HSBC Aggressive Hybrid Fund-IDCW
HSBC Aggressive Hybrid Fund-IDCW: Mutual Fund Overview
HSBC Aggressive Hybrid Fund-IDCW is an Aggressive Hybrid mutual fund with over 15.09 years of performance history. The scheme manages an AUM of ₹5458.68 Cr and has a NAV of ₹26.4659. It is rated '2' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 15.3%.
Hybrid, Aggressive Hybrid, Principal at very high risk
1 Year Return 15.3% at 12 Mar 2026 08:07 PM
Fund Details
NAV 26.4659
Sub-Type Aggressive Hybrid
Rating 2
Min. SIP Amount ₹500.0
Fund Age(Year) 15.09
Fund Size(in Crores) 5458.68
Fund Performance
1 Month -4.87%
3 Month -3.59%
6 Month -4.1%
1 Year 15.3%
3 Year 14.66%
5 Year 10.47%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (73.31%) Market Cap Mid Cap 20.58 Large Cap 38.92 Small Cap 13.81 Top Sectors Financial 19.89 Capital Goods 14.54 Automobile 8.24 Healthcare 6.79 Services 6.4 Technology 3.74 Consumer Discretionary 3.6 Consumer Staples 2.46 Energy 2.35 Unclassified 2.27 Metals & Mining 1.3 Communication 1.08 Construction 0.65 Top Holding Meesho 0.14 Nippon Life India Asset Management 0.76 Max Healthcare Institute 1.08 Eternal 2.37 PTC Industries 1.3 Divi's Laboratories 0.72 Bajaj Finance 1.03 The Indian Hotels Company 0.71 MCX 1.55 Blue Star 1.37 HDFC Bank 3.28 Bharti Airtel 1.08 Swiggy 0.44 Eris Lifesciences 0.51 Cholamandalam Investment and Finance Company 1.62 Mankind Pharma 0.5 ICICI Bank 4.24 Lupin 0.87 JSW Energy 0.55 Maruti Suzuki India 1.25 Motilal Oswal Financial Services 1.08 360 One Wam 1.01 Oil India 0.53 Sun Pharmaceutical Industries 1.08 Hero Motocorp 1.84 Varun Beverages 0.38 Sai Life Sciences 0.67 Larsen & Toubro 0.65 Interglobe Aviation 0.88 Mahindra & Mahindra 4.27 Infosys 0.86 Dixon Technologies (India) 0.89 Canara Robeco Asset Management Company 0.42 KPIT Technologies 0.19 ZF Commercial 0.51 ICICI Prudential Asset Management Company 1.85 Tech Mahindra 0.4 PG Electroplast 0.3 RBL Bank 1.06 Karur Vysya Bank 3.44 Kei Industries 1.75 Prudent Corporate Advisory Services 0.48 GE Vernova T&D 3.67 Titagarh Rail Systems 0.37 CCL Products 0.3 Coforge 0.71 Global Health 0.45 HCL Technologies 0.95 Lenskart Solutions 1.16 Safari Industries (India) 1.07 Hindustan Aero 0.98 Shivalik Bimetal Controls 0.47 NTPC 1.25 Vijaya Diagnostic Centre 0.41 TD Power Systems 0.88 Wockhardt 0.5 Reliance Industries 0.57 PB Fintech 0.31 CG Power 2.35 UTI Asset Mgmt 0.18 Billionbrains Garage Ventures 0.26 Radico Khaitan 1.48 Bikaji Foods International 0.3 Axis Bank 1.45 Bharat Electronics 2.7 Persistent Systems 0.63
Debt & Others (26.689999999999998%) Sector Allocation Non Convertible Debenture 1.42 Net Payables -0.16 Bonds/NCDs 0.47 Debt Credit Ratings AAA 13.73 A1+ 5.26 Cash & Call Money 4.35 SOV 3.35 Debt Category India Universal Trust AL1 1.03 Siddhivinayak Securitisation Trust 1.21 Small Industries 0.93 Bajaj Finance 1.59
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -4.5% Ret 1Y 9.14% Ret 3Y 13.04% Ret 5Y 10.5%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -4.5% Ret 1Y 9.14% Ret 3Y 13.04% Ret 5Y 10.5%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -4.5% Ret 1Y 9.14% Ret 3Y 13.04% Ret 5Y 10.5%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M -6.4% Ret 1Y 7.35% Ret 3Y 12.87% Ret 5Y 9.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M -6.4% Ret 1Y 7.35% Ret 3Y 12.87% Ret 5Y 9.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M -6.4% Ret 1Y 7.35% Ret 3Y 12.87% Ret 5Y 9.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -4.88% Ret 1Y 9.35% Ret 3Y 13.51% Ret 5Y 7.97%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -4.88% Ret 1Y 9.35% Ret 3Y 13.51% Ret 5Y 7.97%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -4.88% Ret 1Y 9.35% Ret 3Y 13.51% Ret 5Y 7.97%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -5.1% Ret 1Y 6.87% Ret 3Y 11.21% Ret 5Y 8.19%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -5.1% Ret 1Y 6.87% Ret 3Y 11.21% Ret 5Y 8.19%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.86%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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
Mayank Chaturvedi
Education Chartered Accountant (ICAI) CFA Level 2 (Charlottsville, USA) B.Com (Ahmedabad University)
Experience Prior joining the HSBC AMC, he was associated with Equirus Securities Ltd.
Shriram Ramanathan
Education Shriram is a B.E. (Electrical), PGDBM from XLRI Jamshedpur and CFA.
Experience Prior to joining HSBC Mutual Fund, he has worked with L&T MF, FIL Fund Management Pvt. Ltd., ING Investment Management, Zurich Asset Management Co., ICICI Ltd., and L&T Ltd.
Asif Rizwi
Education Mr. Rizwi has done B.Tech and PGDM from IIM-C
Experience Prior to joining HSBC MF, he has worked with L&T MF, Yes Bank, ICICI Bank, Nomura International plc and Deutsche Bank
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.
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.
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) 5
Date of Incorporation 2011-02-07
Total AUM 137331.96
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.
Take Your Next Step
