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HSBC Aggressive Hybrid Fund(A-IDCW Payout) Direct IDCW

IDCW
19.410.11% (-0.02)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

Hybrid

Aggressive Hybrid Fund

Large-size Fund

Assets Under Mgmt: ₹ 5,396 Cr

Very High Risk

Principle investment will be at very high risk

How to use scorecard? Learn more

Hybrid

Aggressive Hybrid Fund

Large-size Fund

Assets Under Mgmt: ₹ 5,396 Cr

Very High Risk

Principle investment will be at very high risk

HSBC Aggressive Hybrid Fund(A-IDCW Payout) Performance & Key Metrics

HSBC Aggressive Hybrid Fund(A-IDCW Payout) Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.8258.260.02
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4339.810.19

HSBC Aggressive Hybrid Fund(A-IDCW Payout) Scheme InfoHSBC Aggressive Hybrid Fund(A-IDCW Payout) Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
Nil for 10% of units and 1% for remaining units on or before 1Y Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Not allowedNot allowed
BenchmarkBenchmark
NIFTY 50 Hybrid Composite Debt 65:35 Index

About Aggressive Hybrid Fund

About Aggressive Hybrid Fund

Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.

HSBC Aggressive Hybrid Fund(A-IDCW Payout) Peers

HSBC Aggressive Hybrid Fund(A-IDCW Payout) Peers & Comparison

Comparing 3 mutual funds from 
HybridAggressive Hybrid Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
HSBC Aggressive Hybrid Fund(A-IDCW Payout)-5.18%9.26%6.62%
SBI Equity Hybrid Fund(IDCW-Payout)12.13%17.55%11.29%
ICICI Pru Equity & Debt Fund(H-IDCW)1.24%13.14%10.84%
HDFC Hybrid Equity Fund(IDCW)1.93%10.68%3.23%

HSBC Aggressive Hybrid Fund(A-IDCW Payout) Returns Comparison

Compare HSBC Aggressive Hybrid Fund(A-IDCW Payout) with any MF, ETF, stock or index
Compare HSBC Aggressive Hybrid Fund(A-IDCW Payout) with any MF, ETF, stock or index
HSBC Aggressive Hybrid Fund(A-IDCW Payout)
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HSBC Aggressive Hybrid Fund(A-IDCW Payout) Portfolio

HSBC Aggressive Hybrid Fund(A-IDCW Payout) Asset Allocation

HSBC Aggressive Hybrid Fund(A-IDCW Payout) Asset Allocation

Actual

Target

Sep 2024

Dec 2024

Mar 2025

May 2025

ACTUAL
+1 moreCertificate of DepositCash & EquivalentsGovernment SecuritiesCorporate DebtEquity1.12%1.78%2.07%5.83%14.04%75.15%

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

HSBC Aggressive Hybrid Fund(A-IDCW Payout) Sector Distribution

HSBC Aggressive Hybrid Fund(A-IDCW Payout) Sector Distribution

+32 moreG-SecIndustrial MachineryElectrical Components & EquipmentsSpecialized FinancePrivate Banks57.99 %5.83 %6.07 %8.86 %10.17 %11.07 %

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

HSBC Aggressive Hybrid Fund(A-IDCW Payout) Sector Weightage

HSBC Aggressive Hybrid Fund(A-IDCW Payout) Sector Weightage

Mar 24Jun 24Sep 24Dec 24Mar 25May 257.79%6.71%6.37%8.16%12.63%11.07%
Private Banks as a % of total holdings for last six quarters
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HSBC Aggressive Hybrid Fund(A-IDCW Payout) Current Holdings

HSBC Aggressive Hybrid Fund(A-IDCW Payout) Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of HSBC Aggressive Hybrid Fund(A-IDCW Payout)

AMC Profile of HSBC Aggressive Hybrid Fund(A-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

    45

  • Total AUM

    ₹ 1,31,469.82 Cr.

