Mutual Fund Details – Invest Smart, Grow Wealth

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HSBC Aggressive Hybrid Active FoF Regular- Growth

Hybrid, Aggressive Hybrid, Principal at very high risk

1 Year Return 11.79%

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Fund Details

NAV 40.7921

Sub-Type Aggressive Hybrid

Rating 3

Min. SIP Amount 1000.0

Fund Age(Year) 11.81

Fund Size 43.96

Fund Performance

1 Month 1.15%

3 Month -0.62%

6 Month 2.76%

1 Year 11.79%

3 Year 14.6%

5 Year 11.81%

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M 0.41% Ret 1Y 12.71% Ret 3Y 14.26% Ret 5Y 11.41%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M 0.41% Ret 1Y 12.71% Ret 3Y 14.26% Ret 5Y 11.41%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M 0.41% Ret 1Y 12.71% Ret 3Y 14.26% Ret 5Y 11.41%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M 0.44% Ret 1Y 12.85% Ret 3Y 14.56% Ret 5Y 11.19%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M 0.44% Ret 1Y 12.85% Ret 3Y 14.56% Ret 5Y 11.19%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M 0.44% Ret 1Y 12.85% Ret 3Y 14.56% Ret 5Y 11.19%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M 0.85% Ret 1Y 13.52% Ret 3Y 14.45% Ret 5Y 9.3%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M 0.85% Ret 1Y 13.52% Ret 3Y 14.45% Ret 5Y 9.3%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M 0.85% Ret 1Y 13.52% Ret 3Y 14.45% Ret 5Y 9.3%

Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M 0.86% Ret 1Y 11.11% Ret 3Y 11.87% Ret 5Y 9.26%

Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M 0.86% Ret 1Y 11.11% Ret 3Y 11.87% Ret 5Y 9.26%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.34%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Gautam Bhupal

Education Mr. Bhupal holds a PGDBM and is a CA, CS and B.Com (Hons)

Experience Prior to joining HSBC Mutual Fund he was working with IDFC Asset Management Company Ltd., Motilal Oswal Securities Ltd., Infosys Ltd., Vickers Ballas Securities Ltd., SBC Warburg, UTI Securities Ltd.

Cheenu Gupta

Education Ms. Gupta is CFA Charter holder (USA), PGDBM (Finance) & B.E. (I.T)

Experience Prior to joining HSBC Mutual Fund, she has worked with L&T Mutual Fund, Canara Robeco Mutual Fund, Tata AIA Life Insurance Company as Fund Manager, ING Investment Management as Senior Research Analyst and UTI AMC Ltd. as Research Analyst.

Sonal Gupta

Education Ms. Gupta has done PGDM (IIM Bangalore), CFA and Bachelors in Mechanical Engineering

Experience Prior to joining HSBC Mutual Fund, she has worked with L&T Investment Management Limited and UBS Securities India Private Limited, Fidelity Investments and PWC

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk%

AMC and Fund details

Rank (total sets) 11

Date of Incorporation 2014-04-30

Total AUM 2026-01-31

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.

Know This Fund

As on 19 Feb 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (0%) Market Cap Top Sectors Financial 22.03 Services 9.15 Capital Goods 7.29 Automobile 5.96 Technology 5.16 Healthcare 5.14 Consumer Staples 3.63 Energy 2.6 Consumer Discretionary 2.32 Communication 2.08 Materials 2.07 Construction 1.9 Unclassified 1.28 Metals & Mining 1.28 Textiles 0.54 Chemicals 0.45 Top Holding

Debt & Others (100%) Sector Allocation Mutual Fund 98.54 Net Payables -1.32 Repo 2.78 Debt Credit Ratings AAA 12.49 SOV 9.98 Cash & Call Money 3.24 Others 0.08 Debt Category HSBC Large Cap Direct-G 36.35 HSBC Small Cap Direct-G 18.78 HSBC Dynamic Bond Direct-G 5.02 HSBC Corporate Bond Direct-G 8.65

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