- Home
- Mutual Funds
- HSBC Mutual Fund
- HSBC Aggressive Hybrid Fund-growth
Fund Overview of HSBC Aggressive Hybrid Fund-growth
-
₹5,504.8 CrAUM
-
₹57.85NAV
-
1.97%Expense Ratio
-
HybridFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of HSBC Aggressive Hybrid Fund-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 8.48% | NA | 2.67% |
| 6 Months | 3.44% | NA | 10.68% |
| 1 Year | 6.27% | 6.27% | 2.84% |
| 2 Years | 8.87% | 4.34% | 17.05% |
| 3 Years | 45.56% | 13.33% | 16.22% |
| 5 Years | 69.06% | 11.07% | 18.30% |
| 7 Years | 121.27% | 12.01% | NA |
| 10 Years | 190.47% | 11.25% | 12.71% |
{{compareMutualFunds}}
Asset Allocation
equities
72.71%debt instruments
25.48%other assets or cash equivalents
1.81%HSBC Aggressive Hybrid Fund-growth is one Hybrid mutual fund offered by HSBC Mutual Fund. Launched on 07 Feb 2011, the fund aims Long term capital appreciation and generation of reasonable returns, Investment in equity and equity-related securities and debt and money marketinstruments. It manages assets worth ₹5,504.8 crore as on Sun May 31, 2026. The expense ratio stands at 1.97%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout HSBC Aggressive Hybrid Fund-growth
The portfolio allocation consists of 72.71% in equities, 25.48% in debt instruments, 1.81% in other assets or cash equivalents.Managed by Shriram Ramanathan, it has delivered a return of 6.27% in the last year, a total return since inception of 12.13%.
When evaluating long-term investments individuals generally compare best sip based on returns.
Key Metrics of HSBC Aggressive Hybrid Fund-growth
-
Standard Deviation13.80%
-
Sharpe Ratio0.56%
-
Beta1.18%
Fund Details
|
|
Top Performing Mutual Funds
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from HSBC Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
HSBC Aggressive Hybrid Fund Direct-growth
|
₹5,505 | 3.46% | 8.77% | 3.98% | 7.38% | 14.51% |
|
HSBC Aggressive Hybrid Fund-idcw
|
₹5,505 | 3.36% | 8.48% | 3.44% | 6.27% | 13.33% |
|
HSBC Aggressive Hybrid Fund Direct-idcw
|
₹5,505 | 3.46% | 8.77% | 3.98% | 7.38% | 14.51% |
|
HSBC Aggressive Hybrid Fund Direct-idcw Yearly
|
₹5,505 | 3.46% | 8.77% | 3.98% | 7.38% | 14.51% |
|
HSBC Aggressive Hybrid Fund-idcw Yearly
|
₹5,505 | 3.36% | 8.48% | 3.44% | 6.27% | 13.33% |
|
HSBC Aggressive Hybrid Active Fof Regular-growth
|
₹45 | 2.71% | 9.05% | 2.83% | 4.22% | 12.67% |
|
HSBC Aggressive Hybrid Active Fof Direct-growth
|
₹45 | 2.82% | 9.39% | 3.47% | 5.50% | 13.86% |
|
HSBC Aggressive Hybrid Active Fof Regular-idcw
|
₹45 | 2.71% | 9.05% | 2.83% | 4.22% | 12.67% |
|
HSBC Aggressive Hybrid Active Fof Direct-idcw
|
₹45 | 2.82% | 9.39% | 3.47% | 5.50% | 13.86% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Equity Hybrid Fund-growth |
₹84,011 | ₹311.29 | 13.10% | 11.08% | 12.10% |
| SBI Equity Hybrid Fund Direct Plan-growth |
₹84,011 | ₹345.91 | 13.86% | 11.83% | 12.96% |
| SBI Equity Hybrid Fund-idcw |
₹84,011 | ₹65.96 | 13.10% | 11.08% | 12.10% |
| SBI Equity Hybrid Fund Direct Plan-idcw |
₹84,011 | ₹101.22 | 13.86% | 11.83% | 12.96% |
| ICICI Prudential Equity & Debt Fund Direct-growth |
₹50,033 | ₹448.16 | 16.70% | 17.26% | 16.38% |
| ICICI Prudential Equity & Debt Fund-growth |
₹50,033 | ₹401.77 | 16.01% | 16.59% | 15.50% |
| ICICI Prudential Equity & Debt Fund-idcw Half Yearly |
₹50,033 | ₹25.44 | 16.01% | 16.59% | 15.50% |
