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OmniAsset › Mutual funds › HSBC Aggressive Hybrid Fund

HSBC Aggressive Hybrid Fund

Aggressive Hybrid fund benchmarked to NIFTY 50 Hybrid Composite Debt 65:35 Index. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202659.608
CategoryAggressive Hybrid
PlanRegular · Growth
Launched17 Jan 2011
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1NIFTY 50 Hybrid Composite Debt 65:35 Index
Expense ratiodirect plan, a year1.95%
AUM₹4,600 Cr
Growth of ₹10,000₹16,01828 Nov 2022 to 2 Sep 2026
₹16,262₹14,571₹12,880₹11,189₹9,498Nov 2022Nov 2023Oct 2024Sep 2025Sep 2026
₹16,018 (+13.3% a year) HSBC Aggressive Hybrid Fund

Performance (trailing, annualised)

1Y annualised7.10%
3Y annualised12.67%

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 ₹1,27,12211.14%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,14,7139.40%

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

Calendar years

Calendar 202324.30%
Calendar 202422.69%
Calendar 20251.44%

Rolling returns

Rolling 1Y · average143 windows since 29 Nov 202315.19%
Rolling 1Y · median10.32%
Rolling 1Y · worst window-3.13%
Rolling 1Y · best window35.58%
Rolling 1Y · windows positive95%
Rolling 3Y · average39 windows since 4 Dec 202514.23%
Rolling 3Y · median14.13%
Rolling 3Y · worst window12.40%
Rolling 3Y · best window15.97%
Rolling 3Y · windows positive100%

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

Risk

Volatility (3Y)13.59%
Downside deviation (3Y)10.10%
Maximum drawdown-19.76%

Management

Fund managerGautam Bhupal, Shriram Ramanathan, Mohd. Asif Rizwi, Sonal Gupta
Managing since2 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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