HSBC Aggressive Hybrid Fund - Regular IDCW

Fund House: HSBC Mutual Fund

Category: Hybrid: Aggressive

Status: Open Ended Schemes

Launch Date: 01-01-2013

Minimum Investment: 5000.0

Asset Class:

Minimum Topup: 1000.0

Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index

Total Assets: 5397.33 As on (30-05-2025)

Expense Ratio: 1.88% As on (30-04-2025)

Turn over: 81.00% | Exit Load: If the units redeemed or switched out are upto 10% of the units purchased or switched in (“the limit”) within 1 year from the date of allotment Nil. If units redeemed or switched out are over and above the limit within 1 year from the date of allotment 1%. If units are redeemed or switched out on or after 1 year from the date of allotment Nil.

NAV as on 12-06-2025

28.2143

-0.3302

CAGR Since Inception

8.99%

NIFTY 50 Hybrid Composite Debt 65:35 Index 11.41%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HSBC Aggressive Hybrid Fund - Regular IDCW 4.23 15.69 14.62 7.18 8.99
Benchmark - - - - -
Hybrid: Aggressive 7.06 17.13 19.87 12.08 13.18

Funds Manager

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

RETURNS CALCULATORS for HSBC Aggressive Hybrid Fund - Regular IDCW

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of HSBC Aggressive Hybrid Fund - Regular IDCW

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of HSBC Aggressive Hybrid Fund - Regular IDCW

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
HSBC Aggressive Hybrid Fund Reg IDCW 01-01-2013 4.23 17.7 15.69 14.62 7.18
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 13.55 18.68 17.23 20.47 0.0
DSP Aggressive Hybrid Fund Reg Gr 26-05-1999 13.0 20.26 19.22 19.23 13.15
SBI Equity Hybrid Reg Gr 01-12-1995 12.35 18.62 16.15 18.22 12.54
Invesco India Aggressive Hybrid Reg Gr 15-06-2018 9.61 21.83 19.3 18.26 0.0
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 9.58 20.95 19.46 21.97 0.0
Edelweiss Aggr Hybrid Reg Gr 12-08-2009 9.58 20.62 19.56 21.61 13.03
Edelweiss Aggr Hybrid Plan B Gr 16-06-2009 9.57 20.67 19.65 21.68 13.07
ICICI Pru Equity & Debt Gr 05-11-1999 9.51 23.24 20.8 26.22 15.92
PGIM India Hybrid Equity Gr 29-01-2004 9.43 14.26 14.83 16.33 8.94

Asset Allocation (%)

Key Performance and Risk Statistics of HSBC Aggressive Hybrid Fund - Regular IDCW

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Aggressive Hybrid Fund - Regular IDCW 10.22 0.84 2.5 0.79 7.48 4.33
Hybrid: Aggressive - - - - - -