Item: HSBC Aggressive Hybrid Fund Direct Plan Growth Option
Rating: 4
Author: Morningstar

Home › Mutual Funds › L&T Finance Mutual Fund › HSBC Aggressive Hybrid Fund Direct Plan Growth Option

54.219 (0.893%)

NAV on April 22, 2024

Category Allocation:
Aggressive Allocation

Investment StyleBox

Large Growth

Interest rate sensitivity
Credit quality

N/A

Total Assets 5,147 cr

Turnover Ratio 74.53%

Expense Ratio 0.85%

Exit Load 1.00%if redeemed within
1 Years0.00%if redeemed after 1 Years

Returns

1M: 4.33%
1Y: 34.72%
3M: 6.31%
3Y: 15.70%
6M: 16.01%
5Y: 14.41%

Min Investment 5,000

ADDITIONAL INFO

Fund Manager Shriram Ramanathan (Since almost 8 years) Gautam Bhupal (Since 7 months) Cheenu Gupta (Since almost 3 years) Sonal Gupta (Since 7 months)

ISIN INF917K01LE4

Fund Family L&T Finance

P/E Ratio 23.19

P/B Ratio 4.00

Launch Date January 01, 2013

Benchmark

Nifty Composite Debt Index TR INR

Nifty 50 TR INR

Avg. Maturity -

Yield To Maturity (%) -

SECTOR WEIGHTINGS (%)

Financial 24.65%

Industrial 30.11%

Technology 12.23%

Basic Materials 0.89%

Consumer Cyclical 13.07%

Utilities Services 4.05%

Healthcare Services 3.83%

Energy Services 4.48%

Communication Services 1.45%

Consumer Defensive 2.40%

Real Estate 2.86%

RISK MEASURES (3 yrs)

vs Nifty Composite Debt Index TR INR Nifty 50 TR INR

Alpha -

Beta -

R-Squared -

Info Ratio -

Tracking Err -

Sortino 1.542

Sharpe 0.890

Std Dev 10.149

Risk Above Average

Top Rated
Top Performing

Top Aggressive Allocation Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth	36.340	49.18%	665 cr	1.20%	High
ICICI Prudential Equity & Debt Fund Direct Plan Growth	374.210	41.78%	33,502 cr	0.99%	Average
Baroda BNP Paribas Aggressive Equity Hybrid Direct Growth	28.026	35.79%	997 cr	0.54%	Average

Top Arbitrage Fund Funds

NAME		LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Quant Absolute Fund Growth Option Direct Plan		436.440	41.89%	1,869 cr	0.83%	High

Best Aggressive Allocation Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
JM Aggressive Hybrid Fund (Direct) - Growth Option	122.597	55.08%	223 cr	0.31%	Above Average
ICICI Prudential Equity & Debt Fund Direct Plan Growth	374.210	41.78%	33,502 cr	0.99%	Average
Baroda Hybrid Equity Fund Plan B (Direct) Growth Option	89.283	16.15%	374 cr	1.78%	Average

Best Arbitrage Fund Funds

NAME		LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Quant Absolute Fund Growth Option Direct Plan		436.440	41.89%	1,869 cr	0.83%	High

Other plans of HSBC Aggressive Hybrid Fund

HSBC Aggressive Hybrid Fund Direct Plan Payout of Income Dis cum Cap Wrdl

Aggressive Allocation
HSBC Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl

Aggressive Allocation

Other Balanced funds by L&T Finance

HSBC Equity Savings Direct Plan Growth Plan

Equity Savings
HSBC Balanced Advantage Fund Direct Plan Growth Option

Dynamic Asset Allocation
HSBC Managed Solutions India Growth Direct Growth

Fund of Funds
HSBC Equity Hybrid Fund Direct Growth

Aggressive Allocation
HSBC Managed Solutions India Conservative Direct Growth

Fund of Funds
HSBC Managed Solutions India Moderate Growth Direct

Fund of Funds
HSBC Conservative Hybrid Fund Growth Direct Plan

Conservative Allocation

HSBC Aggressive Hybrid Fund Direct Plan Growth Option

previously known as L&T Hybrid Equity Dir Gr until November 25, 2022

ADDITIONAL INFO

ASSET ALLOCATION

EQUITY DISTRIBUTION

CREDIT QUALITY (%)