HSBC Aggressive Hybrid Active Fof Direct- Idcw

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 0.50%
NAV: ₹32.41 as on Tue Mar 10, 2026
Fund NAV

Fund Overview of HSBC Aggressive Hybrid Active Fof Direct- Idcw

  • ₹41.6 Cr
    AUM
  • ₹32.41
    NAV
  • 0.10%
    Expense Ratio
  • Hybrid
    Fund Category
As on Tue Mar 10, 2026
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Returns of HSBC Aggressive Hybrid Active Fof Direct- Idcw

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 0.50% NA 2.67%
6 Months 13.64% NA 10.68%
1 Year 1.29% 1.29% 2.84%
2 Years 34.05% 15.78% 17.05%
3 Years 57.86% 16.44% 16.22%
5 Years 124.80% 17.59% 18.30%
7 Years 157.65% 14.48% NA
10 Years 232.13% 12.75% 12.71%
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As on Tue Mar 10, 2026

Dividend of HSBC Aggressive Hybrid Active Fof Direct- Idcw : 25.00%

Dividends are declared by the fund house based on the income generated from the underlying assets. While many mutual funds distribute dividends annually, the payout frequency ultimately depends on the fund house’s decision

Asset Allocation

equities

72.09%

debt instruments

23.03%

other assets or cash equivalents

4.88%
Large Cap: 50.01%
Mid Cap: 26.96%
Small Cap: 23.03%
Other: 0.00%
Top Holdings
Hsbc Large Cap Fund Direct-growth
36.28%
Hsbc Large Cap Fund Direct-growth
36.26%
Hsbc Large Cap Fund Direct-growth
36.16%
Hsbc Large Cap Fund Direct-growth
36.35%
Hsbc Large Cap Fund Direct-growth
36.44%
 
Top Sectors
Unspecified
800.00%
Detailed Portfolio Analysis
As on Tue Mar 10, 2026
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About Fund

About HSBC Aggressive Hybrid Active Fof Direct- Idcw

HSBC Aggressive Hybrid Active Fof Direct- Idcw is one Hybrid mutual fund offered by HSBC Mutual Fund. Launched on 30 Apr 2014, the fund aims To create wealth over long-term. Investing predominantly in schemes of equity and debt mutual funds. It manages assets worth ₹41.6 crore as on Thu Jul 31, 2025. The expense ratio stands at 0.1%.
The portfolio allocation consists of 72.09% in equities, 23.03% in debt instruments, 4.88% in other assets or cash equivalents.Managed by Gautam Bhupal, it has delivered a return of 1.29% in the last year, a total return since inception of 13.52%.
The latest dividend was declared on 28 Apr 2025 at 25.00% of face value.
While shortlisting long-term investments long-term planners often consider best sip in india based on financial goals.

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  • Gautam Bhupal

    Fund Manager

  • Mr. Bhupal holds a PGDBM and is a CA, CS and B.Com (Hons)

    Manager Education

Key Metrics of HSBC Aggressive Hybrid Active Fof Direct- Idcw

  • Standard Deviation
    10.53%
  • Sharpe Ratio
    0.76%
  • Alpha
    1.87%
  • Beta
    0.91%

Fund Details

Fund Names HSBC Aggressive Hybrid Active Fof Direct- Idcw
Inception Date 30 Apr 2014
Lock In No Lock-in
SIP Minimum Investment amount ₹500
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹500
 
