HSBC Aggressive Hybrid Active FoF Direct Growth

Hybrid
Aggressive Hybrid
Very High Risk
15.47%
3Y annualised
+0.52% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Sep 2025
₹42.06
Rating
3
Min. SIP amount
₹1,000
Fund size
₹41.57Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (6)

NameSectorInstrumentAssets
HSBC Large Cap Fund Direct-Growth
NAMutual Fund35.88%
HSBC Midcap Fund Direct-Growth
NAMutual Fund19.42%
HSBC Small Cap Fund Direct-Growth
NAMutual Fund19.25%
HSBC Medium to Long Duration Fund Direct-Growth
NAMutual Fund10.57%
HSBC Corporate Bond Direct-Growth
NAMutual Fund8.73%
HSBC Dynamic Bond Fund Direct-Growth
NAMutual Fund5.02%

Minimum investment amounts

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

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-0.0%15.5%18.0%13.5%
Category average-0.2%14.0%16.9%NA
Rank with in category362117NA
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Peer Comparison

Expense ratio, exit load and tax

Expense ratio: 0.10%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within two years, returns are taxed as per your Income Tax slab. If you redeem after two years, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

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Check past data

Fund management

Gautam Bhupal
Oct 2015 - 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.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East, Mumbai 400063
Phone
NA
Launch Date
27 May 2002
HSBC Mutual Fund
Asset Management Company
Custodian
JP Morgan Chase Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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