Business Today
Subscribe
PMS TodayUS NewsIndiaUPSTARTWeatherBT ShortsNRIEducationElection
BT GolfBT MindrushBT Best Banks
Search

COMPANIES

No Data Found

NEWS

No Data Found
Advertisement
News
mutual funds
hsbc aggressive hybrid fund direct plan growth option
HSBC Aggressive Hybrid Fund Direct Plan Growth Option

HSBC Aggressive Hybrid Fund Direct Plan Growth Option

  • Very High Risk
  • Allocation
  • Aggressive Allocation
Share
  • Whatsapp
  • Twitter
  • Facebook
NAV as on May 7, 2025
i
Price per unit of the scheme.
₹ 58.01640.96%1 Day Change
9.34%
Minimum Investment₹5000
Expense Ratio0.84%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
HSBC Aggressive Hybrid Fund Direct Plan Growth Option
VS
Allocation: Aggressive Allocation Average NAV
    Topper in Allocation: Aggressive Allocation
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
    Share
    • Whatsapp
    • Twitter
    • Facebook

    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    HSBC Aggressive Hybrid Fund Direct Plan Growth Option
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    Nifty Composite Debt Index TR INR
    Expense Ratio
    0.84%
    Category Avg Expense Ratio
    1.07%
    Minimum Investment (Lumpsum/SIP)
    ₹ 5000 /₹ 1000
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 4,744.31 Cr(As on Feb, 2025)
    Inception Date
    Jan 01, 2013
    Turnover
    90.00 %
    Exit Load
    For Purchases (including SIP) during the NFO Period and Ongoing Offer Period the following Exit Load shall be applicable. Education Fund and Marriage Fund: For Redemption: Load Chargeable (as % of Applicable NAV) Within 1 year from the date of allotment or Purchase applying First in First Out basis 3% Within 2 years from the date of allotment or Purchase applying First in First Out basis 2% Within 3 years from the date of allotment or Purchase applying First in First Out basis 1% Savings Fund: For Redemption: Load Chargeable (as % of Applicable NAV) Within 1 year from the date of allotment or Purchase applying First in First Out basis 0.5% A switch-out or a withdrawal under SWP or a transfer under STP may also attract an Exit Load/ CDSC like any Redemption. No Exit Load/CDSC will be chargeable in case of switches made between different options of the same Fund or between different Funds within the Plan and in case of transfer under STP. In case of units switched out/systematically transferred out from the Savings Fund to Education Fund and/or Marriage Fund and subsequent redemption of such units from the Education Fund and/ or Marriage Fund, the Exit Loads as applicable to Education Fund and/or Marriage Fund will be charged. However, in case of units switched out/systematically transferred out from the Education Fund and/ or Marriage Fund to the Savings Fund and subsequent redemption of such units from the Savings Fund, for the purpose of determining the Exit Load, the date when such units were allotted in the Education Fund and/or Marriage Fund will be deemed to be the purchase/allotment date and the Exit Load as applicable to Education Fund and/or Marriage Fund will be charged. No Exit Load will be chargeable in case of redemption of: (i) Units allotted on account of dividend re-investments; and (ii) Units issued by way of bonus, if any.

    bt_logoABOUT THE FUND

    Objective: To seek to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and to generate reasonable returns through a portfolio of debt and money market instruments.There is no assurance that the investment objective of the scheme will be realized.

    HSBC Aggressive Hybrid Fund Direct Plan Growth Option is an Allocation - Aggressive Allocation fund. The fund was launched inJan 01, 2013. Its risk level is . The NAV of the fund as onMay 07, 2025 is ₹58.02. Its expense ratio is 0.84 %. The fund has an AUM of ₹4,744.31 Cr.The fund is managed byShriram Ramanathan,Cheenu Gupta,Gautam Bhupal,Sonal Gupta,Mohd Asif Rizwi.
    The minimum initial investment is  ₹5000 in Lumpsum mode.

    SUBSCRIBE TO
    BUSINESS TODAY MAGAZINE
    Subscribe Now
    Already a subscriber?Login

