HSBC Aggressive Hybrid Fund - Regular Growth

Fund House: HSBC Mutual Fund

Category: Hybrid: Aggressive

Status: Open Ended Schemes

Launch Date: 01-01-2013

Minimum Investment: 5000.0

Asset Class:

Minimum Topup: 1000.0

Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index

Total Assets: 5650.77 As on (28-11-2025)

Expense Ratio: 1.86% As on (28-11-2025)

Turn over: 81.00% | Exit Load: If the units redeemed or switched out are upto 10% of the units purchased or switched in (“the limit”) within 1 year from the date of allotment – Nil. If units redeemed or switched out are over and above the limit within 1 year from the date of allotment – 1%. If units are redeemed or switched out on or after 1 year from the date of allotment – Nil.

NAV as on 26-12-2025

56.5288

-0.1946

CAGR Since Inception

12.32%

NIFTY 50 Hybrid Composite Debt 65:35 Index 11.5%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HSBC Aggressive Hybrid Fund - Regular Growth 1.34 15.93 13.15 11.08 12.32
Benchmark - - - - -
Hybrid: Aggressive 5.14 14.73 14.58 12.09 12.87

Funds Manager

Gautam Bhupal, Shriram Ramanathan, Mohd. Asif Rizwi, Sonal Gupta

RETURNS CALCULATORS for HSBC Aggressive Hybrid Fund - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of HSBC Aggressive Hybrid Fund - Regular Growth

Portfolio Holdings

Show All Holdings

Sector Allocation

Show All Sectors

PEER COMPARISION of HSBC Aggressive Hybrid Fund - Regular Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
HSBC Aggressive Hybrid Fund Reg Gr 01-01-2013 1.34 11.91 15.93 13.15 11.08
ICICI Pru Equity & Debt Gr 05-11-1999 12.55 15.62 19.62 21.99 16.14
SBI Equity Hybrid Reg Gr 01-12-1995 11.7 13.86 14.46 13.76 12.39
Mirae Asset Aggressive Hybrid Reg Gr 02-07-2015 8.96 11.99 14.2 13.61 12.91
quant Aggressive Hybrid Fund Gr Reg Plan 21-03-2001 8.95 10.66 12.18 18.28 15.56
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 7.5 14.3 16.94 16.97 0.0
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 7.3 14.5 16.14 15.35 0.0
ABSL Equity Hybrid95 Reg Gr 10-02-1995 6.78 11.71 14.54 13.05 10.85
DSP Aggressive Hybrid Fund Reg Gr 26-05-1999 6.64 12.6 16.43 13.94 12.8
UTI Aggressive Hybrid Fund Reg Gr 20-03-1995 6.06 13.45 17.06 17.31 12.74

Asset Allocation (%)

Key Performance and Risk Statistics of HSBC Aggressive Hybrid Fund - Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Aggressive Hybrid Fund - Regular Growth 10.22 0.77 2.33 1.43 7.48 4.33
Hybrid: Aggressive - - - - - -