HSBC Aggressive Hybrid Active FOF
The scheme seeks 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.
Growthvine rating: 3/5 — ranked #13 of 35 in category.
Fund basics
| Category | Hybrid: Aggressive |
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| NAV | ₹43.08 (as of 2026-09-11) |
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| AUM | ₹47 Cr |
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| Expense ratio | 1.24% |
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| Riskometer | Very High |
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| Fund manager | Gautam Bhupal |
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| Exit load | 1% for redemption within 365 days |
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Performance & risk
| 5-year annualised return | 10.50% |
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| Sharpe ratio | 0.51 |
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| Standard deviation | 12.19% |
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| Max drawdown | -31.09% |
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| Alpha | 0 |
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| Beta | 0 |
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Over 5 years, captured 125.1% of NIFTY 50 Hybrid Composite Debt 65:35 Index's upside and 110.7% of its downside.
Market cap allocation
| Large cap | 44.9% |
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| Mid cap | 15.0% |
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| Small cap | 40.1% |
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Concentration
| Top 5 holdings | 74.8% |
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| Top 10 holdings | 74.8% |
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| Total holdings | 3 |
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Top holdings
- HSBC Large Cap Fund - Direct Growth — 33.6%
- HSBC Midcap Fund - Direct Growth — 20.7%
- HSBC Small Cap Fund - Direct Growth — 20.6%
- HSBC Medium To Long Duration Fund - Direct Growth — 10.2%
- HSBC Corporate Bond Fund - Direct Growth — 8.3%
- HSBC Dynamic Bond Fund - Direct Growth — 4.8%
- Treps — 3.5%
- Net Asset — -1.6%
Top sectors
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | 5.5% | Q1 (Top) | #3 of 33 |
| 2025 | 2.7% | Q4 (Bottom) | #28 of 33 |
| 2024 | 17.9% | Q2 | #12 of 33 |
| 2023 | 24.2% | Q2 | #10 of 33 |
| 2022 | -0.9% | Q3 | #22 of 30 |