    bt_logoFUND MANAGER

    Shriram Ramanathan
    Shriram Ramanathan
    i
    Lead Fund Manager.
    May 30, 2016 - Present
    • Fund Manager Rank26Out of 30
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed11
    • Total AUM₹ 41,177.01 Cr
    • Highest Return In 1 Yr22.58 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    HSBC Medium Duration Fund Direct Growth
    ₹ 22.14
    1.12%
    0.98%
    Moderate Risk
    ₹658.03Cr
    HSBC Medium to Long Duration Fund - Direct Growth
    ₹ 47.08
    1.20%
    1.24%
    Moderate Risk
    ₹48.53Cr
    HSBC Credit Risk Fund Direct Plan Growth
    ₹ 34.69
    12.08%
    1.73%
    Moderate Risk
    ₹598.03Cr
    HSBC Medium Duration Fund Direct Growth
    Moderate Risk
    • NAV₹ 22.14
    • Fund Size₹658.03Cr
    Fund Return1.12%
    Category Return0.98%
    HSBC Medium to Long Duration Fund - Direct Growth
    Moderate Risk
    • NAV₹ 47.08
    • Fund Size₹48.53Cr
    Fund Return1.20%
    Category Return1.24%
    HSBC Credit Risk Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 34.69
    • Fund Size₹598.03Cr
    Fund Return12.08%
    Category Return1.73%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Cheenu Gupta
    Cheenu Gupta
    i
    Lead Fund Manager.
    Jul 2, 2021 - Present
    • Schemes managed12
    • Total AUM₹ 38,427.40 Cr
    • Highest Return In 1 Yr15.39 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    HSBC Tax Saver Equity Fund Direct Growth
    ₹ 99.78
    12.04%
    9.13%
    Very High Risk
    ₹210.48Cr
    HSBC Focused Fund Direct Growth
    --
    ₹ 24.76
    8.90%
    8.88%
    Very High Risk
    ₹1,554.94Cr
    HSBC Conservative Hybrid Fund Growth Direct Plan
    ₹ 67.18
    3.55%
    2.67%
    Moderately High risk
    ₹145.73Cr
    HSBC Tax Saver Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 99.78
    • Fund Size₹210.48Cr
    Fund Return12.04%
    Category Return9.13%
    HSBC Focused Fund Direct Growth
    Very High Risk--
    • NAV₹ 24.76
    • Fund Size₹1,554.94Cr
    Fund Return8.90%
    Category Return8.88%
    HSBC Conservative Hybrid Fund Growth Direct Plan
    Moderately High risk
    • NAV₹ 67.18
    • Fund Size₹145.73Cr
    Fund Return3.55%
    Category Return2.67%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Gautam Bhupal
    Gautam Bhupal
    i
    Lead Fund Manager.
    Oct 1, 2023 - Present
    • Schemes managed12
    • Total AUM₹ 31,933.62 Cr
    • Highest Return In 1 Yr15.39 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    HSBC Tax Saver Equity Fund Direct Growth
    ₹ 99.78
    12.04%
    9.13%
    Very High Risk
    ₹210.48Cr
    HSBC Business Cycles Direct Growth
    ₹ 43.66
    9.28%
    -%
    Very High Risk
    ₹967.37Cr
    HSBC Managed Solutions India Moderate Growth Direct
    ₹ 36.00
    7.18%
    -%
    High Risk
    ₹53.54Cr
    HSBC Tax Saver Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 99.78
    • Fund Size₹210.48Cr
    Fund Return12.04%
    Category Return9.13%
    HSBC Business Cycles Direct Growth
    Very High Risk
    • NAV₹ 43.66
    • Fund Size₹967.37Cr
    Fund Return9.28%
    Category Return--
    HSBC Managed Solutions India Moderate Growth Direct
    High Risk
    • NAV₹ 36.00
    • Fund Size₹53.54Cr
    Fund Return7.18%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sonal Gupta
    Sonal Gupta
    i
    Lead Fund Manager.
    Oct 1, 2023 - Present
    • Schemes managed23
    • Total AUM₹ 65,762.57 Cr
    • Highest Return In 1 Yr15.39 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    HSBC Business Cycles Direct Growth
    ₹ 43.66
    9.28%
    -%
    Very High Risk
    ₹967.37Cr
    HSBC Global Equity Climate Change Fund of Fund Direct Growth
    --
    ₹ 10.33
    12.50%
    -%
    Very High Risk
    ₹56.45Cr
    HSBC Asia Pacific(Ex Japan) Dividend Yield Fund Direct Growth
    --
    ₹ 23.64
    11.68%
    -%
    Very High Risk
    ₹8.37Cr
    HSBC Business Cycles Direct Growth
    Very High Risk
    • NAV₹ 43.66
    • Fund Size₹967.37Cr
    Fund Return9.28%
    Category Return--
    HSBC Global Equity Climate Change Fund of Fund Direct Growth
    Very High Risk--
    • NAV₹ 10.33
    • Fund Size₹56.45Cr
    Fund Return12.50%
    Category Return--
    HSBC Asia Pacific(Ex Japan) Dividend Yield Fund Direct Growth
    Very High Risk--
    • NAV₹ 23.64
    • Fund Size₹8.37Cr
    Fund Return11.68%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Mohd Asif Rizwi
    Mohd Asif Rizwi
    i
    Lead Fund Manager.
    May 1, 2024 - Present
    • Schemes managed14
    • Total AUM₹ 25,918.30 Cr
    • Highest Return In 1 Yr11.90 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    HSBC Short Duration Fund Direct Plan Growth Option
    ₹ 27.82
    1.11%
    1.00%
    Moderate Risk
    ₹3,688.20Cr
    HSBC Gilt Fund Direct Plan Growth
    ₹ 76.62
    1.55%
    1.49%
    Moderate Risk
    ₹250.66Cr
    HSBC Aggressive Hybrid Fund Direct Plan Growth Option
    ₹ 58.02
    9.34%
    7.24%
    Very High Risk
    ₹4,744.31Cr
    HSBC Short Duration Fund Direct Plan Growth Option
    Moderate Risk
    • NAV₹ 27.82
    • Fund Size₹3,688.20Cr
    Fund Return1.11%
    Category Return1.00%
    HSBC Gilt Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 76.62
    • Fund Size₹250.66Cr
    Fund Return1.55%
    Category Return1.49%
    HSBC Aggressive Hybrid Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 58.02
    • Fund Size₹4,744.31Cr
    Fund Return9.34%
    Category Return7.24%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Mar, 2025
    EQUITY (74.67%)
    DEBT (21.45%)
    CASH (3.88%)
    Allocation by Market Cap
    Large Cap(40.48%)
    Mid Cap(20.54%)
    Small Cap(13.65%)
    Industry Holdings
    • Banks Regional15.64%
    • Electrical Equipment Parts8.80%
    • Information Technology Services8.63%
    • Auto Manufacturers6.74%
    • Aerospace Defense6.54%
    • Internet Retail6.22%
    Stock Holdings
    • Eternal Ltd4.12%
    • Mahindra & Mahindra Ltd3.85%
    • ICICI Bank Ltd3.69%
    • HDFC Bank Ltd3.67%
    • Bharat Electronics Ltd3.62%
    • Trent Ltd3.20%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      -0.35
      This Fund
      VS
      1.21
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      78.90
      This Fund
      VS
      88.90
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      1.21
      This Fund
      VS
      1.05
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.52
      This Fund
      VS
      0.69
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      0.74
      This Fund
      VS
      1.14
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      13.40
      This Fund
      VS
      11.08
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    HSBC Asset Management (India) Private Ltd
    HSBC Asset Management (India) Private Ltd manages assets worth ₹ 1,21,765.68 crores. It’s current offering of mutual fund schemes includes 21 equity, 13 debt and 8 hybrid schemes.
    phone icon
    Phone
    +91 22 66145000
    mail icon
    Email
    hsbcmf@hsbc.co.in
    aum
    AUM
    ₹ 1,21,765.68 Cr (
    As on Mar 31, 2025
    )
    location
    Address
    16, V N Road, Mumbai,400 001

