Return

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  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

5,430 Cr

Lock In Period

N/A

Expense Ratio

1.86

Benchmark

Nifty50 Hybrid Composite Debt 65:35 Index

Exit Load

If the units redeemed or switched out are upto 10% of the units purchased or switched in (the limit) within 1 year from the date of allotment - NilIf units redeemed or switched out are over and above the limit within 1 year from the date of allotment - 1%.If units are redeemed or switched out on or after 1 year from the date of allotment - Nil.

Summary

Latest details for HSBC Aggressive Hybrid Fund Growth include a 54.9224 NAV as of Mar 06,2026 and returns since inception of 52.71%. Minimum investments start at SIP ₹500. The HSBC Aggressive Hybrid Fund Growth AUM is ₹5,430 Cr, with a lock-in of N/A years, expense ratio of 1.86%, and benchmark Nifty50 Hybrid Composite Debt 65:35 Index. Exit load is - If the units redeemed or switched out are upto 10% of the units purchased or switched in (the limit) within 1 year from the date of allotment - NilIf units redeemed or switched out are over and above the limit within 1 year from the date of allotment - 1%.If units are redeemed or switched out on or after 1 year from the date of allotment - Nil.. In the growth review for 1M Month/Year, the fund recorded -2.02% returns, against a category average of -0.47% and a category best of 126.25%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-2.02-0.47126.25
6M-1.612.40126.25
1Y16.146.67126.25
3Y15.1614.61126.25

Portfolio Analysis

  • Equity: 72.98%
  • Debt: 27.02%
  • Others
As on: 2026-01-31
View allocation % by

1. ICICI Bank Limited4.19%
2. HDFC Bank Limited3.45%
3. Karur Vysya Bank Limited3.19%
4. Axis Bank Limited1.44%
5. RBL Bank Limited0.99%

1. HCL Technologies Limited1.17%
2. Infosys Limited1.09%
3. Coforge Limited1.00%
4. PERSISTENT SYSTEMS LTD0.81%
5. Hexaware Technologies Limited0.71%
6. Tech Mahindra Limited0.51%
7. Billionbrains Garage Ventures Ltd.0.29%
8. KPIT Technologies Limited0.25%

1. Mahindra & Mahindra Limited4.34%
2. Maruti Suzuki India Limited1.24%

1. Sun Pharmaceutical Industries Limited1.00%
2. Lupin Limited0.82%
3. Divi''s Laboratories Limited0.69%
4. Sai Life Sciences Ltd.0.56%
5. Eris Lifesciences Limited0.52%
6. WOCKHARDT LTD0.51%
7. Mankind Pharma Limited0.20%

1. Bharat Electronics Limited2.74%
2. Hindustan Aeronautics Limited1.16%

1. Eternal Limited3.15%
2. SWIGGY LIMITED0.46%
3. Meesho Limited0.15%

1. ICICI Prudential AMC Ltd1.77%
2. Nippon Life India Asset Management Ltd0.72%
3. Canara Robeco Mutual Fund0.42%
4. UTI ASSET MANAGEMENT COMPANY LTD0.18%

1. GE Vernova T&D India Limited3.09%

1. Motilal Oswal Financial Services1.13%
2. 360 ONE WAM LIMITED1.04%
3. Prudent Corporate Advisory Services Ltd0.49%

1. Cholamandalam Invest & Finance Co Ltd1.53%
2. Bajaj Finance Limited0.97%

1. CG Power And Industrial Solutions Ltd1.90%

1. Hero MotoCorp Limited1.79%

1. Max Healthcare Institute Limited0.95%
2. GLOBAL HEALTH LIMITED0.42%
3. VIJAYA DIAGNOSTIC CENTRE LIMITED0.39%

1. NTPC Limited1.17%
2. JSW Energy Limited0.52%

1. Multi Commodity Exchange of India Ltd.1.61%

1. Radico Khaitan Limited1.59%

1. KEI Industries Limited1.39%

1. PTC INDUSTRIES LIMITED1.32%

1. BLUE STAR LTD1.29%

1. SAFARI INDUSTRIES (INDIA) LIMITED1.21%

1. Dixon Technologies (India) Limited0.89%
2. PG Electroplast Limited0.26%

1. Bharti Airtel Limited1.13%

About Fund

HSBC Aggressive Hybrid Fund Growth managed by HSBC Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹5,430 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 65:35 Index while maintaining an expense ratio of 1.86. Under the expert guidance of Shriram Ramanathan ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund Name1Y3Y
This FundKotak Aggressive Hybrid Fund - Growth14.089551.5461
This FundDSP Aggressive Hybrid Fund Growth7.894152.0514
This FundHSBC Aggressive Hybrid Fund Growth16.138852.7146
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth126.2548126.2548

FAQs

HSBC Aggressive Hybrid Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of HSBC Aggressive Hybrid Fund Growth is 1.86. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Aggressive Hybrid Fund Growth’s fund performance is as follows:
  • 1 Month : -2.02%
  • 6 Months : -1.61%
  • 1 Year : 16.14%
  • 3 Years : 15.16%
Returns of HSBC Aggressive Hybrid Fund Growth are updated daily based on NAV of ₹ 54.9224 as on Mar 06,2026. Since inception, the return has been 52.71%.

You can invest in HSBC Aggressive Hybrid Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of HSBC Aggressive Hybrid Fund Growth is ₹5,430 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Aggressive Hybrid Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500