HSBC Aggressive Hybrid Active FoF Direct- Growth

Q: What are the returns of this mutual fund scheme?

The HSBC Aggressive Hybrid Active FoF Direct- Growth is a 11 yrs 9 m old fund and has delivered average annual returns of 12.94% since inception. HSBC Aggressive Hybrid Active FoF Direct- Growth Returns 1-Year 3-Year 5-Year 10-Year Since Inception 6.07% 14.89% 12.62% 13.16% 12.94%

NAV as of Feb 02, 2026	Returns since inception	ET Money Rank	AUM (Fund size)
₹41.8998-0.97% 1 day change	12.94% p.a.	App exclusive #NA View Ranked Funds	₹45 Cr

Historical NAV & returns

NAV: ₹41.8998 as on Feb 02, 2026

This fund Category average

HSBC Aggressive Hybrid Active FoF overview

Expense ratio	0.09% as on Feb 02, 2026
Exit load	1.0% Exit load of 1% if redeemed within 1 year!
AUM (Fund size)	₹45 Cr
Lock-in Period	Nil
Age	11 yrs 9 m since Apr 09, 2014
Benchmark	CRISIL Hybrid 35+65 Aggressive Index
Min. investment	SIP: ₹500 & Lumpsum: ₹5000
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

HSBC Aggressive Hybrid Active FoF Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Feb 03, 2026

Period	This fund	Category average
1 Month	-3.4%	-3.53%
3 Months	-2.96%	-3.24%
6 Months	-0.41%	-0.52%
1 Year	6.07%	6.22%
2 Years	8.15%	8.69%
3 Years	14.89%	13.95%
4 Years	10.6%	10.58%
5 Years	12.62%	12.4%
7 Years	13.74%	13.13%
10 Years	13.16%	12.58%

Asset allocationas on Dec 31, 2025

Large Cap 35.11%

Mid Cap 19.51%

Small Cap 17.6%

Other Cap 0%

Top holdings

Bifurcation by Holding is not available for this fund

Top sectors

Bifurcation by Sector is not available for this fund

AAA 12.721098%

SOV 10.651556%

Cash & Call Money 2.218464%

Others 0.078882%

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Instruments

Mutual Fund 98.28999999999999%

Repo 3.01%

Other Holdings

HSBC Large Cap Fund Direct-Growth 36.28%

HSBC Small Cap Fund Direct-Growth 19.12%

HSBC Midcap Fund Direct-Growth 18.93%

HSBC Medium to Long Duration Fund Direct-Growth 10.5%

Detailed portfolio analysis

Peer comparison

Fund name	1M	6M	1Y	3Y	5Y	10Y
HSBC Aggressive Hybrid Active FoF	-3.4%	-0.41%	6.07%	14.89%	12.62%	13.16%
ICICI Prudential Equity & Debt Fund	-3.16%	3.29%	11.46%	19.09%	20.15%	17.58%
Edelweiss Aggressive Hybrid Fund	-3.66%	0.23%	7.66%	17.49%	16.56%	14.74%
Mahindra Manulife Aggressive Hybrid Fund	-3.45%	0.78%	9.03%	18.02%	16.9%	11.76%
UTI Aggressive Hybrid Fund	-2.69%	2.36%	7.43%	16.53%	15.68%	13.99%
Franklin India Aggressive Hybrid Fund	-3.51%	-0.43%	5.38%	15.14%	13.17%	13.24%

Fund name	Std. deviation	Beta	Sharpe	Sortino
HSBC Aggressive Hybrid Active FoF	10.14	0.91	0.89	1.17
ICICI Prudential Equity & Debt Fund	8.94	0.78	1.36	2.15
Edelweiss Aggressive Hybrid Fund	9.73	0.89	1.14	1.63
Mahindra Manulife Aggressive Hybrid Fund	9.83	0.89	1.17	1.83
UTI Aggressive Hybrid Fund	9.32	0.85	1.09	1.61
Franklin India Aggressive Hybrid Fund	8.71	0.79	1.0	1.45