| ICICI Prudential Equity & Debt Fund Direct-idcw Half Yearly |
₹50,033 | ₹29.04 | 16.70% | 17.26% | 16.38% |
| ICICI Prudential Equity & Debt Fund Direct-idcw Monthly |
₹50,033 | ₹70.21 | 16.70% | 17.26% | 16.38% |
| ICICI Prudential Equity & Debt Fund-idcw Monthly |
₹50,033 | ₹43.03 | 16.01% | 16.59% | 15.50% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Ge T&d India Ltd | Industrials | 4.63% | ₹254.80 Cr |
| Icici Bank Ltd | Financial | 4.29% | ₹236.18 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 3.25% | ₹178.69 Cr |
| Hdfc Bank Ltd | Financial | 3.13% | ₹172.44 Cr |
| Karur Vysya Bank Ltd | Financial | 3.02% | ₹166.10 Cr |
| Cg Power & Industrial Solutions Ltd | Industrials | 2.95% | ₹162.21 Cr |
| Bharat Electronics Ltd | Industrials | 2.47% | ₹135.99 Cr |
| Zomato Ltd | Technology | 2.39% | ₹131.67 Cr |
| Repo | Unspecified | 2.24% | ₹123.45 Cr |
| Icici Prudential Asset Management Company Ltd. | 2.08% | ₹114.63 Cr | |
| Radico Khaitan Ltd | Consumer Staples | 1.95% | ₹107.49 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 1.86% | ₹102.37 Cr |
| Kei Industries Ltd | Industrials | 1.80% | ₹98.95 Cr |
| National Bank For Agriculture And Rural Development 91d Cp 11aug26 | Financial | 1.79% | ₹98.58 Cr |
| Nippon Life India Asset Management Ltd | Financial | 1.79% | ₹98.28 Cr |
| Punjab National Bank Cd 28jan27 | Financial | 1.73% | ₹95.10 Cr |
| Union Bank Of India Cd 02mar27 | Financial | 1.72% | ₹94.47 Cr |
| The Federal Bank Limited Cd 04mar27 | Financial | 1.71% | ₹94.35 Cr |
| Cholamandalam Investment & Finance Company Ltd | Financial | 1.43% | ₹78.48 Cr |
| Axis Bank Ltd | Financial | 1.34% | ₹73.58 Cr |
| Motilal Oswal Financial Services Ltd | Financial | 1.30% | ₹71.32 Cr |
| Hdfc Bank Limited Cd 24feb27 | Financial | 1.29% | ₹70.88 Cr |
| Td Power Systems Ltd | Industrials | 1.27% | ₹69.98 Cr |
| Ntpc Ltd | Energy & Utilities | 1.26% | ₹69.25 Cr |
| Government Of India 33618 Goi 13nv30 7.32 Fv Rs 100 | Entities | 1.21% | ₹66.80 Cr |
| Siddhivinayak Securitisation Trust Sd Trust Ptc 15sept25 | 1.17% | ₹64.24 Cr | |
| Ptc Industries Ltd | Materials | 1.16% | ₹64.12 Cr |
| Rbl Bank Ltd | Financial | 1.13% | ₹62.15 Cr |
| Lenskart Solutions Ltd. | 1.12% | ₹61.65 Cr | |
| Blue Star Ltd | Industrials | 1.12% | ₹61.41 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 1.11% | ₹61.17 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 1.10% | ₹60.52 Cr |
| Hindustan Aeronautics Ltd | Industrials | 1.07% | ₹58.75 Cr |
| Billionbrains Garage Ventures Ltd. | 1.07% | ₹58.71 Cr | |
| Bharti Airtel Ltd | Technology | 1.04% | ₹57.17 Cr |
| Iifl Wealth Management Ltd | Financial | 1.00% | ₹55.07 Cr |
| India Universal Trust Al1 Sec. Debt 8.20 20/09/2030 | Unspecified | 1.00% | ₹54.78 Cr |
| Rec Limited Sr 236-b 7.56 Bd 31ag27 Fvrs1lac | Financial | 0.96% | ₹52.65 Cr |
| National Bank For Agriculture And Rural Development Sr 25g 7.48 Bd 15sp28 Fvrs1lac | Financial | 0.95% | ₹52.31 Cr |
| Max Healthcare Institute Ltd | Healthcare | 0.95% | ₹52.10 Cr |
| Bajaj Finance Ltd | Financial | 0.94% | ₹51.49 Cr |
| Lic Housing Finance Ltd Tr 445 Op Ii 7.74 Ncd 11fb28 Fvrs1lac | Financial | 0.93% | ₹50.97 Cr |
| Power Finance Corporation Limited Sr 259a 6.96 Bd 02mr28 Fvrs1lac | Financial | 0.91% | ₹50.22 Cr |
| Union Bank Of India Cd 19jan27 | Financial | 0.87% | ₹47.63 Cr |
| Bank Of Baroda Cd 05mar27 | Financial | 0.86% | ₹47.21 Cr |
