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HSBC Aggressive Hybrid Fund(G)-Direct Plan

HSBC Aggressive Hybrid Fund(G)-Direct Plan

HybridDirect GrowthHigh Risk

+11.24%

5Y annualised

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Buy, Hold or Sell?

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NAV : 09 Sep 2026

₹68.97

Min. SIP amount

₹500

Fund size (AUM)

5869 Cr

Expense ratio

0.83%

Launched on

01 Jan 2013

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,55,327

Stock Allocation

Stock nameSectorAllocation
Icici Bank LimitedBank4.66%
Ge Vernova T&D India LimitedCapital Goods3.56%
Hdfc Bank LimitedBank3.04%

Fund Composition

5869 Cr

Large Cap

34.61%

Mid Cap

20.78%

Small Cap

17.63%

Others

26.99%

Sector Allocation

5869 Cr

Bank

12.94%

Capital Goods

10.91%

Corporate Debt

10.37%

Finance

9.11%

Domestic Equities

8.07%

Certificate Of Deposit

7.92%

Automobile & Ancillaries

7.25%

Healthcare

6.13%

Others

26.02%

Minimum investments

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

Nil for 10% of units and 1% for remaining units on or before 1Y, Nil after 1Y

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

GB

Gautam Bhupal

Present

SR

Shriram Ramanathan

Present

MA

Mohd Asif Rizwi

Present

MC

Mayank Chaturvedi

Present

Similar/Peer Fund Comparison

Fund name
B

Bank of India Aggressive Hybrid Fund(G)-Direct Plan

+17.24%
H

HSBC Multi Asset Active FOF(G)-Direct Plan

+15.61%
Q

Quant Aggressive Hybrid Fund(G)-Direct Plan

+13.00%
N

Navi Aggressive Hybrid Fund(G)-Direct Plan

+12.00%
H

HSBC Aggressive Hybrid Active FOF(G)-Direct Plan

+12.74%
B

Bandhan Aggressive Hybrid Fund(G)-Direct Plan

+14.26%
H

HSBC Aggressive Hybrid Fund(G)-Direct Plan

+13.28%
K

Kotak Aggressive Hybrid Fund(G)-Direct Plan

+12.87%

FAQs

HSBC Aggressive Hybrid Fund(G)-Direct Plan is a part of HSBC Global Asset Management (India) Private Limited, it was incepted on 01 Jan 2013. This fund is managed by Gautam Bhupal, Shriram Ramanathan, Mohd Asif Rizwi and Mayank Chaturvedi. It is a Hybrid type of fund.

The current NAV of HSBC Aggressive Hybrid Fund(G)-Direct Plan is ₹68.97 (as of 09 Sep 2026).

HSBC Aggressive Hybrid Fund(G)-Direct Plan has delivered 8.11% in 1 year, 13.28% in 3 years, and 11.24% in 5 years (annualised).

The minimum SIP amount for HSBC Aggressive Hybrid Fund(G)-Direct Plan is ₹500.

The expense ratio of HSBC Aggressive Hybrid Fund(G)-Direct Plan is 0.83%.

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