HSBC Aggressive Hybrid Fund Direct Growth

HSBC Aggressive Hybrid Fund Direct Growth

+15.13%
3Y annualised
+0.38% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 May '26
₹64.44
Min. for SIP
₹500
Fund size (AUM)
₹5,423.98 Cr
Expense ratio
0.82%
Rating
2

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹60,858
+1.43%
3 years₹1,80,000₹2,04,420
+13.57%
5 years₹3,00,000₹3,97,373
+32.46%
10 years₹6,00,000₹11,15,605
+85.93%

Holdings (95)

NameSectorInstrumentsAssets
ICICI Bank Ltd.FinancialEquity4.38%
GE Vernova T&D India LtdCapital GoodsEquity4.08%
Mahindra & Mahindra Ltd.AutomobileEquity3.35%
HDFC Bank Ltd.FinancialEquity3.30%
Karur Vysya Bank Ltd.FinancialEquity3.11%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity2.65%
Bharat Electronics Ltd.Capital GoodsEquity2.63%
Eternal Ltd.ServicesEquity2.39%
ICICI Prudential Asset Management Company Ltd.FinancialEquity1.97%
Radico Khaitan Ltd.Consumer StaplesEquity1.93%
Multi Commodity Exchange Of India Ltd.ServicesEquity1.90%
Punjab National BankFinancialCD1.75%
The Federal Bank Ltd.FinancialCD1.74%
Union Bank of IndiaFinancialCD1.74%
Kei Industries Ltd.Capital GoodsEquity1.68%
Nippon Life India Asset Management Ltd.FinancialEquity1.66%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity1.47%
Axis Bank Ltd.FinancialEquity1.34%
NTPC Ltd.EnergyEquity1.32%
Blue Star Ltd.Consumer DiscretionaryEquity1.27%
GOISovereignGOI Sec1.27%
Motilal Oswal Financial Services Ltd.FinancialEquity1.20%
Siddhivinayak Securitisation TrustOthersSec. Debt1.19%
PTC Industries Ltd.Metals & MiningEquity1.17%
Maruti Suzuki India Ltd.AutomobileEquity1.13%
Sun Pharmaceutical Industries Ltd.HealthcareEquity1.13%
TD Power Systems Ltd.Capital GoodsEquity1.13%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity1.12%
RBL Bank Ltd.FinancialEquity1.12%
Hindustan Aeronautics Ltd.Capital GoodsEquity1.09%
Bharti Airtel Ltd.CommunicationEquity1.09%
India Universal Trust AL1OthersSec. Debt1.02%
National Housing BankFinancialDebenture0.99%
Max Healthcare Institute Ltd.HealthcareEquity0.99%
Bajaj Finance Ltd.FinancialEquity0.98%
REC Ltd.FinancialDebenture0.97%
National Bank For Agriculture & Rural DevelopmentFinancialBonds0.96%
360 One Wam Ltd.FinancialEquity0.95%
Dixon Technologies (India) Ltd.Capital GoodsEquity0.95%
LIC Housing Finance Ltd.FinancialFRB0.94%
Union Bank of IndiaFinancialCD0.88%
Bank Of BarodaFinancialCD0.87%
National Bank For Agriculture & Rural DevelopmentFinancialCD0.87%
Interglobe Aviation Ltd.ServicesEquity0.79%
Infosys Ltd.TechnologyEquity0.78%
Divi's Laboratories Ltd.HealthcareEquity0.74%
Sai Life Sciences Ltd.HealthcareEquity0.72%
Coforge Ltd.TechnologyEquity0.72%
Prudent Corporate Advisory Services Ltd.FinancialEquity0.69%
The Indian Hotels Company Ltd.ServicesEquity0.68%
Shivalik Bimetal Controls Ltd.Capital GoodsEquity0.63%
JSW Energy Ltd.Capital GoodsEquity0.63%
Larsen & Toubro Ltd.ConstructionEquity0.62%
Reliance Industries Ltd.EnergyEquity0.59%
FSN E-Commerce Ventures Ltd.ServicesEquity0.59%
GOISovereignGOI Sec0.55%
Billionbrains Garage Ventures Ltd.FinancialEquity0.55%
Safari Industries (India) Ltd.Consumer DiscretionaryEquity0.55%
Oil India Ltd.EnergyEquity0.54%
Hero Motocorp Ltd.AutomobileEquity0.53%
Punjab National BankFinancialCD0.52%
Wockhardt Ltd.HealthcareEquity0.51%
Mankind Pharma Ltd.HealthcareEquity0.50%
Eris Lifesciences Ltd.HealthcareEquity0.50%
LIC Housing Finance Ltd.FinancialDebenture0.49%
Kotak Mahindra Prime Ltd.FinancialNCD0.49%
Bajaj Finance Ltd.FinancialDebenture0.49%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity0.49%
Sundaram Finance Ltd.FinancialDebenture0.49%
Small Industries Devp. Bank of India Ltd.FinancialBonds/NCD0.48%
REC Ltd.FinancialBonds0.47%
Power Finance Corporation Ltd.FinancialNCD0.47%
Bajaj Auto Credit Ltd.FinancialNCD0.47%
Small Industries Devp. Bank of India Ltd.FinancialDebenture0.47%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture0.47%
HCL Technologies Ltd.TechnologyEquity0.47%
RBL Bank Ltd.FinancialCD0.46%
Vijaya Diagnostic Centre Ltd.HealthcareEquity0.46%
Karnataka StateOthersSDL0.46%
ICICI Bank Ltd.FinancialCD0.44%
Global Health Ltd.HealthcareEquity0.44%
Varun Beverages Ltd.Consumer StaplesEquity0.43%
Canara Robeco Asset Management Company Ltd.FinancialEquity0.43%
Titagarh Rail Systems Ltd.AutomobileEquity0.41%
Swiggy Ltd.ServicesEquity0.40%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.38%
PB Fintech Ltd.ServicesEquity0.35%
Tata Motors Ltd.AutomobileEquity0.34%
CCL Products (India) Ltd.Consumer StaplesEquity0.34%
Bikaji Foods International Ltd.Consumer StaplesEquity0.32%
GOISovereignGOI Sec0.28%
GOISovereignGOI Sec0.27%
PG Electroplast Ltd.Capital GoodsEquity0.26%
LIC Housing Finance Ltd.FinancialDebenture0.20%
Embassy Office Parks REITConstructionDebenture0.14%
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+15.1%+12.3%+12.4%+13.7%
Category average (Hybrid Aggressive Hybrid)+14.3%+13.9%+12.0%--
Rank (Hybrid Aggressive Hybrid)1220----

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

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.

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.

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. Gautam Bhupal is the Current Fund Manager of HSBC Aggressive Hybrid Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,40,598 Cr and the Latest NAV as of 21 May 2026 is ₹64.44. 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₹1,40,597.86 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,