HSBC Aggressive Hybrid Fund(A-IDCW Payout) Manager Details

HSBC Aggressive Hybrid Fund(A-IDCW Payout) Manager Details

HSBC Aggressive Hybrid Fund(A-IDCW Payout) Manager Profile

HSBC Aggressive Hybrid Fund(A-IDCW Payout) Manager Profile

Gautam Bhupal

AUM:  ₹9,831.08 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Shriram Ramanathan

AUM:  ₹17,637.11 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 14yrs

Mohd Asif Rizwi

AUM:  ₹29,681.67 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

HSBC Aggressive Hybrid Fund(A-IDCW Payout) Manager Performance (0)

HSBC Aggressive Hybrid Fund(A-IDCW Payout) Manager Performance (0)

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HSBC Aggressive Hybrid Fund(A-IDCW Payout) Tax Implications

HSBC Aggressive Hybrid Fund(A-IDCW Payout) Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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-

You make

HSBC Aggressive Hybrid Fund(A-IDCW Payout) Review & Opinions

HSBC Aggressive Hybrid Fund(A-IDCW Payout) Review & Opinions

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Frequently asked questions

Frequently asked questions

  1. What is the current price / NAV of HSBC Aggressive Hybrid Fund(A-IDCW Payout)?

    The current NAV of HSBC Aggressive Hybrid Fund(A-IDCW Payout) is ₹19.41, as of 13th June 2025.

  2. What are the returns of HSBC Aggressive Hybrid Fund(A-IDCW Payout)?

    The HSBC Aggressive Hybrid Fund(A-IDCW Payout) was launched on 9th February 2015. This mutual fund's past returns are as follows:
    • 1 Year Returns: -5.18%
    • 3 Year Returns: 9.26%
    • 5 Year Returns: 10.64%

  3. What are the top 5 sectoral holdings of HSBC Aggressive Hybrid Fund(A-IDCW Payout)?

    The top sectors HSBC Aggressive Hybrid Fund(A-IDCW Payout) has invested in are as follows:
    • Private Banks | 11.07%
    • Specialized Finance | 10.17%
    • Electrical Components & Equipments | 8.86%
    • Industrial Machinery | 6.07%
    • G-Sec | 5.83%
    This data is as on 13th June 2025.

  4. What are the top 5 holdings of HSBC Aggressive Hybrid Fund(A-IDCW Payout)?

    The top 5 holdings for HSBC Aggressive Hybrid Fund(A-IDCW Payout) are as follows:
    • Eternal Ltd | 4.53%
    • Bharat Electronics Ltd | 4.30%
    • BSE Ltd | 4.21%
    • Mahindra and Mahindra Ltd | 4.00%
    • GE Vernova T&D India Ltd | 3.90%
    This data is as on 13th June 2025.

  5. What is the asset allocation of HSBC Aggressive Hybrid Fund(A-IDCW Payout)?

    The asset allocation for HSBC Aggressive Hybrid Fund(A-IDCW Payout) is as follows:
    • Equity | 75.15%
    • Corporate Debt | 14.04%
    • Government Securities | 5.83%
    • Cash & Equivalents | 2.07%
    • Certificate of Deposit | 1.78%
    This data is as on 13th June 2025.

  6. What is the AUM of HSBC Aggressive Hybrid Fund(A-IDCW Payout)?

    The AUM (i.e. assets under management) of HSBC Aggressive Hybrid Fund(A-IDCW Payout) is ₹5396.34 Cr as of 13th June 2025.

  7. What is the expense ratio of HSBC Aggressive Hybrid Fund(A-IDCW Payout)?

    The expense ratio of HSBC Aggressive Hybrid Fund(A-IDCW Payout) Plan is 0.82 as of 13th June 2025.

  8. What is the volatility or standard deviation of HSBC Aggressive Hybrid Fund(A-IDCW Payout)?

    The volatility or standard deviation for the HSBC Aggressive Hybrid Fund(A-IDCW Payout) is 15.52

    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.

  9. What is the sharpe ratio of HSBC Aggressive Hybrid Fund(A-IDCW Payout)?

    The Sharpe ratio for the HSBC Aggressive Hybrid Fund(A-IDCW Payout) is 0.02

    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.

  10. What is the Sortino ratio of HSBC Aggressive Hybrid Fund(A-IDCW Payout)?

    The Sortino Ratio for the HSBC Aggressive Hybrid Fund(A-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.

  11. What is the Price to Earnings (PE) ratio of HSBC Aggressive Hybrid Fund(A-IDCW Payout)?

    The PE ratio of HSBC Aggressive Hybrid Fund(A-IDCW Payout) is 58.26, while category PE ratio is 39.81.