HSBC Mutual FundAggressive HybridDirect plan, growth

HSBC Aggressive Hybrid Fund

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NAV: ₹69.06; —11 Sept 2026
AUM (₹ Cr): 5,460; Average, April - June 2026
Expense ratio: 0.93%; Regular 1.95%
Risk: Very High; SEBI riskometer

1Y return: 7.5%+9.7%; Benchmark -2.2%
3Y CAGR: 13.2%+6.3%; Benchmark 6.9%
5Y CAGR: —; Benchmark 6.9%

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HSBC Aggressive Hybrid 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	+0.4%	+6.1%	+14.5%	+7.0%	+7.5%	+13.2%	—	—	+14.7%
NIFTY 50 Hybrid Composite Debt 65:35 Index	—	—	—	—	-2.2%	6.9%	6.9%	10.2%	10.6%
Aggressive Hybrid average	-1.9%	3.0%	8.1%	0.0%	2.6%	11.0%	10.5%	12.0%	12.2%
Difference	—	—	—	—	+9.7%	+6.3%	—	—	+4.0%

Portfolio

Fund details

Fund house: HSBC Mutual Fund
Category: Hybrid · Aggressive Hybrid
SEBI classification: Hybrid / Aggressive Hybrid
Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index
Launch date: 28 Nov 2022 (3.8 years)
Structure: Open Ended
Plans and options: Direct Growth, Regular Growth
Fund manager: Shriram Ramanathan
Minimum SIP: ₹500
Minimum lumpsum: ₹5,000 (then ₹1,000)
Exit load: 1.00%
Lock-in: None
Riskometer: Very High (benchmark High)
Expense ratio as of: 9 Sept 2026
AUM period: April - June 2026
ISIN, Direct Growth: INF917K01LE4
ISIN, Regular Growth: INF917K01LB0
Scheme code: 151122, 151120

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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