HSBC Aggressive Hybrid Fund - Regular Growth

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Category: Hybrid: Aggressive
Launch Date: 01-01-2013
Asset Class:
Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index
Expense Ratio: 1.86% As on (30-06-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 556.59 Cr As on (30-06-2025)
Turn over: 80

NAV as on 10-07-2025

55.3371

-0.16 (-0.2922%)

CAGR Since Inception

12.57%

NIFTY 50 Hybrid Composite Debt 65:35 Index 11.41%

PERFORMANCE of HSBC Aggressive Hybrid Fund - Regular Growth

Scheme Performance (%) Data as on - 10-07-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
HSBC Aggressive Hybrid Fund - Regular Growth	1.14	17.72	17.0	11.07	12.57
Benchmark	-	-	-	-	-
Hybrid: Aggressive	4.62	17.42	18.86	11.77	13.25

Yearly Performance (%)

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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 Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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.

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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	1.01	1.85	1.39	7.48	4.33
Hybrid: Aggressive	-	-	-	-	-	-

PEER COMPARISION of HSBC Aggressive Hybrid Fund - Regular Growth

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Period

Data as on - 10-07-2025

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	1.14	17.43	17.72	17.0	11.07
SBI Equity Hybrid Fund - Regular Plan -Growth	01-12-1995	10.34	18.55	16.52	17.58	12.29
Bandhan Aggressive Hybrid Fund-Regular Plan Growth	05-12-2016	9.87	18.04	17.23	19.75	0.0
DSP Aggressive Hybrid Fund- Regular Plan - Growth	26-05-1999	8.93	19.32	18.88	18.23	12.61
ICICI Prudential Equity & Debt Fund - Growth	05-11-1999	7.51	22.49	21.79	25.64	15.57
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth	19-07-2019	6.58	20.54	19.64	21.1	0.0
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option	16-06-2009	6.54	19.83	20.4	21.04	12.61
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option	12-08-2009	6.54	19.77	20.31	20.98	12.56
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option	05-08-2018	6.22	14.05	13.2	14.5	0.0
PGIM India Aggressive Hybrid Equity Fund - Growth Option	29-01-2004	6.12	13.74	15.36	15.24	8.59

PORTFOLIO ANALYSIS of HSBC Aggressive Hybrid Fund - Regular Growth

Asset Allocation (%)