Item: HSBC Aggressive Hybrid Fund Direct Plan Annual Reinvestment of Income Dis cum Cap Wdrl
Rating: 3
Author: Morningstar

Home › Mutual Funds › HSBC Mutual Fund › HSBC Aggressive Hybrid Fund Direct Plan Annual Reinvestment of Income Dis cum Cap Wdrl

20.341 (0.236%)

NAV on September 15, 2025

Category Allocation:
Aggressive Allocation

Total Assets 5,475 cr

Turnover Ratio 70.01%

Expense Ratio 0.84%

Exit Load 1.00%if redeemed within
1 Years0.00%if redeemed after 1 Years

Returns

1M: 2.26%
1Y: 1.30%
3M: 4.80%
3Y: 15.45%
6M: 22.17%
5Y: 16.55%

Min Investment 5,000

ADDITIONAL INFO

Fund Manager Shriram Ramanathan (Since over 9 years) Gautam Bhupal (Since almost 2 years) Sonal Gupta (Since almost 2 years) Mohd Asif Rizwi (Since over 1 year)

ISIN INF917K01TX7

Fund Family HSBC

P/E Ratio 35.16

P/B Ratio 6.27

Launch Date February 10, 2015

Benchmark

Nifty Composite Debt Index TR INR

Nifty 50 TR INR

RISK MEASURES (3 yrs)

vs Nifty Composite Debt Index TR INR Nifty 50 TR INR

Alpha -

Beta -

R-Squared -

Info Ratio -

Tracking Err -

Sortino 0.934

Sharpe 0.656

Std Dev 12.593

Risk High

Top Rated
Top Performing

Top Aggressive Allocation Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
ICICI Prudential Equity & Debt Fund Direct Plan Growth	444.050	5.41%	45,168 cr	0.96%	Below Average
Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth	41.630	-2.28%	1,253 cr	0.74%	High
Quant Aggressive Hybrid Fund Growth Option Direct Plan	462.608	-2.86%	2,058 cr	0.76%	High

Best Aggressive Allocation Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Baroda Hybrid Equity Fund Plan B (Direct) Growth Option	89.283	16.15%	374 cr	1.78%	Average
PGIM India Aggresive Hybrid Equity Fund Direct Plan Growth	157.890	4.99%	215 cr	0.77%	Low

Other plans of HSBC Aggressive Hybrid Fund

HSBC Aggressive Hybrid Fund Direct Plan Annual Payout of Income Dis cum Cap Wrdl

Aggressive Allocation
HSBC Aggressive Hybrid Fund Annual Payout of Income Dis cum Cap Wrdl

Aggressive Allocation
HSBC Aggressive Hybrid Fund Annual Reinvestment of Income Dis cum Cap Wrdl

Aggressive Allocation
HSBC Aggressive Hybrid Fund Direct Plan Growth Option

Aggressive Allocation
HSBC Aggressive Hybrid Fund Payout of Income Dis cum Cap Wrdl

Aggressive Allocation
HSBC Aggressive Hybrid Fund Growth

Aggressive Allocation
HSBC Aggressive Hybrid Fund Reinvestment of Income Dis cum Cap Wrdl

Aggressive Allocation
HSBC Aggressive Hybrid Fund Direct Plan Payout of Income Dis cum Cap Wrdl

Aggressive Allocation
HSBC Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl

Aggressive Allocation

HSBC Aggressive Hybrid Fund Direct Plan Annual Reinvestment of Income Dis cum Cap Wdrl

previously known as L&T Hybrid Equity Dir Ann IDCW-R until November 25, 2022

ADDITIONAL INFO

ASSET ALLOCATION

CREDIT QUALITY (%)

RISK MEASURES (3 yrs)

INVESTMENT OBJECTIVE

Top Aggressive Allocation Funds

Best Aggressive Allocation Funds

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