HSBC Aggressive Hybrid Fund
This scheme seeks to generate long term capital growth and income through investments in equity and equity related securities and fixed income instruments.
Growthvine rating: 3/5 — ranked #13 of 36 in category.
Fund basics
| Category | Hybrid: Aggressive |
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| NAV | ₹56.31 (as of 2026-10-22) |
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| AUM | ₹5,652 Cr |
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| Expense ratio | 1.58% |
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| Riskometer | Very High |
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| Fund manager | Gautam Bhupal |
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| Exit load | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days |
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Performance & risk
| Sharpe ratio | 0.44 |
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| Standard deviation | 14.08% |
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| Max drawdown | −19.76% |
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| Alpha | 0 |
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| Beta | 0 |
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Over 5 years, captured 135.9% of NIFTY 50 Hybrid Composite Debt 65:35 Index's upside and 102.6% of its downside.
Market cap allocation
| Large cap | 43.6% |
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| Mid cap | 26.8% |
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| Small cap | 29.6% |
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Concentration
| Top 5 holdings | 16.5% |
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| Top 10 holdings | 27.6% |
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| Total holdings | 63 |
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Top holdings
- ICICI Bank Ltd. — 4.4%
- Treps — 4.1%
- GE Vernova T&D India Limited — 3.5%
- HDFC Bank Ltd. — 3.2%
- Karur Vysya Bank Ltd. — 2.7%
- Eternal Limited — 2.7%
- CG Power and Industrial Solutions Limited — 2.7%
- Radico Khaitan Ltd. — 2.5%
- InterGlobe Aviation Limited — 2.2%
- Bharat Electronics Ltd. — 1.9%
Top sectors
Not disclosed.
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | −0.4% | Q1 (Top) | #5 of 33 |
| 2025 | 1.4% | Q4 (Bottom) | #30 of 33 |
| 2024 | 22.7% | Q1 (Top) | #5 of 33 |
| 2023 | 24.3% | Q1 (Top) | #9 of 33 |