| National Bank For Agriculture And Rural Development Cd 05mar27 | Financial | 0.86% | ₹47.19 Cr |
| Interglobe Aviation Ltd | Industrials | 0.80% | ₹44.05 Cr |
| Sai Life Sciences Ltd. | Healthcare | 0.77% | ₹42.47 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 0.77% | ₹42.42 Cr |
| Infosys Ltd | Technology | 0.76% | ₹41.70 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 0.76% | ₹41.60 Cr |
| Divi's Laboratories Ltd | Healthcare | 0.74% | ₹41.00 Cr |
| Wockhardt Ltd | Healthcare | 0.74% | ₹40.63 Cr |
| Pine Labs Ltd. | 0.72% | ₹39.88 Cr | |
| Pb Fintech Ltd | Financial | 0.72% | ₹39.79 Cr |
| The Indian Hotels Company Ltd | Consumer Discretionary | 0.69% | ₹38.01 Cr |
| Jsw Energy Ltd | Energy & Utilities | 0.66% | ₹36.50 Cr |
| Prudent Corporate Advisory Services Ltd | Financial | 0.65% | ₹35.77 Cr |
| Larsen & Toubro Ltd | Industrials | 0.62% | ₹33.96 Cr |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 0.57% | ₹31.48 Cr |
| Government Of India 35031 Goi 07ot34 6.79 Fv Rs 100 | Entities | 0.54% | ₹29.84 Cr |
| Reliance Industries Ltd | Energy & Utilities | 0.54% | ₹29.63 Cr |
| Vijaya Diagnostic Centre Ltd | Healthcare | 0.53% | ₹29.14 Cr |
| Mankind Pharma Ltd. | Healthcare | 0.52% | ₹28.89 Cr |
| Oil India Ltd | Energy & Utilities | 0.52% | ₹28.57 Cr |
| Eris Lifesciences Ltd | Healthcare | 0.52% | ₹28.53 Cr |
| Punjab National Bank Cd 12mar27 | Financial | 0.51% | ₹28.28 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 0.50% | ₹27.46 Cr |
| Bajaj Finance Limited 7.3763 Ncd 26ju28 Fvrs1lac | Financial | 0.49% | ₹26.73 Cr |
| Lic Housing Finance Ltd Tr 442 7.9265 Ncd 14jl27 Fvrs1lac | Financial | 0.49% | ₹26.72 Cr |
| Zf Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | 0.49% | ₹26.71 Cr |
| Kotak Mahindra Prime Limited 8.13 Ncd 18ag27 Fvrs1lac | Financial | 0.48% | ₹26.60 Cr |
| Bajaj Finance Limited 8.12 Ncd 10sp27 Fvrs1lac | Financial | 0.48% | ₹26.49 Cr |
| Small Industries Development Bank Of India Sr Iv 7.44 Bd 10ap28 Fvrs1lac | Financial | 0.47% | ₹25.95 Cr |
| Power Finance Corporation Ltd. Sr-172 7.74 Bd 29jn28 Fvrs10lac | Financial | 0.47% | ₹25.63 Cr |
| Small Industries Development Bank Of India Sr Viii 7.68 Bd 09jl27 Fvrs1lac | Financial | 0.46% | ₹25.53 Cr |
| Global Health Ltd | Healthcare | 0.46% | ₹25.44 Cr |
| Bajaj Auto Credit Limited 7.25 Ncd 27nv28 Fvrs1lac | Financial | 0.46% | ₹25.42 Cr |
| Hcl Technologies Ltd | Technology | 0.46% | ₹25.38 Cr |
| Rec Limited Sr 245a 7.44 Bd 29fb28 Fvrs1lac | Financial | 0.46% | ₹25.33 Cr |
| Power Finance Corporation Limited Sr 258a 6.92 Bd 16fb28 Fvrs1lac | Financial | 0.46% | ₹25.16 Cr |
| Sundaram Finance Limited Sr Z3 6.99 Ncd 28my27 Fvrs1lac | Financial | 0.45% | ₹24.75 Cr |
| Varun Beverages Ltd | Consumer Staples | 0.44% | ₹24.13 Cr |
| Titagarh Wagons Ltd | Industrials | 0.43% | ₹23.76 Cr |
| Icici Bank Limited Cd 12feb27 | Financial | 0.43% | ₹23.71 Cr |
| Canara Robeco Asset Management Company Ltd. | 0.41% | ₹22.59 Cr | |
| Swiggy Ltd. | Technology | 0.38% | ₹20.74 Cr |
| Lg Electronics India Ltd. | Consumer Discretionary | 0.36% | ₹19.81 Cr |
| Tata Motors Ltd | 0.31% | ₹17.08 Cr | |
| Ccl Products (india) Ltd | Consumer Staples | 0.31% | ₹16.97 Cr |
| Bikaji Foods International Ltd | Consumer Staples | 0.31% | ₹16.81 Cr |
| Government Of India 31909 Goi 22ag32 7.26 Fv Rs 100 | Entities | 0.28% | ₹15.50 Cr |
