HSBC Aggressive Hybrid Fund
Aggressive HybridVery HighOPEN-ENDED
- NAV as on 9 Nov 2026
- ₹60.05+0.72%1 day
- Return since launch
- 12.2%
- 52-week range
- ₹51.27 — ₹60.52
- AUM
- ₹5,652 Cr
HSBC Aggressive Hybrid Fund is a Aggressive Hybrid hybrid fund from HSBC Mutual Fund with ₹5,652 Cr under management, launched in 2011. Over three years it has returned 8.5% a year, against 11.0% for its category. The expense ratio is 1.98% 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 +5.3% against +1.3% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 10.5% | +8.4 pts | 2.1% | 5.8% |
| 2Y | 8.6% | +3.6 pts | 5.1% | 4.7% |
| 3Y | 8.5% | −2.5 pts | 11.0% | 5.4% |
| 5Y | 11.2% | +2.3 pts | 9.0% | 8.7% |
| 7Y | 12.2% | +0.3 pts | 11.8% | 10.4% |
| 10Y | 11.3% | +0.1 pts | 11.2% | 10.3% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 2.5% | −2.7 pts | 5.3% | 5.7% |
| 3M | 0.7% | +1.0 pts | -0.3% | -0.1% |
| 6M | 6.7% | +2.3 pts | 4.3% | 4.2% |
| 1Y | 5.7% | +3.6 pts | 2.1% | 1.6% |
| 2Y | 5.3% | +1.6 pts | 3.6% | 3.3% |
| 3Y | 12.9% | +1.9 pts | 11.0% | 10.1% |
| 5Y | 9.5% | +0.5 pts | 9.0% | 8.0% |
| 7Y | 12.2% | −0.6 pts | 12.9% | 11.1% |
| 10Y | 10.7% | −0.5 pts | 11.2% | 9.9% |
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
1.97%
Expense ratio as on 6 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.58%
- Brokerage
- 0.04%
- 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 | 1.15 | 1.14 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.47 | 0.55 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.55 | 0.77 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 14.01 | 13.36 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 5 category peers | |||
Portfolio
HSBC Aggressive Hybrid Fund portfolio
Portfolio as of 30 Sep 2026
Asset allocation
- Equity74.6%
- Debt20.3%
- Other5.2%
Market cap split
- Large43.6%
- Mid26.7%
- Small29.6%
- P/E
- 36.72
- P/B
- 5.34
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| ICICI Bank Ltd. | Financial | 4.83% | ₹273 Cr | +9.14% | +9.06% | +6.68% |
| HDFC Bank Ltd. | Financial | 4.45% | ₹251 Cr | +7.10% | +6.76% | +6.92% |
| GE Vernova T&D India Ltd | Capital Goods | 3.49% | ₹197 Cr | +4.32% | +3.60% | +4.54% |
| Others | Others | 3.37% | ₹192 Cr | -0.88% | -0.10% | -2.00% |
| Karur Vysya Bank Ltd. | Financial | 2.73% | ₹154 Cr | +2.48% | +3.33% | +2.19% |
| Eternal Ltd. | Services | 2.69% | ₹152 Cr | +2.22% | +2.40% | +6.02% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | 2.67% | ₹151 Cr | +2.97% | +2.31% | +3.04% |
| Radico Khaitan Ltd. | Consumer Staples | 2.55% | ₹144 Cr | +2.30% | +1.60% | +1.59% |
| Interglobe Aviation Ltd. | Services | 2.16% | ₹122 Cr | +1.42% | +0.79% | +1.01% |
| Bharat Electronics Ltd. | Capital Goods | 1.93% | ₹109 Cr | +2.41% | +2.65% | +4.14% |
| ICICI Prudential Asset Management Company Ltd. | Financial | 1.80% | ₹102 Cr | +1.90% | +1.81% | — |
| National Bank For Agriculture & Rural Development | Financial | 1.74% | ₹98.44 Cr | +3.50% | +1.00% | +1.90% |
