HSBC Aggressive Hybrid Fund-Reg(G)
View the direct plan of this scheme
Rs 50.3645 -0.8527(-1.665 %) NAV as on 25 Apr 2025
Scheme Objective: To seek to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and to generate reasonable returns through a portfolio of debt and money market instruments.
Performance (As on 25 Apr 2025)
6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|
Scheme | -5.61 % | 2.80 % | 11.76 % | 17.29 % | 12.04 % |
NIFTY 50 | -0.59 % | 6.51 % | 12.33 % | 21.27 % | N/A |
Portfolio
Aggressive hybrid funds invest the majority (up to 80%) of their portfolio in equities and hold the rest in debt instruments. This makes them lower risk and lower volatile than pure equity funds. On the equity side, funds invest across market capitalisations and in rising markets can hold significant mid-cap exposure. On the debt side, funds generally stick to a simple accrual strategy of investing and holding top-rated bonds.
These funds suit first-time equity investors. They also suit conservative investors who want equity exposure. They can also be used to mitigate risks of high-risk investors who want to invest heavily in equity. These funds need a minimum 3 year holding period.