| Government Of India 36574 Goi 06ot35 6.48 Fv Rs 100 | Entities | 0.27% | ₹14.61 Cr |
| Pg Electroplast Ltd | Industrials | 0.23% | ₹12.68 Cr |
| Lic Housing Finance Ltd Tr 438 7.8350 Ncd 11my27 Fvrs1lac | Financial | 0.18% | ₹10.02 Cr |
| Embassy Office Parks Reit Sr Xiv 6.9650 Ncd 19mr27 Fvrs1lac | Real Estate | 0.14% | ₹7.52 Cr |
| Net Payables | Unspecified | -0.43% | ₹-20.10 Cr |
Top Hybrid Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| SBI Children's Fund - Investment Plan Direct-growth |
₹51.38 | 23.07% | 25.33% | - |
| SBI Children's Fund - Investment Plan Regular-growth |
₹47.83 | 21.73% | 23.83% | - |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-growth |
₹31.22 | 21.17% | 17.61% | - |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-idcw |
₹31.22 | 21.17% | 17.61% | - |
| ICICI Prudential Equity & Debt Fund Direct-growth |
₹448.16 | 16.70% | 17.26% | - |
| ICICI Prudential Equity & Debt Fund Direct-idcw Half Yearly |
₹29.04 | 16.70% | 17.26% | - |
| ICICI Prudential Equity & Debt Fund Direct-idcw Monthly |
₹70.21 | 16.70% | 17.26% | - |
| ICICI Prudential Equity & Debt Fund Direct-idcw Yearly |
₹28.65 | 16.70% | 17.26% | - |
| Bank Of India Mid & Small Cap Equity & Debt Fund Direct-growth |
₹45.72 | 20.52% | 16.95% | - |
| Bank Of India Mid & Small Cap Equity & Debt Fund Direct-idcw |
₹35.94 | 20.52% | 16.95% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
HSBC Aggressive Hybrid Fund-growth
What is the current AUM of HSBC Aggressive Hybrid Fund-growth?
As of Sun May 31, 2026, HSBC Aggressive Hybrid Fund-growth manages assets worth ₹5,504.8 crore
How has HSBC Aggressive Hybrid Fund-growth performed recently?
- 3 Months: 8.48%
- 6 Months: 3.44%
What is the long-term performance of HSBC Aggressive Hybrid Fund-growth?
- 3 Years CAGR: 13.33%
- 5 Years CAGR: 11.07%
- Since Inception: 12.13%
What is the portfolio composition of HSBC Aggressive Hybrid Fund-growth?
Equity: 72.71%, Debt: 25.48%, Others: 1.81%.
Who manages HSBC Aggressive Hybrid Fund-growth?
HSBC Aggressive Hybrid Fund-growth is managed by Shriram Ramanathan from HSBC Mutual Fund.
What is the market-cap allocation of HSBC Aggressive Hybrid Fund-growth?
Large Cap: 50.91%, Mid Cap: 30.57%, Small Cap: 18.51%.
Which are the top companies HSBC Aggressive Hybrid Fund-growth has invested in?
- GE T&D India Ltd – 4.63% of the fund's portfolio
- ICICI Bank Ltd – 4.29% of the fund's portfolio
- Mahindra & Mahindra Ltd – 3.25% of the fund's portfolio
- HDFC Bank Ltd – 3.13% of the fund's portfolio
- Karur Vysya Bank Ltd – 3.02% of the fund's portfolio
Which are the major sectors HSBC Aggressive Hybrid Fund-growth focuses on?
- Financial – 43.47% of the fund's portfolio
- Industrials – 18.16% of the fund's portfolio
- Consumer Discretionary – 7.72% of the fund's portfolio
- Other – 6.88% of the fund's portfolio
- Healthcare – 6.34% of the fund's portfolio
Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.
Please consult your financial advisor for an informed decision.
Past performance may not be indicative of future results.
The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.
Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.
For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.
For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved
^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
