HSBC Aggressive Hybrid Fund - Growth - Direct Plan

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  • (-0.29%)Nav, as on 12-03-2025

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To seek to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and to generate reasonable returns through a portfolio of debt and money market instruments.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
HSBC Aggressive Hybrid Fund - Direct Growth -5.09 -18.19 1.23 10.77 14.60 13.35
BSE SENSEX - TRI -2.81 -8.98 2.04 11.48 17.13 13.26
NIFTY 50 Hybrid Composite Debt 65:35 Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
HSBC Aggressive Hybrid Fund - Direct Growth Jan 01, 2013 1.23 10.77 14.60 0.86 4,744.31
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth Jan 01, 2013 Unrated 8.89 11.41 15.04 0.81 68,440.31
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth Jan 01, 2013 6.27 17.74 24.25 1.02 38,507.07
Canara Robeco Equity Hybrid Fund - Direct Plan - Growth Jan 01, 2013 5.28 12.37 15.93 0.61 9,841.01
Mirae Asset Aggressive Hybrid Fund -Direct Plan-Growth Jul 29, 2015 5.15 12.48 16.88 0.40 8,170.45
Kotak Equity Hybrid - Growth - Direct Nov 03, 2014 7.27 14.30 19.17 0.50 6,324.10

Fund Holdings as on 28-February-2025

  • Zomato Limited

  • Mahindra & Mahindra Limited

  • ICICI Bank Limited

  • Bharat Electronics Limited

  • Trent Limited

  • Treps

  • BSE Limited

  • CG Power and Industrial Solutions Limited

  • GE Vernova T&D India Limited

  • HDFC Bank Limited

  • Persistent Systems Limited

  • Infosys Limited

  • 7.18% GOVERNMENT ON INDIA 14AUG2033 GSEC

  • Axis Bank Limited

  • Karur Vysya Bank Limited

  • Dixon Technologies (India) Limited

  • Zensar Technologies Limited

  • Transformers And Rectifiers (India) Limited

  • 6.79% INDIA GOV BOND 07OCT2034 GSEC

  • 7.38% GOI 20JUN2027

  • Sun Pharmaceutical Industries Limited

  • Cholamandalam Investment & Finance Company Limited

  • Safari Industries India Limited

  • 7.32% GOI BOND 13NOV2030

  • Radico Khaitan Limited

  • Blue Star Limited

  • India Universal Trust AL1**

  • Coforge Limited

  • KEI Industries Limited

  • Maruti Suzuki India Limited

  • National Bank for Agriculture & Rural Development^

  • Max Healthcare Institute Limited

  • Small Industries Development Bank of India**

  • NTPC Green Energy Limited

  • Jamnagar Utilities and Power Pvt Limited**

  • LIC Housing Finance Limited^

  • 360 One Wam Limited

  • Axis Bank Limited**

  • Hindustan Aeronautics Limited

  • The Indian Hotels Company Limited

  • PTC Industries Limited

  • Prudent Corporate Advisory Services Limited

  • Lupin Limited

  • Godfrey Phillips India Limited

  • Multi Commodity Exchange of India Limited

  • JSW Energy Limited

  • Bharti Airtel Limited

  • Rec Limited**

  • Swiggy Limited

  • Power Finance Corporation Limited**

  • Bajaj Finance Limited**

  • Larsen & Toubro Limited

  • LIC Housing Finance Limited^

  • 7.34% INDIA GOVERNMENT BOND 22APR2064

  • Kotak Mahindra Prime Limited**

  • Rec Limited**

  • Rec Limited**

  • 7.30% GOI 19JUN53

  • 7.26% GOVERNMENT OF INDIA 06FEB33

  • 7.26% GOI 22AUG2032

  • 7.18% GOI 24-Jul-2037

  • Small Industries Development Bank of India**

  • National Bank for Agriculture & Rural Development**

  • Power Finance Corporation Limited**

  • National Bank for Agriculture & Rural Development**

  • Indian Oil Corporation Limited**

  • Small Industries Development Bank of India**

  • Global Health Limited

