HSBC Aggressive Hybrid Fund
Aggressive HybridVery HighOPEN-ENDED
- NAV as on 25 Sep 2026
- ₹59.19+0.04%1 day
- Return since launch
- 12.2%
- 52-week range
- ₹51.27 — ₹60.52
- AUM
- ₹5,870 Cr
HSBC Aggressive Hybrid Fund is a Aggressive Hybrid hybrid fund from HSBC Mutual Fund with ₹5,870 Cr under management, launched in 2011. Over three years it has returned 8.5% a year, against 10.1% for its category. The expense ratio is 1.95% and the SEBI riskometer reading is Very High.
Performance
HSBC Aggressive Hybrid Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +6.1% 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 | 8.9% | +7.1 pts | 1.9% | 0.1% |
| 2Y | 7.8% | +5.3 pts | 2.5% | 1.7% |
| 3Y | 8.5% | −1.6 pts | 10.1% | 4.1% |
| 5Y | 11.3% | +2.4 pts | 8.8% | 8.0% |
| 7Y | 12.3% | +0.7 pts | 11.6% | 10.1% |
| 10Y | 11.3% | +0.5 pts | 10.9% | 10.0% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -1.9% | +0.8 pts | -2.8% | -2.7% |
| 3M | 1.8% | +1.9 pts | -0.1% | -0.2% |
| 6M | 13.4% | +5.3 pts | 8.1% | 7.3% |
| 1Y | 6.1% | +4.2 pts | 1.9% | 1.1% |
| 2Y | 2.3% | +2.6 pts | -0.3% | -0.9% |
| 3Y | 12.2% | +2.1 pts | 10.1% | 9.1% |
| 5Y | 9.6% | +0.8 pts | 8.8% | 7.8% |
| 7Y | 12.4% | −0.4 pts | 12.8% | 10.9% |
| 10Y | 10.6% | −0.3 pts | 10.9% | 9.5% |
Since launch (17 Jan 2011): 12.2%
Calendar-year returns
Category average13.8%
22.9%
-3.6%
24.3%
22.5%
1.4%
Show as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | 1.4% | −5.4 pts | 6.8% |
| 2024 | 22.5% | +4.0 pts | 18.4% |
| 2023 | 24.3% | +1.3 pts | 23.0% |
| 2022 | -3.6% | −7.3 pts | 3.7% |
| 2021 | 22.9% | −5.0 pts | 27.9% |
| 2020 | 13.8% | −2.0 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
1.96%
Expense ratio as on 25 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.58%
- Brokerage
- 0.03%
- Transaction charges
- 0.00%
- Statutory levies
- 0.35%
- Exit load
- Exit load of 1% if units in excess of 10% are redeemed or switched-out 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 | 1.17 | 1.09 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.58 | 0.71 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.66 | 0.95 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 13.80 | 12.70 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 4 category peers | |||
Portfolio
HSBC Aggressive Hybrid Fund portfolio
Portfolio as of 31 Aug 2026
Asset allocation
- Equity74.6%
- Debt23.3%
- Other2.1%
Market cap split
- Large46.0%
- Mid27.6%
- Small26.4%
- P/E
- 37.21
- P/B
- 5.33
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| ICICI Bank Ltd. | Financial | 5.07% | ₹298 Cr | +8.58% | +8.48% | +7.02% |
| HDFC Bank Ltd. | Financial | 4.28% | ₹251 Cr | +6.26% | +6.56% | +7.00% |
| GE Vernova T&D India Ltd | Capital Goods | 3.56% | ₹209 Cr | +4.63% | +3.67% | +4.44% |
