HSBC Aggressive Hybrid Fund-Growth

Fund Details

NAV 56.3741

Sub-Type Aggressive Hybrid

Rating 3

Min. SIP Amount ₹500.0

Fund Age(Year) 15.33

Fund Size(in Crores) 5423.98

Fund Performance

1 Month 0.43%

3 Month 2.24%

6 Month -0.59%

1 Year 3.16%

3 Year 12.98%

5 Year 10.57%

Know This Fund

As on 08 Jun 2026

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

Equity (71.86%) Market Cap Large Cap 39.61 Mid Cap 17.7 Small Cap 14.55 Top Sectors Financial 20.75 Capital Goods 15.73 Services 7.1 Automobile 6.25 Healthcare 5.99 Consumer Discretionary 3.32 Consumer Staples 3.02 Energy 2.45 Unclassified 2.4 Technology 1.97 Metals & Mining 1.17 Communication 1.09 Construction 0.62 Top Holding 360 One Wam 0.95 Axis Bank 1.34 Bajaj Finance 0.98 Bharat Electronics 2.63 Bharti Airtel 1.09 Bikaji Foods International 0.32 Billionbrains Garage Ventures 0.55 Blue Star 1.27 Canara Robeco Asset Management Company 0.43 CCL Products 0.34 CG Power 2.65 Cholamandalam Investment and Finance Company 1.47 Coforge 0.72 Divi's Laboratories 0.74 Dixon Technologies (India) 0.95 Eris Lifesciences 0.5 Eternal 2.39 FSN E-Commerce Ventures 0.59 GE Vernova T&D 4.08 Global Health 0.44 HCL Technologies 0.47 HDFC Bank 3.3 Hero Motocorp 0.53 Hindustan Aero 1.09 ICICI Bank 4.38 ICICI Prudential Asset Management Company 1.97 Infosys 0.78 Interglobe Aviation 0.79 JSW Energy 0.63 Karur Vysya Bank 3.11 Kei Industries 1.68 Larsen & Toubro 0.62 Lenskart Solutions 1.12 LG Electronics India 0.38 Mahindra & Mahindra 3.35 Mankind Pharma 0.5 Maruti Suzuki India 1.13 Max Healthcare Institute 0.99 MCX 1.9 Motilal Oswal Financial Services 1.2 Nippon Life India Asset Management 1.66 NTPC 1.32 Oil India 0.54 PB Fintech 0.35 PG Electroplast 0.26 Prudent Corporate Advisory Services 0.69 PTC Industries 1.17 Radico Khaitan 1.93 RBL Bank 1.12 Reliance Industries 0.59 Safari Industries (India) 0.55 Sai Life Sciences 0.72 Shivalik Bimetal Controls 0.63 Sun Pharmaceutical Industries 1.13 Swiggy 0.4 Tata Motors 0.34 TD Power Systems 1.13 The Indian Hotels Company 0.68 Titagarh Rail Systems 0.41 Varun Beverages 0.43 Vijaya Diagnostic Centre 0.46 Wockhardt 0.51 ZF Commercial 0.49

Debt & Others (28.14%) Sector Allocation Certificate of Deposit 9.27 Bonds 1.43 Bonds/NCDs 0.48 Debt Credit Ratings AAA 12.18 A1+ 9.27 Cash & Call Money 3.86 SOV 2.83 Debt Category Bajaj Finance 1.47 RBL Bank 0.46 Kotak Mahindra Prime 0.49 Bajaj Auto Credit 0.47

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -0.52% Ret 1Y -0.05% Ret 3Y 11.29% Ret 5Y 9.85%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -0.52% Ret 1Y -0.05% Ret 3Y 11.29% Ret 5Y 9.85%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -0.52% Ret 1Y -0.05% Ret 3Y 11.29% Ret 5Y 9.85%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M -1.4% Ret 1Y -2.52% Ret 3Y 10.2% Ret 5Y 8.74%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M -1.4% Ret 1Y -2.52% Ret 3Y 10.2% Ret 5Y 8.74%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M -1.4% Ret 1Y -2.52% Ret 3Y 10.2% Ret 5Y 8.74%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -0.83% Ret 1Y -0.31% Ret 3Y 11.99% Ret 5Y 8.18%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -0.83% Ret 1Y -0.31% Ret 3Y 11.99% Ret 5Y 8.18%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -0.83% Ret 1Y -0.31% Ret 3Y 11.99% Ret 5Y 8.18%

Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -1.53% Ret 1Y -2.21% Ret 3Y 8.91% Ret 5Y 7.52%

Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -1.53% Ret 1Y -2.21% Ret 3Y 8.91% Ret 5Y 7.52%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.87%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

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

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.

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.

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.

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

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

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) 7

Date of Incorporation 2011-02-07

Total AUM 140597.86

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.