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Fund Category Aggressive Hybrid
2 Morning Star
2 Value Research
NAV( 29 Aug 2025)
Min SIP amount
Min Lumpsum
Lock In
Expense ratio
Exit load
Fund size
Plan
Launch date
Fund type
Fund benchmark
ISIN
Company | Allocation % |
---|---|
GOI Sec 6.33 05/05/2035 | 0.46% |
Repo | 1.4% |
360 One Wam Ltd | 0.95% |
Prudent Corporate Advisory Services Ltd | 0.59% |
LIC Housing Finance Ltd FRB 7.74 11/02/2028 | 0.96% |
Larsen & Toubro Ltd | 0.55% |
Infosys Ltd | 0.47% |
GOI Sec 7.09 05/08/2054 | 0.28% |
GOI Sec 7.26 22/08/2032 | 0.49% |
GOI Sec 7.18 14/08/2033 | 0.49% |
GOI Sec 6.79 07/10/2034 | 1.84% |
GOI Sec 7.32 13/11/2030 | 1.26% |
GOI Sec 7.26 06/02/2033 | 0.49% |
Nippon Life India Asset Management Ltd | 0.65% |
KPIT Technologies Ltd | 0.29% |
UTI Asset Management Company Ltd | 0.24% |
Power Finance Corporation Ltd SR 245A Bonds 7.24 15/01/2035 | 0.48% |
National Bank For Agriculture & Rural Development SR Bonds 7.40 25-D 29/04/2030 | 0.47% |
National Bank For Agriculture & Rural Development SR 25B Bonds 7.64 06/12/2029 | 0.49% |
Indian Oil Corporation Ltd SR XXVII NCD 7.25 06/01/2030 | 0.48% |
Power Finance Corporation Ltd SR-172 NCD 7.74 29/01/2028 | 0.48% |
Kotak Mahindra Prime Ltd NCD 8.13 18/08/2027 | 0.5% |
PB Fintech Ltd | 0.37% |
Mankind Pharma Ltd | 0.24% |
Varun Beverages Ltd | 0.43% |
LTIMindtree Ltd | 0.07% |
Eternal Ltd | 5.72% |
NTPC Green Energy Ltd | 1.1% |
Axis Bank Ltd CD 13/11/2025 | 0.89% |
Sai Life Sciences Ltd | 0.02% |
Max Healthcare Institute Ltd | 1.22% |
Hero Motocorp Ltd | 1.55% |
Multi Commodity Exchange Of India Ltd | 0.97% |
Godrej Properties Ltd | 0.12% |
CCL Products (India) Ltd | 0.25% |
Small Industries Devp. Bank of India Ltd SR IV Bonds/NCD 7.44 10/04/2028 | 0.49% |
HDFC Bank Ltd CD 24/06/2026 | 0.86% |
Axis Bank Ltd CD 25/06/2026 | 0.26% |
GE Vernova T&D India Ltd | 4.45% |
Godfrey Phillips India Ltd | 1.23% |
Bajaj Finance Ltd | 0.91% |
Cholamandalam Investment & Finance Company Ltd | 1.34% |
Bikaji Foods International Ltd | 0.2% |
Global Health Ltd | 0.51% |
ICICI Bank Ltd | 3.69% |
Motilal Oswal Financial Services Ltd | 1.09% |
Safari Industries (India) Ltd | 1.23% |
Maruti Suzuki India Ltd | 1.05% |
Radico Khaitan Ltd | 1.52% |
CG Power & Industrial Solutions Ltd | 2.74% |
Techno Electric & Engineering Company Ltd | 0.19% |
Swiggy Ltd | 0.59% |
Dixon Technologies (India) Ltd | 1.88% |
Bank Of Baroda CD 06/03/2026 | 0.88% |
Blue Star Ltd | 1.22% |
HDFC Bank Ltd | 3.69% |
Data Patterns (India) Ltd | 0.19% |
Bharat Electronics Ltd | 3.95% |
Divi's Laboratories Ltd | 0.74% |
India Universal Trust AL1 Sec. Debt 8.20 20/09/2030 | 1.08% |
Hindustan Aeronautics Ltd | 1.12% |
Hindustan Petroleum Corporation Ltd | 0.06% |
Kei Industries Ltd | 1.31% |
Triveni Turbine Ltd | 0.04% |
LIC Housing Finance Ltd Debenture 7.9265 14/07/2027 | 0.46% |
Bajaj Finance Ltd Debenture 8.12 10/09/2027 | 0.5% |