| Billionbrains Garage Ventures Ltd. | Financial | 1.68% | ₹95.18 Cr | +1.13% | +0.27% | — |
| PTC Industries Ltd. | Metals & Mining | 1.55% | ₹87.87 Cr | +1.20% | +1.19% | +1.11% |
| Maruti Suzuki India Ltd. | Automobile | 1.51% | ₹85.09 Cr | +1.77% | +1.13% | +1.33% |
| Kei Industries Ltd. | Capital Goods | 1.48% | ₹83.69 Cr | +1.80% | +1.52% | +1.38% |
| TD Power Systems Ltd. | Capital Goods | 1.48% | ₹83.43 Cr | +1.16% | +0.90% | +0.46% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 1.46% | ₹82.68 Cr | +1.61% | +1.38% | +1.48% |
| Bharti Airtel Ltd. | Communication | 1.44% | ₹81.28 Cr | +1.02% | +1.11% | +1.06% |
| Dhoot Transmission Ltd. | Capital Goods | 1.43% | ₹80.93 Cr | — | — | — |
| Lenskart Solutions Ltd. | Consumer Discretionary | 1.43% | ₹80.62 Cr | +1.07% | +1.17% | — |
| Motilal Oswal Financial Services Ltd. | Financial | 1.43% | ₹80.60 Cr | +1.36% | +1.03% | +1.06% |
| Nippon Life India Asset Management Ltd. | Financial | 1.41% | ₹79.53 Cr | +1.83% | +0.71% | +0.69% |
| Bajaj Finance Ltd. | Financial | 1.40% | ₹79.51 Cr | +2.02% | +1.82% | +2.04% |
| LIC Housing Finance Ltd. | Financial | 1.38% | ₹77.78 Cr | +1.82% | +2.02% | +1.92% |
| Power Finance Corporation Ltd. | Financial | 1.38% | ₹77.87 Cr | +0.90% | +1.02% | +0.26% |
| REC Ltd. | Financial | 1.35% | ₹76.31 Cr | +1.88% | +2.08% | +1.84% |
| FSN E-Commerce Ventures Ltd. | Services | 1.30% | ₹73.60 Cr | +1.26% | — | — |
| Multi Commodity Exchange Of India Ltd. | Services | 1.29% | ₹73.10 Cr | +1.31% | +1.65% | +0.97% |
| RBL Bank Ltd. | Financial | 1.29% | ₹72.66 Cr | +1.17% | +1.04% | — |
| Axis Bank Ltd. | Financial | 1.24% | ₹70.11 Cr | +1.36% | +1.33% | +0.64% |
| Mahindra & Mahindra Ltd. | Automobile | 1.24% | ₹69.83 Cr | +3.18% | +4.05% | +4.48% |
| GOI | Sovereign | 1.20% | ₹67.84 Cr | +1.20% | +1.36% | +1.26% |
| Hindustan Aeronautics Ltd. | Capital Goods | 1.13% | ₹63.72 Cr | +1.06% | +0.95% | +1.17% |
| Siddhivinayak Securitisation Trust | Others | 1.10% | ₹62.14 Cr | +1.13% | +1.28% | +1.17% |
| Shivalik Bimetal Controls Ltd. | Capital Goods | 1.09% | ₹61.43 Cr | +0.77% | +0.44% | +0.52% |
| Sterlite Technologies Ltd. | Communication | 1.07% | ₹60.44 Cr | — | — | — |
| Blue Star Ltd. | Consumer Discretionary | 1.04% | ₹58.67 Cr | +1.11% | +1.24% | +1.31% |
| Divi's Laboratories Ltd. | Healthcare | 1.01% | ₹57.14 Cr | +0.71% | +0.73% | +0.63% |
| Sai Life Sciences Ltd. | Healthcare | 0.99% | ₹55.81 Cr | +0.80% | +0.71% | +0.03% |
| India Universal Trust AL1 | Others | 0.92% | ₹52.12 Cr | +0.96% | +1.11% | +1.05% |
| Thyrocare Technologies Ltd. | Healthcare | 0.92% | ₹51.81 Cr | — | — | — |
| 360 One Wam Ltd. | Financial | 0.91% | ₹51.36 Cr | +0.95% | +0.95% | +0.92% |
| Liquid Gold Series | Financial | 0.88% | ₹49.47 Cr | — | — | — |
| Reliance Industries Ltd. | Energy | 0.88% | ₹49.83 Cr | +0.51% | +0.60% | +0.55% |
| Ultratech Cement Ltd. | Materials | 0.88% | ₹49.58 Cr | — | — | +0.20% |
| Bank Of Baroda | Financial | 0.86% | ₹48.59 Cr | +0.84% | +0.94% | +0.88% |
| IRB InvIT Fund | Construction | 0.86% | ₹48.55 Cr | — | — | — |
