HSBC Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl
Get the latest NAV of HSBC Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹31.57
▲0.9%1D
NAV as on 18 Mar 2026
13.07%/per year
Since Inception
▲▼
18 people have invested ₹ 3.3L in HSBC Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl in the last three months
HSBC Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl Performance vs. Aggressive Allocation Index
Fund returns vs Benchmark returns vs Category Average returns as on (18-Mar-26)
The fund has consistently outperformed the benchmark (Aggressive Allocation Index) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
HSBC Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
HSBC Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
HSBC Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Corporate, Financial Services & Government
Corporate
58%
Financial Services
33%
Government
25%
Corporate
55%
Financial Services
33%
Government
26%
HSBC Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl Holdings Details
as on (28-Feb-26)
HSBC Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.82% |
Benchmark | Nifty 50 TR INR |
| AUM | ₹5459 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹5,000/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 70.01% |
| Risk |   Very High Risk |
About HSBC Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl
HSBC Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Shriram Ramanathan, Mohd Asif Rizwi, Mayank Chaturvedi, Gautam Bhupal. This fund gives you the benefit of diversification.
Key Parameters
- HSBC Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl has ₹5459 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.8.
Returns
HSBC Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl has given a CAGR return of 13.07% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 14.28%, 15.51% and 11.80% respectively.
Holdings
HSBC Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl has allocated its funds majorly in Corporate, Financial Services, Government, Industrial, Consumer Cyclical, Cash Equivalent, Health, Tech, Consumer Defensive, Utilities, Energy, Communication.
Taxation
As it is a aggressive allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of HSBC Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. HSBC Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl has no lock in period.
Fund Manager
Shriram Ramanathan
Fund Manager of HSBC Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl, since 30 May 2016
Mohd Asif Rizwi
Fund Manager of HSBC Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl, since 1 May 2024
Mayank Chaturvedi
Fund Manager of HSBC Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl, since 1 October 2025
Gautam Bhupal
Fund Manager of HSBC Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl, since 1 October 2023
- AUM of the fund stands at 5.5K Cr as of Feb'26
- AUM increased by 29.1 Cr between Feb'26 and Jan'26
Frequently Asked Questions for HSBC Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl
How do I invest in HSBC Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl?
- Download the INDmoney app.
- Search for ‘HSBC Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.