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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 202619.766
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₹3.39 Cr
Growth of ₹10,000₹11,74328 Nov 2022 to 2 Sep 2026
₹13,456₹12,298₹11,141₹9,983₹8,826Nov 2022Nov 2023Oct 2024Sep 2025Sep 2026
₹11,743 (+4.4% a year) HSBC Aggressive Hybrid Fund

Performance (trailing, annualised)

1Y annualised-0.86%
3Y annualised3.96%

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 ₹1,22,4873.85%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,66,9401.24%

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

Calendar years

Calendar 202316.31%
Calendar 202413.38%
Calendar 2025-6.87%

Rolling returns

Rolling 1Y · average143 windows since 29 Nov 20236.40%
Rolling 1Y · median2.16%
Rolling 1Y · worst window-11.02%
Rolling 1Y · best window25.31%
Rolling 1Y · windows positive54%
Rolling 3Y · average39 windows since 4 Dec 20255.44%
Rolling 3Y · median5.30%
Rolling 3Y · worst window3.70%
Rolling 3Y · best window7.36%
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)16.68%
Downside deviation (3Y)13.93%
Maximum drawdown-26.93%

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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