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HSBC Aggressive Hybrid Active FOF(IDCW Payout) Direct IDCW

IDCW
₹31.990.81% (+0.26)
High
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Low
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Returns
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1M
6M
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Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

FoFs (Domestic) - Hybrid

Small-size Fund

Assets Under Mgmt: ₹ 46 Cr

Very High Risk

Principle investment will be at very high risk

Scorecard

Performance

Low

Hasn’t fared well - amongst the low performers in sub-category

Risk

High

Stay alerted, risk is higher vs others

Cost

High

Higher costs on pocket vs others

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FoFs (Domestic) - Hybrid

Small-size Fund

Assets Under Mgmt: ₹ 46 Cr

Very High Risk

Principle investment will be at very high risk

HSBC Aggressive Hybrid Active FOF(IDCW Payout) Performance & Key Metrics

HSBC Aggressive Hybrid Active FOF(IDCW Payout) Performance & Key Metrics

No LabelNo LabelBase Expense RatioBase Exp. RatioNo LabelNo Label
0.240.200.01
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.470.35—

HSBC Aggressive Hybrid Active FOF(IDCW Payout) Scheme InfoHSBC Aggressive Hybrid Active FOF(IDCW Payout) Scheme Info

PlanPlanLock inLock in
Lock in Period

Period before which your investment can't be withdrawn from the MF scheme

Exit LoadExit Load
Exit Load

The fee that the AMC charges investors at the time of exiting or redeeming their fund units.

IDCW0 yrs1.00%
1% on or before 1Y Nil after 1Y
SIP Inv.SIP Inv.
Sip Investment

If SIP investments are allowed in the fund or not

Min. LumpsumMin. Lumpsum
Minimum Lumpsum Inv Amount

Minimum investment the AMC allows in the given scheme via lumpsum route

Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
Benchmark Index

Benchmark index wrt which performance of the fund is tracked

CRISIL Hybrid 35+65 - Aggressive Index

About FoFs (Domestic) - Hybrid

About FoFs (Domestic) - Hybrid

These are Fund of Funds that invest in a mix of equity and debt mutual funds. They aim to provide a balanced risk-return profile through diversification across asset classes.

HSBC Aggressive Hybrid Active FOF(IDCW Payout) Peers

HSBC Aggressive Hybrid Active FOF(IDCW Payout) Peers & Comparison

Comparing 3 mutual funds from 
OtherFoFs (Domestic) - Hybrid
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
HSBC Aggressive Hybrid Active FOF(IDCW Payout)-3.43%3.24%9.79%
ICICI Pru Dynamic Asset Allocation Active FOF(IDCW-Payout)-0.55%7.46%9.93%
Kotak Income Plus Arbitrage Omni FOF(IDCW)5.39%7.51%7.51%
HDFC Multi-Asset Active FOF(IDCW Reinv)1.54%12.73%13.71%

HSBC Aggressive Hybrid Active FOF(IDCW Payout) Returns Comparison

Compare HSBC Aggressive Hybrid Active FOF(IDCW Payout) with any MF, ETF, stock or index
Compare HSBC Aggressive Hybrid Active FOF(IDCW Payout) with any MF, ETF, stock or index
HSBC Aggressive Hybrid Active FOF(IDCW Payout)
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HSBC Aggressive Hybrid Active FOF(IDCW Payout) Portfolio

HSBC Aggressive Hybrid Active FOF(IDCW Payout) Asset Allocation

HSBC Aggressive Hybrid Active FOF(IDCW Payout) Asset Allocation

Actual

Target

Dec 2025

Mar 2026

Jun 2026

Sep 2026

ACTUAL
Cash & EquivalentsMutual Funds1.66%98.34%

Dec 2025

Mar 2026

Jun 2026

Sep 2026

Tickertape Separator

HSBC Aggressive Hybrid Active FOF(IDCW Payout) Sector Distribution

HSBC Aggressive Hybrid Active FOF(IDCW Payout) Sector Distribution

MiscellaneousOthers3.40 %96.60 %

Dec 2025

Mar 2026

Jun 2026

Sep 2026

Tickertape Separator

HSBC Aggressive Hybrid Active FOF(IDCW Payout) Sector Weightage

HSBC Aggressive Hybrid Active FOF(IDCW Payout) Sector Weightage

Jun 25Sep 25Dec 25Mar 26Jun 26Sep 2698.84%97.06%96.99%96.82%96.53%96.60%
Others as a % of total holdings for last six quarters
Tickertape Separator

