HSBC Aggressive Hybrid Fund Growth
- Aggressive Allocation
- Hybrid
- Very High Risk
Explore On
Rating:
3
Key Metrics
Aum
₹5,504.80 Cr
Expense Ratio
1.58%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
7 Feb 2011
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +4.57% | -- |
| 3 Months | +6.66% | -- |
| 6 Months | +4.68% | -- |
| 1 Year | +5.53% | +5.53% |
| 2 Years | -- | +3.31% |
| 3 Years | +45.58% | +13.34% |
| 5 Years | +68.32% | +10.98% |
| Since Launch | +483.96% | +12.12% |
Holdings as on 13 July 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| GE Vernova T&D India | 254.81 | 4.63 |
| ICICI Bank | 236.18 | 4.29 |
| Mahindra & Mahindra Ltd | 178.69 | 3.25 |
| HDFC Bank | 172.44 | 3.13 |
| Karur Vysya Bank | 166.11 | 3.02 |
| CG Power and Industrial Solutions | 162.21 | 2.95 |
| Bharat Electronics | 135.99 | 2.47 |
| Eternal | 131.67 | 2.39 |
| Treps | 123.45 | 2.24 |
| ICICI Prudential Asset Management Company Ltd | 114.64 | 2.08 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.51
Sharpe Ratio
13.75%
Std. Deviation
3.53%
Tracking Error
-3.86%
Alpha
1.12
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| UTI Aggressive Hybrid Fund Regular Plan Growth | +0.21% | +12.49% | +12.43% |
| HSBC Aggressive Hybrid Fund Growth | +5.53% | +13.34% | +10.98% |
| Nippon India Aggressive Hybrid Fund - Growth | +2.06% | +11.93% | +11.69% |
| Aditya Birla Sun Life Equity Hybrid '95 Fund Growth | -0.03% | +10.83% | +9.14% |
| Tata Aggressive Hybrid Fund Regular Growth | +0.3% | +8.53% | +9.65% |
Results are calculated on CAGR basis
About Fund
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.
The HSBC Aggressive Hybrid Fund Growth has an AUM of 5504.80 crores & has delivered CAGR of 10.98 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.58%. The minimum investment in HSBC Aggressive Hybrid Fund Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include GE Vernova T&D India, ICICI Bank, Mahindra & Mahindra Ltd, HDFC Bank.
The major sectors where the fund is invested are Regional Banks, Electronic Instr. & Controls, Investment Services, Auto & Truck Manufacturers.
Some of the similar funds are UTI Aggressive Hybrid Fund Regular Plan Growth, HSBC Aggressive Hybrid Fund Growth, Nippon India Aggressive Hybrid Fund - Growth, Aditya Birla Sun Life Equity Hybrid '95 Fund Growth, Tata Aggressive Hybrid Fund Regular Growth. HSBC Aggressive Hybrid Fund Growth has a sharpe ratio of 0.51 & a standard deviation of 13.75%.
FAQs
According to the morning star rating HSBC Aggressive Hybrid Fund Growth has a Medium risk & High return.
HSBC Aggressive Hybrid Fund Growth is managed by Shriram Ramanathan,Gautam Bhupal,Mohd Asif Rizwi,Mayank Chaturvedi.
The expense ratio of HSBC Aggressive Hybrid Fund Growth is 1.58%.
The 5 year annualized return on HSBC Aggressive Hybrid Fund Growth is 10.98% & it has generated 5.53% in the last 1 year.
The minimum investment in HSBC Aggressive Hybrid Fund Growth is 5000 Rs.
HSBC Aggressive Hybrid Fund Growth has an AUM of 5504.80 crores.
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