| Karur Vysya Bank Ltd. | Financial | 2.81% | ₹165 Cr | +3.02% | +3.44% | +2.25% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | 2.76% | ₹162 Cr | +2.95% | +2.35% | +2.89% |
| Mahindra & Mahindra Ltd. | Automobile | 2.72% | ₹160 Cr | +3.25% | +4.27% | +4.24% |
| Eternal Ltd. | Services | 2.66% | ₹156 Cr | +2.39% | +2.37% | +5.88% |
| Radico Khaitan Ltd. | Consumer Staples | 2.53% | ₹148 Cr | +1.95% | +1.48% | +1.59% |
| Others | Others | 2.10% | ₹121 Cr | -0.86% | -0.32% | +1.86% |
| Bharat Electronics Ltd. | Capital Goods | 1.98% | ₹116 Cr | +2.47% | +2.70% | +3.84% |
| Kei Industries Ltd. | Capital Goods | 1.84% | ₹108 Cr | +1.80% | +1.75% | +1.31% |
| Interglobe Aviation Ltd. | Services | 1.78% | ₹105 Cr | +0.80% | +0.88% | — |
| National Bank For Agriculture & Rural Development | Financial | 1.73% | ₹102 Cr | +3.58% | +1.98% | +1.92% |
| ICICI Prudential Asset Management Company Ltd. | Unclassified | 1.69% | ₹99.30 Cr | +2.08% | +1.85% | — |
| The Federal Bank Ltd. | Financial | 1.65% | ₹96.63 Cr | +1.71% | — | — |
| Maruti Suzuki India Ltd. | Automobile | 1.64% | ₹96.32 Cr | +1.10% | +1.25% | +1.25% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 1.62% | ₹94.80 Cr | +1.43% | +1.62% | +1.32% |
| PTC Industries Ltd. | Metals & Mining | 1.49% | ₹87.57 Cr | +1.16% | +1.30% | +1.01% |
| Bajaj Finance Ltd. | Financial | 1.48% | ₹86.95 Cr | +1.88% | +2.06% | +1.82% |
| Nippon Life India Asset Management Ltd. | Financial | 1.48% | ₹87.14 Cr | +1.79% | +0.76% | +0.64% |
| Motilal Oswal Financial Services Ltd. | Financial | 1.44% | ₹84.57 Cr | +1.30% | +1.08% | +1.03% |
| TD Power Systems Ltd. | Capital Goods | 1.41% | ₹82.47 Cr | +1.27% | +0.88% | +0.21% |
| Billionbrains Garage Ventures Ltd. | Financial | 1.37% | ₹80.19 Cr | +1.07% | +0.26% | — |
| FSN E-Commerce Ventures Ltd. | Services | 1.37% | ₹80.40 Cr | +0.57% | — | — |
| Lenskart Solutions Ltd. | Consumer Discretionary | 1.33% | ₹77.96 Cr | +1.12% | +1.16% | — |
| LIC Housing Finance Ltd. | Financial | 1.32% | ₹77.44 Cr | +1.86% | +1.86% | +1.94% |
| Power Finance Corporation Ltd. | Financial | 1.32% | ₹77.49 Cr | +0.94% | +0.94% | +0.24% |
| REC Ltd. | Financial | 1.29% | ₹75.97 Cr | +1.92% | +1.92% | +1.86% |
| Multi Commodity Exchange Of India Ltd. | Services | 1.28% | ₹75.31 Cr | +1.86% | +1.55% | +0.94% |
| Axis Bank Ltd. | Financial | 1.27% | ₹74.35 Cr | +1.34% | +1.45% | +0.60% |
| RBL Bank Ltd. | Financial | 1.17% | ₹68.52 Cr | +1.13% | +1.06% | — |
| GOI | Sovereign | 1.16% | ₹68.27 Cr | +1.21% | +1.27% | +1.26% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 1.15% | ₹67.48 Cr | +1.11% | +1.08% | +1.33% |
| Hindustan Aeronautics Ltd. | Capital Goods | 1.12% | ₹65.54 Cr | +1.07% | +0.98% | +1.08% |
