HDFC Aggressive Hybrid Fund
Aggressive HybridVery HighOPEN-ENDED
- NAV as on 25 Sep 2026
- ₹111.73+0.13%1 day
- Return since launch
- 12.0%
- 52-week range
- ₹105.90 — ₹121.43
- AUM
- ₹22,297 Cr
HDFC Aggressive Hybrid Fund is a Aggressive Hybrid hybrid fund from HDFC Mutual Fund with ₹22,297 Cr under management, launched in 2005. Over three years it has returned 0.4% a year, against 10.1% for its category. The expense ratio is 1.70% and the SEBI riskometer reading is Very High.
Performance
HDFC Aggressive Hybrid Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned -4.7% against +1.2% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | -5.8% | −7.7 pts | 1.9% | 0.1% |
| 2Y | -2.8% | −5.3 pts | 2.5% | 1.7% |
| 3Y | 0.4% | −9.7 pts | 10.1% | 4.1% |
| 5Y | 5.4% | −3.4 pts | 8.8% | 8.0% |
| 7Y | 9.1% | −2.6 pts | 11.6% | 10.1% |
| 10Y | 9.3% | −1.5 pts | 10.9% | 10.0% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -2.9% | −0.1 pts | -2.8% | -2.7% |
| 3M | -1.1% | −1.0 pts | -0.1% | -0.2% |
| 6M | 3.7% | −4.4 pts | 8.1% | 7.3% |
| 1Y | -4.7% | −6.5 pts | 1.9% | 1.1% |
| 2Y | -3.0% | −2.7 pts | -0.3% | -0.9% |
| 3Y | 5.6% | −4.5 pts | 10.1% | 9.1% |
| 5Y | 7.2% | −1.7 pts | 8.8% | 7.8% |
| 7Y | 11.0% | −1.8 pts | 12.8% | 10.9% |
| 10Y | 9.4% | −1.5 pts | 10.9% | 9.5% |
Since launch (28 Feb 2005): 12.0%
Calendar-year returns
Category average13.4%
25.7%
8.9%
17.7%
12.8%
5.9%
Show as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | 5.9% | −0.9 pts | 6.8% |
| 2024 | 12.8% | −5.6 pts | 18.4% |
| 2023 | 17.7% | −5.2 pts | 23.0% |
| 2022 | 8.9% | +5.2 pts | 3.7% |
| 2021 | 25.7% | −2.2 pts | 27.9% |
| 2020 | 13.4% | −2.5 pts | 15.9% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
1.69%
Expense ratio as on 24 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.40%
- Brokerage
- 0.01%
- Transaction charges
- 0.00%
- Statutory levies
- 0.28%
- Exit load
- Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- NIFTY 50 Hybrid Composite Debt 65:35
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Very High
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
| Ratio | Fund | Category avg | Read as |
|---|---|---|---|
| Alpha | — | — | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | — | 1.11 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.16 | 0.68 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.17 | 0.90 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 10.61 | 12.92 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 5 category peers | |||
Portfolio
HDFC Aggressive Hybrid Fund portfolio
Portfolio as of 31 Aug 2026
Asset allocation
- Equity71.8%
- Debt25.1%
- Other3.0%
Market cap split
- Large71.7%
- Mid7.1%
- Small21.2%
- P/E
- 21.05
- P/B
- 2.92
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| ICICI Bank Ltd. | Financial | 7.17% | ₹1,599 Cr | +6.71% | +6.78% | +8.04% |
| HDFC Bank Ltd. | Financial | 6.90% | ₹1,539 Cr | +12.84% | +14.08% | +14.98% |
| Reliance Industries Ltd. | Energy | 4.24% | ₹945 Cr | +4.46% | +4.21% | +4.07% |
