NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹53.55
1.08%
NAV as on 19 Nov 24, 12:00 AM
very high risk
aggressive allocation
equity
NAV as on 19 Nov 24, 12:00 AM
very high risk
aggressive allocation
equity
25.74%p.a.
Last 1Y
12.36%p.a.
Last 3Y
14.80%p.a.
Last 5Y
13.09%p.a.
Since Inception
About HSBC Aggressive Hybrid Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the HSBC Aggressive Hybrid Fund Growth scheme from HSBC Asset Management (India) Private Ltd. It is a Aggressive Allocation mutual fund scheme that predominantly invests in Aggressive Allocation stocks of companies. Launched on Feb 2011, HSBC Aggressive Hybrid Fund Growth is Aggressive Allocation fund of its category with 5,848.73 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Aggressive Allocation funds.
- HSBC Aggressive Hybrid Fund Growth delivered 25.7% annual returns during the last year. It has delivered 13.1% average annual returns since the fund was launched.
- HSBC Aggressive Hybrid Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
To seek long term capital growth and income through investments in equity and equity related securities and fixed income instruments. However, there is no assurance that the investment objective of the Scheme will be achieved.
Top 10 Holdings
Zomato Ltd
3.84%
7.38% Govt Stock 2027
3.55%
ICICI Bank Ltd
3.49%
Suzlon Energy Ltd
3.46%
Bharat Electronics Ltd
2.94%
GE T&D India Ltd
2.70%
CG Power & Industrial Solutions Ltd
2.48%
Trent Ltd
2.40%
JSW Energy Ltd
2.15%
Zensar Technologies Ltd
2.01%
Fund Managers
- Shriram Ramanathan (May 2016 - Present)
- Gautam Bhupal (Oct 2023 - Present)
- Cheenu Gupta (Jul 2021 - Present)
- Sonal Gupta (Oct 2023 - Present)
- Mohd Asif Rizwi (May 2024 - Present)
Key Information
View Scheme Document
HSBC Aggressive Hybrid Fund Growth SIP Calculator
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NRI Mutual Fund Tax on HSBC Aggressive Hybrid Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in HSBC Aggressive Hybrid Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in HSBC Aggressive Hybrid Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Similar Funds
Funds
3Y Return
SBI Equity Hybrid Fund Growth
very high risk | hybrid (nc)
9.7%
ICICI Prudential Equity & Debt Fund Growth
very high risk | equity
17.9%
HDFC Hybrid Equity Fund Growth
very high risk | hybrid (nc)
11.8%
Frequently Asked Questions
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