Home› Funds› HSBC Aggressive Hybrid Fund - Direct Growth

HSBC Aggressive Hybrid Fund - Direct Growth

HSBC · Aggressive Hybrid
High
₹66.73
Current NAV
25 Jun 2026
14.2%
1Y Return
9.7%
3Y CAGR
8.7%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.72%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.62).
  • Well-diversified portfolio aligned with the Aggressive Hybrid mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.12
Sharpe Ratio
1.02
Beta
3.62
Alpha
1.25
Sortino
Fund Details
Fund House HSBC
Category Aggressive Hybrid
AUM ₹3170 Cr
Expense Ratio 0.72%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Aggressive Hybrid
Navi Aggressive Hybrid Fund - Direct Plan Half Yearly IDCW
Navi
₹24.95 19.9%
Navi Aggressive Hybrid Fund - Direct Plan Monthly IDCW
Navi
₹24.97 19.8%
quant Aggressive Hybrid Fund-Growth Option-Direct Plan
Quant
₹518.46 19.8%
NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - QUARTERLY IDCW Option
Nippon India
₹0.00 19.7%