| State Bank of India | Financial | 4.17% | ₹930 Cr | +11.44% | +18.56% | +15.00% |
| Kotak Mahindra Bank Ltd. | Financial | 3.29% | ₹734 Cr | +3.07% | +2.62% | +2.09% |
| Axis Bank Ltd. | Financial | 3.21% | ₹715 Cr | +3.23% | +2.92% | +2.19% |
| Larsen & Toubro Ltd. | Construction | 2.19% | ₹488 Cr | +2.70% | +2.87% | +3.00% |
| Bajaj Finance Ltd. | Financial | 2.11% | ₹470 Cr | +4.74% | +5.01% | +4.98% |
| Infosys Ltd. | Technology | 2.03% | ₹454 Cr | +2.54% | +2.77% | +3.28% |
| Divi's Laboratories Ltd. | Healthcare | 2.02% | ₹450 Cr | +1.52% | +1.35% | — |
| Others | Others | 1.99% | ₹435 Cr | +1.58% | +1.90% | +1.66% |
| Bharti Airtel Ltd. | Communication | 1.95% | ₹435 Cr | +2.00% | +2.12% | +3.86% |
| Maruti Suzuki India Ltd. | Automobile | 1.82% | ₹406 Cr | +1.80% | +1.81% | +1.23% |
| Eternal Ltd. | Services | 1.77% | ₹394 Cr | +1.32% | +0.67% | +0.65% |
| HDFC Nifty 50 ETF-IDCW | Unclassified | 1.57% | ₹350 Cr | +1.56% | +1.53% | +1.47% |
| Eris Lifesciences Ltd. | Healthcare | 1.43% | ₹319 Cr | +1.57% | +1.40% | +1.85% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | 1.42% | ₹317 Cr | +1.45% | +1.30% | +1.26% |
| Interglobe Aviation Ltd. | Services | 1.41% | ₹314 Cr | +1.21% | — | — |
| NTPC Ltd. | Energy | 1.32% | ₹295 Cr | +1.50% | +1.20% | — |
| SKF India (Industrial) Ltd. | Capital Goods | 1.26% | ₹281 Cr | +0.93% | +1.01% | — |
| Hyundai Motor India Ltd. | Automobile | 1.24% | ₹276 Cr | +1.10% | +1.09% | +0.32% |
| Tata Consultancy Services Ltd. | Technology | 1.18% | ₹264 Cr | +1.13% | +1.22% | +1.29% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 1.12% | ₹251 Cr | +0.92% | +0.86% | +0.86% |
| Muthoot Finance Ltd. | Financial | 1.11% | ₹249 Cr | +0.46% | +0.42% | +0.42% |
| CPSE ETF-Growth | Unclassified | 1.04% | ₹231 Cr | +1.16% | +1.08% | — |
| ITC Ltd. | Consumer Staples | 1.03% | ₹230 Cr | +1.18% | +2.17% | +2.99% |
| Havells India Ltd. | Capital Goods | 1.00% | ₹224 Cr | +0.97% | +0.94% | +0.83% |
| Zensar Technologies Ltd. | Technology | 1.00% | ₹223 Cr | +1.26% | +1.32% | +1.79% |
| National Bank For Financing Infrastructure And Development | Financial | 0.99% | ₹221 Cr | +1.80% | +1.68% | +1.68% |
| HDFC Life Insurance Co Ltd. | Insurance | 0.97% | ₹217 Cr | +1.09% | +1.05% | +0.64% |
| Alkem Laboratories Ltd. | Healthcare | 0.96% | ₹213 Cr | +1.00% | +0.94% | — |
| Indian Railway Finance Corporation Ltd. | Financial | 0.93% | ₹209 Cr | +0.92% | +0.84% | +0.84% |
| United Spirits Ltd. | Consumer Staples | 0.90% | ₹201 Cr | +0.90% | +1.40% | +1.32% |
| 360 ONE Wealth Ltd. | Financial | 0.89% | ₹200 Cr | +0.46% | — | — |
| SBI Life Insurance Company Ltd. | Insurance | 0.86% | ₹191 Cr | +0.67% | — | — |
| Redington Ltd. | Services | 0.83% | ₹186 Cr | +0.92% | +1.67% | +1.43% |
| Bajaj Auto Ltd. | Automobile | 0.82% | ₹182 Cr | +0.95% | +0.84% | +0.36% |
| Godrej Consumer Products Ltd. | Consumer Staples | 0.81% | ₹180 Cr | +0.94% | +0.72% | +0.97% |
| Brookfield India Real Estate Trust REIT | Construction | 0.77% | ₹171 Cr | +0.73% | +0.93% | +0.87% |
