Compare HSBC Aggressive Hybrid Active FoF vs SBI Children's Fund - Investment Plan
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹1000
₹500
Expense Ratio
1.34
1.81
NAV
₹38.79
₹42.21
Fund Started
09 Apr 2014
08 Sep 2020
Fund Size
₹44.53 Cr
₹5353.52 Cr
Exit Load
Exit load of 1% if redeemed within 1 year
With respect to units not subject to lock-in period and the holding period is less than
3 years: Exit load of 3% if redeemed within 1 year, 2% if redeemed after 1 year but within 2 year, 1% if redeemed after 2 year but within 3 year.
1 Year
7.07%
11.88%
3 Year
13.78%
21.60%
5 Year
11.48%
24.77%
Equity
0.00%
84.02%
Cash
100.00%
15.80%
Top 10 Holdings
-
Alphabet Inc Class A | 6.89% |
Thangamayil Jewellery Ltd. | 5.49% |
State Bank of India | 4.71% |
Muthoot Finance Ltd. | 4.38% |
Hatsun Agro Product Ltd. | 4.15% |
Privi Speciality Chemicals Ltd. | 3.47% |
Aether Industries Ltd. | 3.40% |
Sona BLW Precision Forgings Ltd. | 3.29% |
ReNew Energy Global plc Class A (RNW) | 3.09% |
Adani Power Ltd. | 2.96% |
Name
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Start Date
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Description
The scheme seeks to provide long term total return primarily by seeking capital appreciation through an active asset allocation by investing in a basket of equity and debt mutual fund schemes and money market instruments.
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across sectors and market capitalizations. The scheme will also invest in debt and money market instruments with an endeavour to generate income.
Launch Date
09 Apr 2014
08 Sep 2020
