HSBC Mutual FundBalanced AdvantageDirect plan, growth

HSBC Aggressive Hybrid Active FOF (erstwhile HSBC Managed Solutions India - Growth fund)

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NAV: ₹45.95; —11 Sept 2026
AUM (₹ Cr): 45; Average, April - June 2026
Expense ratio: 0.24%; Regular 1.46%
Risk: —; SEBI riskometer

1Y return: 8.3%+5.6%; Category 2.7%
3Y CAGR: 12.3%+2.8%; Category 9.5%
5Y CAGR: 11.0%+1.5%; Category 9.5%

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HSBC Aggressive Hybrid Active FOF (erstwhile HSBC Managed Solutions India - Growth fund)

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily NAVs. Risk-free rate 6.5% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
Fund	-0.5%	+5.4%	+14.2%	+6.4%	+8.3%	+12.3%	+11.0%	+12.1%	+13.1%
Benchmark	—	—	—	—	—	—	—	—	—
Balanced Advantage average	-1.7%	2.6%	6.2%	0.2%	2.7%	9.5%	9.5%	10.7%	9.6%
Difference	—	—	—	—	—	—	—	—	—

Portfolio

Fund details

Fund house: HSBC Mutual Fund
Category: Hybrid · Balanced Advantage
Benchmark: —
Launch date: 5 May 2014 (12.4 years)
Structure: Open Ended · FoF
Plans and options: Direct Growth, Regular Growth
Fund manager: Gautam Bhupal
Minimum SIP: ₹1,000
Minimum lumpsum: ₹5,000 (then ₹1,000)
Exit load: 1.00%
Lock-in: None
Expense ratio as of: 9 Sept 2026
AUM period: April - June 2026
ISIN, Direct Growth: INF336L01ID3
ISIN, Regular Growth: INF336L01IA9
Scheme code: 129200, 129065

NAV and returns as of 11 Sept 2026; returns are for the direct plan, growth option, before entry or exit costs. Not investment advice.

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