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Mutual FundsHSBC Aggressive Hybrid Fund Direct - GrowthH
HSBC Aggressive Hybrid Fund Direct - Growth
76.17%
5 Year Absolute Returns3Morning Star
3Value Research
H
HSBC Aggressive Hybrid Fund Direct - Growth
76.17%5 Y Returns
5 Y Returnsas on 08 Jul 2026
3Morning Star
3Value Research
HSBC Aggressive Hybrid Fund Direct - Growth is a Hybrid mutual fund scheme launched on 01 Jan 2013. Investors can begin their investment journey with a minimum SIP of ₹500 or a lumpsum investment of ₹5,000. The fund manages total assets worth ₹5,504.80 crores, and the current NAV stands at ₹65.8705 as of 08 Jul 2026. The fund has delivered absolute returns of 6.17% in the past 1 year. For the last 3 years the fund has delivered a CAGR of 14.35%. For 5 years it has given a CAGR of 11.99%. The expense ratio of the fund is 0.69%.
NAV ₹ 65.8705 (-1.51%)
CAGR 11.99%
NAV
NIFTY50
NAV
NIFTY50
Returns Calculator
basis annualised returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 41.23 L
11.99%
Savings Account
Regular Funds
This Fund on Dhan
Total Investment
₹ 30,00,000
Returns
₹ 11,23,180 (11.99%)
Maturity Value
₹ 41,23,180
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Direct vs Regular Returns
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Returns vs Category
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*The above returns are absolute
Returns Vs Nifty 50
Historical Returns
Sorry, No Data Available at this Moment!
Start SIP with as Low as ₹100.
Historical NAV
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹ 5,504.80 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Asset Allocation
AUM
₹5,504.80 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
Sorry, No Data Available at this Moment!
Stock Holdings
Sorry, No Data Available at this Moment!
Fund Comparison
Fund Details
52W High NAV
₹ NaN
Min. SIP Amount
₹ 500.00
Min. Lumpsum Amount
₹ 5,000.00
AUM (in Cr.)
₹ 5,504.80
Expense Ratio
0.69%
Lock-in Period
No Lock in Period
52W Low NAV
₹ NaN
Inception Date
01 Jan 2013
Fund Age
13 Yrs
Benchmark
NIFTY 50 Hybrid Composite Debt 65:35 Index
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
| Name | Qualification |
|---|---|
| Shriram Ramanathan | B.E(Electrical) PGDBM - XLRI, CFA |
| Gautam Bhupal | PGDBN CA, CS, B.COM (Hons) |
| Mohd Asif Rizwi | PGDM from IIM Calcutta & B. Tech (Chemical Engineering) from IIT Bombay |
| Mayank Chaturvedi | Chartered Accountant (ICAI) CFA Level 2 (Charlottesville, USA) B.Com (Ahmadabad University) |
Fund Objective
To seek long term capital growth and income through investments in equity and equity related securities and fixed income instruments. However, there is no assurance that the investment objective of the Scheme will be achieved.
Risk-O-Meter
Investors understand that their principal will be at
Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
HSBC Mutual Fund
No. of Schemes
41
Total AUM
₹ 1,43,667.45 Cr
Contact Details
9-11 Floors, NESCO IT Park,Building no 3, Western ExpressHighway, Goregaon(East) Mumbai-400063
Contact Details
022 661450009-11 Floors, NESCO IT Park,Building no 3, Western ExpressHighway, Goregaon(East) Mumbai-400063
Open NFOs
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FAQs
When was HSBC Aggressive Hybrid Fund launched?
HSBC Aggressive Hybrid Fund was launched on 01 Jan 2013.
What is the current NAV of HSBC Aggressive Hybrid Fund?
The current NAV of HSBC Aggressive Hybrid Fund is ₹65.8705 as of 08 Jul 2026.
What is the AUM of HSBC Aggressive Hybrid Fund?
The latest value of AUM of HSBC Aggressive Hybrid Fund is ₹5,504.80 crores as of 08 Jul 2026.
What is the rate of return of HSBC Aggressive Hybrid Fund?
The return on investment of HSBC Aggressive Hybrid Fund is:
- In the past 1Y: 6.17%
- In the past 3Y: 14.35%
- In the past 5Y: 11.99%
What is the expense ratio of HSBC Aggressive Hybrid Fund?
The expense ratio of HSBC Aggressive Hybrid Fund is 0.69%.
What is exit load of HSBC Aggressive Hybrid Fund?
The exit load of HSBC Aggressive Hybrid Fund is as follows:
Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year
What is the portfolio of HSBC Aggressive Hybrid Fund?
The portfolio of HSBC Aggressive Hybrid Fund includes:
Top 3 sectoral holdings include:
No data to show right now!
Top 3 sectoral holdings include:
How risky is investing in HSBC Aggressive Hybrid Fund?
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of HSBC Aggressive Hybrid Fund is Very High.
Who is the fund manager HSBC Aggressive Hybrid Fund?
The fund manager of HSBC Aggressive Hybrid Fund is Shriram Ramanathan, Gautam Bhupal, Mohd Asif Rizwi, Mayank Chaturvedi.
What is the minimum investment required in HSBC Aggressive Hybrid Fund?
If you wish to invest in HSBC Aggressive Hybrid Fund, the minimum SIP amount is ₹500 and Lumpsum is ₹5,000.
How to invest in HSBC Aggressive Hybrid Fund directly?
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in HSBC Aggressive Hybrid Fund:
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.