| Siddhivinayak Securitisation Trust | Others | 1.10% | ₹64.40 Cr | +1.17% | +1.21% | — |
| PB Fintech Ltd. | Services | 1.07% | ₹62.57 Cr | +0.72% | +0.31% | +0.37% |
| Shivalik Bimetal Controls Ltd. | Capital Goods | 1.04% | ₹61.33 Cr | +0.77% | +0.47% | +0.51% |
| 360 One Wam Ltd. | Financial | 1.00% | ₹58.59 Cr | +1.00% | +1.01% | +0.93% |
| company:14273 | Healthcare | 1.00% | ₹58.64 Cr | — | — | — |
| Divi's Laboratories Ltd. | Healthcare | 0.99% | ₹58.22 Cr | +0.74% | +0.72% | +0.69% |
| Bharti Airtel Ltd. | Communication | 0.96% | ₹56.64 Cr | +1.04% | +1.08% | +1.08% |
| Blue Star Ltd. | Consumer Discretionary | 0.96% | ₹56.58 Cr | +1.12% | +1.37% | +1.33% |
| Sai Life Sciences Ltd. | Healthcare | 0.91% | ₹53.44 Cr | +0.77% | +0.67% | +0.02% |
| India Universal Trust AL1 | Others | 0.90% | ₹52.95 Cr | +1.00% | +1.03% | +1.08% |
| Small Industries Devp. Bank of India Ltd. | Financial | 0.89% | ₹52.58 Cr | +0.94% | +0.94% | +0.98% |
| company:20770 | Capital Goods | 0.86% | ₹50.67 Cr | — | — | — |
| Ultratech Cement Ltd. | Materials | 0.85% | ₹49.79 Cr | — | — | +0.21% |
| company:20537 | Financial | 0.85% | ₹50.11 Cr | — | — | — |
| Union Bank of India | Financial | 0.83% | ₹48.74 Cr | +0.87% | +0.86% | — |
| Bank Of Baroda | Financial | 0.82% | ₹48.35 Cr | +0.86% | — | +0.89% |
| Prudent Corporate Advisory Services Ltd. | Financial | 0.82% | ₹48.31 Cr | +0.65% | +0.48% | +0.57% |
| Sterlite Technologies Ltd. | Communication | 0.82% | ₹48.39 Cr | — | — | — |
| R R Kabel Ltd. | Consumer Discretionary | 0.80% | ₹46.85 Cr | — | — | — |
| Max Healthcare Institute Ltd. | Healthcare | 0.78% | ₹45.83 Cr | +0.95% | +1.08% | +1.14% |
| Pine Labs Ltd. | Financial | 0.77% | ₹45.27 Cr | +0.72% | — | — |
| Juniper Green Energy Ltd. | Energy | 0.71% | ₹41.84 Cr | — | — | — |
| Wockhardt Ltd. | Healthcare | 0.64% | ₹37.67 Cr | +0.74% | +0.50% | — |
| Diamond Power Infrastructure Ltd. | Capital Goods | 0.60% | ₹35.31 Cr | — | — | — |
| Vijaya Diagnostic Centre Ltd. | Healthcare | 0.58% | ₹33.81 Cr | +0.53% | +0.41% | — |
| Larsen & Toubro Ltd. | Construction | 0.57% | ₹33.69 Cr | +0.62% | +0.65% | +0.55% |
| Global Health Ltd. | Healthcare | 0.54% | ₹31.67 Cr | +0.46% | +0.45% | +0.54% |
| JSW Energy Ltd. | Capital Goods | 0.54% | ₹31.92 Cr | +0.66% | +0.55% | +0.55% |
| Hero Motocorp Ltd. | Automobile | 0.52% | ₹30.52 Cr | +0.50% | +1.84% | +1.87% |
| Punjab National Bank | Financial | 0.49% | ₹28.97 Cr | +1.73% | +1.72% | — |
| Reliance Industries Ltd. | Energy | 0.49% | ₹28.64 Cr | +0.54% | +0.57% | +0.56% |
| Optiemus Infracom Ltd. | Services | 0.47% | ₹27.78 Cr | — | — | — |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | 0.47% | ₹27.69 Cr | +0.49% | +0.51% | +0.47% |
