HSBC Aggressive Hybrid Fund Direct Growth
Get the latest NAV of HSBC Aggressive Hybrid Fund Direct Growth. 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.
₹58.92
▲3.2%1D
NAV as on 12 May 2025
14.1%/per year
Since Inception
▲▼
528 people have invested ₹ 18.2L in HSBC Aggressive Hybrid Fund Direct Growth in the last three months
Fund Performance
as on (12-May-25)
HSBC Aggressive Hybrid Fund Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 17 out of 19 mutual funds in the aggressive allocation category as per INDmoney.
HSBC Aggressive Hybrid Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
HSBC Aggressive Hybrid Fund Asset Allocation
See fund asset allocation details as on (15-Apr-25)
Fund Distribution
as on (15-Apr-25)
Equity 76.5%
Debt & Cash 23.5%
HSBC Aggressive Hybrid Fund Sector Allocation
See fund sector allocation details as on (15-Apr-25)
Sector Allocation
Equity 76.5%
Debt & Cash 23.5%
Top 3 Sectors in March were Government, Corporate & Industrial
Government
47%
Corporate
39%
Financial Services
26%
Government
48%
Corporate
39%
Industrial
31%
HSBC Aggressive Hybrid Fund Holdings Details
as on (30-Apr-25)
Equity
Debt & Cash
HSBC Aggressive Hybrid Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.86% |
Benchmark | Nifty 50 TR INR |
| AUM | ₹5022 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 85.76% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About HSBC Aggressive Hybrid Fund
HSBC Aggressive Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Cheenu Gupta, Sonal Gupta, Shriram Ramanathan. This fund gives you the benefit of diversification.
Key Parameters
- HSBC Aggressive Hybrid Fund Direct Growth has ₹5022 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
- The fund has an expense ratio 0.9.
Returns
HSBC Aggressive Hybrid Fund Direct Growth has given a CAGR return of 14.10% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 8.16%, 17.09% and 19.32% respectively.
Holdings
HSBC Aggressive Hybrid Fund Direct Growth has allocated its funds majorly in Corporate, Government, Financial Services, Industrial, Consumer Cyclical, Cash Equivalent, Tech, Health, Consumer Defensive, Utilities, Communication, Real Estate, Basic Materials, Energy.
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 Growth
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 Growth has no lock in period.
Fund Manager
Cheenu Gupta
Fund Manager of HSBC Aggressive Hybrid Fund Direct Growth, since 2 July 2021
Sonal Gupta
Fund Manager of HSBC Aggressive Hybrid Fund Direct Growth, since 1 October 2023
Shriram Ramanathan
Fund Manager of HSBC Aggressive Hybrid Fund Direct Growth, since 30 May 2016
- AUM of the fund stands at 5.3K Cr as of Mar'25
- AUM has remained same between Mar'25 and Feb'25
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Frequently Asked Questions for HSBC Aggressive Hybrid Fund Direct Growth
What is the current NAV of HSBC Aggressive Hybrid Fund Direct Growth?
What are the average returns of HSBC Aggressive Hybrid Fund Direct Growth?
HSBC Aggressive Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 7.83% | 7.83% |
6 Month Returns | -2.89% | -2.89% |
1 Year Returns | 8.16% | 8.16% |
3 Years Returns | 60.54% | 17.09% |
How do I invest in HSBC Aggressive Hybrid Fund Direct Growth?
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
What is the expense ratio of HSBC Aggressive Hybrid Fund Direct Growth?
What is net assets under management (AUM) of HSBC Aggressive Hybrid Fund Direct Growth?
What are the top 5 holdings of HSBC Aggressive Hybrid Fund Direct Growth?
What are the top 3 sectors that this HSBC Aggressive Hybrid Fund Direct Growth has invested in?
What is the credit rating breakup of HSBC Aggressive Hybrid Fund Direct Growth?
AAA | 100 |