HSBC Aggressive Hybrid Fund Direct Growth

HSBC Aggressive Hybrid Fund Direct Growth

Hybrid
Aggressive Hybrid
Very High Risk
+16.22%
3Y annualised
-0.40% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Jan '26
₹63.30
Min. SIP amount
₹500
Fund size
₹5,569.07 Cr
Expense ratio
0.82%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹62,188
+3.65%
3 years₹1,80,000₹2,12,046
+17.80%
5 years₹3,00,000₹4,06,666
+35.56%
10 years₹6,00,000₹11,41,496
+90.25%

Holdings (98)

NameSectorInstrumentsAssets
Eternal Ltd.ServicesEquity5.12%
Mahindra & Mahindra Ltd.AutomobileEquity4.57%
ICICI Bank Ltd.FinancialEquity4.05%
HDFC Bank Ltd.FinancialEquity3.59%
GE Vernova T&D India LtdCapital GoodsEquity3.35%
Karur Vysya Bank Ltd.FinancialEquity2.73%
Bharat Electronics Ltd.Capital GoodsEquity2.38%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity2.06%
Hero Motocorp Ltd.AutomobileEquity1.82%
Radico Khaitan Ltd.Consumer StaplesEquity1.81%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity1.56%
Kei Industries Ltd.Capital GoodsEquity1.50%
Sun Pharmaceutical Industries Ltd.HealthcareEquity1.40%
Multi Commodity Exchange Of India Ltd.ServicesEquity1.39%
Maruti Suzuki India Ltd.AutomobileEquity1.38%
PTC Industries Ltd.Metals & MiningEquity1.32%
ICICI Prudential Asset Management Company Ltd.FinancialEquity1.31%
Safari Industries (India) Ltd.Consumer DiscretionaryEquity1.27%
Motilal Oswal Financial Services Ltd.FinancialEquity1.25%
GOISovereignGOI Sec1.22%
Blue Star Ltd.Consumer DiscretionaryEquity1.20%
Bharti Airtel Ltd.CommunicationEquity1.18%
Siddhivinayak Securitisation TrustOthersSec. Debt1.17%
Godfrey Phillips India Ltd.Consumer StaplesEquity1.10%
HCL Technologies Ltd.TechnologyEquity1.09%
Hindustan Aeronautics Ltd.Capital GoodsEquity1.08%
360 One Wam Ltd.FinancialEquity1.07%
Infosys Ltd.TechnologyEquity1.04%
India Universal Trust AL1OthersSec. Debt1.03%
RBL Bank Ltd.FinancialEquity1.02%
Max Healthcare Institute Ltd.HealthcareEquity1.01%
Dixon Technologies (India) Ltd.Capital GoodsEquity1.00%
Bajaj Finance Ltd.FinancialEquity1.00%
Coforge Ltd.TechnologyEquity0.98%
REC Ltd.FinancialDebenture0.97%
LIC Housing Finance Ltd.FinancialFRB0.97%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture0.96%
Bajaj Finance Ltd.FinancialDebenture0.95%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity0.95%
National Housing BankFinancialDebenture0.95%
REC Ltd.FinancialDebenture0.93%
GOISovereignGOI Sec0.92%
Interglobe Aviation Ltd.ServicesEquity0.91%
IDBI Bank Ltd.FinancialCD0.88%
HDFC Bank Ltd.FinancialCD0.87%
Persistent Systems Ltd.TechnologyEquity0.82%
Lupin Ltd.HealthcareEquity0.78%
The Indian Hotels Company Ltd.ServicesEquity0.77%
Hexaware Technologies Ltd.TechnologyEquity0.76%
Axis Bank Ltd.FinancialEquity0.71%
Divi's Laboratories Ltd.HealthcareEquity0.71%
Nippon Life India Asset Management Ltd.FinancialEquity0.70%
Reliance Industries Ltd.EnergyEquity0.63%
Larsen & Toubro Ltd.ConstructionEquity0.61%
Sai Life Sciences Ltd.HealthcareEquity0.60%
Swiggy Ltd.ServicesEquity0.56%
Gujarat StateConstructionSDL0.56%
Eris Lifesciences Ltd.HealthcareEquity0.55%
TD Power Systems Ltd.Capital GoodsEquity0.54%
JSW Energy Ltd.Capital GoodsEquity0.53%
Wockhardt Ltd.HealthcareEquity0.52%
