
HSBC Aggressive Hybrid Active FOF - Reg (IDCW)
FoFs DomesticNAV
29.73(1.18%)Fund Size (CR)
₹46.99Expense Ratio
1.46Scheme Type
Active FundValue Research
-
Min. investment
₹5,000Minimum Additional Investment
₹0Minimum SIP Investment
₹500Minimum Withdrawal
₹500Exit Load
1%Return Since Launch
12.08%
Basic Details
Scheme Manager
Gautam Bhupal
Bench Mark
CRISIL Hybrid 35+65-Aggressive Index - TRI
Type
OPEN
Lumpsum Returns
| Period Invested For | ₹10,000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | October 27, 2026 | 10177.77 | 1.78% | - | 1.13% | 242/578 |
| 1 Month | October 1, 2026 | 9989.65 | -0.10% | - | -1.34% | 362/572 |
| 3 Month | August 3, 2026 | 9713.72 | -2.86% | - | -3.23% | 304/538 |
| 6 Month | April 30, 2026 | 10321.36 | 3.21% | - | -2.31% | 44/528 |
| 1 Year | November 3, 2025 | 10193.37 | 1.93% | 1.93% | 6.42% | 290/444 |
| 3 Year | November 3, 2023 | 13602.45 | 36.02% | 10.79% | 15.83% | 142/278 |
| 5 Year | November 3, 2021 | 15224.84 | 52.25% | 8.77% | 11.41% | 112/204 |
| Since Inception | April 30, 2014 | 41707.70 | 317.08% | 12.08% | 9.48% | 155/580 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | December 1, 2025 | 1,20,000 | 169192.23 | 40.99% | 40.99% |
| 3 Year | December 1, 2023 | 3,60,000 | 490684.55 | 36.30% | 10.87% |
| 5 Year | December 1, 2021 | 6,00,000 | 870533.03 | 45.09% | 7.73% |
| 10 Year | December 1, 2016 | 12,00,000 | 2278432.82 | 89.87% | 6.62% |
Note: SIP Returns since Inception Date.
Tax Treatment
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.
Risk Ratios
3.63%
Standard Deviation
0.79%
Beta
0.46%
Sharpe Ratio
0.01%
Treynor's Ratio
6.61%
Jension's Alpha
Asset Allocation
Sector Allocation
Top 10 stock holding in portfolio
| Stock Invested in | % of Total Holdings | Quantity | Value (Cr) | Asset Type | Segment |
|---|---|---|---|---|---|
| There's no data available of Stock Holdings | |||||
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Mirae Asset S&P 500 Top 50 ETF Fund of Fund-Dir(G) | 1031.03 | -6.10% | 22.21% | 23.42% | 33.29% | 43.49% | |
| SBI Silver ETF Fund of Fund - Direct (G) | 3727.50 | -15.38% | -14.68% | -23.30% | 26.42% | - | |
| SBI Silver ETF Fund of Fund - Direct (IDCW) | 3727.50 | -15.38% | -14.68% | -23.30% | 26.42% | - | |
| Kotak Gold Silver Passive FOF - Direct (G) | 1104.32 | -10.55% | -8.77% | -15.48% | 26.28% | - | |
| Groww Silver ETF FOF - Direct (G) | 87.35 | -15.05% | -14.44% | -22.94% | 26.21% | - |
List of Schemes under HSBC Mutual Fund
News
There are no new Updates!
Fund House Details & Investment Objective
Date of Incorporation
April 9, 2014
Total AUM (Cr)
₹46.99
HSBC Aggressive Hybrid Active FOF - Reg (IDCW) is an FoFs Domestic-oriented fund from the renowned AMC, HSBC Mutual Fund. Launched in April 9, 2014, this fund is managed by Gautam Bhupal. With assets under management (AUM) worth ₹46.99 (Cr), as of November 4, 2026, HSBC Aggressive Hybrid Active FOF - Reg (IDCW) is categorized as a FoFs Domestic within its segment. The fund has generated a return of 12.08% since its launch.
The current NAV of HSBC Aggressive Hybrid Active FOF - Reg (IDCW) is ₹29.73, as on November 4, 2026. The fund's benchmark index is CRISIL Hybrid 35+65-Aggressive Index - TRI. You can invest in HSBC Aggressive Hybrid Active FOF - Reg (IDCW) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹5,000.
Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
The fund has generated 10.79% and 8.77% CAGR in the last 3 and 5 years respectively.
The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 3.40% in Debt and 96.60% in cash and cash equivalents.
Mutual Fund Categories
Types of Mutual Funds
Debt Funds
Access debt markets and enjoy interest income from bonds and debentures. Ideal for conservative short-term investors
Hybrid Funds
Enjoy best of both the worlds - equity and debt. Ideal for beginners with medium-term investment horizon
Equity Funds
Invest in large, mid, and small cap sector stocks to enjoy capital appreciation. Ideal for aggressive, long-term investors
FAQs
HSBC Aggressive Hybrid Active FOF - Reg (IDCW) is a popular fund in the FoFs Domestic segment. The fund has generated a return of 12.08% since inception. Looking to invest in HSBC Aggressive Hybrid Active FOF - Reg (IDCW) How about earning 1% extra return? All this is possible with m.Stock! Investing in HSBC Aggressive Hybrid Active FOF - Reg (IDCW) is super easy and convenient with m.Stock. Here’s how you can begin:
- Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
- In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
- In the search bar, enter the fund name, in this case, HSBC Aggressive Hybrid Active FOF - Reg (IDCW)
- On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
- If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
- If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.
So, why wait? Invest in HSBC Aggressive Hybrid Active FOF - Reg (IDCW) today and reap the benefits of this FoFs Domestic fund!