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 0.82 5.76 2.83 15.22 16.11 12.53
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 2.83 15.22 16.11 1.86 5,513.48
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 Unrated 9.80 13.35 16.21 1.39 77,793.99
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 5.91 18.97 24.64 1.56 44,605
DSP Aggressive Hybrid Fund- Regular Plan - Growth May 27, 1999 6.25 15.29 17.28 1.70 11,436.32
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 4.02 13.10 15.82 1.72 11,059.16
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth Jul 29, 2015 4.05 12.82 15.91 1.72 9,181.25

Fund Holdings as on 31-July-2025

  • ETERNAL Limited

  • GE Vernova T&D India Limited

  • Mahindra & Mahindra Limited

  • Bharat Electronics Limited

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Trent Limited

  • CG Power and Industrial Solutions Limited

  • Karur Vysya Bank Limited

  • Persistent Systems Limited

  • Dixon Technologies (India) Limited

  • 6.79% GOI 07OCT2034

  • BSE Limited

  • Hero MotoCorp Limited

  • Radico Khaitan Limited

  • Sun Pharmaceutical Industries Limited

  • Treps

  • Transformers And Rectifiers (India) Limited

  • Cholamandalam Investment & Finance Company Limited

  • KEI Industries Limited

  • 7.32% GOI 13NOV2030

  • Safari Industries India Limited

  • Godfrey Phillips India Limited

  • Max Healthcare Institute Limited

  • Blue Star Limited

  • Hindustan Aeronautics Limited

  • NTPC Green Energy Limited

  • Motilal Oswal Financial Services Limited

  • Bharti Airtel Limited

  • India Universal Trust AL1**

  • PTC Industries Limited

  • Maruti Suzuki India Limited

  • Coforge Limited

  • Rec Limited**

  • Small Industries Development Bank of India**

  • Multi Commodity Exchange of India Limited

  • Rec Limited**

  • LIC Housing Finance Limited**

  • 360 One Wam Limited

  • National Bank for Agriculture & Rural Development^

  • Bajaj Finance Limited**

  • Bajaj Finance Limited

  • Axis Bank Limited**

  • Bank of Baroda**

  • HDFC Bank Limited**

  • The Indian Hotels Company Limited

  • Divi''s Laboratories Limited

  • Lupin Limited

  • Nippon Life India Asset Management Limited

  • Axis Bank Limited

  • Prudent Corporate Advisory Services Limited

  • Swiggy Limited

  • JSW Energy Limited

  • Reliance Industries Limited

  • Shivalik Bimetal Controls Limited

  • Larsen & Toubro Limited

  • Global Health Limited

  • Bajaj Finance Limited**

  • Kotak Mahindra Prime Limited**

  • 7.26% GOI 22AUG2032

  • 7.26% GOI 06FEB2033

  • National Bank for Agriculture & Rural Development**

  • 7.18% GOI 14AUG2033

  • Small Industries Development Bank of India**

  • Indian Oil Corporation Limited**

  • Power Finance Corporation Limited**

  • Small Industries Development Bank of India**

  • Power Finance Corporation Limited**

  • National Bank for Agriculture & Rural Development^

  • Power Finance Corporation Limited**

  • Infosys Limited

  • LIC Housing Finance Limited**

  • Rec Limited^

  • Sundaram Finance Limited**

  • 6.33% GOI 05MAY2035

  • National Bank for Agriculture & Rural Development**

  • Varun Beverages Limited

  • NTPC Limited

  • PG Electroplast Limited

  • PB Fintech Limited

  • KPIT Technologies Limited

  • 7.09% GOI 05AUG2054

  • Axis Bank Limited**

  • CCL Products (India) Limited

  • UTI Asset Management Company Limited

  • Mankind Pharma Limited

  • Bharat Heavy Electricals Limited

  • ABB India Limited

  • ZF Commercial Vehicle Control Systems India Ltd

  • TD Power Systems Limited

  • Bikaji Foods International Limited

  • UltraTech Cement Limited

  • Zensar Technologies Limited

  • Power Finance Corporation Limited^

  • LIC Housing Finance Limited**

  • Techno Electric & Engineering Company Limited

  • Data Patterns India Limited

  • Embassy Office Parks REIT**

  • Bajaj Finance Limited**

  • Power Finance Corporation Limited

  • Godrej Properties Limited

  • DLF Limited

  • LTIMindtree Limited

  • Tech Mahindra Limited

  • Suzlon Energy Limited

  • Hindustan Petroleum Corporation Limited

  • Net Current Assets (including cash & bank balances)

  • Titagarh Rail Systems Limited

  • VRL Logistics Limited

  • Triveni Turbine Limited

  • Kalpataru Projects International Limited

  • Siemens Limited

  • SAI Life Sciences Limited

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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 ₹5,513.48 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 ₹-0.01(-0.01%)yesterday to ₹55.561.

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