HSBC Aggressive Hybrid Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
HSBC Aggressive Hybrid Fund - Regular Growth 9.23 17.11 6.48 17.61 18.27 12.61
BSE SENSEX - TRI N/A N/A N/A N/A N/A N/A
NIFTY 50 Hybrid Composite Debt 65:35 Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
HSBC Aggressive Hybrid Fund - Regular Growth Feb 07, 2011 Unrated 6.48 17.61 18.27 1.86 5,396.34
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 10.66 21.11 26.42 1.57 43,159.31
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 10.12 16.75 18.22 1.72 10,948.91
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth Jul 29, 2015 9.56 16.04 18.32 1.72 9,057.55
Kotak Equity Hybrid - Growth Nov 03, 2014 9.10 17.77 22.12 1.76 7,413.46
UTI Aggressive Hybrid Fund - Regular Plan - Growth Jan 02, 1995 10.04 19.51 22.61 1.87 6,254.02

Fund Holdings as on 31-May-2025

  • ETERNAL Limited

  • Bharat Electronics Limited

  • BSE Limited

  • Mahindra & Mahindra Limited

  • GE Vernova T&D India Limited

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Trent Limited

  • CG Power and Industrial Solutions Limited

  • Persistent Systems Limited

  • Treps

  • Karur Vysya Bank Limited

  • Dixon Technologies (India) Limited

  • Hero MotoCorp Limited

  • Blue Star Limited

  • Cholamandalam Investment & Finance Company Limited

  • Radico Khaitan Limited

  • Transformers And Rectifiers (India) Limited

  • Sun Pharmaceutical Industries Limited

  • 6.79% INDIA GOV BOND 07OCT2034 GSEC

  • Safari Industries India Limited

  • 7.32% GOI BOND 13NOV2030

  • Hindustan Aeronautics Limited

  • KEI Industries Limited

  • NTPC Green Energy Limited

  • Godfrey Phillips India Limited

  • Max Healthcare Institute Limited

  • PTC Industries Limited

  • India Universal Trust AL1**

  • Bharti Airtel Limited

  • Maruti Suzuki India Limited

  • Coforge Limited

  • Ultratech Cement Limited**

  • Small Industries Development Bank of India**

  • Rec Limited**

  • LIC Housing Finance Limited**

  • Bajaj Finance Limited

  • Jamnagar Utilities and Power Pvt Limited**

  • National Bank for Agriculture & Rural Development^

  • Bajaj Finance Limited^

  • 360 One Wam Limited

  • Axis Bank Limited^

  • Bank of Baroda**

  • Multi Commodity Exchange of India Limited

  • The Indian Hotels Company Limited

  • Lupin Limited

  • Axis Bank Limited

  • Prudent Corporate Advisory Services Limited

  • Larsen & Toubro Limited

  • JSW Energy Limited

  • Shivalik Bimetal Controls Limited

  • Bajaj Finance Limited^

  • 7.30% GOI 19JUN53

  • 7.18% GOI 24-Jul-2037

  • LIC Housing Finance Limited**

  • 7.26% GOVERNMENT OF INDIA 06FEB33

  • 7.26% GOI 22AUG2032

  • Kotak Mahindra Prime Limited**

  • 7.18% GOVERNMENT ON INDIA 14AUG2033 GSEC

  • Rec Limited**

  • Rec Limited**

  • National Bank for Agriculture & Rural Development**

  • 7.34% INDIA GOVERNMENT BOND 22APR2064

  • Swiggy Limited

  • Small Industries Development Bank of India**

  • Infosys Limited

  • Indian Oil Corporation Limited^

  • Power Finance Corporation Limited**

  • Power Finance Corporation Limited**

  • Larsen & Toubro Limited**

  • Small Industries Development Bank of India^

  • National Bank for Agriculture & Rural Development^

  • Power Finance Corporation Limited**

  • Global Health Limited

  • NTPC Limited

  • Varun Beverages Limited

  • PG Electroplast Limited

  • Nippon Life India Asset Management Limited