Canara Robeco Asset Management Company Ltd.FinancialEquity0.52%
Prudent Corporate Advisory Services Ltd.FinancialEquity0.51%
Indian Oil Corporation Ltd.EnergyNCD0.49%
Power Finance Corporation Ltd.FinancialNCD0.49%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity0.49%
National Bank For Agriculture & Rural DevelopmentFinancialBonds0.48%
Small Industries Devp. Bank of India Ltd.FinancialDebenture0.48%
Power Finance Corporation Ltd.FinancialDebenture0.48%
Sundaram Finance Ltd.FinancialDebenture0.47%
REC Ltd.FinancialDebenture0.47%
Kotak Mahindra Prime Ltd.FinancialNCD0.47%
LIC Housing Finance Ltd.FinancialDebenture0.47%
Bajaj Finance Ltd.FinancialDebenture0.47%
National Bank For Agriculture & Rural DevelopmentFinancialBonds0.46%
Titagarh Rail Systems Ltd.AutomobileEquity0.46%
Small Industries Devp. Bank of India Ltd.FinancialBonds/NCD0.46%
Global Health Ltd.HealthcareEquity0.46%
Bajaj Auto Credit Ltd.FinancialNCD0.45%
Shivalik Bimetal Controls Ltd.Capital GoodsEquity0.44%
GOISovereignGOI Sec0.44%
Vijaya Diagnostic Centre Ltd.HealthcareEquity0.42%
NTPC Ltd.EnergyEquity0.41%
GOISovereignGOI Sec0.41%
Varun Beverages Ltd.Consumer StaplesEquity0.40%
PB Fintech Ltd.ServicesEquity0.37%
Bikaji Foods International Ltd.Consumer StaplesEquity0.35%
GOISovereignGOI Sec0.29%
KPIT Technologies Ltd.TechnologyEquity0.28%
CCL Products (India) Ltd.Consumer StaplesEquity0.27%
PG Electroplast Ltd.Capital GoodsEquity0.27%
Billionbrains Garage Ventures Ltd.FinancialEquity0.25%
Mankind Pharma Ltd.HealthcareEquity0.20%
UTI Asset Management Company Ltd.FinancialEquity0.20%
LIC Housing Finance Ltd.FinancialDebenture0.19%
Meesho Ltd.ServicesEquity0.15%
Embassy Office Parks REITConstructionDebenture0.13%
Bajaj Finance Ltd.FinancialDebenture0.13%
See All

Minimum investments

Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+16.2%+13.0%+12.5%+13.9%
Category average (Hybrid Aggressive Hybrid)+14.3%+13.9%+12.0%--
Rank (Hybrid Aggressive Hybrid)1329----

Exit load, stamp duty and tax

Exit load

Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

SR
Shriram Ramanathan
May 2016 - Present
View details

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.

GB
Gautam Bhupal
Oct 2023 - Present
View details

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.

About HSBC Aggressive Hybrid Fund Direct Growth

HSBC Aggressive Hybrid Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 27 May 2002. Shriram Ramanathan is the Current Fund Manager of HSBC Aggressive Hybrid Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,36,937 Cr and the Latest NAV as of 19 Jan 2026 is ₹63.30. The HSBC Aggressive Hybrid Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year ;

Investment Objective

This scheme seeks to generate long term capital growth and income through investments in equity and equity related securities and fixed income instruments.
Fund benchmarkNIFTY 50 Hybrid Composite Debt 65:35 Index

Fund house

Rank (total assets)#21 in India
Total AUM₹1,36,936.80 Cr
Date of Incorporation27 May 2002
Launch Date27 May 2002
Address9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East, Mumbai 400063
CustodianHDFC Bank
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,