| Eris Lifesciences Ltd. | Healthcare | 0.45% | ₹26.45 Cr | +0.52% | +0.51% | — |
| HDFC Asset Management Company Ltd. | Financial | 0.45% | ₹26.22 Cr | — | — | — |
| Bajaj Auto Credit Ltd. | Financial | 0.44% | ₹25.92 Cr | +0.46% | +0.47% | — |
| Kotak Mahindra Prime Ltd. | Financial | 0.43% | ₹25.18 Cr | +0.48% | +0.48% | +0.47% |
| Sundaram Finance Ltd. | Financial | 0.43% | ₹25.31 Cr | +0.45% | +0.48% | +0.46% |
| Canara Robeco Asset Management Company Ltd. | Unclassified | 0.41% | ₹23.83 Cr | +0.41% | +0.42% | — |
| Titagarh Rail Systems Ltd. | Automobile | 0.40% | ₹23.53 Cr | +0.43% | +0.37% | +0.05% |
| Swiggy Ltd. | Services | 0.39% | ₹22.67 Cr | +0.38% | +0.44% | +0.60% |
| LG Electronics India Ltd. | Consumer Discretionary | 0.38% | ₹22.07 Cr | +0.36% | — | — |
| Tata Motors Ltd. | Automobile | 0.36% | ₹21.20 Cr | +0.31% | — | — |
| CCL Products (India) Ltd. | Consumer Staples | 0.30% | ₹17.38 Cr | +0.31% | +0.30% | +0.26% |
| PG Electroplast Ltd. | Capital Goods | 0.26% | ₹15.26 Cr | +0.23% | +0.30% | +0.26% |
| Embassy Office Parks REIT | Construction | 0.13% | ₹7.57 Cr | +0.14% | +0.14% | +0.14% |
| company:1333 | Consumer Staples | 0.09% | ₹5.00 Cr | — | — | — |
| NTPC Ltd. | Energy | 0.00% | ₹0.24 Cr | +1.26% | +1.25% | +0.41% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Others | -0.91% | 0.33% | +1.24% |
| Punjab National Bank | 1.70% | 0.49% | -1.21% |
| NTPC Ltd. | 1.09% | 0.00% | -1.09% |
| company:14273 | 0.00% | 1.00% | +1.00% |
| company:20770 | 0.00% | 0.86% | +0.86% |
| company:20537 | 0.00% | 0.85% | +0.85% |
| The Indian Hotels Company Ltd. | 0.75% | 0.00% | -0.75% |
| Juniper Green Energy Ltd. | 0.03% | 0.71% | +0.68% |
| Mankind Pharma Ltd. | 0.53% | 0.00% | -0.53% |
| Varun Beverages Ltd. | 0.36% | 0.00% | -0.36% |
| TD Power Systems Ltd. | 1.05% | 1.41% | +0.36% |
| Shivalik Bimetal Controls Ltd. | 0.75% | 1.04% | +0.29% |
| Bharat Electronics Ltd. | 2.26% | 1.98% | -0.28% |
| HDFC Bank Ltd. | 3.31% | 3.04% | -0.27% |
| Max Healthcare Institute Ltd. | 1.04% | 0.78% | -0.26% |
| PTC Industries Ltd. | 1.23% | 1.49% | +0.26% |
| Interglobe Aviation Ltd. | 1.54% | 1.78% | +0.24% |
| Motilal Oswal Financial Services Ltd. | 1.21% | 1.44% | +0.23% |
| Kei Industries Ltd. | 1.65% | 1.84% | +0.19% |
| Mahindra & Mahindra Ltd. | 2.91% | 2.72% | -0.19% |
| Blue Star Ltd. | 1.14% | 0.96% | -0.18% |
| Lenskart Solutions Ltd. | 1.16% | 1.33% | +0.17% |
| Sterlite Technologies Ltd. | 0.65% | 0.82% | +0.17% |
| Maruti Suzuki India Ltd. | 1.78% | 1.64% | -0.14% |
| Eternal Ltd. | 2.53% | 2.66% | +0.13% |
| PB Fintech Ltd. | 0.94% | 1.07% | +0.13% |
| Bharti Airtel Ltd. | 1.08% | 0.96% | -0.12% |
| Divi's Laboratories Ltd. | 0.87% | 0.99% | +0.12% |
| Bajaj Finance Ltd. | 1.14% | 1.02% | -0.12% |
