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OmniAsset › Mutual funds › HSBC Aggressive Hybrid Active FOF (erstwhile HSBC Managed Solutions India - Growth fund)

HSBC Aggressive Hybrid Active FOF (erstwhile HSBC Managed Solutions India - Growth fund)

FoF · Domestic fund benchmarked to Domestic Prices of Gold. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202643.1368
CategoryFoF · Domestic
PlanRegular · Growth
Launched9 Apr 2014
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Domestic Prices of Gold
Expense ratiodirect plan, a year1.46%
AUM₹40.3 Cr
Growth of ₹10,000₹16,2722 Sep 2021 to 2 Sep 2026
₹16,462₹14,536₹12,611₹10,686₹8,761Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹16,272 (+10.2% a year) HSBC Aggressive Hybrid Active FOF (erstwhile HSBC Managed Solutions India - Growth fund)

Performance (trailing, annualised)

1Y annualised8.38%
3Y annualised11.92%
5Y annualised10.23%
10Y annualised11.53%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,27,81412.24%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,10,8148.76%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,95,22611.21%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202127.00%
Calendar 2022-0.93%
Calendar 202324.21%
Calendar 202417.93%
Calendar 20252.71%

Rolling returns

Rolling 1Y · average582 windows since 5 May 201512.22%
Rolling 1Y · median9.14%
Rolling 1Y · worst window-23.78%
Rolling 1Y · best window69.43%
Rolling 1Y · windows positive82%
Rolling 3Y · average479 windows since 11 May 201712.33%
Rolling 3Y · median12.89%
Rolling 3Y · worst window-4.55%
Rolling 3Y · best window25.31%
Rolling 3Y · windows positive97%
Rolling 5Y · average377 windows since 7 May 201911.98%
Rolling 5Y · median11.73%
Rolling 5Y · worst window1.40%
Rolling 5Y · best window22.94%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)11.40%
Downside deviation (3Y)8.26%
Maximum drawdown-15.11%

Management

Fund managerMr Dipan S Parikh
Managing since21 Oct 2015

Related

Source: the OmniAsset signed reference snapshot, as of 3 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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