| Power Grid Corporation Of India Ltd. | Energy | 0.74% | ₹166 Cr | +0.62% | +0.60% | +0.64% |
| SKF India Ltd. | Capital Goods | 0.70% | ₹155 Cr | +0.75% | +0.73% | +1.75% |
| Tata Power Company Ltd. | Energy | 0.69% | ₹155 Cr | +0.70% | +0.66% | +0.66% |
| JK Tyre & Industries Ltd. | Automobile | 0.68% | ₹152 Cr | +0.75% | +0.89% | +0.56% |
| Balkrishna Industries Ltd. | Automobile | 0.66% | ₹148 Cr | +0.65% | +0.60% | — |
| Chalet Hotels Ltd. | Services | 0.65% | ₹145 Cr | +0.57% | +0.54% | — |
| Metropolis Healthcare Ltd. | Healthcare | 0.64% | ₹143 Cr | +0.62% | +0.49% | +0.56% |
| Kalpataru Projects International Ltd. | Capital Goods | 0.63% | ₹140 Cr | +0.60% | +0.55% | +0.55% |
| Tata Motors Ltd. | Automobile | 0.63% | ₹141 Cr | +0.43% | — | — |
| The Ramco Cements Ltd. | Materials | 0.63% | ₹141 Cr | +0.64% | +0.76% | — |
| PNC Infratech Ltd. | Construction | 0.62% | ₹138 Cr | +0.69% | +0.64% | +0.93% |
| Blue Dart Express Ltd. | Services | 0.57% | ₹127 Cr | +0.56% | +0.61% | +0.47% |
| GMM Pfaudler Ltd. | Capital Goods | 0.57% | ₹127 Cr | +0.43% | +0.48% | +0.60% |
| Jubilant FoodWorks Ltd. | Services | 0.56% | ₹124 Cr | +0.45% | — | — |
| L&T Finance Ltd. | Financial | 0.55% | ₹123 Cr | +0.67% | +0.63% | +0.62% |
| Small Industries Devp. Bank of India Ltd. | Financial | 0.55% | ₹124 Cr | +0.69% | +0.63% | +0.63% |
| National Bank For Agriculture & Rural Development | Financial | 0.54% | ₹120 Cr | +0.22% | +0.22% | +0.22% |
| MM Forgings Ltd. | Metals & Mining | 0.53% | ₹117 Cr | +0.37% | +0.35% | +0.16% |
| Dabur India Ltd. | Consumer Staples | 0.51% | ₹114 Cr | +0.61% | +0.65% | +0.80% |
| company:17104 | Services | 0.50% | ₹113 Cr | — | — | — |
| GOI | Sovereign | 0.49% | ₹110 Cr | +0.84% | +0.80% | +0.80% |
| Gland Pharma Ltd. | Healthcare | 0.45% | ₹101 Cr | +0.48% | +0.37% | +0.38% |
| Mahanagar Telephone Nigam Ltd. | Communication | 0.45% | ₹99.51 Cr | +0.45% | +0.43% | +0.42% |
| JSW Dulux Ltd. | Materials | 0.43% | ₹94.94 Cr | +0.43% | +0.37% | +0.25% |
| Hindustan Petroleum Corporation Ltd. | Energy | 0.41% | ₹91.44 Cr | +0.81% | +1.05% | +1.50% |
| Kotak Mahindra Investments Ltd. | Financial | 0.35% | ₹77.10 Cr | +0.11% | +0.42% | +0.42% |
| Sharda Cropchem Ltd. | Chemicals | 0.34% | ₹76.69 Cr | +0.41% | +0.46% | +0.33% |
| Torrent Power Ltd. | Energy | 0.34% | ₹75.10 Cr | — | — | — |
| CIE Automotive India Ltd. | Metals & Mining | 0.32% | ₹70.69 Cr | +0.37% | +0.36% | +0.29% |
| Gujarat State | Construction | 0.32% | ₹70.66 Cr | +0.32% | +0.30% | +0.30% |
| Jharkhand State | Others | 0.31% | ₹69.83 Cr | +0.32% | +0.30% | +0.30% |
| KEC International Ltd. | Capital Goods | 0.31% | ₹69.47 Cr | +0.64% | +0.85% | +1.23% |
| Mahindra Holidays & Resorts India Ltd. | Services | 0.29% | ₹64.85 Cr | +0.45% | +0.57% | +0.90% |
| Vardhman Textiles Ltd. | Textiles | 0.29% | ₹65.44 Cr | +0.38% | +0.80% | +0.64% |
| Powergrid Infrastructure Investment Trust | Services | 0.27% | ₹59.33 Cr | +0.25% | +0.23% | +0.22% |