| Pine Labs Ltd. | 0.67% | 0.77% | +0.10% |
| company:1333 | 0.00% | 0.09% | +0.09% |
| REC Ltd. | 0.94% | 0.85% | -0.09% |
| ICICI Bank Ltd. | 4.74% | 4.66% | -0.08% |
| ICICI Prudential Asset Management Company Ltd. | 1.77% | 1.69% | -0.08% |
| CG Power and Industrial Solutions Ltd. | 2.68% | 2.76% | +0.08% |
| Optiemus Infracom Ltd. | 0.54% | 0.47% | -0.07% |
| Sai Life Sciences Ltd. | 0.85% | 0.91% | +0.06% |
| JSW Energy Ltd. | 0.60% | 0.54% | -0.06% |
| Prudent Corporate Advisory Services Ltd. | 0.76% | 0.82% | +0.06% |
| Billionbrains Garage Ventures Ltd. | 1.43% | 1.37% | -0.06% |
| Kotak Mahindra Prime Ltd. | 0.48% | 0.43% | -0.05% |
| India Universal Trust AL1 | 0.95% | 0.90% | -0.05% |
| Vijaya Diagnostic Centre Ltd. | 0.53% | 0.58% | +0.05% |
| Wockhardt Ltd. | 0.69% | 0.64% | -0.05% |
| Karur Vysya Bank Ltd. | 2.86% | 2.81% | -0.05% |
| GOI | 1.20% | 1.16% | -0.04% |
| Multi Commodity Exchange Of India Ltd. | 1.24% | 1.28% | +0.04% |
| Nippon Life India Asset Management Ltd. | 1.52% | 1.48% | -0.04% |
| Sun Pharmaceutical Industries Ltd. | 1.19% | 1.15% | -0.04% |
| The Federal Bank Ltd. | 1.69% | 1.65% | -0.04% |
| Eris Lifesciences Ltd. | 0.49% | 0.45% | -0.04% |
| LG Electronics India Ltd. | 0.34% | 0.38% | +0.04% |
| Cholamandalam Investment and Finance Company Ltd. | 1.66% | 1.62% | -0.04% |
| Axis Bank Ltd. | 1.24% | 1.27% | +0.03% |
| CCL Products (India) Ltd. | 0.33% | 0.30% | -0.03% |
| Reliance Industries Ltd. | 0.52% | 0.49% | -0.03% |
| Ultratech Cement Ltd. | 0.88% | 0.85% | -0.03% |
| Siddhivinayak Securitisation Trust | 1.13% | 1.10% | -0.03% |
| Bank Of Baroda | 0.84% | 0.82% | -0.02% |
| Diamond Power Infrastructure Ltd. | 0.58% | 0.60% | +0.02% |
| FSN E-Commerce Ventures Ltd. | 1.35% | 1.37% | +0.02% |
| LIC Housing Finance Ltd. | 0.91% | 0.89% | -0.02% |
| National Bank For Agriculture & Rural Development | 0.84% | 0.82% | -0.02% |
| PG Electroplast Ltd. | 0.28% | 0.26% | -0.02% |
| RBL Bank Ltd. | 1.19% | 1.17% | -0.02% |
| Union Bank of India | 0.85% | 0.83% | -0.02% |
| Titagarh Rail Systems Ltd. | 0.42% | 0.40% | -0.02% |
| R R Kabel Ltd. | 0.82% | 0.80% | -0.02% |
| 360 One Wam Ltd. | 0.99% | 1.00% | +0.01% |
| Bajaj Auto Credit Ltd. | 0.45% | 0.44% | -0.01% |
| Canara Robeco Asset Management Company Ltd. | 0.42% | 0.41% | -0.01% |
| Global Health Ltd. | 0.53% | 0.54% | +0.01% |
| HDFC Asset Management Company Ltd. | 0.46% | 0.45% | -0.01% |
| Hero Motocorp Ltd. | 0.53% | 0.52% | -0.01% |
| Hindustan Aeronautics Ltd. | 1.11% | 1.12% | +0.01% |
| Larsen & Toubro Ltd. | 0.58% | 0.57% | -0.01% |
| Power Finance Corporation Ltd. | 0.46% | 0.45% | -0.01% |
| Small Industries Devp. Bank of India Ltd. | 0.46% | 0.45% | -0.01% |
| Sundaram Finance Ltd. | 0.44% | 0.43% | -0.01% |
