HSBC Aggressive Hybrid Fund - Regular IDCW
| Category: Hybrid: Aggressive |
| Launch Date: 01-01-2013 |
| Asset Class: |
| Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index |
| Expense Ratio: 1.88% As on ( 30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 5,397.33 Cr As on ( 30-05-2025) |
| Turn over: 80 |
NAV (₹): 28.6466
₹ -0.09 ( -0.3187%)
as on
04-07-2025
CAGR
Since Inception -
9.11%
NIFTY 50 Hybrid Composite Debt 65:35 Index -
11.41%
Fund Managers
Cheenu Gupta , 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.
PERFORMANCE of HSBC Aggressive Hybrid Fund - Regular IDCW
Scheme Performance (%) Data as on - 04-07-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| HSBC Aggressive Hybrid Fund - Regular IDCW | 1.6 | 17.58 | 14.08 | 6.99 | 9.11 |
| Benchmark | - | - | - | - | - |
| Hybrid: Aggressive | 5.04 | 18.35 | 19.3 | 11.75 | 13.28 |
RETURNS CALCULATOR for HSBC Aggressive Hybrid Fund - Regular IDCW
Growth of 10000 In SIP (Fund vs Benchmark)
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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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 IDCW
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| HSBC Aggressive Hybrid Fund - Regular IDCW | 10.22 | 0.84 | 2.5 | 0.79 | 7.48 | 4.33 |
| Hybrid: Aggressive | - | - | - | - | - | - |
PEER COMPARISION
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| HSBC Aggressive Hybrid Fund Reg IDCW | 01-01-2013 | 1.6 | 17.33 | 17.58 | 14.08 | 6.99 |
| SBI Equity Hybrid Reg Gr | 01-12-1995 | 10.88 | 18.63 | 17.45 | 17.83 | 12.32 |
| Bandhan Aggr Hyb Fund Reg Gr | 05-12-2016 | 10.15 | 17.97 | 18.15 | 20.01 | 0.0 |
| DSP Aggressive Hybrid Fund Reg Gr | 26-05-1999 | 9.06 | 19.01 | 20.03 | 18.47 | 12.67 |
| ICICI Pru Equity & Debt Gr | 05-11-1999 | 8.96 | 22.83 | 22.6 | 25.75 | 15.59 |
| Edelweiss Aggr Hybrid Reg Gr | 12-08-2009 | 7.42 | 20.07 | 21.19 | 21.26 | 12.57 |
| Edelweiss Aggr Hybrid Plan B Gr | 16-06-2009 | 7.41 | 20.11 | 21.28 | 21.32 | 12.62 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 19-07-2019 | 7.24 | 20.75 | 20.64 | 21.48 | 0.0 |
| UTI Aggressive Hybrid Fund Reg Gr | 20-03-1995 | 6.61 | 19.59 | 20.21 | 21.69 | 12.39 |
| Mirae Asset Aggressive Hybrid Reg Gr | 02-07-2015 | 6.53 | 16.11 | 16.83 | 17.4 | 0.0 |
Asset Allocation (%)
PORTFOLIO ANALYSIS of HSBC Aggressive Hybrid Fund - Regular IDCW
Portfolio as on