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HSBC Aggressive Hybrid Fund - Regular Annual IDCW

HSBC · Aggressive Hybrid
High
₹16.99
Current NAV
25 Jun 2026
11.3%
1Y Return
14.8%
3Y CAGR
11.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 5.33).
  • Professionally managed by an established fund house with experienced fund managers.
  • 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
0.83
Sharpe Ratio
0.73
Beta
5.33
Alpha
0.94
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Fund Details
Fund House HSBC
Category Aggressive Hybrid
AUM ₹8380 Cr
Expense Ratio 1.53%
Min SIP ₹500
Min Lumpsum ₹1000
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