Analytics, not advice. Rankings and scores describe past performance and are not recommendations.

Aggressive Hybrid

HSBC Aggressive Hybrid Fund - Direct Growth

HSBC Mutual Fund · Managed by Shriram Ramanathan; Gautam Bhupal; Mohd Asif Rizwi; Mayank Chaturvedi

FundScore
Latest NAV
₹68.7652
as of 18 Aug 2026
AUM
Expense ratio
0.69%
as of 30 Jun 2026
Inception
28 Nov 2022
FundScore
46/100slipping
Rank #76 of 191 in Aggressive Hybrid · top 54%

A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.

Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
2.89%
3M
7.33%
6M
6.52%
1Y
8.03%
3Y CAGR
14.92%
5Y CAGR
Since incep.
14.79%
Fund details
Fund manager
Shriram Ramanathan; Gautam Bhupal; Mohd Asif Rizwi; Mayank Chaturvedi
Riskometer
Very High Risk
Type
Open Ended
Portfolio turnover
24%
Volatility (3Y)
12.4%
Rating (external)
★★★☆☆as of 31 Jul 2026
Investment objective

To seek long term capital growth and income through investments in equity and equity related securities and fixed income instruments. However, there is no assurance that the investment objective of the Scheme will be achieved.

NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.

Upgrade to Pro to see the raw drivers behind this scheme's FundScore label.

Pro
Stock holdings
Latest portfolio disclosure for this scheme.

No data yet

This fund hasn't disclosed a portfolio snapshot yet.