Fund name	ETM Rank	AUM	Fund age	Expense ratio
HSBC Aggressive Hybrid Active FoF	N.A.	45 Cr	11 yrs 9 m	0.09%
ICICI Prudential Equity & Debt Fund	N.A.	49,641 Cr	13 yrs 1 m	0.92%
Edelweiss Aggressive Hybrid Fund	N.A.	3,480 Cr	13 yrs 1 m	0.36%
Mahindra Manulife Aggressive Hybrid Fund	N.A.	2,108 Cr	6 yrs 7 m	0.44%
UTI Aggressive Hybrid Fund	N.A.	6,758 Cr	13 yrs 1 m	1.2%
Franklin India Aggressive Hybrid Fund	N.A.	2,380 Cr	13 yrs 1 m	0.93%

View all Aggressive Hybrid funds

Key risk & return ratios Compared to other funds in the category

Alpha	1.53 vs. 6.31 Underperformed at beating benchmark
Sharpe	0.89 vs. 5.71 Poor risk-adjusted returns
Beta	0.91 vs. 1.09 Less sensitive to market ups & downs
Standard deviation	10.14 vs. 9.87 More volatile performance

About this fund

About HSBC Aggressive Hybrid Active FoF

HSBC Aggressive Hybrid Active FoF Direct- Growth is a Aggressive Hybrid mutual fund scheme from Hsbc Mutual Fund. This fund has been in existence for 11 yrs 9 m, having been launched on 09/04/2014. HSBC Aggressive Hybrid Active FoF Direct- Growth has ₹45 Crores worth of assets under management (AUM) as on 31/12/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of HSBC Aggressive Hybrid Active FoF Direct- Growth as of 02/02/2026 is ₹41.90. The fund has an expense ratio of 0.09%, which is less than what most other Aggressive Hybrid funds charge. Currently, the fund has a 72.21% allocation to equity and 23.45% to Debt.

HSBC Aggressive Hybrid Active FoF Direct- Growth returns of last 1-year are 5.42%. Since launch, it has delivered 12.94% average annual returns. The fund has doubled the money invested in it every 6 yrs.
HSBC Aggressive Hybrid Active FoF Direct- Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is average.
The fund's equity portion is primarily invested in Unclassified sectors. It has taken less exposure in Unclassified sectors compared to other funds in the category.
The debt portion of the fund has low credit quality indicating the quality of borrowers it has lent it to is not too great.
The fund's top 5 holdings are in HSBC Large Cap Fund Direct-Growth, HSBC Small Cap Fund Direct-Growth, HSBC Midcap Fund Direct-Growth, HSBC Medium to Long Duration Fund Direct-Growth, HSBC Corporate Bond Direct-Growth.

...

Fund AUM	45 Cr as on Dec 31, 2025
Scheme document	View Scheme Document

Fund managers

Gautam Bhupal

Mr. Bhupal holds a PGDBM and is a CA, CS and B.Com (Hons) Prior to joining HSBC Mutual Fund he was working with IDFC Asset Management Company Ltd., Motilal Oswal Securities Ltd., Infosys Ltd., Vickers Ballas Securities Ltd., SBC Warburg, UTI Securities Ltd.

Cheenu Gupta

Ms. Gupta is CFA Charter holder (USA), PGDBM (Finance) & B.E. (I.T) Prior to joining HSBC Mutual Fund, she has worked with L&T Mutual Fund, Canara Robeco Mutual Fund, Tata AIA Life Insurance Company as Fund Manager, ING Investment Management as Senior Research Analyst and UTI AMC Ltd. as Research Analyst.

Investment objective

The scheme seeks to provide long term total return primarily by seeking capital appreciation through an active asset allocation by investing in a basket of equity and debt mutual fund schemes and money market instruments.

