What is the current price / NAV of HSBC Aggressive Hybrid Active FOF(IDCW Payout)?
The current NAV of HSBC Aggressive Hybrid Active FOF(IDCW Payout) is ₹33.11, as of 17th April 2025.What are the returns of HSBC Aggressive Hybrid Active FOF(IDCW Payout)?
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: -2.16%
- 3 Year Returns: 6.65%
- 5 Year Returns: 16.45%
What are the top 5 sectoral holdings of HSBC Aggressive Hybrid Active FOF(IDCW Payout)?
The top sectors HSBC Aggressive Hybrid Active FOF(IDCW Payout) has invested in are as follows:- Others | 96.16%
- Miscellaneous | 3.84%
What are the top 5 holdings of HSBC Aggressive Hybrid Active FOF(IDCW Payout)?
The top 5 holdings for HSBC Aggressive Hybrid Active FOF(IDCW Payout) are as follows:- HSBC Large Cap Fund- Direct Growth | 52.43%
- HSBC Small Cap Fund - Direct Growth | 18.09%
- HSBC Medium To Long Duration Fund - Direct Growth | 16.90%
- HSBC Dynamic Bond Fund - Direct Growth | 5.49%
- HSBC Midcap Fund - Direct Growth | 3.96%
What is the asset allocation of HSBC Aggressive Hybrid Active FOF(IDCW Payout)?
The asset allocation for HSBC Aggressive Hybrid Active FOF(IDCW Payout) is as follows:- Mutual Funds | 96.86%
- Cash & Equivalents | 3.14%
What is the AUM of HSBC Aggressive Hybrid Active FOF(IDCW Payout)?
The AUM (i.e. assets under management) of HSBC Aggressive Hybrid Active FOF(IDCW Payout) is ₹38.19 Cr as of 17th April 2025.What is the expense ratio of HSBC Aggressive Hybrid Active FOF(IDCW Payout)?
The expense ratio of HSBC Aggressive Hybrid Active FOF(IDCW Payout) Plan is 0.11 as of 17th April 2025.What is the alpha ratio of HSBC Aggressive Hybrid Active FOF(IDCW Payout)?
The alpha ratio for the HSBC Aggressive Hybrid Active FOF(IDCW Payout) is -0.90
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.
What is the volatility or standard deviation of HSBC Aggressive Hybrid Active FOF(IDCW Payout)?
The volatility or standard deviation for the HSBC Aggressive Hybrid Active FOF(IDCW Payout) is 13.33
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.
What is the sharpe ratio of HSBC Aggressive Hybrid Active FOF(IDCW Payout)?
The Sharpe ratio for the HSBC Aggressive Hybrid Active FOF(IDCW Payout) is 0.26
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.
What is the Sortino ratio of HSBC Aggressive Hybrid Active FOF(IDCW Payout)?
The Sortino Ratio for the HSBC Aggressive Hybrid Active FOF(IDCW Payout) is 0.02
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.
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HSBC Aggressive Hybrid Active FOF(IDCW Payout) Direct IDCW
IDCW
OtherFoFs (Domestic) - Hybrid
Small-size FundAssets Under Mgmt: ₹ 38 Cr
Very High RiskPrinciple investment will be at very high risk
33.110.91% (+0.30)
HSBC Aggressive Hybrid Active FOF(IDCW Payout) NAV Price Chart
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OtherFoFs (Domestic) - Hybrid
Small-size FundAssets Under Mgmt: ₹ 38 Cr
Very High RiskPrinciple investment will be at very high risk
HSBC Aggressive Hybrid Active FOF(IDCW Payout) Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.11 | — | 0.26 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.67 | 7.31 | 2.89 |
HSBC Aggressive Hybrid Active FOF(IDCW Payout) Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| CRISIL Hybrid 35+65 - Aggressive Index |
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 & Comparison
Comparing 3 mutual funds from
OtherFoFs (Domestic) - Hybrid
OtherFoFs (Domestic) - Hybrid
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| HSBC Aggressive Hybrid Active FOF(IDCW Payout) | -2.16% | 6.65% | 11.53% |
| ICICI Pru Asset Allocator Fund | 11.19% | 8.52% | 10.67% |
| HDFC Asset Allocator FoF(IDCW Reinv) | 13.47% | 16.00% | 16.67% |
| Kotak Multi Asset Allocator FoF-Dynamic(IDCW-Payout) | 10.24% | 17.83% | 15.80% |
HSBC Aggressive Hybrid Active FOF(IDCW Payout) Returns Comparison
Compare HSBC Aggressive Hybrid Active FOF(IDCW Payout) with any MF, ETF, stock or indexCompare HSBC Aggressive Hybrid Active FOF(IDCW Payout) with any MF, ETF, stock or index
HSBC Aggressive Hybrid Active FOF(IDCW Payout)
Hmm, looks like data is unavailable here. Please come back after some timeHSBC Aggressive Hybrid Active FOF(IDCW Payout) Asset Allocation
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Dec 2024
Mar 2025
Jun 2024
Sep 2024
Dec 2024
Mar 2025
HSBC Aggressive Hybrid Active FOF(IDCW Payout) Sector Distribution
Jun 2024
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Mar 2025
HSBC Aggressive Hybrid Active FOF(IDCW Payout) Sector Weightage
Others
Others as a % of total holdings for last six quarters
HSBC Aggressive Hybrid Active FOF(IDCW Payout) Current Holdings
Others
- ConstituentHolding Weight3M Change
- HSBC Large Cap Fund- Direct Growth3M change : -4.76 %
Holdings
52.43 %
-4.76 % - HSBC Small Cap Fund - Direct Growth3M change : -1.04 %
Holdings
18.09 %
-1.04 % - HSBC Medium To Long Duration Fund - Direct Growth3M change : 9.61 %
Holdings
16.90 %
9.61 %
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
No.of Schemes
45
Total AUM
₹ 1,15,179.86 Cr.
HSBC Aggressive Hybrid Active FOF(IDCW Payout) Fund Manager Profile
Gautam Bhupal
AUM: ₹33,979.42 Cr.
|
Exp: —
Qualification
PGDBM, CA, CS, B.Com (Hons)
Past Experience
Over 11 years of experiences in areas of Research and Fund Management.
Funds Managed (52)
Other (8)
8.82%
8.30%
0.11%
-1.37%
5.91%
1.39%
-3.45%
5.60%
1.37%
-3.45%
5.60%
1.37%
8.82%
8.30%
0.11%
-2.16%
6.65%
0.11%
-1.37%
5.91%
1.39%
-2.16%
6.65%
0.11%
HSBC Aggressive Hybrid Active FOF(IDCW Payout) Manager Performance (0)
Other: FoFs (Domestic) - Hybrid
HSBC Aggressive Hybrid Active FOF(IDCW Payout) Tax Implications
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HSBC Aggressive Hybrid Active FOF(IDCW Payout) Review & Opinions
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Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%