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 #14 of 36 in category.
Fund basics
| Category | Hybrid: Aggressive |
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| NAV | ₹60.05 (as of 2026-08-21) |
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| AUM | ₹5,660 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 | 0.52 |
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| Standard deviation | 13.74% |
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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 117.9% of its downside.
Market cap allocation
| Large cap | 49.3% |
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| Mid cap | 28.9% |
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| Small cap | 21.7% |
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Concentration
| Top 5 holdings | 17.4% |
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| Top 10 holdings | 29.2% |
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| Total holdings | 63 |
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Top holdings
- ICICI Bank Ltd. — 4.7%
- GE Vernova T&D India Limited — 3.6%
- HDFC Bank Ltd. — 3.3%
- Mahindra & Mahindra Ltd. — 2.9%
- Karur Vysya Bank Ltd. — 2.9%
- CG Power and Industrial Solutions Limited — 2.7%
- Eternal Limited — 2.5%
- Radico Khaitan Ltd. — 2.5%
- Bharat Electronics Ltd. — 2.3%
- Maruti Suzuki India Ltd. — 1.8%
Top sectors
- Banking & Financial — 23.1%
- Industrial Products — 7.6%
- Automobile — 5.7%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | 6.2% | Q1 (Top) | #4 of 34 |
| 2025 | 1.4% | Q4 (Bottom) | #31 of 34 |
| 2024 | 22.7% | Q1 (Top) | #5 of 34 |
| 2023 | 24.3% | Q1 (Top) | #9 of 33 |