Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
HSBC Aggressive Hybrid Fund - Direct Annual IDCW
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 3/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 71/100 · Good
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)12.24%
- Expense ratio (20%)0.24%
- AUM (15%)₹48 Cr
Not investment advice — an analytical read of public fund data. Methodology →
HSBC Mutual Fund · Hybrid · Aggressive Hybrid
₹45.81
AUM: ₹48 Cr
NAV updated 7 days ago
Plan
Direct
Option
Idcw
Risk
High
Expense Ratio
0.24%
Exit Load
Exit load of 1% if redeemed within 1 year
Fund Manager
Sanjay Shah, Gautam Bhupal, Ranjithgopal K A
Inception
Apr 2014
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Sharpe Ratio
-0.54
Std Dev (1Y)
14.63%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.56%
3m
+2.49%
6m
+11.4%
1y
+6.38%
3y
+12.24%
5y
+10.81%
10y
+12.12%
since inception
+4.35%
TopFund's Take on HSBC Aggressive Hybrid Fund - Direct Annual IDCW
HSBC Aggressive Hybrid Fund - Direct Annual IDCW holds up reasonably well within the Aggressive Hybrid category, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 71/100.
Cost: At 0.24%, the expense ratio is meaningfully cheaper — about 72% below the Aggressive Hybrid category average of 0.87% (based on 238 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.54 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 14.63% is fairly typical for Aggressive Hybrid funds.
Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about HSBC Aggressive Hybrid Fund - Direct Annual IDCW
The current NAV (Net Asset Value) of HSBC Aggressive Hybrid Fund - Direct Annual IDCW is ₹45.81. NAV is updated every business day after market close by AMFI.
1Y: 6.38% · 3Y CAGR: 12.24% · 5Y CAGR: 10.81%
The expense ratio of HSBC Aggressive Hybrid Fund - Direct Annual IDCW is 0.24% per annum. This is the annual fee charged by the fund to manage your investment.
HSBC Aggressive Hybrid Fund - Direct Annual IDCW is managed by Sanjay Shah, Gautam Bhupal, Ranjithgopal K A at HSBC Mutual Fund.
HSBC Aggressive Hybrid Fund - Direct Annual IDCW is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
HSBC Aggressive Hybrid Fund - Direct Annual IDCW is a Aggressive Hybrid fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in HSBC Aggressive Hybrid Fund - Direct Annual IDCW with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of HSBC Aggressive Hybrid Fund - Direct Annual IDCW is ₹48 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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