  • PB Fintech Limited

  • Bharat Heavy Electricals Limited

  • ABB India Limited

  • TD Power Systems Limited

  • Bikaji Foods International Limited

  • Zensar Technologies Limited

  • Data Patterns India Limited

  • The Karnataka Bank Limited

  • LIC Housing Finance Limited**

  • Power Grid Corporation of India Limited**

  • UltraTech Cement Limited

  • Techno Electric & Engineering Company Limited

  • GOI 07.17% 08JAN28

  • Power Finance Corporation Limited

  • Torrent Power Limited

  • Godrej Properties Limited

  • ZF Commercial Vehicle Control Systems India Ltd

  • DLF Limited

  • Reliance Industries Limited

  • Exide Industries Limited

  • Tata Motors Limited

  • Tech Mahindra Limited

  • Suzlon Energy Limited

  • LTIMindtree Limited

  • Hindustan Petroleum Corporation Limited

  • Titagarh Rail Systems Limited

  • Apar Industries Limited

  • KPIT Technologies Limited

  • VRL Logistics Limited

  • Bajaj Auto Limited

  • Triveni Turbine Limited

  • Kalpataru Projects International Limited

  • Siemens Limited

  • SAI Life Sciences Limited

  • Siemens Energy India Limited

  • Rategain Travel Technologies Limited

  • Timken India Limited

  • Sundaram Finance Limited

  • Net Current Assets (including cash & bank balances)

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  • Miscellaneous

  • Bank - Private

  • Electric Equipment

  • Defence

  • Finance - Others

  • Automobiles - Passenger Cars

  • e-Commerce

  • IT - Software

  • Retailing

  • Finance - NBFC

  • Power Generation/Distribution

  • Pharmaceuticals & Drugs

  • Consumer Durables - Electronics

  • Automobile Two & Three Wheelers

  • Hospital & Healthcare Services

  • Air Conditioners

  • Breweries & Distilleries

  • Household & Personal Products

  • Cable

  • Cigarettes/Tobacco

  • Castings/Forgings

  • Telecommunication - Service Provider

  • Finance - Stock Broking

  • Hotel, Resort & Restaurants

  • Engineering - Construction

  • Consumer Food

  • Metal - Non Ferrous

  • Consumer Durables - Domestic Appliances

  • Finance - Asset Management

  • Fintech

  • Engineering - Industrial Equipments

  • Construction - Real Estate

  • Cement & Construction Materials

  • Refineries

  • Finance Term Lending

  • Auto Ancillary

  • Batteries

  • Automobiles-Trucks/Lcv

  • Railways Wagons

  • Logistics

  • Unspecified

  • Bearings

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Fund Manager

  • CARE AAA

  • Cash

  • CRISIL A1+

  • CRISIL AAA

  • Equity

  • ICRA AAA

  • IND A1+

  • IND AAA(SO)

  • Sov

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About HSBC Aggressive Hybrid Fund

Scheme Analysis

HSBC Aggressive Hybrid Fund is a Hybrid - Aggressive Hybrid Fund fund and belongs to HSBC Mutual Fund. It was launched on 07-Feb-2011 and currently has an AUM of ₹5,396.34 crore. HSBC Aggressive Hybrid Fund is benchmarked against BSE SENSEX - TRI as primary index and NIFTY 50 Hybrid Composite Debt 65:35 Index as secondary index.

The NAV of HSBC Aggressive Hybrid Fund ended down ₹-0.64(-1.16%)yesterday to ₹54.3696.

Among its top 3 holdings the fund has exposure to ETERNAL Limited, and

The HSBC Aggressive Hybrid Fund is managed by Shriram Ramanathan and Gautam Bhupal.

Fund House Contact

9-11 Floors, NESCO IT Park, Building No.3, Western Exp Highway, Goregaon (E) Mumbai - 400 063

+91 (22) 66145000
+91 (22) 49146033