HSBC Aggressive Hybrid Fund - Regular Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Outperformed category benchmark in 100% of historical 3-year rolling periods.
- Strong capital defense: downside capture of 62% limits losses during market corrections.
- Generated +3.6% annualized alpha (excess return) over its benchmark.
- Cost-efficient: expense ratio of 1.96% is lower than category median (2.2%).
- Equities carry market risk; returns fluctuate and recommended investment horizon is 5+ years.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +3.57% | +6.16% | -2.59% |
| 3 Months | +1.49% | +1.07% | +0.42% |
| 6 Months | +7.53% | +5.38% | +2.15% |
| 1 Year | +6.18% | +2.59% | +3.59% |
| 3 Years CAGR | +13.17% | +10.89% | +2.28% |
| Since Inception | +13.10% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in HSBC Aggressive Hybrid Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +7.11% | +2.63% | +4.48% |
| 2025 | +1.44% | +6.01% | -4.57% |
| 2024 | +22.69% | +15.75% | +6.94% |
| 2023 | +24.30% | +20.35% | +3.95% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -3.80% | +14.51% | +8.43% | +37.00% | 94.8% | 72.7% |
| 3-Year Rolling | +10.79% | +13.80% | +13.77% | +16.64% | 100.0% | 100.0% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2024-12-16 | 2025-02-28 | -19.8% | 2 months | 8 months |
| 2025-10-20 | 2026-03-23 | -11.5% | 5 months | 3 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equities and Equity related instruments | 65% - 80%, Debt Instruments and Money Market Securities (including cash and cash equivalents) - 20% - 35%, Units issued by InvITs 0% - 10%, Units of Gold and Silver ETFs - 0% to 15%, Exchange Traded Commodity Derivatives (ETCDs) - 0% to 10% |
Investment Objective & Strategy
To seek long term capital growth and income through investments in equity and equity related securities and fixed income instruments. However, there is no assurance that the investment objective of the Scheme will be achieved.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 5,877 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Aggressive Hybrid schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Aggressive Hybrid Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| quant Aggressive Hybrid Fund | 4.7 | +12.97% | 2.60% | 65.6% | Rs 2,203 cr | Compare → |
| Kotak Aggressive Hybrid Fund | 5.7 | +12.19% | 1.90% | 71.8% | Rs 9,449 cr | Compare → |
| Edelweiss Aggressive Hybrid Fund | 6.5 | +12.29% | 2.07% | 62.3% | Rs 4,149 cr | Compare → |
| BANK OF INDIA AGGRESIVE HYBRID FUND | 6.0 | +14.00% | 2.24% | 52.5% | Rs 2,384 cr | Compare → |
| SBI AGGRESIVE HYBRID FUND | 6.7 | +12.79% | 1.39% | 56.4% | Rs 91,002 cr | Compare → |
Frequently Asked Questions about HSBC Aggressive Hybrid Fund
What is the expense ratio of HSBC Aggressive Hybrid Fund?
HSBC Aggressive Hybrid Fund has a total expense ratio (TER) of 1.96% with a base expense ratio of 1.57%, compared to the Aggressive Hybrid category median of 2.20%.
Who manages HSBC Aggressive Hybrid Fund?
HSBC Aggressive Hybrid Fund is managed by Gautam Bhupal (tenure: 3.1 years since 2023-10-01).
What are the historical returns of HSBC Aggressive Hybrid Fund?
HSBC Aggressive Hybrid Fund delivered a 3-year CAGR of 13.17%. Its 1-year return stands at +6.18%.
How large is HSBC Aggressive Hybrid Fund?
HSBC Aggressive Hybrid Fund manages assets of Rs 5,877 cr, placing it in the 'comfortable' size band relative to Aggressive Hybrid peers.
How is HSBC Aggressive Hybrid Fund scored on MFIQ?
HSBC Aggressive Hybrid Fund holds an MFIQ Score of 7.4/10 (Good), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is HSBC Aggressive Hybrid Fund?
HSBC Aggressive Hybrid Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 13.74% with a maximum historical drawdown of -19.76%.