HSBC Aggressive Hybrid Active FoF Regular- IDCW
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Hybrid, Aggressive Hybrid, Principal at very high risk
1 Year Return 0.72% at 22 Dec 2025 06:31 PM
Fund Details
NAV 31.2305
Sub-Type Aggressive Hybrid
Rating 3
Min. SIP Amount ₹1000.0
Fund Age(Year) 11.65
Fund Size(in Crores) 44.41
Fund Performance
1 Month -0.85%
3 Month -0.54%
6 Month 3.06%
1 Year 0.72%
3 Year 13.89%
5 Year 13.88%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (91.16%) Market Cap Small Cap 25.69 Large Cap 41.89 Mid Cap 23.59 Top Sectors Financial 20.01 Healthcare 18.67 Energy 11.96 Automobile 7.27 Construction 6.61 Capital Goods 5.74 Insurance 5.48 Consumer Staples 5.3 Services 4.31 Technology 3.13 Chemicals 2.68 Top Holding Anthem Biosciences 5.87 Reliance Industries Ltd - Partly Paid Equity 6.76 ICICI Bank 2.05 SRF 2.68 Kotak Mahindra Bank 3.46 DLF 6.61 Bajaj Finance 3 Tata Consumer Products 3.04 Adani Green Energy 5.74 Britannia Industries 2.25 Tech Mahindra 3.13 Cipla 2.98 Samvardhana Motherson 3.88 Piramal Finance 9.04 Tata Power Company 5.2 Bajaj Auto 3.39 HDFC Life Insurance 5.48 Adani Enterprises 4.22 Adani Enterprises - RE 0.1 Aurobindo Pharma 9.82 Bajaj Finserv 2.46
Debt & Others (8.84%) Sector Allocation Repo 22.15 Treasury Bills 6.53 Net Payables -19.84 Debt Credit Ratings Debt Category Others 2.31 Reserve Bank of India 6.53
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Value Fund Regular-Growth Ret 1M -0.42% Ret 1Y -0.79% Ret 3Y 19.19% Ret 5Y 19.27%
Equity, Flexi Cap funds Aditya Birla Sun Life Value Fund Regular-IDCW Ret 1M -0.42% Ret 1Y -0.79% Ret 3Y 19.19% Ret 5Y 19.27%
Equity, Flexi Cap funds Aditya Birla Sun Life Value Fund Regular-IDCW Reinvestment Ret 1M -0.42% Ret 1Y -0.79% Ret 3Y 19.19% Ret 5Y 19.27%
Equity, Flexi Cap funds Axis Nifty500 Value 50 Index Fund Regular-Growth Ret 1M -0.89% Ret 1Y 7.68% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Value Fund Regular-Growth Ret 1M -1.03% Ret 1Y 3.23% Ret 3Y 22.25% Ret 5Y 0%
Equity, Flexi Cap funds Axis Value Fund Regular-IDCW Payout Ret 1M -1.03% Ret 1Y 3.23% Ret 3Y 22.25% Ret 5Y 0%
Equity, Flexi Cap funds Axis Value Fund Regular-IDCW Reinvestment Ret 1M -1.03% Ret 1Y 3.23% Ret 3Y 22.25% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Nifty 500 Value 50 Index Fund Regular-Growth Ret 1M -0.89% Ret 1Y 7.61% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Value Fund Regular-Growth Ret 1M -0.1% Ret 1Y 2.82% Ret 3Y 17.22% Ret 5Y 22.82%
Equity, Flexi Cap funds Bandhan Value Fund Regular-IDCW Ret 1M -0.1% Ret 1Y 2.82% Ret 3Y 17.22% Ret 5Y 22.82%
Equity, Flexi Cap funds Bandhan Value Fund Regular-IDCW Reinvestment Ret 1M -0.1% Ret 1Y 2.82% Ret 3Y 17.22% Ret 5Y 22.82%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.35%
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.
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
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.
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) 37
Date of Incorporation 2014-04-30
Total AUM 2025-11-30
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.
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