HSBC Aggressive Hybrid Fund - Regular Growth
HSBC Mutual Fund · AMFI Code 151120
Returns Trail
Trailing returns. ≥1Y figures are annualised (CAGR).
| Period | 1D | 5D | 1M | 3M | 6M | 1Y | 3YCAGR | 5YCAGR | 10YCAGR |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.00% | -1.59% | +0.09% | +2.29% | -0.12% | +4.22% | +12.94% | +10.44% | +10.91% |
| Category Median | -0.24% | -1.63% | -1.48% | -0.93% | -4.04% | -1.14% | +11.30% | +9.72% | +9.57% |
Past performance does not guarantee future returns. Returns are net of expenses but do not account for taxes or exit loads. Mutual fund investments are subject to market risks.
NAV History
Daily NAV from AMFI. Use the range buttons to zoom in.
NAV data sourced from AMFI via the public MFAPI feed. HSBC Aggressive Hybrid Fund - Regular Growth · AMFI 151120.
Calendar-Year Returns
Year-by-year performance (Jan – Dec, absolute, not annualised).
Portfolio Allocation
Asset Mix
- Equity71.9%
- Debt22.1%
- Cash & Equivalents3.9%
Market-Cap Split
- Large Cap39.6%
- Mid Cap17.7%
- Small Cap14.5%
Concentration
- Top 3 holdings12.5%
- Top 5 holdings19.2%
- Top 10 holdings31.9%
- Top 20 holdings48.5%
- Total holdings: 98
Risk Profile
Risk-adjusted return — excess return per unit of total volatility. Higher is better.
Like Sharpe, but penalises only downside volatility. Higher is better.
Annualised standard deviation of daily returns. Lower means a smoother ride.
Largest peak-to-trough loss over the period. A measure of worst-case downside.
Fund Manager
Manager-level attribution is being added shortly. In the meantime, this scheme is run by the HSBC Mutual Fund investment team under their stated investment process and benchmark.
Scheme Information
- AMFI Code
- 151120
- Scheme Name
- HSBC Aggressive Hybrid Fund - Regular Growth
- AMC
- HSBC Mutual Fund
- Category (AMFI)
- Aggressive Hybrid
- Sub-category
- Aggressive Hybrid Fund
- External Category
- Aggressive Hybrid Fund
- Launch Date
- 07 Feb 2011
- TER
- 1.87%
- Riskometer
- Very High
- Benchmark
- —
- Exit Load
- —
- ISIN
- —
Peers in Aggressive Hybrid Fund
Top 8 schemes by AUM. Current fund highlighted in brand colour.
| Scheme | AUM | 1Y | 3Y CAGR | Sharpe | TER |
|---|---|---|---|---|---|
HSBC Aggressive Hybrid Fund - Regular GrowthThis Fund HSBC Mutual Fund | ₹5.4K Cr | +4.22% | +12.94% | 0.41 | 1.87% |
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth SBI Mutual Fund | ₹83.4K Cr | +3.95% | +13.19% | 0.32 | 1.31% |
ICICI Prudential Equity & Debt Fund - Growth ICICI Prudential Mutual Fund | ₹50.4K Cr | +2.06% | +15.79% | 0.51 | 1.49% |
HDFC Hybrid Equity Fund - Growth Plan HDFC Mutual Fund | ₹22.3K Cr | -6.96% | +6.83% | 0.54 | 1.85% |
DSP Aggressive Hybrid Fund- Regular Plan - Growth DSP Mutual Fund | ₹11.6K Cr | -4.96% | +11.37% | 0.49 | 2.01% |
CANARA ROBECO EQUITY HYBRID FUND - REGULAR PLAN - GROWTH OPTION Canara Robeco Mutual Fund | ₹11.0K Cr | -0.60% | +10.85% | 0.38 | 1.75% |
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth Mirae Asset Mutual Fund | ₹9.4K Cr | +2.17% | +11.24% | 0.37 | 1.78% |
Kotak Aggressive Hybrid Fund - Regular Plan -Growth Kotak Mahindra Mutual Fund | ₹8.6K Cr | +2.87% | +12.94% | 0.38 | 1.80% |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Sundaram Mutual Fund | ₹8.5K Cr | -3.33% | +9.59% | 0.29 | 1.99% |
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Disclaimer: The information on this page is for educational and research purposes only and does NOT constitute investment advice as defined under SEBI (Investment Advisers) Regulations, 2013. Trustner Asset Services Pvt. Ltd. is an AMFI Registered Mutual Fund Distributor (ARN-286886) and recommends Regular plans only. Fund data is sourced from AMFI / MFAPI and refreshed periodically; verify with the AMC before investing.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance does not guarantee future returns. · AMFI Registered Mutual Fund Distributor and SIF Distributor; APMI Registered PMS Distributor | ARN-286886 · Investors are advised to deal only with SEBI Registered Mutual Fund Distributors. Please verify the registration status at www.amfiindia.com.