HSBC Aggressive Hybrid Active FOF(IDCW Payout) Current Holdings

HSBC Aggressive Hybrid Active FOF(IDCW Payout) Current Holdings

Others

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    Holding Weight
    3M Change

AMC Profile of HSBC Aggressive Hybrid Active FOF(IDCW Payout)

AMC Profile of HSBC Aggressive Hybrid Active FOF(IDCW Payout)

HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019

HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019

  • No.of Schemes

    44

  • Total AUM

    ₹ 1,56,504.16 Cr.

HSBC Aggressive Hybrid Active FOF(IDCW Payout) Manager Details

HSBC Aggressive Hybrid Active FOF(IDCW Payout) Manager Details

HSBC Aggressive Hybrid Active FOF(IDCW Payout) Manager Profile

HSBC Aggressive Hybrid Active FOF(IDCW Payout) Manager Profile

Qualification

PGDBM, CA, CS, B.Com (Hons)

Past Experience

Over 11 years of experiences in areas of Research and Fund Management.

Funds Managed (14)
1Y Returns
0.50%
0.50%
3Y CAGR
9.07%
9.07%
Base Exp. Ratio
0.50%
0.50%
1Y Returns
0.50%
0.50%
3Y CAGR
9.07%
9.07%
Base Exp. Ratio
0.50%
0.50%
1Y Returns
3.43%
3.43%
3Y CAGR
3.24%
3.24%
Base Exp. Ratio
0.20%
0.20%
1Y Returns
3.43%
3.43%
3Y CAGR
3.24%
3.24%
Base Exp. Ratio
0.20%
0.20%

HSBC Aggressive Hybrid Active FOF(IDCW Payout) Manager Performance (0)

HSBC Aggressive Hybrid Active FOF(IDCW Payout) Manager Performance (0)

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HSBC Aggressive Hybrid Active FOF(IDCW Payout) Review & Opinions

HSBC Aggressive Hybrid Active FOF(IDCW Payout) Review & Opinions

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Frequently asked questions

  1. The current NAV of HSBC Aggressive Hybrid Active FOF(IDCW Payout) is ₹31.99, as of 9th October 2026.

  2. The HSBC Aggressive Hybrid Active FOF(IDCW Payout) was launched on 30th April 2014. This mutual fund's past returns are as follows:
    • 1 Year Returns: -3.43%
    • 3 Year Returns: 3.24%
    • 5 Year Returns: 2.67%

  3. The top sectors HSBC Aggressive Hybrid Active FOF(IDCW Payout) has invested in are as follows:
    • Others | 96.60%
    • Miscellaneous | 3.40%
    This data is as on 9th October 2026.

  4. The top 5 holdings for HSBC Aggressive Hybrid Active FOF(IDCW Payout) are as follows:
    • HSBC Large Cap Fund - Direct Growth | 33.91%
    • HSBC Small Cap Fund - Direct Growth | 20.93%
    • HSBC Midcap Fund - Direct Growth | 20.32%
    • HSBC Medium to Long Term Fund - Direct Growth | 10.20%
    • HSBC Corporate Bond Fund - Direct Growth | 8.18%
    This data is as on 9th October 2026.

  5. The asset allocation for HSBC Aggressive Hybrid Active FOF(IDCW Payout) is as follows:
    • Mutual Funds | 98.34%
    • Cash & Equivalents | 1.66%
    This data is as on 9th October 2026.

  6. The AUM (i.e. assets under management) of HSBC Aggressive Hybrid Active FOF(IDCW Payout) is ₹46.99 Cr as of 9th October 2026.

  7. The base expense ratio of HSBC Aggressive Hybrid Active FOF(IDCW Payout) Plan is 0.20 as of 9th October 2026.

  8. The alpha ratio for the HSBC Aggressive Hybrid Active FOF(IDCW Payout) is 3.72

    Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  9. The volatility or standard deviation for the HSBC Aggressive Hybrid Active FOF(IDCW Payout) is 11.41

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  10. The Sharpe ratio for the HSBC Aggressive Hybrid Active FOF(IDCW Payout) is 0.01

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  11. The Sortino Ratio for the HSBC Aggressive Hybrid Active FOF(IDCW Payout) is 0.00

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.