HSBC Aggressive Hybrid Fund

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

The HSBC Aggressive Hybrid Fund is a 14 yrs 8 m old fund and has delivered average annual returns of 12.68% since inception. HSBC Aggressive Hybrid Fund Returns 1-Year 3-Year 5-Year 10-Year Since Inception -0.06% 15.73% 16.08% 11.05% 12.68%

Q: How much does this mutual fund charge as expense ratio?

The HSBC Aggressive Hybrid Fund has an expense ratio of 1.87% , 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.

NAV as of Sep 29, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹55.9986+0.35% 1 day change	12.68% p.a.	App exclusive #NA View Ranked Funds	₹5,022 Cr

Historical NAV & returns

NAV: ₹55.9986 as on Sep 29, 2025

This fund Category average

HSBC Aggressive Hybrid Fund overview

AUM (Fund size)	₹5,022 Cr
Exit load	1.0% Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year!
Lock-in Period	Nil
Age	14 yrs 8 m since Jan 17, 2011
Benchmark	NIFTY 50 Hybrid Composite Debt 65:35
Min. investment	SIP: ₹1000 & Lumpsum: ₹5000
Expense ratio	1.87% as on Aug 31, 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 Fund 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 Sep 30, 2025

Period	This fund	Category average
1 Month	0.44%	0.34%
3 Months	0.47%	-1.82%
6 Months	12.93%	6.48%
1 Year	-0.06%	-1.74%
2 Years	15.16%	14.37%
3 Years	15.73%	14.79%
4 Years	10.88%	10.83%
5 Years	16.08%	17.5%
7 Years	11.97%	13.04%
10 Years	11.05%	11.77%

Asset allocationas on Mar 31, 2025

Large Cap 40.48%

Mid Cap 20.55%

Small Cap 13.66%

Other Cap 0%

Top holdings

Eternal Ltd.5.88%

GE Vernova T&D India Ltd.4.44%

Mahindra & Mahindra Ltd.4.24%

Bharat Electronics Ltd.3.84%

Top sectors

Capital Goods 18.620000000000005%

Financial 15.62%

Services 11.559999999999999%

Automobile 7.88%

AAA 15.28%

SOV 6.17%

A1+ 2.35%

Cash & Call Money 1.51%

Top Debt Holdings

GOI 5.23%

REC Ltd. 2.36%

Bajaj Finance Ltd. 1.58%

Small Industries Devp. Bank of India Ltd. 1.46%

Allocation by Instruments

Debenture 8.29%

GOI Securities 5.2299999999999995%

Repo 3.08%

Certificate of Deposit 2.92%

Other Holdings

Others 0.93%

Detailed portfolio analysis

Peer comparison

Fund name	1M	6M	1Y	3Y	5Y	10Y
HSBC Aggressive Hybrid Fund	0.44%	12.93%	-0.06%	15.73%	16.08%	11.05%
ICICI Prudential Equity & Debt Fund	0.95%	7.78%	2.12%	20.04%	25.93%	15.94%
Edelweiss Aggressive Hybrid Fund	0.21%	5.8%	-1.14%	17.41%	19.8%	12.41%
Mahindra Manulife Aggressive Hybrid Fund	-0.43%	6.5%	-1.07%	17.03%	19.69%	10.43%
UTI Aggressive Hybrid Fund	0.19%	4.53%	-3.29%	16.45%	19.76%	12.15%
Franklin India Aggressive Hybrid Fund	-0.36%	4.53%	-1.24%	14.7%	17.93%	11.43%

Fund name	Std. deviation	Beta	Sharpe	Sortino
HSBC Aggressive Hybrid Fund	12.28	0.99	0.66	0.77
ICICI Prudential Equity & Debt Fund	9.33	0.78	1.23	2.16
Edelweiss Aggressive Hybrid Fund	9.86	0.86	0.96	1.5
Mahindra Manulife Aggressive Hybrid Fund	10.3	0.91	0.88	1.45
UTI Aggressive Hybrid Fund	9.66	0.85	0.87	1.47
Franklin India Aggressive Hybrid Fund	8.97	0.78	0.83	1.23

Fund name	ETM Rank	AUM	Fund age	Expense ratio
HSBC Aggressive Hybrid Fund	N.A.	5,022 Cr	14 yrs 8 m	1.87%
ICICI Prudential Equity & Debt Fund	N.A.	45,168 Cr	26 yrs	1.56%
Edelweiss Aggressive Hybrid Fund	N.A.	3,045 Cr	16 yrs 1 m	1.87%
Mahindra Manulife Aggressive Hybrid Fund	N.A.	1,837 Cr	6 yrs 3 m	2.02%
UTI Aggressive Hybrid Fund	N.A.	6,302 Cr	30 yrs 8 m	1.87%
Franklin India Aggressive Hybrid Fund	N.A.	2,187 Cr	25 yrs 10 m	2.05%

View all Aggressive Hybrid funds

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

Alpha	1.51 vs. 5.39 Underperformed at beating benchmark
Sharpe	0.66 vs. 4.76 Poor risk-adjusted returns
Beta	0.99 vs. 0.97 More sensitive to market's ups & downs
Standard deviation	12.28 vs. 10.12 More volatile performance

Compare HSBC Aggressive Hybrid Fund in detail with

About this fund

About HSBC Aggressive Hybrid Fund

HSBC Aggressive Hybrid Fund is a Aggressive Hybrid mutual fund scheme from Hsbc Mutual Fund. This fund has been in existence for 14 yrs 8 m, having been launched on 17/01/2011. HSBC Aggressive Hybrid Fund has ₹5,022 Crores worth of assets under management (AUM) as on 31/03/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of HSBC Aggressive Hybrid Fund as of 29/09/2025 is ₹56.00. The fund has an expense ratio of 1.87%, which is higher than what most other Aggressive Hybrid funds charge. Currently, the fund has a 74.69% allocation to equity and 23.80% to Debt.