| Power Finance Corporation Ltd. | Financial | 0.26% | ₹57.82 Cr | +0.46% | +0.40% | +0.40% |
| Chhattisgarh State | Others | 0.23% | ₹50.54 Cr | +0.23% | +0.22% | +0.21% |
| REC Ltd. | Financial | 0.18% | ₹39.98 Cr | +0.14% | +0.12% | +0.20% |
| LIC Housing Finance Ltd. | Financial | 0.17% | ₹37.96 Cr | +0.12% | +0.10% | +0.86% |
| HCL Technologies Ltd. | Technology | 0.12% | ₹26.24 Cr | +0.37% | — | — |
| Andhra Pradesh State | Financial | 0.11% | ₹24.11 Cr | +0.11% | +0.10% | +0.10% |
| Bihar State | Others | 0.11% | ₹24.97 Cr | +0.11% | +0.11% | — |
| HDB Financial Services Ltd. | Financial | 0.11% | ₹25.07 Cr | +0.59% | +0.55% | +0.61% |
| Haryana State | Others | 0.11% | ₹25.06 Cr | +0.11% | +0.11% | — |
| Indian Oil Corporation Ltd. | Energy | 0.11% | ₹24.95 Cr | +0.11% | +0.11% | +0.11% |
| Jio Credit Ltd. | Financial | 0.11% | ₹24.63 Cr | +0.11% | +0.10% | +0.10% |
| Maharashtra State | Others | 0.11% | ₹23.84 Cr | +0.11% | +0.10% | +0.10% |
| Nuclear Power Corpn. Of India Ltd. | Energy | 0.11% | ₹24.96 Cr | +0.11% | +0.11% | +0.11% |
| Tata Capital Ltd. | Financial | 0.11% | ₹25.05 Cr | — | — | — |
| Uttarakhand State | Others | 0.11% | ₹24.92 Cr | — | — | — |
| Rajasthan State | Others | 0.09% | ₹20.32 Cr | +0.09% | +0.09% | +0.09% |
| Jagran Prakashan Ltd. | Consumer Staples | 0.07% | ₹14.98 Cr | +0.08% | +0.07% | +0.07% |
| Madhya Pradesh State | Others | 0.04% | ₹10.00 Cr | +0.05% | +0.04% | — |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| HDFC Bank Ltd. | 6.27% | 0.90% | -5.37% |
| 360 ONE Wealth Ltd. | 0.11% | 0.67% | +0.56% |
| company:17104 | 0.00% | 0.50% | +0.50% |
| Kotak Mahindra Bank Ltd. | 3.03% | 3.29% | +0.26% |
| Divi's Laboratories Ltd. | 1.79% | 2.02% | +0.23% |
| Axis Bank Ltd. | 3.00% | 3.21% | +0.21% |
| Redington Ltd. | 1.02% | 0.83% | -0.19% |
| PNC Infratech Ltd. | 0.80% | 0.62% | -0.18% |
| HCL Technologies Ltd. | 0.30% | 0.12% | -0.18% |
| Bajaj Auto Ltd. | 0.98% | 0.82% | -0.16% |
| Eternal Ltd. | 1.61% | 1.77% | +0.16% |
| Bharti Airtel Ltd. | 2.10% | 1.95% | -0.15% |
| Godrej Consumer Products Ltd. | 0.95% | 0.81% | -0.14% |
| Infosys Ltd. | 2.16% | 2.03% | -0.13% |
| Others | 0.59% | 0.72% | +0.13% |
| State Bank of India | 2.87% | 3.00% | +0.13% |
| Bihar State | 0.23% | 0.11% | -0.12% |
| SKF India (Industrial) Ltd. | 1.15% | 1.26% | +0.11% |
| KEC International Ltd. | 0.42% | 0.31% | -0.11% |
| United Spirits Ltd. | 1.01% | 0.90% | -0.11% |
| GMM Pfaudler Ltd. | 0.47% | 0.57% | +0.10% |
| ITC Ltd. | 1.12% | 1.03% | -0.09% |
| Zensar Technologies Ltd. | 1.09% | 1.00% | -0.09% |
| MM Forgings Ltd. | 0.44% | 0.53% | +0.09% |
| Krishna Institute of Medical Sciences Ltd | 1.50% | 1.42% | -0.08% |
| Larsen & Toubro Ltd. | 2.11% | 2.19% | +0.08% |
| Maruti Suzuki India Ltd. | 1.90% | 1.82% | -0.08% |
| Chalet Hotels Ltd. | 0.58% | 0.65% | +0.07% |
| Jubilant FoodWorks Ltd. | 0.49% | 0.56% | +0.07% |
| NTPC Ltd. | 1.39% | 1.32% | -0.07% |
| Alkem Laboratories Ltd. | 1.02% | 0.96% | -0.06% |
| Kalpataru Projects International Ltd. | 0.57% | 0.63% | +0.06% |
