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 - Regular 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: 75/100 · Good
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)13.87%
- Expense ratio (20%)0.94%
- AUM (15%)₹5,691 Cr
Not investment advice — an analytical read of public fund data. Methodology →
HSBC Mutual Fund · Hybrid · Aggressive Hybrid
₹68.84
AUM: ₹5,690 Cr
NAV updated 21 days ago
Plan
Regular
Option
Idcw
Risk
High
Expense Ratio
0.94%
Exit Load
Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year
Fund Manager
Sonal Gupta
Inception
Jan 2013
Benchmark
NIFTY 50 Hybrid Composite Debt 65:35 Index
Sharpe Ratio
-0.58
Std Dev (1Y)
14.68%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+1.24%
3m
+6.31%
6m
+10.27%
1y
+8.18%
3y
+13.87%
5y
+11.27%
10y
+11.92%
since inception
+3.3%
TopFund's Take on HSBC Aggressive Hybrid Fund - Regular Annual IDCW
HSBC Aggressive Hybrid Fund - Regular 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 75/100.
Cost: At 0.94%, the expense ratio is roughly in line with the Aggressive Hybrid category average of 0.86% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.58 — 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 14.68% 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 - Regular Annual IDCW
The current NAV (Net Asset Value) of HSBC Aggressive Hybrid Fund - Regular Annual IDCW is ₹68.84. NAV is updated every business day after market close by AMFI.
1Y: 8.18% · 3Y CAGR: 13.87% · 5Y CAGR: 11.27%
The expense ratio of HSBC Aggressive Hybrid Fund - Regular Annual IDCW is 0.94% per annum. This is the annual fee charged by the fund to manage your investment.
HSBC Aggressive Hybrid Fund - Regular Annual IDCW is managed by Sonal Gupta at HSBC Mutual Fund.
HSBC Aggressive Hybrid Fund - Regular 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 - Regular 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 - Regular 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 - Regular Annual IDCW is ₹5,691 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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