  • Export Import Bank of India**

  • Shivalik Bimetal Controls Limited

  • Apar Industries Limited

  • NTPC Limited

  • Sonata Software Limited

  • PG Electroplast Limited

  • Varun Beverages Limited

  • Rec Limited

  • PB Fintech Limited

  • 7.37% GOI 23OCT2028

  • Nippon Life India Asset Management Limited

  • ABB India Limited

  • 07.26% GS 2029

  • Bharat Heavy Electricals Limited

  • Bikaji Foods International Limited

  • The Karnataka Bank Limited

  • UltraTech Cement Limited

  • GOI 07.17% 08JAN28

  • TD Power Systems Limited

  • Techno Electric & Engineering Company Limited

  • Torrent Power Limited

  • Power Finance Corporation Limited

  • Godrej Properties Limited

  • Data Patterns India Limited

  • ZF Commercial Vehicle Control Systems India Ltd

  • Power Finance Corporation Limited**

  • Exide Industries Limited

  • Reliance Industries Limited

  • DLF Limited

  • Tech Mahindra Limited

  • Tata Motors Limited

  • LTIMindtree Limited

  • Suzlon Energy Limited

  • KPIT Technologies Limited

  • Titagarh Rail Systems Limited

  • Bajaj Auto Limited

  • Hindustan Petroleum Corporation Limited

  • Siemens Limited

  • VRL Logistics Limited

  • Triveni Turbine Limited

  • Kalpataru Projects International Limited

  • SAI Life Sciences Limited

  • Rategain Travel Technologies Limited

  • Timken India Limited

  • Sundaram Finance Limited

  • Net Current Assets (including cash & bank balances)

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Electric Equipment

  • e-Commerce

  • Automobiles - Passenger Cars

  • Finance - Others

  • Defence

  • Retailing

  • Pharmaceuticals & Drugs

  • Power Generation/Distribution

  • Consumer Durables - Electronics

  • Hospital & Healthcare Services

  • Finance - NBFC

  • Household & Personal Products

  • Breweries & Distilleries

  • Air Conditioners

  • Cable

  • Hotel, Resort & Restaurants

  • Castings/Forgings

  • Cigarettes/Tobacco

  • Engineering - Construction

  • Finance - Stock Broking

  • Consumer Food

  • Telecommunication - Service Provider

  • Finance Term Lending

  • Metal - Non Ferrous

  • Consumer Durables - Domestic Appliances

  • Fintech

  • Finance - Asset Management

  • Engineering - Industrial Equipments

  • Construction - Real Estate

  • Cement & Construction Materials

  • Refineries

  • Auto Ancillary

  • Batteries

  • Automobiles-Trucks/Lcv

  • Automobile Two & Three Wheelers

  • Railways Wagons

  • Logistics

  • Bearings

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Fund Manager

  • CARE AAA

  • Cash

  • CRISIL A1+

  • CRISIL AAA

  • Equity

  • ICRA AAA

  • IND AAA(SO)

  • SOVEREIGN

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About HSBC Aggressive Hybrid Fund

Scheme Analysis

HSBC Aggressive Hybrid Fund is a Hybrid - Aggressive Hybrid Fund fund and belongs to HSBC Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹4,744.31 crore. HSBC Aggressive Hybrid Fund is benchmarked against BSE SENSEX - TRI as primary index and NIFTY 50 Hybrid Composite Debt 65:35 Index as secondary index.

The NAV of HSBC Aggressive Hybrid Fund ended down ₹-0.15(-0.29%)yesterday to ₹53.0167.

Among its top 3 holdings the fund has exposure to Zomato Limited, and

The HSBC Aggressive Hybrid Fund is managed by Shriram Ramanathan and Gautam Bhupal.

Fund House Contact

9-11 Floors, NESCO IT Park, Building No.3, Western Exp Highway, Goregaon (E) Mumbai - 400 063

+91 (22) 66145000
+91 (22) 49146033