| SBI Life Insurance Company Ltd. | 0.92% | 0.86% | -0.06% |
| Gland Pharma Ltd. | 0.39% | 0.45% | +0.06% |
| Reliance Industries Ltd. | 4.30% | 4.24% | -0.06% |
| Dabur India Ltd. | 0.56% | 0.51% | -0.05% |
| Eris Lifesciences Ltd. | 1.48% | 1.43% | -0.05% |
| Tata Motors Ltd. | 0.58% | 0.63% | +0.05% |
| Balkrishna Industries Ltd. | 0.71% | 0.66% | -0.05% |
| Vardhman Textiles Ltd. | 0.33% | 0.29% | -0.04% |
| JSW Dulux Ltd. | 0.39% | 0.43% | +0.04% |
| SKF India Ltd. | 0.66% | 0.70% | +0.04% |
| ICICI Bank Ltd. | 7.14% | 7.17% | +0.03% |
| Hyundai Motor India Ltd. | 1.21% | 1.24% | +0.03% |
| Interglobe Aviation Ltd. | 1.38% | 1.41% | +0.03% |
| JK Tyre & Industries Ltd. | 0.71% | 0.68% | -0.03% |
| Blue Dart Express Ltd. | 0.59% | 0.57% | -0.02% |
| Hindustan Petroleum Corporation Ltd. | 0.43% | 0.41% | -0.02% |
| Mahindra Holidays & Resorts India Ltd. | 0.31% | 0.29% | -0.02% |
| Tata Consultancy Services Ltd. | 1.16% | 1.18% | +0.02% |
| The Ramco Cements Ltd. | 0.65% | 0.63% | -0.02% |
| Sharda Cropchem Ltd. | 0.36% | 0.34% | -0.02% |
| Bajaj Finance Ltd. | 1.57% | 1.56% | -0.01% |
| Brookfield India Real Estate Trust REIT | 0.76% | 0.77% | +0.01% |
| CIE Automotive India Ltd. | 0.33% | 0.32% | -0.01% |
| CPSE ETF-Growth | 1.05% | 1.04% | -0.01% |
| Havells India Ltd. | 1.01% | 1.00% | -0.01% |
| Mahanagar Telephone Nigam Ltd. | 0.44% | 0.45% | +0.01% |
| Metropolis Healthcare Ltd. | 0.63% | 0.64% | +0.01% |
| National Bank For Financing Infrastructure And Development | 0.89% | 0.88% | -0.01% |
| Power Grid Corporation Of India Ltd. | 0.30% | 0.29% | -0.01% |
| Powergrid Infrastructure Investment Trust | 0.26% | 0.27% | +0.01% |
| Kotak Mahindra Investments Ltd. | 0.34% | 0.35% | +0.01% |
| Andhra Pradesh State | 0.11% | 0.11% | 0.00% |
| Chhattisgarh State | 0.23% | 0.23% | 0.00% |
| Cholamandalam Investment and Finance Company Ltd. | 0.45% | 0.45% | 0.00% |
| GOI | 0.42% | 0.42% | 0.00% |
| Gujarat State | 0.32% | 0.32% | 0.00% |
| HDB Financial Services Ltd. | 0.11% | 0.11% | 0.00% |
| HDFC Life Insurance Co Ltd. | 0.97% | 0.97% | 0.00% |
| HDFC Nifty 50 ETF-IDCW | 1.57% | 1.57% | 0.00% |
| Haryana State | 0.11% | 0.11% | 0.00% |
| Indian Oil Corporation Ltd. | 0.11% | 0.11% | 0.00% |
| Indian Railway Finance Corporation Ltd. | 0.22% | 0.22% | 0.00% |
| Jagran Prakashan Ltd. | 0.07% | 0.07% | 0.00% |
| Jharkhand State | 0.31% | 0.31% | 0.00% |
| Jio Credit Ltd. | 0.11% | 0.11% | 0.00% |
| L&T Finance Ltd. | 0.55% | 0.55% | 0.00% |
| LIC Housing Finance Ltd. | 0.06% | 0.06% | 0.00% |
| Madhya Pradesh State | 0.04% | 0.04% | 0.00% |
| Maharashtra State | 0.11% | 0.11% | 0.00% |
| Muthoot Finance Ltd. | 0.89% | 0.89% | 0.00% |
| National Bank For Agriculture & Rural Development | 0.43% | 0.43% | 0.00% |
| Nuclear Power Corpn. Of India Ltd. | 0.11% | 0.11% | 0.00% |
| Power Finance Corporation Ltd. | 0.22% | 0.22% | 0.00% |
| REC Ltd. | 0.07% | 0.07% | 0.00% |
| Rajasthan State | 0.09% | 0.09% | 0.00% |
| Small Industries Devp. Bank of India Ltd. | 0.22% | 0.22% | 0.00% |