Risk Principal at very high risk
Category Average Annual Returns 2.84
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Quant Aggressive Hybrid Fund Regular-growth trend ₹2,101 -4.27% -5.01% 9.98% 12.23% 15.03%
Canara Robeco Equity Hybrid Fund Direct-growth trend ₹11,059 -5.36% -3.85% 10.17% 14.02% 11.62%
Aditya Birla Sun Life Aggressive Hybrid Omni Fof Direct-growth trend ₹38 -4.46% -3.12% 9.73% 13.67% 11.15%
Aditya Birla Sun Life Equity Hybrid '95 Fund Direct-growth trend ₹7,480 -6.36% -5.59% 8.18% 13.75% 10.40%
Aditya Birla Sun Life Retirement Fund - The 40s Plan Direct-growth trend ₹116 -4.79% -3.15% 10.86% 15.10% 9.52%
Axis Children's Fund Direct-compulsory Lock In Growth trend ₹912 -4.98% -3.98% 7.49% 11.39% 8.97%
Axis Children's Fund Direct-compulsory Lock In Idcw trend ₹912 -4.98% -3.98% 7.49% 11.39% 8.97%
Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-growth trend ₹116 -4.88% -3.48% 9.35% 13.51% 7.97%
Axis Children's Fund Regula-compulsory Lock In Growth trend ₹912 -5.05% -4.19% 6.48% 10.19% 7.76%
Axis Children's Fund Regular-compulsory Lock In Idcw trend ₹912 -5.05% -4.19% 6.48% 10.19% 7.76%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from HSBC Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
HSBC Aggressive Hybrid Fund Direct-growth increase ₹5,513 -4.80% -3.35% -3.61% 16.50% 15.86%
HSBC Aggressive Hybrid Fund-growth increase ₹5,513 -4.88% -3.60% -4.10% 15.30% 14.66%
HSBC Aggressive Hybrid Fund-idcw increase ₹5,513 -4.88% -3.60% -4.10% 15.30% 14.66%
HSBC Aggressive Hybrid Fund Direct-idcw increase ₹5,513 -4.80% -3.35% -3.61% 16.50% 15.86%
HSBC Aggressive Hybrid Fund Direct-idcw Yearly increase ₹5,513 -4.80% -3.35% -3.61% 16.50% 15.86%
HSBC Aggressive Hybrid Fund-idcw Yearly increase ₹5,513 -4.88% -3.60% -4.10% 15.30% 14.66%
HSBC Aggressive Hybrid Active Fof Direct- Growth increase ₹42 -3.89% -1.55% -1.61% 11.94% 15.07%
HSBC Aggressive Hybrid Active Fof Regular- Growth increase ₹42 -3.98% -1.86% -2.22% 10.60% 13.91%
HSBC Aggressive Hybrid Active Fof Regular- Idcw increase ₹42 -3.98% -1.86% -2.22% 10.60% 13.91%
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increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Canara Robeco Equity Hybrid Fund Direct-growth trend ₹11,059 ₹400.39 14.02% 11.62% 14.30%
Aditya Birla Sun Life Equity Hybrid '95 Fund Direct-growth trend ₹7,480 ₹1,655.39 13.75% 10.40% 11.61%
Quant Aggressive Hybrid Fund Regular-growth trend ₹2,101 ₹410.98 12.23% 15.03% 15.48%
Axis Children's Fund Direct-compulsory Lock In Growth trend ₹912 ₹28.83 11.39% 8.97% 11.33%
Axis Children's Fund Regula-compulsory Lock In Growth trend ₹912 ₹25.22 10.19% 7.76% 9.90%
Axis Children's Fund Direct-compulsory Lock In Idcw trend ₹912 ₹28.80 11.39% 8.97% 11.33%
Axis Children's Fund Regular-compulsory Lock In Idcw trend ₹912 ₹25.23 10.19% 7.76% 9.90%
Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-growth trend ₹116 ₹18.46 13.51% 7.97% -
Aditya Birla Sun Life Retirement Fund - The 40s Plan Direct-growth trend ₹116 ₹20.49 15.10% 9.52% -
Aditya Birla Sun Life Aggressive Hybrid Omni Fof Direct-growth trend ₹38 ₹44.79 13.67% 11.15% 11.30%
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Top funds are based on Fund AUM

