HSBC Aggressive Hybrid Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation17.5%
Sharpe Ratio-0.08
Beta1.49
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Eternal LtdConsumers4.53%
Bharat Electronics LtdCapital Goods4.30%
BSE LtdFinancial Services4.21%
Mahindra & Mahindra LtdConsumers4.00%
GE Vernova T&D India LtdCapital Goods3.90%
ICICI Bank LtdFinancial Services3.68%
HDFC Bank LtdFinancial Services3.63%
Trent LtdConsumers3.15%
CG Power & Industrial Solutions LtdCapital Goods2.90%
Persistent Systems LtdTechnology2.36%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.86%
Regulatory & Tax Information
INF917K01KZ1
ISINDailyDealing Frequency
CRISIL Hybrid 35+65 - Agg TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)