HSBC Aggressive Hybrid Fund · Regular · Growth
NAV
₹58.2900
as of 29 Sept 2026
Expense Ratio
1.96%
AUM
₹5,460 Cr
Lumpsum returns (CAGR)
- 1Y
- +4.09%
- 3Y
- +11.44%
- 5Y
- +9.49%
- Since Inception
- +11.93%
SIP returns (XIRR)
- 1Y
- +5.48%
- 3Y
- +7.52%
- 5Y
- +10.43%
- Since Inception
- +11.94%
What history actually did — last 10 years (Sept 2016 – Sept 2026)
A ₹5,000 monthly SIP for the last 10 years (Sept 2016 – Sept 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹10,57,303 today — ₹6,00,000 invested, 11.0% XIRR.
₹6,00,000
Invested
₹10,57,303
Value today
11.0%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Sept 2016 – Sept 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹2,71,091 today (10.5% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Sept 2016 would still hold ₹16,53,608.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Sept 2016 – Sept 2026) (22 Mar 2020) would be ₹2,99,830 today (3.00×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.72
Sharpe Ratio
—
Alpha
—
Beta
0.72
Sortino
11.76%
Std Dev
-11.47%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Banks12.95%
- Capital Markets9.94%
- Electrical Equipment8.42%
- Retailing5.75%
- Industrial Products5.17%
- Automobiles4.88%
- Pharmaceuticals & Biotechnology4.14%
- Aerospace & Defense3.10%
- Healthcare Services2.90%
- Finance2.64%
- Beverages2.53%
- Financial Technology (Fintech)1.84%
Each sector links to the mutual funds most exposed to it.
Related reading
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Fund Details
Available transactions
Portfolio holdings
- 1Icici Bank Limited4.66%
- 2Ge Vernova T&D India Limited3.56%
- 3Hdfc Bank Limited3.04%
- 4Karur Vysya Bank Limited2.81%
- 5Cg Power And Industrial Solutions Ltd2.76%
- 6Mahindra & Mahindra Limited2.72%
- 7Eternal Limited2.66%
- 8Radico Khaitan Limited2.53%
- 9Bharat Electronics Limited1.98%
- 10Kei Industries Limited1.84%
What this fund does
HSBC Aggressive Hybrid Fund · Regular · Growth aims to generate long-term capital appreciation with moderate income by investing 65-80% in equity and 20-35% in debt instruments. This asset allocation provides equity upside with a debt cushion during market downturns.
About This Fund
HSBC Aggressive Hybrid Fund · Regular · Growth is a Aggressive Hybrid mutual fund offered by HSBC Mutual Fund. The fund has been operational for over 15 years. It manages assets worth ₹5,460 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 Hybrid Composite Debt 65:35 Index. The current expense ratio is 1.96%.