1. Fund Info
Submit

HSBC-Aggressive-Hybrid-Fund-Regular-Growth

Category: Hybrid: Aggressive
Launch Date: 01-01-2013
Asset Class:
Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index
Expense Ratio: 1.89% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 5,021.82 Cr As on (31-03-2025)
Turn over: 80%
NAV as on 23-04-2025

51.4689

0.3 (0.5831%)

CAGR Since Inception

12.2%

NIFTY 50 Hybrid Composite Debt 65:35 Index 11.41%

PERFORMANCE of HSBC-Aggressive-Hybrid-Fund-Regular-Growth

Scheme Performance (%)

Data as on - 23-04-2025

Yearly Performance (%)

Fund Managers

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

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.

MONTHLY LUMPSUM RETURNS ( Invested amount 1,00,000)

Show All Monthly Lumpsum Returns
NAV Date NAV Units Market
Value		 Returns
(%)

RETURNS CALCULATOR for HSBC-Aggressive-Hybrid-Fund-Regular-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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.

Market Cap Distribution

Small Cap

13.66%

Others

25.31%

Large Cap

40.48%

Mid Cap

20.55%

Riskometer

riskometer

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

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC-Aggressive-Hybrid-Fund-Regular-Growth 10.22 0.27 0.2 1.43 7.48 4.33
Hybrid: Aggressive - - - - - -

PEER COMPARISION of HSBC-Aggressive-Hybrid-Fund-Regular-Growth

Compare SIP Compare Lumpsum
Amount :
Start :
End :
Period
Data as on - 23-04-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 6.09 19.06 12.19 17.55 10.37
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 18.82 23.61 16.13 20.09 12.66
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 14.02 19.75 12.61 18.28 11.76
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 13.97 20.44 13.79 20.56 0.0
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 13.39 23.61 15.73 18.57 0.0
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 13.35 23.59 16.14 22.4 0.0
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 13.01 22.46 17.07 23.34 12.05
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 12.48 22.76 16.91 22.11 12.36
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 12.46 22.71 16.81 22.04 12.32
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 12.33 16.78 9.76 16.19 0.0

PORTFOLIO ANALYSIS of HSBC-Aggressive-Hybrid-Fund-Regular-Growth

Asset Allocation (%)

Allocation Percentage (%)