HSBC Aggressive Hybrid Fund - Regular Growth
Category: Hybrid: Aggressive
Launch Date: 01-01-2013
Riskometer: Very High
Asset Class
Status
Open Ended Schemes
Fund Managers
Gautam Bhupal, Shriram Ramanathan, Mohd. Asif Rizwi, Sonal Gupta
Investment Objective
To seek long term capital growth and income through investments in equity and equity related securities and fixed income instruments. However, there is no assurance that the investment objective of the Scheme will be achieved.
Benchmark
NIFTY 50 Hybrid Composite Debt 65:35 Index
Expense Ratio
1.86% As on (31-10-2025)
Minimum Investment | Top up
5000.0 | 1000.0
Total Assets
5,663.01 Cr As on (31-10-2025)
Nav Movement
RETURNS CALCULATOR for HSBC Aggressive Hybrid Fund - Regular Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of HSBC Aggressive Hybrid Fund - Regular Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| HSBC Aggressive Hybrid Fund - Regular Growth | 10.22 | 0.79 | 2.11 | 1.38 | 7.48 | 4.33 |
| Hybrid: Aggressive | - | - | - | - | - | - |
Sectors
| Sector | Holdings (%) |
|---|---|
| Financial Services | 18.39 |
| Capital Goods | 16.81 |
| Consumer Services | 8.21 |
| Automobile and Auto Components | 8.15 |
| Healthcare | 5.4 |
| Information Technology | 4.36 |
| Consumer Durables | 4.32 |
| Fast Moving Consumer Goods | 3.85 |
| Telecommunication | 1.13 |
| Services | 0.99 |
Portfolio Holdings
| Company | Holdings (%) |
|---|---|
| ZOMATO LIMITED EQ | 5.75 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 4.46 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 3.7 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 3.51 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 3.49 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 3.26 |
| Treps | 3.25 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 2.96 |
| THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/- | 2.47 |
| HERO MOTOCORP LIMITED EQ FV RS 2 | 1.97 |