HSBC Aggressive Hybrid Fund Growth Return

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

HSBC Aggressive Hybrid Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

5,691 Cr

Lock In Period

N/A

Expense Ratio

1.98

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.

Benchmark

Nifty50 Hybrid Composite Debt 65:35 Index

HSBC Aggressive Hybrid Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.020.46126.25
6M6.192.65126.25
1Y7.945.27126.25
3Y13.7712.84126.25

Portfolio Analysis

  • Equity: 74.21%
  • Debt: 25.79%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Limited4.74%
2. HDFC Bank Limited3.31%
3. Karur Vysya Bank Limited2.86%
4. Axis Bank Limited1.24%
5. RBL Bank Limited1.19%

1. Mahindra & Mahindra Limited2.91%
2. Maruti Suzuki India Limited1.78%

1. Sun Pharmaceutical Industries Limited1.19%
2. Divi''s Laboratories Limited0.87%
3. Sai Life Sciences Ltd.0.85%
4. WOCKHARDT LTD0.69%
5. Mankind Pharma Limited0.53%
6. Eris Lifesciences Limited0.49%

1. Eternal Limited2.53%
2. FSN E-Commerce Ventures Limited1.35%
3. SWIGGY LIMITED0.40%

1. ICICI Prudential AMC Ltd1.77%
2. Nippon Life India Asset Management Ltd1.52%
3. HDFC Asset Management Company Limited0.46%
4. Canara Robeco Mutual Fund0.42%

1. GE Vernova T&D India Limited3.57%

1. Bharat Electronics Limited2.26%
2. Hindustan Aeronautics Limited1.11%

1. KEI Industries Limited1.65%
2. R R Kabel Limited0.82%
3. Diamond Power Infrastructure Limited0.58%

1. Motilal Oswal Financial Services1.21%
2. 360 ONE WAM LIMITED0.99%
3. Prudent Corporate Advisory Services Ltd0.76%

1. Cholamandalam Invest & Finance Co Ltd1.66%
2. Bajaj Finance Limited1.14%

1. CG Power And Industrial Solutions Ltd2.68%

1. Radico Khaitan Limited2.52%

1. Billionbrains Garage Ventures Ltd.1.43%
2. Pine Labs Limited0.67%

1. Max Healthcare Institute Limited1.04%
2. GLOBAL HEALTH LIMITED0.53%
3. VIJAYA DIAGNOSTIC CENTRE LIMITED0.53%

1. NTPC Limited1.09%
2. JSW Energy Limited0.60%
3. Juniper Green Energy Limited0.03%

1. InterGlobe Aviation Limited1.54%

1. Multi Commodity Exchange of India Ltd.1.24%

1. PTC INDUSTRIES LIMITED1.23%

1. Lenskart Solutions Limited1.16%

1. BLUE STAR LTD1.14%

1. Bharti Airtel Limited1.08%

1. TD Power Systems Limited1.05%
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About Fund HSBC Aggressive Hybrid Fund Growth

HSBC Aggressive Hybrid Fund Growth managed by HSBC Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹5,691 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 65:35 Index while maintaining an expense ratio of 1.98. 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.

Fund Managers

Shriram Ramanathan

Mr. Shriram is a Chartered Financial Analyst and holds a Post Graduate Diploma in Business Management from XLRI Jamshedpur and an engineering degree from the University of Mumbai. He worked in FIL Fund Management Private Limited as Portfolio Manager - Fixed Income from December 2009 to June 2012. ING Investment Management Asia Pacific (Hong Kong) as Senior Investment Manager - Global Emerging Market Debt (Asia) from September 2005 to October 2009. ING Investment Management (India) Private Limited as Portfolio Manager - Fixed Income from June 2003 to September 2005. Zurich (India) Asset Management Company as Dealer / Research - Fixed Income from September 2001 to June 2003. ICICI Limited Mumbai as Treasury from June 2000 to September 2001. Larsen & Toubro Limited in Design Department, Switchgear Group from August 1997 to May 1998.

Peer Comparison

Fund Name1Y3Y
This FundEdelweiss Aggressive Hybrid Fund - Plan B Growth4.800145.8771
This FundQuant Aggressive Hybrid Fund Growth13.053646.1522
This FundHSBC Aggressive Hybrid Fund Growth7.774747.199
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth126.2548126.2548

HSBC Aggressive Hybrid Fund Growth 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 1.98. 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 : 3.02%
  • 6 Months : 6.19%
  • 1 Year : 7.94%
  • 3 Years : 13.77%
Returns of HSBC Aggressive Hybrid Fund Growth are updated daily based on NAV of ₹ 59.9707 as on Aug 17,2026. Since inception, the return has been 47.25%.

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 ₹5,691 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.