HSBC Aggressive Hybrid Fund returns of last 1-year are -0.90%. Since launch, it has delivered 12.51% average annual returns. The fund has doubled the money invested in it every 5 yrs.
HSBC Aggressive Hybrid Fund 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 below average.
The fund's equity portion is primarily invested in Capital Goods, Financial, Services, Automobile, Technology sectors. It has taken less exposure in Capital Goods, Financial 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 Eternal Ltd., GOI, GE Vernova T&D India Ltd., Mahindra & Mahindra Ltd., Bharat Electronics Ltd..

...

Fund AUM	5,022 Cr as on Mar 31, 2025
Scheme document	View Scheme Document

Fund managers

Shriram Ramanathan

Shriram is a B.E. (Electrical), PGDBM from XLRI Jamshedpur and CFA. Prior to joining HSBC Mutual Fund, he has worked with L&T MF, FIL Fund Management Pvt. Ltd., ING Investment Management, Zurich Asset Management Co., ICICI Ltd., and L&T Ltd.

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.

Asif Rizwi

Mr. Rizwi has done B.Tech and PGDM from IIM-C Prior to joining HSBC MF, he has worked with L&T MF, Yes Bank, ICICI Bank, Nomura International plc and Deutsche Bank

Investment objective

This scheme seeks to generate long term capital growth and income through investments in equity and equity related securities and fixed income instruments.

HSBC Mutual Fund details

No. of schemes	44 view all schemes
Total AUM	1,29,985 Cr as on Jun 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 Equity Savings Fund	N.A.	624 Cr	3.63%	13.57%
HSBC Balanced Advantage Fund	N.A.	1,471 Cr	1.04%	9.94%
HSBC Conservative Hybrid Fund	N.A.	160 Cr	4.86%	9.25%
HSBC Arbitrage Fund	N.A.	2,245 Cr	6.33%	5.47%

See all Hybrid funds from this AMC

Frequently asked questions

What is the current NAV of HSBC Aggressive Hybrid Fund?

The current Net Asset Value (NAV) of the HSBC Aggressive Hybrid Fund plan is approximately ₹55.9986 as of Sep 29, 2025.

What are the returns of this mutual fund scheme?

The HSBC Aggressive Hybrid Fund is a 14 yrs 8 m old fund and has delivered average annual returns of 12.68% since inception.

HSBC Aggressive Hybrid Fund Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
-0.06%	15.73%	16.08%	11.05%	12.68%

How much does this mutual fund charge as expense ratio?

The HSBC Aggressive Hybrid Fund has an expense ratio of 1.87%, 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 Fund currently has assets under management (AUM) or fund size valued at approximately 5,022 Cr as on Mar 31, 2025.

What are the top stock holdings of HSBC Aggressive Hybrid Fund?

The HSBC Aggressive Hybrid Fund's equity portion has been invested in the stocks of the following companies

Company	Percentage of Portfolio
Eternal Ltd.	5.88%
GE Vernova T&D India Ltd.	4.44%
Mahindra & Mahindra Ltd.	4.24%
Bharat Electronics Ltd.	3.84%
ICICI Bank Ltd.	3.51%
HDFC Bank Ltd.	3.5%
Trent Ltd.	2.92%
CG Power and Industrial Solutions Ltd.	2.89%
Karur Vysya Bank Ltd.	2.25%
Persistent Systems Ltd.	2.19%

What are the top sectors HSBC Aggressive Hybrid Fund has invested in?

The HSBC Aggressive Hybrid Fund's equity portion is primarily invested in the following sectors -

Sector	Percentage of Portfolio
Capital Goods	18.620000000000005%
Financial	15.62%
Services	11.559999999999999%
Automobile	7.88%
Technology	4.8%
Healthcare	4.659999999999999%
Consumer Staples	4.12%
Consumer Discretionary	2.6%
Energy	1.31%
Communication	1.08%

To whom does HSBC Aggressive Hybrid Fund lend to?

The top 3 debt holdings of HSBC Aggressive Hybrid Fund are as follows

Holding Name	Percentage of Portfolio
GOI	5.23%
REC Ltd.	2.36%
Bajaj Finance Ltd.	1.58%

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 Fund's debt portion's allocation by credit quality is given below

Credit Quality	Percentage of Portfolio
AAA	15.28%
SOV	6.17%
A1+	2.35%

What is risk level of HSBC Aggressive Hybrid Fund?

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 Fund?

Redeeming your investments in the HSBC Aggressive Hybrid Fund 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.
Chance: This fund has generated only 9.74% 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 units in excess of 10% are redeemed or switched-out within 1 year