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With 17.49% SIP Returns In 3-Years, This Aggressive Hybrid Fund Is A Good Buy
It's a smart decision when an investor has investments across asset classes, however, it is not followed by many investors. One simple solution is to allocate a portion of your portfolio to a mutual fund that manages your asset allocation for you. In the current market, investing in hybrid vehicles could be a wise move. Aggressive hybrid funds are one such group. These funds invest 65-80 per cent of their assets in equities and 20-35 per cent in debt instruments. One such Aggressive Hybrid Fund we have highlighted here has offered promising returns since its inception. The Fund has also given goo SIP returns. Check out the details to know more!
HSBC Equity Hybrid Fund - Direct - Growth
This Aggressive Hybrid Fund was launched on 22 October 2018 by the HSBC Mutual fund. It is an open-ended hybrid scheme investing predominantly in equity and equity-related instruments. The Asset Under Management (AUM) of this fund is Rs 486.01 Crore. The Net Asset Value (NAV) of the fund declared on 12th May 2022 is Rs 14.9842. Its expense ratio is 1.01%, which is higher than its category average expense ratio.
It is a highly risky Medium-sized fund of its category. The has been rated 4-star by the rating agency CRISIL. It has given above-average performance among peer funds. To start investment in this fun, the minimum amount required is Rs 5,000 and Rs 1000 for additional investment. SIP in this fund starts with the minimum amount of Rs 500. It has no lock-in period. However, it charges 1% on redemption of units in excess of 10% of the investment within 365 days.
CRISIL Hybrid 35+65 Aggressive Index is the fund's benchmark. Through investments in equities and equity-related assets, as well as fixed income instruments, the scheme seeks long-term capital growth and income.
Absolute And Annualised Returns
Lump-Sum Investment Returns
Since its launch, it has delivered 12.04% average annual returns.
| Tenure | Absolute Returns | Annualised Returns |
|---|---|---|
| 1 Year | 4.97% | 4.97% |
| 2 Year | 50.66% | 22.75% |
| 3 Year | 41.18% | 12.15% |
| Since Inception | 49.84% | 12.04% |
SIP Returns
In 1-year SIP, the fund has delivered negative returns.
| Tenure | Absolute Returns | Annualised Returns |
|---|---|---|
| 1 Year | -6.78% | -12.36% |
| 2 Year | 7.49% | 7.13% |
| 3 Year | 17.49% | 10.76% |
Portfolio
The fund has 70.41% investment in equities of which 38.74% is in large-cap stocks, 10.44% is in mid-cap stocks, and 7.65% in small-cap stocks. Fund has 23.53% investment in Debt of which 12.96% in Government securities, and 10.57% in funds invested in very low-risk securities.
The fund's equity portion is primarily invested in the Financial, Technology, Energy, Healthcare, and Construction sectors. The debt portion of the fund has low credit quality indicating the quality of borrowers it has lent it to is not too great.
The fund's top holdings are in Government of India, Reliance Industries Ltd., HDFC Bank Ltd., ICICI Bank Ltd., and Infosys Ltd.
Disclaimer
Mutual fund investments are subject to market risk. Read all scheme related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.