    bt_logoFAQ's

    What is the category of HSBC Aggressive Hybrid Fund Direct Plan Growth Option ?
    The category of HSBC Aggressive Hybrid Fund Direct Plan Growth Option is Allocation - Aggressive Allocation
    What is the current NAV of HSBC Aggressive Hybrid Fund Direct Plan Growth Option ?
    The current NAV of HSBC Aggressive Hybrid Fund Direct Plan Growth Option as on May 07, 2025 is ₹58.02
    How safe is HSBC Aggressive Hybrid Fund Direct Plan Growth Option ?
    The risk level of HSBC Aggressive Hybrid Fund Direct Plan Growth Option is Very High.
    What are short term returns given by HSBC Aggressive Hybrid Fund Direct Plan Growth Option ?
    The return given by HSBC Aggressive Hybrid Fund Direct Plan Growth Option in 1 month is 9.34%, 3 months is -0.24%, 6 months is -5.94%, and 1 year is 5.96%
    What are the long term returns given by HSBC Aggressive Hybrid Fund Direct Plan Growth Option ?
    The return given by HSBC Aggressive Hybrid Fund Direct Plan Growth Option in 3 years is 14.89% and 5 years is 18.95%.
    What is the expense ratio of HSBC Aggressive Hybrid Fund Direct Plan Growth Option ?
    The expense ratio of HSBC Aggressive Hybrid Fund Direct Plan Growth Option is 0.84%
    What is the AUM of HSBC Aggressive Hybrid Fund Direct Plan Growth Option ?
    The assets under Management (AUM) of HSBC Aggressive Hybrid Fund Direct Plan Growth Option is Rs 4,744.31 crores.
    What is the minimum investment in HSBC Aggressive Hybrid Fund Direct Plan Growth Option ?
    The minimum Lumpsum investment in HSBC Aggressive Hybrid Fund Direct Plan Growth Option is ₹5,000.00 and the minimum SIP investment in HSBC Aggressive Hybrid Fund Direct Plan Growth Option is ₹1,000.00
    What is the asset allocation of HSBC Aggressive Hybrid Fund Direct Plan Growth Option?
    HSBC Aggressive Hybrid Fund Direct Plan Growth Option has an exposure of 74.67% in Equity, 21.45% in Debt and 3.88% in Cash & Money Market Securities

    bt_logoCALCULATORS

    calculatorIncome Tax Calculatorsip calculatorSIP Calculatorfd calculatorFD Calculatordividend yield calculatorDividend Yield Calculatorlump sum calculatorLump-Sum Calculatorcagr calculator CAGR Calculatortop up sip calculatorTop-Up Calculatorlatter factor calculatorLatte Factor Calculator

    bt_logoTop Stories