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Detailed Portfolio

Stocks Sector % of Holding Value
Hsbc Large Cap Fund Direct-growthUnspecified36.28%₹16.21 Cr
Hsbc Large Cap Fund Direct-growthUnspecified36.26%₹16.10 Cr
Hsbc Large Cap Fund Direct-growthUnspecified36.16%₹16.10 Cr
Hsbc Large Cap Fund Direct-growthUnspecified36.35%₹15.98 Cr
Hsbc Large Cap Fund Direct-growthUnspecified36.44%₹15.84 Cr
Hsbc Large Cap Fund Direct-growthUnspecified36.44%₹15.84 Cr
Hsbc Large Cap Fund Direct-growthUnspecified35.88%₹14.91 Cr
Hsbc Large Cap Fund Direct-growthUnspecified35.46%₹14.87 Cr
Hsbc Midcap Fund Direct-growthUnspecified19.23%₹8.56 Cr
Hsbc Small Cap Fund Direct-growthUnspecified19.12%₹8.54 Cr
Hsbc Midcap Fund Direct-growthUnspecified19.20%₹8.53 Cr
Hsbc Midcap Fund Direct-growthUnspecified18.93%₹8.46 Cr
Hsbc Small Cap Fund Direct-growthUnspecified18.95%₹8.44 Cr
Hsbc Midcap Fund Direct-growthUnspecified19.35%₹8.41 Cr
Hsbc Midcap Fund Direct-growthUnspecified19.35%₹8.41 Cr
Hsbc Midcap Fund Direct-growthUnspecified19.08%₹8.39 Cr
Hsbc Small Cap Fund Direct-growthUnspecified19.00%₹8.26 Cr
Hsbc Small Cap Fund Direct-growthUnspecified19.00%₹8.26 Cr
Hsbc Small Cap Fund Direct-growthUnspecified18.78%₹8.26 Cr
Hsbc Midcap Fund Direct-growthUnspecified19.37%₹8.12 Cr
Hsbc Small Cap Fund Direct-growthUnspecified18.22%₹8.09 Cr
Hsbc Midcap Fund Direct-growthUnspecified19.42%₹8.07 Cr
Hsbc Small Cap Fund Direct-growthUnspecified19.12%₹8.02 Cr
Hsbc Small Cap Fund Direct-growthUnspecified19.25%₹8.00 Cr
Hsbc Medium To Long Duration Fund Direct-growthUnspecified10.60%₹4.72 Cr
Hsbc Medium To Long Duration Fund Direct-growthUnspecified10.50%₹4.69 Cr
Hsbc Medium To Long Duration Fund Direct-growthUnspecified10.66%₹4.68 Cr
Hsbc Medium To Long Duration Fund Direct-growthUnspecified10.22%₹4.54 Cr
Hsbc Medium To Long Duration Fund Direct-growthUnspecified10.41%₹4.52 Cr
Hsbc Medium To Long Duration Fund Direct-growthUnspecified10.41%₹4.52 Cr
Hsbc Medium To Long Duration Fund Direct-growthUnspecified10.49%₹4.40 Cr
Hsbc Medium To Long Duration Fund Direct-growthUnspecified10.57%₹4.39 Cr
Hsbc Corporate Bond Direct-growthUnspecified8.62%₹3.84 Cr
Hsbc Corporate Bond Direct-growthUnspecified8.52%₹3.81 Cr
Hsbc Corporate Bond Direct-growthUnspecified8.65%₹3.80 Cr
Hsbc Corporate Bond Direct-growthUnspecified8.34%₹3.70 Cr
Hsbc Corporate Bond Direct-growthUnspecified8.47%₹3.68 Cr
Hsbc Corporate Bond Direct-growthUnspecified8.47%₹3.68 Cr
Hsbc Corporate Bond Direct-growthUnspecified8.72%₹3.65 Cr
Hsbc Corporate Bond Direct-growthUnspecified8.73%₹3.63 Cr
Hsbc Dynamic Bond Fund Direct-growthUnspecified4.99%₹2.22 Cr
Hsbc Dynamic Bond Fund Direct-growthUnspecified4.94%₹2.21 Cr
Hsbc Dynamic Bond Fund Direct-growthUnspecified5.02%₹2.21 Cr
Hsbc Dynamic Bond Fund Direct-growthUnspecified4.73%₹2.10 Cr
Hsbc Dynamic Bond Fund Direct-growthUnspecified4.83%₹2.10 Cr
Hsbc Dynamic Bond Fund Direct-growthUnspecified4.83%₹2.10 Cr
Hsbc Dynamic Bond Fund Direct-growthUnspecified5.02%₹2.09 Cr
Hsbc Dynamic Bond Fund Direct-growthUnspecified4.98%₹2.09 Cr
RepoUnspecified4.17%₹1.85 Cr
RepoUnspecified3.01%₹1.34 Cr
RepoUnspecified2.81%₹1.25 Cr
RepoUnspecified2.94%₹1.23 Cr
RepoUnspecified2.78%₹1.22 Cr
RepoUnspecified2.74%₹1.19 Cr
RepoUnspecified2.74%₹1.19 Cr
RepoUnspecified2.11%₹0.88 Cr
Net PayablesUnspecified-0.98%₹-0.41 Cr
Net PayablesUnspecified-1.08%₹-0.45 Cr
Net PayablesUnspecified-1.14%₹-0.51 Cr
Net PayablesUnspecified-1.24%₹-0.54 Cr
Net PayablesUnspecified-1.24%₹-0.54 Cr
Net PayablesUnspecified-1.32%₹-0.58 Cr
Net PayablesUnspecified-1.30%₹-0.58 Cr
Net PayablesUnspecified-1.36%₹-0.60 Cr
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Frequently Asked Questions

