HSBC Aggressive Hybrid Fund - Regular Annual IDCW
Category: Hybrid: Aggressive
Launch Date: 01-01-2013
Asset Class:
Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index
Expense Ratio: 1.88% As on ( 30-04-2025)
Status: Open Ended Schemes
Minimum Topup: 1000.0
Total Assets: 5,397.33 Cr As on ( 30-05-2025)
Turn over: 80
NAV as on 13-06-2025
17.3038
-0.02 ( -0.1185% )
CAGR Since Inception
7.91%
NIFTY 50 Hybrid Composite Debt 65:35 Index 11.41%
Performance of HSBC Aggressive Hybrid Fund - Regular Annual IDCW
Fund Managers

Cheenu Gupta , 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 Annual IDCW
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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 Annual IDCW

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Aggressive Hybrid Fund - Regular Annual IDCW 10.22 0.84 2.5 0.79 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 Reg Annual IDCW 01-01-2013 2.31 16.36 17.09 14.82 8.32
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 12.67 18.28 17.96 20.41 0.0
DSP Aggressive Hybrid Fund Reg Gr 26-05-1999 12.2 19.66 20.03 19.12 13.1
SBI Equity Hybrid Reg Gr 01-12-1995 11.39 18.12 16.74 18.11 12.49
ICICI Pru Equity & Debt Gr 05-11-1999 9.02 22.77 21.53 26.1 15.86
Edelweiss Aggr Hybrid Reg Gr 12-08-2009 8.61 20.09 20.24 21.51 12.98
Edelweiss Aggr Hybrid Plan B Gr 16-06-2009 8.59 20.15 20.34 21.58 13.03
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 8.47 20.33 20.15 21.85 0.0
Invesco India Aggressive Hybrid Reg Gr 15-06-2018 8.3 21.36 19.98 18.18 0.0
UTI Aggressive Hybrid Fund Reg Gr 20-03-1995 7.92 19.74 19.85 22.21 12.57

Asset Allocation (%)

PORTFOLIO ANALYSIS of HSBC Aggressive Hybrid Fund - Regular Annual IDCW

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

whatsapp