HSBC Aggressive Hybrid Active FOF Fund

HSBC Aggressive Hybrid Active FOF Fund

Get the latest NAV of HSBC Aggressive Hybrid Active FOF Fund. 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.

₹40.36

0.3%1D

NAV as on 16 Mar 2026

12.47%/per year

Since Inception

Absolute Gain%

22 people have invested ₹ 3.3L in HSBC Aggressive Hybrid Active FOF Fund in the last three months

HSBC Aggressive Hybrid Active FOF Fund Performance vs. Fund of Funds Index

Fund returns vs Benchmark returns vs Category Average returns as on (16-Mar-26)

The fund has consistently outperformed the benchmark (Fund of Funds Index) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-6.4%
-5.41%
-5.74%
8.54%
14.47%
11.42%
Fund of Funds Index
-4.08%
-4.39%
-5.07%
4.29%
10.8%
9.04%
Fund Of Funds Avg
--
--
--
--
--
--
Best in Fund Of Funds
0.48%
2.9%
8.53%
21.22%
21.05%
17.6%
Worst in Fund Of Funds
-15.74%
-24.4%
-24.64%
4.47%
7.55%
6.26%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
HSBC Aggressive Hybrid Active FOF Fund
-
45Cr
0.91%
8.54%
14.47%
--
--
0.92
1.45
--
Bandhan Income Plus Arbitrage Active FOF Fund
1/15
1,614Cr
0.04%
6.92%
7.51%
--
--
1.16
2.31
--
Axis Income Plus Arbitrage Active FOF Fund
2/15
2,092Cr
0.05%
7.83%
8.02%
--
--
0.85
1.51
--
HDFC Multi Asset Active FoF Fund
3/15
5,801Cr
0.07%
13.01%
16.51%
--
--
2.02
4.84
--

HSBC Aggressive Hybrid Active FOF Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit


Total Corpus

0

Absolute Return

HSBC Aggressive Hybrid Active FOF Fund Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Large cap
36%

Mid cap
19.4%

Small cap
16.6%

HSBC Aggressive Hybrid Active FOF Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Financial Services
28.6%
Industrial
19.6%
Consumer Cyclical
15.6%
Tech
10.4%
Health
8.2%
Basic Materials
5.1%
Consumer Defensive
4.5%
Energy
2.6%
Communication
2.3%
Utilities
2.2%
Real Estate
1%

Top 3 Sectors in February were Government, Financial Services & Corporate

Feb'26

Government

46%

Financial Services

34%

Corporate

32%

Jan'26

Government

45%

Financial Services

34%

Corporate

33%

HSBC Aggressive Hybrid Active FOF Fund Holdings Details

as on (28-Feb-26)

Holdings
Weight%
1M Change
HSBC Large Cap Dir Gr
36.16%
0%
HSBC Midcap Dir Gr
19.23%
0%
HSBC Small Cap Fund Dir Gr
18.95%
0%
HSBC Medium to Long Duration Dir Gr
10.6%
0%
HSBC Corporate Bond Dir Gr
8.62%
0%

HSBC Aggressive Hybrid Active FOF Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.91%
Benchmark
CRISIL Hybrid 35+65-Aggressive TR INR
AUM₹45 Cr
Inception Date30 April, 2014
Min Lumpsum/SIP₹5,000/₹1,000
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
19.59%
Risk
Risk meter
pointer
Very High Risk

About HSBC Aggressive Hybrid Active FOF Fund

HSBC Aggressive Hybrid Active FOF Fund is a hybrid fund. This fund was started on 30 April, 2014. The fund is managed by Gautam Bhupal. This fund gives you the benefit of diversification.

Key Parameters

  1. HSBC Aggressive Hybrid Active FOF Fund has ₹45 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
  2. The fund has an expense ratio 0.9.

Returns

HSBC Aggressive Hybrid Active FOF Fund has given a CAGR return of 12.47% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 8.54%, 14.47% and 11.42% respectively.

Holdings

HSBC Aggressive Hybrid Active FOF Fund has allocated its funds majorly in Government, Financial Services, Corporate, Cash Equivalent, Industrial, Consumer Cyclical, Health, Tech, Basic Materials, Consumer Defensive, Energy, Communication, Utilities, Real Estate.

Taxation

As it is a fund of funds 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 benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

Investment objective of HSBC Aggressive Hybrid Active FOF Fund

The investment objective is to provide long term total return primarily by seeking capital appreciation through an active asset allocation by investing in a basket of equity and debt mutual fund schemes and money market instruments.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. HSBC Aggressive Hybrid Active FOF Fund has no lock in period.

Fund Manager

Gautam Bhupal

Fund Manager of HSBC Aggressive Hybrid Active FOF Fund, since 21 October 2015

Learn more about HSBC Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 44.5 Cr
₹ 44 Cr
₹ 44.7 Cr
  • AUM of the fund stands at 44.5 Cr as of Feb'26
  • AUM increased by 0.6 Cr between Feb'26 and Jan'26

Frequently Asked Questions for HSBC Aggressive Hybrid Active FOF Fund

How do I invest in HSBC Aggressive Hybrid Active FOF Fund?

INDmoney makes it simple to invest in the HSBC Aggressive Hybrid Active FOF Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘HSBC Aggressive Hybrid Active FOF Fund’.
  • 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.

What is the current NAV of HSBC Aggressive Hybrid Active FOF Fund?

The NAV of the fund today is ₹40.36. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

HSBC Aggressive Hybrid Active FOF Fund fund has generated a return of 8.54% in 1 year, 14.47% in 3 years, 11.42% in 5 years.

Who is the fund manager of HSBC Aggressive Hybrid Active FOF Fund?

The fund managers are Gautam Bhupal.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-1 Years. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.91%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹45 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of HSBC Aggressive Hybrid Active FOF Fund?

The top 3 holdings of the fund are HSBC Large Cap Dir Gr(36.16%), HSBC Midcap Dir Gr(19.23%), HSBC Small Cap Fund Dir Gr(18.95%)