| Tata Capital Ltd. | 0.11% | 0.11% | 0.00% |
| Tata Power Company Ltd. | 0.69% | 0.69% | 0.00% |
| Torrent Power Ltd. | 0.34% | 0.34% | 0.00% |
| Uttarakhand State | 0.11% | 0.11% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹14,483 Cr | 1.91% | 5.9% | 8.1% | 12.2% |
 ICICI Prudential Aggressive Hybrid Fund | ₹52,454 Cr | 1.60% | -1.8% | 5.8% | 11.7% |
| ICICI Prudential Aggressive Hybrid Active FoF | ₹9,431 Cr | 1.50% | -1.3% | 5.5% | 11.1% |
 HSBC Aggressive Hybrid Fund | ₹5,870 Cr | 1.96% | 8.9% | 8.5% | 11.3% |
 Bandhan Aggressive Hybrid Fund | ₹2,610 Cr | 2.25% | 5.5% | 9.0% | 11.4% |
 Bank of India Aggressive Hybrid Fund | ₹2,051 Cr | 2.25% | 18.3% | 11.6% | 15.4% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The Scheme seeks to generate capital appreciation / income from a portfolio, predominantly of equity & equity related instruments
Fund managers
- Amar KalkundrikarMr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.Prior to joining HDFC Asset Management Company Limited, he has worked with Nippon India Mutual Fund, and HDFC AMC. He worked with multiple roles at HDFC MF.
- Anupam JoshiMr. Joshi is a PGDM in Business Management.Prior to joining HDFC Mutual Fund he has worked with IDFC AMC, Principal Asset Management Company and ICAP India Pvt. Ltd.
- Bhagyesh KagalkarMr. Kagalkar is a B.E. (Production) and MMS (Finance)Prior to joining HDFC Asset Management Company Limited, he has worked with Dolat Capital Markets Ltd., India Infoline Ltd., Sun Engineering Ltd., Al Ahlia Portfolio Securities Co., IIT Investrust.
- Ihab DalwaiMr. Dalwai is a Chartered Accountant.Prior to joining the HDFC AMC, he was associated with ICICI Prudential AMC.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months3.70% absolute | ₹60,000 | ₹62,220 | 3.70% | |
| 1 year−4.67% annualised | ₹1,20,000 | ₹1,17,007 | −2.49% | |
| 3 years5.62% annualised | ₹3,60,000 | ₹3,92,965 | 9.16% | |
| 5 years7.17% annualised | ₹6,00,000 | ₹7,23,385 | 20.56% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of HDFC Aggressive Hybrid Fund?
The NAV of HDFC Aggressive Hybrid Fund is ₹111.73 as on 25 Sep 2026.
What is the expense ratio of HDFC Aggressive Hybrid Fund?
The expense ratio of HDFC Aggressive Hybrid Fund is 1.70% per year.
What is the minimum SIP amount for HDFC Aggressive Hybrid Fund?
You can start a SIP in HDFC Aggressive Hybrid Fund with ₹3,000 a month.
What returns has HDFC Aggressive Hybrid Fund given?
HDFC Aggressive Hybrid Fund has returned -5.8% over 1 year, 0.4% over 3 years and 5.4% over 5 years (annualised).
Is there a lock-in or exit load on HDFC Aggressive Hybrid Fund?
Lock-in: None. Exit load: Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year..
How risky is HDFC Aggressive Hybrid Fund?
HDFC Aggressive Hybrid Fund is rated Very High on the SEBI riskometer and belongs to the Aggressive Hybrid category.
Which fund house manages HDFC Aggressive Hybrid Fund?
HDFC Aggressive Hybrid Fund is managed by HDFC Mutual Fund, which runs 85 schemes with ₹9,61,940 Cr under management.