REC Ltd SR 236-B Debenture 7.56 31/08/2027 | 0.99% |
National Bank For Agriculture & Rural Development SR 25A Debenture 7.70 30/09/2027 | 0.44% |
REC Ltd SERIES 192 Debenture 7.50 28/02/2030 | 0.96% |
Bajaj Finance Ltd Debenture 7.3763 26/06/2028 | 0.93% |
Bajaj Finance Ltd Debenture 7.2337 28/06/2027 | 0.13% |
Lupin Ltd | 0.72% |
Zensar Technologies Ltd | 0.19% |
Bharti Airtel Ltd | 1.09% |
Persistent Systems Ltd | 2.11% |
Suzlon Energy Ltd | 0.06% |
ZF Commercial Vehicle Control Systems India Ltd | 0.22% |
VRL Logistics Ltd | 0.05% |
Net Current Assets | 0.06% |
The Indian Hotels Company Ltd | 0.78% |
Power Finance Corporation Ltd | 0.13% |
Siemens Ltd | 0.03% |
Ultratech Cement Ltd | 0.2% |
JSW Energy Ltd | 0.57% |
Tech Mahindra Ltd | 0.07% |
DLF Ltd | 0.1% |
PTC Industries Ltd | 1.07% |
Sun Pharmaceutical Industries Ltd | 1.41% |
Transformers And Rectifiers India Ltd | 1.37% |
Trent Ltd | 2.74% |
Power Finance Corporation Ltd SR BS227A Debenture 7.70 15/09/2026 | 0.47% |
LIC Housing Finance Ltd Debenture 7.835 11/05/2027 | 0.19% |
REC Ltd SR 223A Debenture 7.44 30/04/2026 | 0.46% |
Titagarh Rail Systems Ltd | 0.05% |
ABB India Ltd | 0.22% |
Bharat Heavy Electricals Ltd | 0.24% |
National Bank For Agriculture & Rural Development SR 24E Debenture 7.80 15/03/2027 | 0.95% |
Small Industries Devp. Bank of India Ltd SR VIII Debenture 7.68 09/07/2027 | 0.48% |
Coforge Ltd | 1.04% |
NTPC Ltd | 0.42% |
Shivalik Bimetal Controls Ltd | 0.55% |
Reliance Industries Ltd | 0.57% |
Axis Bank Ltd | 0.6% |
TD Power Systems Ltd | 0.21% |
PG Electroplast Ltd | 0.39% |
Embassy Office Parks REIT SR XIV Debenture 6.965 19/03/2027 | 0.14% |
Small Industries Devp. Bank of India Ltd SR V Debenture 7.23 09/03/2026 | 0.97% |
Power Finance Corporation Ltd SR BS225A Debenture 7.77 15/07/2026 | 0.19% |
Sundaram Finance Ltd SR Z3 Debenture 6.99 28/05/2027 | 0.46% |
Kalpataru Projects International Ltd | 0.04% |
Karur Vysya Bank Ltd | 2.29% |
Mahindra & Mahindra Ltd | 4.21% |
BSE Ltd | 1.71% |
Company | Allocation % |
---|---|
Others | 2.54% |
Construction | 0.95% |
Automobile | 7.08% |
Consumer Staples | 3.63% |
Materials | 0.20% |
Financial | 31.51% |
Capital Goods | 19.51% |
Consumer Discretionary | 2.45% |
Services | 12.93% |
Sovereign | 5.31% |
Energy | 2.63% |
Technology | 4.24% |
Metals & Mining | 1.07% |
Healthcare | 4.86% |
Communication | 1.09% |
Funds Offered
AUM
Website
HSBC Mutual fund is part of HSBC global asset manager which has a strong heritage of successfully connecting clients to global investment opportunities. HSBC has presence in 26 countries with USD 500 billion under management. Their proven expertise in connecting the developed and developing world allows to unlock sustainable investment opportunities for investors in all regions. Through a long-term commitment to clients and a structured and disciplined investment approach, they deliver solutions to support their financial ambitions.
