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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 202633.7428
CategoryAggressive Hybrid
PlanDirect · Idcw
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 year0.94%
AUM₹18.8 Cr
Growth of ₹10,000₹12,43128 Nov 2022 to 2 Sep 2026
₹13,615₹12,550₹11,486₹10,421₹9,357Nov 2022Nov 2023Oct 2024Sep 2025Sep 2026
₹12,431 (+6.0% a year) HSBC Aggressive Hybrid Fund

Performance (trailing, annualised)

1Y annualised0.20%
3Y annualised5.17%

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 ₹1,22,5463.94%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,71,9652.13%

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

Calendar years

Calendar 202316.70%
Calendar 202414.25%
Calendar 2025-5.27%

Rolling returns

Rolling 1Y · average143 windows since 29 Nov 20237.59%
Rolling 1Y · median3.11%
Rolling 1Y · worst window-10.07%
Rolling 1Y · best window26.72%
Rolling 1Y · windows positive60%
Rolling 3Y · average39 windows since 4 Dec 20256.71%
Rolling 3Y · median6.63%
Rolling 3Y · worst window4.94%
Rolling 3Y · best window8.38%
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)13.85%
Downside deviation (3Y)10.50%
Maximum drawdown-21.37%

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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