MF
MFGenie.ai
Aggressive Hybrid📊 NIFTY 50 Hybrid Composite Debt 65:35 Index(SEBI default)

HSBC Aggressive Hybrid Fund · Regular · Growth

HSBC Mutual Fund

#5 of 30 (1Y)

NAV

₹57.8546

as of 17 Jun 2026

Expense Ratio

1.86%

AUM

₹5,388 Cr

Viewing Regular · Growth
Compare Fund

Lumpsum returns (CAGR)

1Y
+6.27%
3Y
+13.36%
5Y
+11.15%
Since Inception
+12.11%

SIP returns (XIRR)

1Y
+7.67%
3Y
+9.45%
5Y
+11.31%
Since Inception
+12.23%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹92,000

Invested

₹2,43,434

Value today

11.8%

XIRR (p.a.)

₹500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

₹5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹27,828

Value today

11.8%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹9,20,000

Withdrawn

₹31,31,181

Corpus left

+₹30,51,181 net gain — withdrew ₹9,20,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹34,89,867

Value today

+4.5%

vs lumpsum

STP beat direct lumpsum by 4.5% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹2,86,277

Value today

2.9×

Multiple

Staying invested through that crash turned ₹1L into ₹2,86,277 — a 2.9× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

-0.20

Sharpe Ratio

—

Alpha

—

Beta

-0.19

Sortino

13.92%

Std Dev

-17.84%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 30 Apr 2026

Each sector links to the mutual funds most exposed to it.

Thinking about HSBC Aggressive Hybrid Fund · Regular · Growth?

Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.

+91

By submitting, you agree to our Privacy Policy. No spam, ever.

Compare with Similar Funds

SBI Equity Hybrid Fund · Regular · Growth

3Y: +13.13%AUM: ₹81,244 Cr

ICICI Prudential Equity and Debt Fund · Regular · Growth

3Y: +16.05%AUM: ₹49,267 Cr

HDFC Hybrid Equity Fund · Regular · Growth

3Y: +7.33%AUM: ₹23,472 Cr

DSP Aggressive Hybrid Fund · Regular · Growth

3Y: +11.54%AUM: ₹11,769 Cr

Canara Robeco Equity Hybrid Fund · Regular · Growth

3Y: +11.25%AUM: ₹11,095 Cr
Compare All Aggressive Hybrid FundsView all Aggressive Hybrid funds

Fund Details

Fund HouseHSBC Mutual Fund
CategoryAggressive Hybrid
BenchmarkNIFTY 50 Hybrid Composite Debt 65:35 Index
Launch Date17 Jan 2011
AMFI Code151120
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026
Holding% NAV

Investment Objective

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 ₹5,388 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 1.86%.

Who Should Invest?

  • •Investors with a high risk appetite seeking long-term wealth creation
  • •Investors with an investment horizon of 5 years or more
  • •SIP investors who can benefit from rupee cost averaging during market fluctuations