Funds Offered
AUM
Highest Return
Shriram Ramanathan Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now
The current NAV of HSBC Aggressive Hybrid-IDCW is ₹ 28.0719
The expense ratio of HSBC Aggressive Hybrid-IDCW is 1.86%
To redeem, follow the steps below:
1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.
To invest, follow the steps below:
1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click
on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.
Secure your future with hassle-free investing on Moneyfy!
You can invest in Both SIP & Lumpsum in HSBC Aggressive Hybrid-IDCW based on your investment objective and risk profile.
For HSBC Aggressive Hybrid-IDCW, 3-year return is 14.94% per annum and 5-year return is 15.36% per annum. Check the return performance in detail on the page.
The lock-in-period of HSBC Aggressive Hybrid-IDCW is 0 years.
At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:
Register your mobile number and email ID with Moneyfy
Set up your account and update your KYC details
Once we verify your KYC details, you’re ready to start investing!
3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
4 Morning Star
5 Value Research
4 Morning Star
5 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
4 Morning Star
3 Value Research
4 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
3 Value Research
2 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
2 Value Research
2 Morning Star
2 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
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1Y Returns
3Y Returns
Min. Investment
Fund Size
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NAV
Min Investment
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Fund Manager
5 Morning Star
5 Value Research
5 Morning Star
5 Value Research
NAV
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3Y Returns
Min. Investment
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NAV
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1 Morning Star
1 Value Research
1 Morning Star
1 Value Research
NAV
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3Y Returns
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NAV
Min Investment
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0 Morning Star
3 Value Research
0 Morning Star
3 Value Research
NAV
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1Y Returns
3Y Returns
Min. Investment
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Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
0 Value Research
3 Morning Star
0 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
2 Value Research
2 Morning Star
2 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
4 Morning Star
4 Value Research
4 Morning Star
4 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
1 Morning Star
2 Value Research
1 Morning Star
2 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
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NAV
Min Investment
Fund Size
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3 Morning Star
0 Value Research
3 Morning Star
0 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
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Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
2 Value Research
2 Morning Star
2 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
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NAV
Min Investment
Fund Size
Fund Manager
4 Morning Star
4 Value Research
4 Morning Star
4 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
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NAV
Min Investment
Fund Size
Fund Manager
4 Morning Star
0 Value Research
4 Morning Star
0 Value Research
NAV
1M Returns
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3Y Returns
Min. Investment
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NAV
Min Investment
Fund Size
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2 Morning Star
2 Value Research
2 Morning Star
2 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
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NAV
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3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
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Min. Investment
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NAV
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0 Morning Star
0 Value Research
0 Morning Star
0 Value Research
NAV
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3Y Returns
Min. Investment
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NAV
Min Investment
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3 Morning Star
4 Value Research
3 Morning Star
4 Value Research
NAV
1M Returns
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3Y Returns
Min. Investment
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NAV
Min Investment
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0 Morning Star
0 Value Research
0 Morning Star
0 Value Research
NAV
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NAV
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5 Morning Star
4 Value Research
5 Morning Star
4 Value Research
NAV
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3Y Returns
Min. Investment
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NAV
Min Investment
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3 Morning Star
4 Value Research
3 Morning Star
4 Value Research
NAV
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1Y Returns
3Y Returns
Min. Investment
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NAV
Min Investment
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3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
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3Y Returns
Min. Investment
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NAV
Min Investment
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1 Morning Star
2 Value Research
1 Morning Star
2 Value Research
NAV
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3Y Returns
Min. Investment
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NAV
Min Investment
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4 Morning Star
5 Value Research
4 Morning Star
5 Value Research
NAV
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3Y Returns
Min. Investment
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NAV
Min Investment
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0 Morning Star
5 Value Research
0 Morning Star
5 Value Research
NAV
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3Y Returns
Min. Investment
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NAV
Min Investment
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2 Morning Star
3 Value Research
2 Morning Star
3 Value Research
NAV
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3Y Returns
Min. Investment
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NAV
Min Investment
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3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
1M Returns
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3Y Returns
Min. Investment
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NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
4 Value Research
3 Morning Star
4 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
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Fund Manager
NAV
Min Investment
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2 Morning Star
0 Value Research
2 Morning Star
0 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
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NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
4 Value Research
2 Morning Star
4 Value Research
NAV
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1Y Returns
3Y Returns
Min. Investment
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Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
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