Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 3.96 | 1.02 | 126.42 |
| 6M | 3.29 | 2.15 | 126.42 |
| 1Y | 5.52 | 5.11 | 126.42 |
| 3Y | 13.15 | 15.13 | 126.42 |
HSBC Aggressive Hybrid Fund Growth managed by HSBC Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹5,505 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 65:35 Index while maintaining an expense ratio of 1.97. Under the expert guidance of Shriram Ramanathan ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Mr. Shriram is a Chartered Financial Analyst and holds a Post Graduate Diploma in Business Management from XLRI Jamshedpur and an engineering degree from the University of Mumbai. He worked in FIL Fund Management Private Limited as Portfolio Manager - Fixed Income from December 2009 to June 2012. ING Investment Management Asia Pacific (Hong Kong) as Senior Investment Manager - Global Emerging Market Debt (Asia) from September 2005 to October 2009. ING Investment Management (India) Private Limited as Portfolio Manager - Fixed Income from June 2003 to September 2005. Zurich (India) Asset Management Company as Dealer / Research - Fixed Income from September 2001 to June 2003. ICICI Limited Mumbai as Treasury from June 2000 to September 2001. Larsen & Toubro Limited in Design Department, Switchgear Group from August 1997 to May 1998.
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Tata Retirement Savings Fund - Moderate Growth | 0 | 2145.42 CR | 2.22 |
| Edelweiss Aggressive Hybrid Fund - Plan B Growth | 0 | 3667.1 CR | 2.36 |
| HSBC Aggressive Hybrid Fund Growth | 5 | 5504.8 CR | 1.97 |
| Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 3937.15 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTata Retirement Savings Fund - Moderate Growth | 2.6879 | 44.7734 |
| This FundEdelweiss Aggressive Hybrid Fund - Plan B Growth | 0.8961 | 44.8432 |
| This FundHSBC Aggressive Hybrid Fund Growth | 5.5191 | 44.8773 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 126.2548 | 126.2548 |