| Juniper Green Energy Ltd. | Energy | 0.84% | ₹47.38 Cr | — | — | — |
| Pine Labs Ltd. | Financial | 0.84% | ₹47.41 Cr | +0.76% | — | — |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 0.77% | ₹43.60 Cr | +1.12% | +1.19% | +1.31% |
| Wockhardt Ltd. | Healthcare | 0.75% | ₹42.33 Cr | +0.69% | +0.47% | — |
| Prudent Corporate Advisory Services Ltd. | Financial | 0.73% | ₹41.14 Cr | +0.70% | +0.48% | +0.52% |
| Max Healthcare Institute Ltd. | Healthcare | 0.72% | ₹40.89 Cr | +1.08% | +1.04% | +1.08% |
| R R Kabel Ltd. | Consumer Discretionary | 0.71% | ₹40.30 Cr | +0.42% | — | — |
| Optiemus Infracom Ltd. | Services | 0.66% | ₹37.14 Cr | — | — | — |
| Cube Highways Trust | Services | 0.65% | ₹36.95 Cr | — | — | — |
| Diamond Power Infrastructure Ltd. | Capital Goods | 0.64% | ₹36.01 Cr | — | — | — |
| PB Fintech Ltd. | Services | 0.63% | ₹35.50 Cr | +0.96% | +0.32% | +0.35% |
| Meesho Ltd. | Services | 0.60% | ₹34.16 Cr | — | — | — |
| Vijaya Diagnostic Centre Ltd. | Healthcare | 0.57% | ₹32.02 Cr | +0.53% | +0.38% | — |
| Larsen & Toubro Ltd. | Construction | 0.55% | ₹31.32 Cr | +0.61% | +0.58% | +0.55% |
| Aditya Infotech Ltd. | Communication | 0.54% | ₹30.77 Cr | — | — | — |
| Global Health Ltd. | Healthcare | 0.52% | ₹29.21 Cr | +0.50% | +0.41% | +0.51% |
| Hero Motocorp Ltd. | Automobile | 0.52% | ₹29.35 Cr | +0.47% | +1.78% | +1.98% |
| Punjab National Bank | Financial | 0.52% | ₹29.11 Cr | +1.70% | +1.88% | — |
| MTAR Technologies Ltd. | Capital Goods | 0.48% | ₹27.21 Cr | — | — | — |
| Small Industries Devp. Bank of India Ltd. | Financial | 0.47% | ₹26.61 Cr | +0.47% | +0.52% | +0.49% |
| Bajaj Auto Credit Ltd. | Financial | 0.46% | ₹26.05 Cr | +0.46% | +0.51% | — |
| Kotak Mahindra Prime Ltd. | Financial | 0.45% | ₹25.24 Cr | +0.48% | +0.53% | +0.46% |
| Sundaram Finance Ltd. | Financial | 0.45% | ₹25.44 Cr | +0.44% | +0.53% | +0.46% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | 0.45% | ₹25.57 Cr | +0.50% | +0.50% | +0.42% |
| Eris Lifesciences Ltd. | Healthcare | 0.43% | ₹24.30 Cr | +0.52% | +0.53% | — |
| Titagarh Rail Systems Ltd. | Automobile | 0.42% | ₹23.53 Cr | +0.45% | +0.33% | +0.15% |
| HDFC Asset Management Company Ltd. | Financial | 0.40% | ₹22.81 Cr | — | — | — |
| LG Electronics India Ltd. | Consumer Discretionary | 0.40% | ₹22.41 Cr | +0.36% | — | — |
| Apar Industries Ltd. | Consumer Staples | 0.39% | ₹22.29 Cr | — | — | — |
| Canara Robeco Asset Management Company Ltd. | Financial | 0.37% | ₹20.65 Cr | +0.40% | +0.40% | — |
| Swiggy Ltd. | Services | 0.36% | ₹20.12 Cr | +0.34% | +0.42% | +0.61% |
| Tata Motors Ltd. | Automobile | 0.34% | ₹18.97 Cr | +0.34% | +0.47% | — |
| Kaynes Technology India Ltd. | Capital Goods | 0.31% | ₹17.51 Cr | — | — | — |
| CCL Products (India) Ltd. | Consumer Staples | 0.29% | ₹16.41 Cr | +0.34% | +0.33% | +0.25% |
| Capital Infra Trust | Construction | 0.27% | ₹15.40 Cr | — | — | — |
| Embassy Office Parks REIT | Construction | 0.13% | ₹7.49 Cr | +0.13% | +0.15% | +0.14% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| company:1102 | 1.65% | 0.00% | -1.65% |
