HSBC Aggressive Hybrid Fund - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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  • Minimum Investment (₹)

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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 - Direct Growth -0.77 -0.59 10.54 16.93 12.84 14.00
NIFTY 50 - 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 - Direct Growth Jan 01, 2013 Unrated 10.54 16.93 12.84 0.82 5,429.61
UTI Aggressive Hybrid Fund -Direct Plan - Growth Jan 01, 2013 8.22 17.20 15.85 1.20 6,654.14
Nippon India Aggressive Hybrid Fund - Direct Plan Growth Plan Jan 01, 2013 9.58 16.16 14.91 1.07 4,024.55
Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth Jul 19, 2019 9.81 18.70 17.13 0.43 2,114.91
Quant Aggressive Hybrid Fund-Growth Option-Direct Plan Jan 07, 2013 11.38 14.84 17.96 0.80 1,957.98
Bandhan Aggressive Hybrid Fund-Direct Plan-Growth Dec 30, 2016 13.13 17.79 15.37 0.65 1,632.43

Fund Holdings as on 31-January-2026

  • Treps

  • Mahindra & Mahindra Limited

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Karur Vysya Bank Limited

  • Eternal Limited

  • GE Vernova T&D India Limited

  • Bharat Electronics Limited

  • CG Power And Industrial Solutions Ltd

  • Hero MotoCorp Limited

  • ICICI Prudential AMC Ltd

  • Punjab National Bank**

  • Multi Commodity Exchange of India Ltd.

  • Radico Khaitan Limited

  • Cholamandalam Invest & Finance Co Ltd

  • Axis Bank Limited

  • KEI Industries Limited

  • PTC INDUSTRIES LIMITED

  • BLUE STAR LTD

  • 7.32% GOI - 13-Nov-2030

  • Maruti Suzuki India Limited

  • SAFARI INDUSTRIES (INDIA) LIMITED

  • Siddhivinayak Securitisation Trust**

  • NTPC Limited

  • HCL Technologies Limited

  • Hindustan Aeronautics Limited

  • Bharti Airtel Limited

  • Motilal Oswal Financial Services

  • Infosys Limited

  • India Universal Trust AL1**

  • 360 ONE WAM LIMITED

  • Coforge Limited

  • Sun Pharmaceutical Industries Limited

  • LIC Housing Finance Limited**

  • REC Limited**

  • Lenskart Solutions Limited

  • RBL Bank Limited

  • NABARD**

  • National Housing Bank**

  • Bajaj Finance Limited**

  • Bajaj Finance Limited

  • REC Limited**

  • NABARD^

  • Max Healthcare Institute Limited

  • 6.79% GOI - 07-Oct-2034

  • IDBI Bank Limited**

  • HDFC Bank Limited**

  • Dixon Technologies (India) Limited

  • Union Bank of India**

  • InterGlobe Aviation Limited

  • 6.48% GOI 06Oct2035

  • Lupin Limited

  • PERSISTENT SYSTEMS LTD

  • The Indian Hotels Company Limited

  • Nippon Life India Asset Management Ltd

  • TD Power Systems Limited

  • Hexaware Technologies Limited

  • Divi''s Laboratories Limited

  • Larsen & Toubro Limited

  • Reliance Industries Limited

  • Sai Life Sciences Ltd.

  • JSW Energy Limited

  • Eris Lifesciences Limited

  • Tech Mahindra Limited

  • WOCKHARDT LTD

  • ZF Comm. Vehicle Control Systems Ind Ltd

  • SIDBI**

  • Prudent Corporate Advisory Services Ltd

  • NABARD**

  • LIC Housing Finance Limited**

  • Kotak Mahindra Prime Limited**

  • Sundaram Finance Limited**

  • Bajaj Finance Limited**

  • SIDBI**

  • Power Finance Corporation Limited**

  • Bajaj Auto Credit Ltd**

  • SWIGGY LIMITED

  • 6.33% GOI 05-May-2035

  • SHIVALIK BIMETAL CONTROLS LIMITED

  • TITAGARH RAIL SYSTEMS LIMITED

  • Canara Robeco Mutual Fund

  • GLOBAL HEALTH LIMITED

  • Varun Beverages Limited

  • VIJAYA DIAGNOSTIC CENTRE LIMITED

  • PB Fintech Limited

  • BIKAJI FOODS INTERNATIONAL LIMITED

  • 7.26% GOI MAT 22-Aug-2032

  • Billionbrains Garage Ventures Ltd.

  • CCL Products (India) Limited

  • PG Electroplast Limited

  • KPIT Technologies Limited

  • Mankind Pharma Limited

  • LIC Housing Finance Limited**

  • Net Current Assets (including cash & bank balances)

  • UTI ASSET MANAGEMENT COMPANY LTD

  • Meesho Limited

  • Embassy Office Parks REIT**

  • Bajaj Finance Limited**

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Fund Manager

  • CARE A1+

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  • CRISIL A1+

  • CRISIL AAA

  • CRISIL AAA(SO)

  • Equity

  • ICRA AAA

  • IND A1+

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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 01-Jan-2013 and currently has an AUM of ₹5,429.61 crore. HSBC Aggressive Hybrid Fund is benchmarked against NIFTY 50 - 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 ₹-0.02(-0.04%)yesterday to ₹64.2753.

Among its top 3 holdings the fund has exposure to Treps, 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