Aeterna Wealth
Aggressive Hybrid · Regular plan · Growth

HSBC Aggressive Hybrid Fund (Regular)

HSBC Mutual Fund · benchmark: 65% Nifty 50 TRI + 35% bond funds · 3.9 years old · AMFI code 151120

Tax: Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.

B
Track-record rating: 15 of 28 in Aggressive Hybrid

B (middle of the peer group), score 50.4 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months4.7%3.8%+0.9%3 / 28
1 year4.9%1.1%+3.9%5 / 28
3 years (a year)12.6%9.0%+3.6%11 / 28
5 years (a year)––––

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y14.0%
Up capture, 3Y133
Down capture, 3Y126
Information ratio, 3Y0.45
Jensen's alpha, 3Y+3.0%
Beta, 3Y1.27
Sharpe, 3Y0.44

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of HSBC Aggressive Hybrid Fund (Regular plan)?

₹59.62 on 6 Nov 2026 (Growth option).

What is the expense ratio of HSBC Aggressive Hybrid Fund (Regular)?

1.96% a year; the Direct plan's is 0.95%.

What return has HSBC Aggressive Hybrid Fund given over 3 years?

12.6% a year (Regular plan) over the 3 years to 6 Nov 2026, against 9.0% for its composite benchmark (65% Nifty 50 TRI + 35% bond funds).

How is HSBC Aggressive Hybrid Fund taxed?

Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.

How is HSBC Aggressive Hybrid Fund rated?

B: 15 of 28 Regular plans in Aggressive Hybrid, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from HSBC Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.