| Swiggy Ltd. | 0.40% | 0.39% | -0.01% |
| Tata Motors Ltd. | 0.35% | 0.36% | +0.01% |
| ZF Commercial Vehicle Control Systems India Ltd. | 0.46% | 0.47% | +0.01% |
| GE Vernova T&D India Ltd | 3.57% | 3.56% | -0.01% |
| Radico Khaitan Ltd. | 2.52% | 2.53% | +0.01% |
| Embassy Office Parks REIT | 0.13% | 0.13% | 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 | ₹16,637 Cr | 1.90% | 5.2% | 8.0% | 12.4% |
 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% |
 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
This scheme seeks to generate long term capital growth and income through investments in equity and equity related securities and fixed income instruments.
Fund managers
- Asif RizwiMr. Rizwi has done B.Tech and PGDM from IIM-CPrior to joining HSBC MF, he has worked with L&T MF, Yes Bank, ICICI Bank, Nomura International plc and Deutsche Bank
- Gautam BhupalMr. Bhupal holds a PGDBM and is a CA, CS and B.Com (Hons)Prior to joining HSBC Mutual Fund he was working with IDFC Asset Management Company Ltd., Motilal Oswal Securities Ltd., Infosys Ltd., Vickers Ballas Securities Ltd., SBC Warburg, UTI Securities Ltd.
- Shriram RamanathanShriram is a B.E. (Electrical), PGDBM from XLRI Jamshedpur and CFA.Prior to joining HSBC Mutual Fund, he has worked with L&T MF, FIL Fund Management Pvt. Ltd., ING Investment Management, Zurich Asset Management Co., ICICI Ltd., and L&T Ltd.
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 months13.43% absolute | ₹60,000 | ₹68,058 | 13.43% | |
| 1 year6.06% annualised | ₹1,20,000 | ₹1,24,013 | 3.34% | |
| 3 years12.18% annualised | ₹3,60,000 | ₹4,36,343 | 21.21% | |
| 5 years9.60% annualised | ₹6,00,000 | ₹7,72,369 | 28.73% |
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 HSBC Aggressive Hybrid Fund?
The NAV of HSBC Aggressive Hybrid Fund is ₹59.19 as on 25 Sep 2026.
What is the expense ratio of HSBC Aggressive Hybrid Fund?
The expense ratio of HSBC Aggressive Hybrid Fund is 1.95% per year.
What is the minimum SIP amount for HSBC Aggressive Hybrid Fund?
You can start a SIP in HSBC Aggressive Hybrid Fund with ₹3,000 a month.
What returns has HSBC Aggressive Hybrid Fund given?
HSBC Aggressive Hybrid Fund has returned 8.9% over 1 year, 8.5% over 3 years and 11.3% over 5 years (annualised).
Is there a lock-in or exit load on HSBC Aggressive Hybrid Fund?
Lock-in: None. Exit load: Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year.
How risky is HSBC Aggressive Hybrid Fund?
HSBC Aggressive Hybrid Fund is rated Very High on the SEBI riskometer and belongs to the Aggressive Hybrid category.
Which fund house manages HSBC Aggressive Hybrid Fund?
HSBC Aggressive Hybrid Fund is managed by HSBC Mutual Fund, which runs 44 schemes with ₹1,44,068 Cr under management.