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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 202632.9567
CategoryFoF · Domestic
PlanDirect · Idcw
Launched9 Apr 2014
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Domestic Prices of Gold
Expense ratiodirect plan, a year0.24%
AUM₹0.26 Cr
Growth of ₹10,000₹12,1642 Sep 2021 to 2 Sep 2026
₹13,388₹12,237₹11,087₹9,936₹8,786Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹12,164 (+4.0% a year) HSBC Aggressive Hybrid Active FOF (erstwhile HSBC Managed Solutions India - Growth fund)

Performance (trailing, annualised)

1Y annualised1.20%
3Y annualised4.11%
5Y annualised4.00%
10Y annualised8.50%

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 ₹1,21,9062.95%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,64,2250.76%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,54,4083.43%

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

Calendar years

Calendar 202127.45%
Calendar 2022-0.58%
Calendar 202315.20%
Calendar 20248.68%
Calendar 2025-3.85%

Rolling returns

Rolling 1Y · average582 windows since 5 May 201510.03%
Rolling 1Y · median7.31%
Rolling 1Y · worst window-23.51%
Rolling 1Y · best window70.04%
Rolling 1Y · windows positive74%
Rolling 3Y · average479 windows since 11 May 201710.46%
Rolling 3Y · median10.78%
Rolling 3Y · worst window-4.27%
Rolling 3Y · best window25.79%
Rolling 3Y · windows positive97%
Rolling 5Y · average377 windows since 7 May 201910.52%
Rolling 5Y · median10.41%
Rolling 5Y · worst window1.69%
Rolling 5Y · best window19.42%
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)14.12%
Downside deviation (3Y)11.69%
Maximum drawdown-15.93%

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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