hybrid Fund - Direct (IDCW-A)
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Summary
Fund Name : HSBC Mutual Fund
Scheme Name : HSBC Aggressive Hybrid Fund - Direct (IDCW-A)
AMC : HSBC Mutual Fund
Type : Open
Category : Hybrid - Equity Oriented
Launch Date : 09-Feb-15
Fund Manager : Shriram Ramanathan
Net Assets:(Rs. cr) 5429.61
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio 17 % NA
Date 25-Feb-26 NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 5000
Increm.Investment(Rs.) : 0
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return -7.76 -4.47 -10.01 -6.69 8.46 13.96 11.17 10.69
Category Avg 0.32 2.42 -0.21 4.21 14.30 14.84 12.71 12.53
Category Best 1.92 6.31 10.09 22.98 35.41 26.23 27.63 32.89
Category Worst -7.76 -5.27 -11.43 -11.45 2.19 4.13 3.29 -0.32
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.8535 3.4822 0.8949 5.5150 0.0404
Asset Allocation
Holdings
Company Name% Hold
M & M 4.34
ICICI Bank 4.19
HDFC Bank 3.45
Karur Vysya Bank 3.19
Eternal 3.15
GE Vernova T&D 3.09
Bharat Electron 2.74
CG Power & Ind 1.90
Hero Motocorp 1.79
ICICI AMC 1.77
Multi Comm. Exc. 1.61
Radico Khaitan 1.59
Cholaman.Inv.&Fn 1.53
Axis Bank 1.44
KEI Industries 1.39
PTC Industries 1.32
Blue Star 1.29
Maruti Suzuki 1.24
Safari Inds. 1.21
HCL Technologies 1.17
NTPC 1.17
Hind.Aeronautics 1.16
Bharti Airtel 1.13
Motil.Oswal.Fin. 1.13
Infosys 1.09
360 ONE 1.04
Coforge 1.00
Sun Pharma.Inds. 1.00
RBL Bank 0.99
Lenskart Solut. 0.99
Bajaj Finance 0.97
Max Healthcare 0.95
Dixon Technolog. 0.89
Interglobe Aviat 0.85
Lupin 0.82
Persistent Syste 0.81
Nippon Life Ind. 0.72
Indian Hotels Co 0.72
Hexaware Tech. 0.71
TD Power Systems 0.71
Divi's Lab. 0.69
Larsen & Toubro 0.60
Reliance Industr 0.58
Sai Life 0.56
JSW Energy 0.52
ERIS Lifescience 0.52
Tech Mahindra 0.51
Wockhardt 0.51
ZF Commercial 0.50
Prudent Corp. 0.49
Swiggy 0.46
Shivalik Bimetal 0.45
Titagarh Rail 0.43
Canara Robeco 0.42
Global Health 0.42
Varun Beverages 0.40
Vijaya Diagnost. 0.39
PB Fintech. 0.35
Bikaji Foods 0.31
CCL Products 0.29
Billionbrains 0.29
PG Electroplast 0.26
KPIT Technologi. 0.25
Mankind Pharma 0.20
UTI AMC 0.18
Meesho 0.15
N A B A R D 2.43
REC Ltd 1.95
LIC Housing Fin. 1.68
Bajaj Finance 1.59
S I D B I 0.97
Natl. Hous. Bank 0.97
Kotak Mahindra P 0.48
Sundaram Finance 0.48
Power Fin.Corpn. 0.47
Bajaj Auto Credi 0.46
Embassy Off.REIT 0.14
GSEC2030 1.26
GSEC2034 0.94
GSEC2035 6.48 0.83
GSEC2035 0.46
GSEC2032 0.29
TREPS 4.78
Siddhivinayak Securitisation Trust 1.20
India Universal Trust AL1 1.04
Net CA & Others 0.22
Punjab Natl.Bank 1.72
IDBI Bank 0.90
HDFC Bank 0.90
Union Bank (I) 0.86
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