HSBC Aggressive Hybrid Active FoF

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

The HSBC Aggressive Hybrid Active FoF is a 11 yrs 6 m old fund and has delivered average annual returns of 13.02% since inception. HSBC Aggressive Hybrid Active FoF Returns 1-Year 3-Year 5-Year 10-Year Since Inception 3.98% 14.94% 16.96% 12.22% 13.02%

NAV as of Oct 20, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹40.8841+0.29% 1 day change	13.02% p.a.	App exclusive #NA View Ranked Funds	₹42 Cr

Historical NAV & returns

NAV: ₹40.8841 as on Oct 20, 2025

This fund Category average

HSBC Aggressive Hybrid Active FoF overview

AUM (Fund size)	₹42 Cr
Exit load	1.0% Exit load of 1% if redeemed within 1 year!
Lock-in Period	Nil
Age	11 yrs 6 m since Apr 09, 2014
Benchmark	CRISIL Hybrid 35+65 Aggressive Index
Min. investment	SIP: ₹1000 & Lumpsum: ₹5000
Expense ratio	1.35% as on Sep 30, 2025
Plan type	Regular
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 Oct 25, 2025

Period	This fund	Category average
1 Month	1.61%	2.14%
3 Months	1.97%	2.54%
6 Months	7.94%	7.62%
1 Year	3.98%	6.26%
2 Years	16.43%	17.43%
3 Years	14.94%	15.19%
4 Years	10.53%	11.23%
5 Years	16.96%	17.61%
7 Years	14.25%	14.34%
10 Years	12.22%	11.87%

Asset allocationas on Sep 30, 2025

Large Cap 35.23%

Mid Cap 21.68%

Small Cap 15.43%

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 14.381948%

SOV 9.289856%

Cash & Call Money 2.301071%

Others 0.077125%

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Instruments

Mutual Fund 98.14000000000001%

Repo 2.94%

Other Holdings

HSBC Large Cap Fund Direct-Growth 35.46%

HSBC Midcap Fund Direct-Growth 19.37%

HSBC Small Cap Fund Direct-Growth 19.12%

HSBC Medium to Long Duration Fund Direct-Growth 10.49%

Detailed portfolio analysis

Peer comparison

Fund name	1M	6M	1Y	3Y	5Y	10Y
HSBC Aggressive Hybrid Active FoF	1.61%	7.94%	3.98%	14.94%	16.96%	12.22%
ICICI Prudential Equity & Debt Fund	2.15%	8.23%	10.28%	19.78%	26.49%	15.99%
Edelweiss Aggressive Hybrid Fund	1.96%	7.45%	7.15%	17.52%	19.9%	12.63%
UTI Aggressive Hybrid Fund	2.19%	5.4%	4.53%	16.61%	19.84%	12.26%
Mahindra Manulife Aggressive Hybrid Fund	2.3%	7.22%	7.91%	17.37%	19.97%	10.79%
Franklin India Aggressive Hybrid Fund	2.17%	5.81%	5.75%	15.03%	17.53%	11.6%

Fund name	Std. deviation	Beta	Sharpe	Sortino
HSBC Aggressive Hybrid Active FoF	10.35	0.91	0.78	1.04
ICICI Prudential Equity & Debt Fund	9.14	0.78	1.36	2.23
Edelweiss Aggressive Hybrid Fund	9.73	0.87	1.06	1.54
UTI Aggressive Hybrid Fund	9.44	0.85	1.0	1.52
Mahindra Manulife Aggressive Hybrid Fund	10.06	0.9	0.99	1.6
Franklin India Aggressive Hybrid Fund	8.91	0.79	0.88	1.27

Fund name	ETM Rank	AUM	Fund age	Expense ratio
HSBC Aggressive Hybrid Active FoF	N.A.	42 Cr	11 yrs 6 m	1.35%
ICICI Prudential Equity & Debt Fund	N.A.	46,392 Cr	26 yrs 1 m	1.55%
Edelweiss Aggressive Hybrid Fund	N.A.	3,161 Cr	16 yrs 2 m	1.87%
UTI Aggressive Hybrid Fund	N.A.	6,379 Cr	30 yrs 9 m	1.86%
Mahindra Manulife Aggressive Hybrid Fund	N.A.	1,876 Cr	6 yrs 3 m	2.01%
Franklin India Aggressive Hybrid Fund	N.A.	2,273 Cr	25 yrs 11 m	2.05%

View all Aggressive Hybrid funds

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

Alpha	0.73 vs. 5.73 Underperformed at beating benchmark
Sharpe	0.78 vs. 4.95 Poor risk-adjusted returns
Beta	0.91 vs. 1.01 Less sensitive to market ups & downs
Standard deviation	10.35 vs. 9.98 More volatile performance

Compare HSBC Aggressive Hybrid Active FoF in detail with

About this fund

About HSBC Aggressive Hybrid Active FoF

HSBC Aggressive Hybrid Active FoF is a Aggressive Hybrid mutual fund scheme from Hsbc Mutual Fund. This fund has been in existence for 11 yrs 6 m, having been launched on 09/04/2014. HSBC Aggressive Hybrid Active FoF has ₹42 Crores worth of assets under management (AUM) as on 30/09/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of HSBC Aggressive Hybrid Active FoF as of 20/10/2025 is ₹40.88. The fund has an expense ratio of 1.35%, which is higher than what most other Aggressive Hybrid funds charge. Currently, the fund has a 72.34% allocation to equity and 23.75% to Debt.

HSBC Aggressive Hybrid Active FoF returns of last 1-year are 0.79%. Since launch, it has delivered 13.05% average annual returns. The fund has doubled the money invested in it every 5 yrs.
HSBC Aggressive Hybrid Active FoF 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 Midcap Fund Direct-Growth, HSBC Small Cap Fund Direct-Growth, HSBC Medium to Long Duration Fund Direct-Growth, HSBC Corporate Bond Direct-Growth.

...

Fund AUM	42 Cr as on Sep 30, 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	1,36,405 Cr as on Sep 30, 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 Aggressive Hybrid Fund	N.A.	5,546 Cr	8.02%	16.1%
HSBC Multi Asset Active FoF	N.A.	65 Cr	11.01%	15.95%
HSBC Equity Savings Fund	N.A.	723 Cr	7.39%	13.67%
HSBC Balanced Advantage Fund	N.A.	1,556 Cr	5.06%	10.18%
HSBC Conservative Hybrid Fund	N.A.	157 Cr	6.59%	8.86%

See all Hybrid funds from this AMC

Frequently asked questions

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

The current Net Asset Value (NAV) of the HSBC Aggressive Hybrid Active FoF plan is approximately ₹40.8841 as of Oct 20, 2025.

What are the returns of this mutual fund scheme?

The HSBC Aggressive Hybrid Active FoF is a 11 yrs 6 m old fund and has delivered average annual returns of 13.02% since inception.

HSBC Aggressive Hybrid Active FoF Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
3.98%	14.94%	16.96%	12.22%	13.02%

How much does this mutual fund charge as expense ratio?

The HSBC Aggressive Hybrid Active FoF has an expense ratio of 1.35%, 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 42 Cr as on Sep 30, 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	14.381948%
SOV	9.289856%
Cash & Call Money	2.301071%

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 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.
Volatility Protection: This fund ranks lower in terms of protecting against volatility within its category.
Return/Risk: The fund is performing poorly than its category.
Exit Load: Exit load of 1% if redeemed within 1 year