HSBC Aggressive Hybrid Fund Direct Plan Annual Reinvestment of Income Dis cum Cap Wdrl
Get the latest NAV of HSBC Aggressive Hybrid Fund Direct Plan Annual Reinvestment of Income Dis cum Cap Wdrl. 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.
₹17.60
▲0.3%1D
NAV as on 17 Mar 2026
10.44%/per year
Since Inception
▲▼
1 people have invested ₹ 20K in HSBC Aggressive Hybrid Fund Direct Plan Annual Reinvestment of Income Dis cum Cap Wdrl in the last three months
HSBC Aggressive Hybrid Fund Direct Plan Annual Reinvestment of Income Dis cum Cap Wdrl Performance vs. Aggressive Allocation Index
Fund returns vs Benchmark returns vs Category Average returns as on (17-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 Annual Reinvestment of Income Dis cum Cap Wdrl Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
HSBC Aggressive Hybrid Fund Direct Plan Annual Reinvestment of Income Dis cum Cap Wdrl 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 Annual Reinvestment of Income Dis cum Cap Wdrl 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 Annual Reinvestment of Income Dis cum Cap Wdrl Holdings Details
as on (28-Feb-26)
HSBC Aggressive Hybrid Fund Direct Plan Annual Reinvestment of Income Dis cum Cap Wdrl 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 | 10 February, 2015 |
| 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 Annual Reinvestment of Income Dis cum Cap Wdrl
HSBC Aggressive Hybrid Fund Direct Plan Annual Reinvestment of Income Dis cum Cap Wdrl is a hybrid fund. This fund was started on 10 February, 2015. The fund is managed by Mohd Asif Rizwi, Shriram Ramanathan, Gautam Bhupal, Mayank Chaturvedi. This fund gives you the benefit of diversification.
Key Parameters
- HSBC Aggressive Hybrid Fund Direct Plan Annual Reinvestment of Income Dis cum Cap Wdrl 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 Annual Reinvestment of Income Dis cum Cap Wdrl has given a CAGR return of 10.44% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 13.57%, 14.61% and 10.63% respectively.
Holdings
HSBC Aggressive Hybrid Fund Direct Plan Annual Reinvestment of Income Dis cum Cap Wdrl 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 Annual Reinvestment of Income Dis cum Cap Wdrl
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 Annual Reinvestment of Income Dis cum Cap Wdrl has no lock in period.
Fund Manager
Mohd Asif Rizwi
Fund Manager of HSBC Aggressive Hybrid Fund Direct Plan Annual Reinvestment of Income Dis cum Cap Wdrl, since 1 May 2024
Shriram Ramanathan
Fund Manager of HSBC Aggressive Hybrid Fund Direct Plan Annual Reinvestment of Income Dis cum Cap Wdrl, since 30 May 2016
Gautam Bhupal
Fund Manager of HSBC Aggressive Hybrid Fund Direct Plan Annual Reinvestment of Income Dis cum Cap Wdrl, since 1 October 2023
Mayank Chaturvedi
Fund Manager of HSBC Aggressive Hybrid Fund Direct Plan Annual Reinvestment of Income Dis cum Cap Wdrl, since 1 October 2025
- 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 Annual Reinvestment of Income Dis cum Cap Wdrl
How do I invest in HSBC Aggressive Hybrid Fund Direct Plan Annual Reinvestment of Income Dis cum Cap Wdrl?
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