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HSBC Mutual Fund

HSBC Aggressive Hybrid Fund

HSBC Mutual Fund · Direct plan · Growth

3-year returns
13.3%
a year
NAV
₹68.62
▲ 0.99% · 18 Sept 2026
Fund size
₹5,870 Cr
Expense ratio
0.93%
a year
Minimum SIP
₹500

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹59.67 and has returned 12.14% a year over 3 years.

Returns, and where it stands

Against the average aggressive hybrid fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year4.5%0.8%ahead5 of 29
3 years13.3%10.9%ahead3 of 29
Every period, and the Regular plan →
PeriodDirectRegular
1 month-0.2%-0.3%
3 months2.8%2.5%
6 months11.4%10.8%
1 year4.5%3.4%
2 yearsp.a.4.3%3.3%
3 yearsp.a.13.3%12.1%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Nov 2022.

Plan

NAV history

▲ 4.52% in the last 1Y

58.864.169.418 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹29,552
XIRR (per year)
10.16%
Value today
₹2,09,552

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
13.5% a year
2.6% more than the category average — the bumpier side
Worst fall so far
−19.6%
Dec 2024 to Feb 2025.
Years that made money
97.7%
Of every one-year stretch it has been through.
Over any three years
12.6% to 17.8%
A year, at worst and at best. Typically 15.3%.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
1 Jan 2013
Portfolio turnover
0.26x
Expense ratio
0.93%
as of 31 Jul 2026

Managed by Shriram Ramanathan, Gautam Bhupal, Mohd Asif Rizwi, Mayank Chaturvedi

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

HSBC Aggressive Hybrid Fund against other funds in the Aggressive Hybrid Fund category
Fund1Y3Y5YExpenseFund size
Bank of India Aggressive Hybrid Fund14.27%17.3%14.83%0.6%₹2,051 Cr
Bandhan Aggressive Hybrid Fund5.44%13.93%11.48%0.87%₹2,410 Cr
HSBC Aggressive Hybrid Fund4.52%13.31%0.93%₹5,870 Cr
Quant Aggressive Hybrid Fund9.3%13.06%12.94%1.38%₹2,158 Cr
JM Aggressive Hybrid Fund-0.16%12.96%13.16%1.09%₹700 Cr
ICICI Prudential Aggressive Hybrid Fund-0.51%12.8%14.61%1.05%₹52,433 Cr
Edelweiss Aggressive Hybrid Fund1.17%12.76%13.17%0.84%₹3,998 Cr

About HSBC Aggressive Hybrid Fund

HSBC Aggressive Hybrid Fund is a aggressive hybrid fund managed by HSBC Mutual Fund. Invest 65–80% in equity and the rest in debt.

To seek long term capital growth and income through investments in equity and equity related securities and fixed income instruments. However, there is no assurance that the investment objective of the Scheme will be achieved.

The scheme's stated objective, as published by HSBC Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹68.6208151122
DirectAnnual IDCW₹19.7941151125
DirectIDCW₹33.7908151123
RegularGrowth₹59.6661151120
RegularAnnual IDCW₹17.4251151124
RegularIDCW₹27.9598151121

Frequently asked questions

What is the NAV of HSBC Aggressive Hybrid Fund today?

The NAV of HSBC Aggressive Hybrid Fund (Direct plan, Growth) is ₹68.6208 and the Regular plan NAV is ₹59.6661, as of 18 Sept 2026.

What returns has HSBC Aggressive Hybrid Fund given?

Over the last year the Direct plan returned 4.52%, and 13.31% a year over 3 years. That places it 3 of 29 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of HSBC Aggressive Hybrid Fund?

The Direct plan charges 0.93% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in HSBC Aggressive Hybrid Fund?

You can start a monthly SIP with ₹500, or invest a lump sum of ₹5,000 or more.

How much has HSBC Aggressive Hybrid Fund fallen in the past?

Its deepest fall was 19.6% from 16 Dec 2024 to 28 Feb 2025. Of every one-year stretch in its history, 98% ended in a gain.

Which category does HSBC Aggressive Hybrid Fund belong to?

It is a Aggressive Hybrid Fund from HSBC Mutual Fund. Invest 65–80% in equity and the rest in debt.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from HSBC Aggressive Hybrid Fund taxed?

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.