| Mahindra & Mahindra Ltd. | 2.72% | 1.24% | -1.48% |
| Others | 0.33% | -0.73% | -1.06% |
| IRB InvIT Fund | 0.00% | 0.86% | +0.86% |
| company:5655 | 0.83% | 0.00% | -0.83% |
| Cube Highways Trust | 0.00% | 0.65% | +0.65% |
| Meesho Ltd. | 0.00% | 0.60% | +0.60% |
| Dhoot Transmission Ltd. | 0.86% | 1.43% | +0.57% |
| Aditya Infotech Ltd. | 0.00% | 0.54% | +0.54% |
| JSW Energy Ltd. | 0.54% | 0.00% | -0.54% |
| Bharti Airtel Ltd. | 0.96% | 1.44% | +0.48% |
| MTAR Technologies Ltd. | 0.00% | 0.48% | +0.48% |
| PB Fintech Ltd. | 1.07% | 0.63% | -0.44% |
| Reliance Industries Ltd. | 0.49% | 0.88% | +0.39% |
| Interglobe Aviation Ltd. | 1.78% | 2.16% | +0.38% |
| Sun Pharmaceutical Industries Ltd. | 1.15% | 0.77% | -0.38% |
| Kei Industries Ltd. | 1.84% | 1.48% | -0.36% |
| Kaynes Technology India Ltd. | 0.00% | 0.31% | +0.31% |
| Billionbrains Garage Ventures Ltd. | 1.37% | 1.68% | +0.31% |
| Apar Industries Ltd. | 0.09% | 0.39% | +0.30% |
| Capital Infra Trust | 0.00% | 0.27% | +0.27% |
| PG Electroplast Ltd. | 0.26% | 0.00% | -0.26% |
| ICICI Bank Ltd. | 4.66% | 4.40% | -0.26% |
| Sterlite Technologies Ltd. | 0.82% | 1.07% | +0.25% |
| Optiemus Infracom Ltd. | 0.47% | 0.66% | +0.19% |
| Cholamandalam Investment and Finance Company Ltd. | 1.62% | 1.46% | -0.16% |
| Juniper Green Energy Ltd. | 0.71% | 0.84% | +0.13% |
| Maruti Suzuki India Ltd. | 1.64% | 1.51% | -0.13% |
| HDFC Bank Ltd. | 3.04% | 3.16% | +0.12% |
| RBL Bank Ltd. | 1.17% | 1.29% | +0.12% |
| ICICI Prudential Asset Management Company Ltd. | 1.69% | 1.80% | +0.11% |
| Wockhardt Ltd. | 0.64% | 0.75% | +0.11% |
| Lenskart Solutions Ltd. | 1.33% | 1.43% | +0.10% |
| R R Kabel Ltd. | 0.80% | 0.71% | -0.09% |
| 360 One Wam Ltd. | 1.00% | 0.91% | -0.09% |
| Prudent Corporate Advisory Services Ltd. | 0.82% | 0.73% | -0.09% |
| CG Power and Industrial Solutions Ltd. | 2.76% | 2.67% | -0.09% |
| Blue Star Ltd. | 0.96% | 1.04% | +0.08% |
| Karur Vysya Bank Ltd. | 2.81% | 2.73% | -0.08% |
| Sai Life Sciences Ltd. | 0.91% | 0.99% | +0.08% |
| Thyrocare Technologies Ltd. | 1.00% | 0.92% | -0.08% |
| FSN E-Commerce Ventures Ltd. | 1.37% | 1.30% | -0.07% |
| Nippon Life India Asset Management Ltd. | 1.48% | 1.41% | -0.07% |
| TD Power Systems Ltd. | 1.41% | 1.48% | +0.07% |
| Pine Labs Ltd. | 0.77% | 0.84% | +0.07% |
| GE Vernova T&D India Ltd | 3.56% | 3.49% | -0.07% |
| Bajaj Finance Ltd. | 1.02% | 0.96% | -0.06% |
| Max Healthcare Institute Ltd. | 0.78% | 0.72% | -0.06% |
| PTC Industries Ltd. | 1.49% | 1.55% | +0.06% |
| Bharat Electronics Ltd. | 1.98% | 1.93% | -0.05% |
| Shivalik Bimetal Controls Ltd. | 1.04% | 1.09% | +0.05% |
| HDFC Asset Management Company Ltd. | 0.45% | 0.40% | -0.05% |
| Bank Of Baroda | 0.82% | 0.86% | +0.04% |
| Diamond Power Infrastructure Ltd. | 0.60% | 0.64% | +0.04% |
| GOI | 1.16% | 1.20% | +0.04% |
| LIC Housing Finance Ltd. | 0.89% | 0.93% | +0.04% |
| National Bank For Agriculture & Rural Development | 0.82% | 0.86% | +0.04% |
