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HSBC Aggressive Hybrid Fund - Regular Growth

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Category: Hybrid: Aggressive
Launch Date: 01-01-2013
Asset Class:
Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index
Expense Ratio: 1.87% As on (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 5,546.1 Cr As on (30-09-2025)
Turn over: 80
NAV as on 03-11-2025

57.6317

0.37 (0.6477%)

CAGR Since Inception

12.59%

NIFTY 50 Hybrid Composite Debt 65:35 Index 11.52%

PERFORMANCE of HSBC Aggressive Hybrid Fund - Regular Growth

Scheme Performance (%) Data as on - 03-11-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HSBC Aggressive Hybrid Fund - Regular Growth 6.41 15.78 15.76 11.34 12.59
Benchmark - - - - -
Hybrid: Aggressive 5.43 14.62 17.37 12.04 13.04

Yearly Performance (%)

Nav Movement

Fund Managers

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

Investment 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.

RETURNS CALCULATOR for HSBC Aggressive Hybrid Fund - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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 0.79 8.72 0.18 7.48 4.33
Hybrid: Aggressive - - - - - -

PEER COMPARISION

Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 6.41 18.08 15.78 15.76 11.34
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 12.68 17.91 14.09 16.8 12.41
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 10.46 19.43 15.69 18.07 0.0
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 9.58 20.55 19.14 26.11 16.02
PGIM India Aggressive Hybrid Equity Fund - Growth Option 29-01-2004 7.98 15.22 12.45 13.7 8.96
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 7.51 16.24 13.94 16.04 12.86
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 6.88 18.4 17.0 19.73 12.84
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 6.87 18.4 16.93 19.67 12.81
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 6.61 18.99 16.67 19.69 0.0
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 6.42 18.4 15.58 18.71 13.38

Asset Allocation (%)

PORTFOLIO ANALYSIS of HSBC Aggressive Hybrid Fund - Regular Growth

Portfolio as on