HSBC Aggressive Hybrid Fund-Growth

Fund Details

NAV 56.1715

Sub-Type Aggressive Hybrid

Rating 3

Min. SIP Amount ₹500.0

Fund Age(Year) 15.03

Fund Size(in Crores) 5429.61

Fund Performance

1 Month 0.81%

3 Month -1.6%

6 Month 1.08%

1 Year 14.13%

3 Year 15.52%

5 Year 11.29%

Know This Fund

As on 16 Feb 2026

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

Equity (72.98%) Market Cap Mid Cap 21.91 Small Cap 14.11 Large Cap 36.96 Top Sectors Financial 19.61 Capital Goods 13.11 Automobile 8.3 Services 7.29 Healthcare 6.06 Technology 5.54 Consumer Discretionary 3.49 Consumer Staples 2.59 Unclassified 2.19 Energy 1.75 Metals & Mining 1.32 Communication 1.13 Construction 0.6 Top Holding Bajaj Finance 0.97 GE Vernova T&D 3.09 360 One Wam 1.04 Lupin 0.82 Nippon Life India Asset Management 0.72 RBL Bank 0.99 Persistent Systems 0.81 Dixon Technologies (India) 0.89 Hero Motocorp 1.79 Kei Industries 1.39 Prudent Corporate Advisory Services 0.49 CCL Products 0.29 CG Power 1.9 Max Healthcare Institute 0.95 PG Electroplast 0.26 Eris Lifesciences 0.52 Coforge 1 Blue Star 1.29 Wockhardt 0.51 Mahindra & Mahindra 4.34 Mankind Pharma 0.2 Swiggy 0.46 Radico Khaitan 1.59 ICICI Prudential Asset Management Company 1.77 NTPC 1.17 Maruti Suzuki India 1.24 The Indian Hotels Company 0.72 Titagarh Rail Systems 0.43 Karur Vysya Bank 3.19 Shivalik Bimetal Controls 0.45 Vijaya Diagnostic Centre 0.39 UTI Asset Mgmt 0.18 Meesho 0.15 Hexaware Technologies 0.71 Reliance Industries 0.58 Bharti Airtel 1.13 Safari Industries (India) 1.21 TD Power Systems 0.71 Motilal Oswal Financial Services 1.13 JSW Energy 0.52 Interglobe Aviation 0.85 HCL Technologies 1.17 Sai Life Sciences 0.56 KPIT Technologies 0.25 Hindustan Aero 1.16 Divi's Laboratories 0.69 MCX 1.61 Canara Robeco Asset Management Company 0.42 Lenskart Solutions 0.99 ZF Commercial 0.5 Bharat Electronics 2.74 ICICI Bank 4.19 Axis Bank 1.44 Infosys 1.09 HDFC Bank 3.45 Varun Beverages 0.4 Sun Pharmaceutical Industries 1 Eternal 3.15 PTC Industries 1.32 Tech Mahindra 0.51 Billionbrains Garage Ventures 0.29 Bikaji Foods International 0.31 Global Health 0.42 Cholamandalam Investment and Finance Company 1.53 Larsen & Toubro 0.6 PB Fintech 0.35

Debt & Others (27.02%) Sector Allocation Certificate of Deposit 4.38 Bonds 1.44 Bonds/NCDs 0.47 Debt Credit Ratings AAA 13.86 Cash & Call Money 5 A1+ 4.38 SOV 3.78 Debt Category Bajaj Finance 1.59 Kotak Mahindra Prime 0.48 Bajaj Auto Credit 0.46 GOI 3.78

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -0.12% Ret 1Y 11.1% Ret 3Y 14.13% Ret 5Y 11.31%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -0.12% Ret 1Y 11.1% Ret 3Y 14.13% Ret 5Y 11.31%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -0.12% Ret 1Y 11.1% Ret 3Y 14.13% Ret 5Y 11.31%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M -0.17% Ret 1Y 10.9% Ret 3Y 14.57% Ret 5Y 11.16%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M -0.17% Ret 1Y 10.9% Ret 3Y 14.57% Ret 5Y 11.16%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M -0.17% Ret 1Y 10.9% Ret 3Y 14.57% Ret 5Y 11.16%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -0.19% Ret 1Y 11.15% Ret 3Y 14.07% Ret 5Y 9.16%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -0.19% Ret 1Y 11.15% Ret 3Y 14.07% Ret 5Y 9.16%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -0.19% Ret 1Y 11.15% Ret 3Y 14.07% Ret 5Y 9.16%

Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -0.14% Ret 1Y 8.71% Ret 3Y 11.82% Ret 5Y 9.04%

Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -0.14% Ret 1Y 8.71% Ret 3Y 11.82% Ret 5Y 9.04%

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

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.

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

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.

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.

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) 10

Date of Incorporation 2011-02-07

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.