| REC Ltd. | 0.85% | 0.89% | +0.04% |
| Canara Robeco Asset Management Company Ltd. | 0.41% | 0.37% | -0.04% |
| Axis Bank Ltd. | 1.27% | 1.24% | -0.03% |
| Liquid Gold Series | 0.85% | 0.88% | +0.03% |
| Punjab National Bank | 0.49% | 0.52% | +0.03% |
| Swiggy Ltd. | 0.39% | 0.36% | -0.03% |
| Ultratech Cement Ltd. | 0.85% | 0.88% | +0.03% |
| Eternal Ltd. | 2.66% | 2.69% | +0.03% |
| Bajaj Auto Credit Ltd. | 0.44% | 0.46% | +0.02% |
| Divi's Laboratories Ltd. | 0.99% | 1.01% | +0.02% |
| Eris Lifesciences Ltd. | 0.45% | 0.43% | -0.02% |
| Global Health Ltd. | 0.54% | 0.52% | -0.02% |
| India Universal Trust AL1 | 0.90% | 0.92% | +0.02% |
| Kotak Mahindra Prime Ltd. | 0.43% | 0.45% | +0.02% |
| LG Electronics India Ltd. | 0.38% | 0.40% | +0.02% |
| Radico Khaitan Ltd. | 2.53% | 2.55% | +0.02% |
| Sundaram Finance Ltd. | 0.43% | 0.45% | +0.02% |
| Power Finance Corporation Ltd. | 0.45% | 0.47% | +0.02% |
| Small Industries Devp. Bank of India Ltd. | 0.45% | 0.47% | +0.02% |
| Tata Motors Ltd. | 0.36% | 0.34% | -0.02% |
| Titagarh Rail Systems Ltd. | 0.40% | 0.42% | +0.02% |
| ZF Commercial Vehicle Control Systems India Ltd. | 0.47% | 0.45% | -0.02% |
| Larsen & Toubro Ltd. | 0.57% | 0.55% | -0.02% |
| CCL Products (India) Ltd. | 0.30% | 0.29% | -0.01% |
| Motilal Oswal Financial Services Ltd. | 1.44% | 1.43% | -0.01% |
| Multi Commodity Exchange Of India Ltd. | 1.28% | 1.29% | +0.01% |
| Vijaya Diagnostic Centre Ltd. | 0.58% | 0.57% | -0.01% |
| Hindustan Aeronautics Ltd. | 1.12% | 1.13% | +0.01% |
| NTPC Ltd. | 0.00% | 0.00% | 0.00% |
| Embassy Office Parks REIT | 0.13% | 0.13% | 0.00% |
| Hero Motocorp Ltd. | 0.52% | 0.52% | 0.00% |
| Siddhivinayak Securitisation Trust | 1.10% | 1.10% | 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 | ₹13,199 Cr | 2.04% | 9.2% | 8.4% | 12.2% |
 ICICI Prudential Aggressive Hybrid Fund | ₹50,087 Cr | 1.59% | 4.1% | 6.8% | 12.1% |
| ICICI Prudential Aggressive Hybrid Active FoF | ₹8,894 Cr | 1.50% | 6.7% | 7.2% | 12.1% |
 Bandhan Aggressive Hybrid Fund | ₹2,663 Cr | 2.25% | 12.6% | 10.8% | 12.5% |
 Bank of India Aggressive Hybrid Fund | ₹2,242 Cr | 2.24% | 10.8% | 8.9% | 13.6% |
 Quant Aggressive Hybrid Fund | ₹2,108 Cr | 2.60% | 11.9% | 8.4% | 10.9% |
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
- Dipan S. ParikhMr. Parikh has done B.ComHe has been working with HSBC Mutual Fund since 2006
- 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 months6.65% absolute | ₹60,000 | ₹63,990 | 6.65% | |
| 1 year5.67% annualised | ₹1,20,000 | ₹1,23,750 | 3.13% | |
| 3 years12.87% annualised | ₹3,60,000 | ₹4,41,242 | 22.57% | |
| 5 years9.47% annualised | ₹6,00,000 | ₹7,69,645 | 28.27% |
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 ₹60.05 as on 9 Nov 2026.
What is the expense ratio of HSBC Aggressive Hybrid Fund?
The expense ratio of HSBC Aggressive Hybrid Fund is 1.98% 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 10.5% over 1 year, 8.5% over 3 years and 11.2% 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 ₹1,58,065 Cr under management.