HSBC Aggressive Hybrid Active Fof Direct- Idcw

What is the current AUM of HSBC Aggressive Hybrid Active Fof Direct- Idcw?

As of Thu Jul 31, 2025, HSBC Aggressive Hybrid Active Fof Direct- Idcw manages assets worth ₹41.6 crore

How has HSBC Aggressive Hybrid Active Fof Direct- Idcw performed recently?

  • 3 Months: 0.50%
  • 6 Months: 13.64%

What is the long-term performance of HSBC Aggressive Hybrid Active Fof Direct- Idcw?

  • 3 Years CAGR: 16.44%
  • 5 Years CAGR: 17.59%
  • Since Inception: 13.52%

What is the portfolio composition of HSBC Aggressive Hybrid Active Fof Direct- Idcw?

Equity: 72.09%, Debt: 23.03%, Others: 4.88%.

Who manages HSBC Aggressive Hybrid Active Fof Direct- Idcw?

HSBC Aggressive Hybrid Active Fof Direct- Idcw is managed by Gautam Bhupal from HSBC Mutual Fund.

When was the last dividend declared by HSBC Aggressive Hybrid Active Fof Direct- Idcw?

Latest dividend was declared on 28 Apr 2025 at 25.00% of face value.

What is the market-cap allocation of HSBC Aggressive Hybrid Active Fof Direct- Idcw?

Large Cap: 50.01%, Mid Cap: 26.96%, Small Cap: 23.03%.

Which are the top companies HSBC Aggressive Hybrid Active Fof Direct- Idcw has invested in?

  • HSBC Large Cap Fund Direct-Growth – 36.28% of the fund's portfolio
  • HSBC Large Cap Fund Direct-Growth – 36.26% of the fund's portfolio
  • HSBC Large Cap Fund Direct-Growth – 36.16% of the fund's portfolio
  • HSBC Large Cap Fund Direct-Growth – 36.35% of the fund's portfolio
  • HSBC Large Cap Fund Direct-Growth – 36.44% of the fund's portfolio

Which are the major sectors HSBC Aggressive Hybrid Active Fof Direct- Idcw focuses on?

  • Unspecified – 800.00% of the fund's portfolio
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