HSBC Mutual Fund details

No. of schemes	44 view all schemes
Total AUM	1,39,633 Cr as on Dec 31, 2025
Address	9-11th Floor, NESCO - IT Park Bldg. 3, Western Express Highway, Goregaon East, Mumbai, 400063

More funds from HSBC Mutual Fund

Fund name	ETM Rank	AUM	1Y	5Y
HSBC Multi Asset Active FoF	N.A.	78 Cr	18.13%	13.82%
HSBC Aggressive Hybrid Fund	N.A.	5,569 Cr	8.95%	12.48%
HSBC Equity Savings Fund	N.A.	786 Cr	8.16%	11.77%
HSBC Balanced Advantage Fund	N.A.	1,581 Cr	5.33%	9.88%
HSBC Conservative Hybrid Fund	N.A.	146 Cr	4.83%	8.26%

See all Hybrid funds from this AMC

Frequently asked questions

What is the current NAV of HSBC Aggressive Hybrid Active FoF Direct- Growth?

The current Net Asset Value (NAV) of the HSBC Aggressive Hybrid Active FoF - Direct Growth plan is approximately ₹41.8998 as of Feb 02, 2026.

What are the returns of this mutual fund scheme?

The HSBC Aggressive Hybrid Active FoF Direct- Growth is a 11 yrs 9 m old fund and has delivered average annual returns of 12.94% since inception.

HSBC Aggressive Hybrid Active FoF Direct- Growth Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
6.07%	14.89%	12.62%	13.16%	12.94%

How much does this mutual fund charge as expense ratio?

The HSBC Aggressive Hybrid Active FoF - Direct Growth has an expense ratio of 0.09%, representing the annual cost of managing and operating the fund. This fee is deducted from the fund's AUM while declaring the daily NAV, reducing investor returns.

What is the AUM or fund size of this mutual fund?

The HSBC Aggressive Hybrid Active FoF currently has assets under management (AUM) or fund size valued at approximately 45 Cr as on Dec 31, 2025.

What is the quality of borrowers this mutual fund scheme lends to?

The credit rating of the instruments in which the fund invests represents the quality of the borrower.

The HSBC Aggressive Hybrid Active FoF's debt portion's allocation by credit quality is given below

Credit Quality	Percentage of Portfolio
AAA	12.721098%
SOV	10.651556%
Cash & Call Money	2.218464%

What is risk level of HSBC Aggressive Hybrid Active FoF?

This is a Aggressive Hybrid fund comes with Very High risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How do I invest in HSBC Aggressive Hybrid Active FoF Direct- Growth?

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. The whole process takes just a few minutes. Here's how it works:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for HSBC Aggressive Hybrid Active FoF - Direct Growth, select your investment mode (lump sum or SIP), and enter the investment amount.
Provide the required details, including the bank account you'll use for payment, and confirm your investment.

That's it. Your investment in the HSBC Aggressive Hybrid Active FoF is complete.

How can I redeem my investments in HSBC Aggressive Hybrid Active FoF?

Redeeming your investments in the HSBC Aggressive Hybrid Active FoF is simple. If you have invested via ET Money, just log in to the app, go to the holdings section, and submit the redemption request.

If you have invested from anywhere else, you can go to the fund house website and put a request through it.

ET Money rank

App exclusive

in Aggressive Hybrid

#NA

Return Outperformance: This fund has generated highest return amongst Aggressive Hybrid funds in the last 10 Years.
Expense Ratio: This fund has the lowest expense ratio amongst actively/passively managed Aggressive Hybrid funds.
Return Consistency: This fund ranks lower in terms of generating consistent return in it's category.
Volatility Protection: This fund ranks lower in terms of protecting against volatility within its category.
Chance: This fund has generated only 9.45% annual return in 70% of times for investors holding for at least 5 years.
Return/Risk: The fund is performing poorly than its category.
Exit Load: Exit load of 1% if redeemed within 1 year