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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 202617.4081
CategoryAggressive Hybrid
PlanRegular · 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 year1.95%
AUM₹55.4 Cr
Growth of ₹10,000₹11,25128 Nov 2022 to 2 Sep 2026
₹13,102₹12,009₹10,917₹9,824₹8,732Nov 2022Nov 2023Oct 2024Sep 2025Sep 2026
₹11,251 (+3.2% a year) HSBC Aggressive Hybrid Fund

Performance (trailing, annualised)

1Y annualised-1.85%
3Y annualised3.01%

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 ₹1,21,8362.84%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,61,5830.28%

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

Calendar years

Calendar 202314.28%
Calendar 202412.41%
Calendar 2025-7.72%

Rolling returns

Rolling 1Y · average143 windows since 29 Nov 20235.36%
Rolling 1Y · median1.16%
Rolling 1Y · worst window-11.84%
Rolling 1Y · best window24.25%
Rolling 1Y · windows positive52%
Rolling 3Y · average39 windows since 4 Dec 20254.39%
Rolling 3Y · median4.33%
Rolling 3Y · worst window2.75%
Rolling 3Y · best window6.10%
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)16.61%
Downside deviation (3Y)13.88%
Maximum drawdown-27.00%

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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