HSBC Aggressive Hybrid Active FOF Regular-IDCW

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -0.86%
NAV: ₹30.14 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of HSBC Aggressive Hybrid Active FOF Regular-IDCW

  • ₹47.0 Cr
    AUM
  • ₹30.14
    NAV
  • 1.46%
    Expense Ratio
  • Hybrid
    Fund Category
As on Thu Nov 05, 2026
Calculate your Returns
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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HSBC Aggressive Hybrid Active FOF Regular-IDCW Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -0.86% NA 2.67%
6 Months 4.98% NA 10.68%
1 Year 4.78% 4.78% 2.84%
2 Years 7.89% 3.87% 17.05%
3 Years 39.17% 11.65% 16.22%
5 Years 55.80% 9.27% 18.30%
7 Years 135.06% 12.99% NA
10 Years 197.29% 11.51% 12.71%
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As on Thu Nov 05, 2026

Dividend of HSBC Aggressive Hybrid Active FOF Regular-IDCW : 26.00%

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 of HSBC Aggressive Hybrid Active FOF Regular-IDCW

equities

74.97%

debt instruments

21.10%

other assets or cash equivalents

3.94%
Large Cap: 39.52%
Mid Cap: 27.95%
Small Cap: 32.54%
Other: 0.00%
Top Holdings
Hsbc Large Cap Fund Direct-growth
34.08%
Hsbc Large Cap Fund Direct-growth
34.08%
Hsbc Large Cap Fund Direct-growth
34.08%
Hsbc Large Cap Fund Direct-growth
34.08%
Hsbc Large Cap Fund Direct-growth
36.28%
 
Top Sectors
Unspecified
689.71%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About HSBC Aggressive Hybrid Active FOF Regular-IDCW

HSBC Aggressive Hybrid Active FOF Regular-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 ₹47.0 crore as on Wed Sep 30, 2026. The expense ratio stands at 1.46%.
The portfolio allocation consists of 74.97% in equities, 21.10% in debt instruments, 3.94% in other assets or cash equivalents.Managed by Gautam Bhupal, it has delivered a return of 4.78% in the last year, a total return since inception of 12.29%.
The latest dividend was declared on 28 Apr 2026 at 26.00% of face value.
Based on individual goals individuals often evaluate best sip in india as part of their overall investment planning.

Read more
  • 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 Regular-IDCW

  • Standard Deviation
    12.59%
  • Mean
    10.90%
  • Sharpe Ratio
    0.42%
  • Sortino Ratio
    0.56%

HSBC Aggressive Hybrid Active FOF Regular-IDCW Fund Details

Fund Names HSBC Aggressive Hybrid Active FOF Regular-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

Compare Mutual Funds
HSBC Aggressive Hybrid Active FOF Regular-IDCW Fund Returns Comparison

Compare HSBC Aggressive Hybrid Active FOF Regular-IDCW with other mutual funds in the same category

HSBC Aggressive Hybrid Active FOF Regular-IDCW

Bank Of India Aggressive Hybrid Fund Direct-Growth

Bank Of India Aggressive Hybrid Fund Direct-IDCW

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Bank Of India Aggressive Hybrid Fund Direct-Growth trend ₹2,196 -0.87% -0.51% 11.18% 16.08% 14.23%
Bank Of India Aggressive Hybrid Fund Direct-IDCW trend ₹2,196 -0.87% -0.51% 11.18% 16.08% 14.23%
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-Growth trend ₹1,268 0.86% -4.48% 2.04% 17.54% 13.85%
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-IDCW trend ₹1,268 0.86% -4.48% 2.04% 17.54% 13.85%
ICICI Prudential Aggressive Hybrid Fund Direct-Growth trend ₹50,706 4.09% -1.14% 0.54% 13.73% 13.59%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Half Yearly trend ₹50,706 4.09% -1.14% 0.54% 13.73% 13.59%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Monthly trend ₹50,706 4.09% -1.14% 0.54% 13.73% 13.59%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Yearly trend ₹50,706 4.09% -1.14% 0.54% 13.73% 13.59%
Edelweiss Aggressive Hybrid Fund Direct-Growth trend ₹3,875 4.25% -0.51% 2.59% 13.94% 13.31%
Edelweiss Aggressive Hybrid Fund Direct-IDCW trend ₹3,875 4.25% -0.51% 2.59% 13.94% 13.31%
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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-Growth increase ₹5,652 1.99% 0.22% 6.08% 4.02% 12.92%
HSBC Aggressive Hybrid Fund Direct-Growth increase ₹5,652 2.08% 0.48% 6.63% 5.11% 14.10%
HSBC Aggressive Hybrid Fund-IDCW increase ₹5,652 1.99% 0.22% 6.08% 4.02% 12.92%
HSBC Aggressive Hybrid Fund Direct-IDCW increase ₹5,652 2.08% 0.48% 6.63% 5.11% 14.10%
HSBC Aggressive Hybrid Fund-IDCW Yearly increase ₹5,652 1.99% 0.22% 6.08% 4.02% 12.92%
HSBC Aggressive Hybrid Fund Direct-IDCW Yearly increase ₹5,652 2.08% 0.48% 6.63% 5.11% 14.10%
HSBC Aggressive Hybrid Active FOF Regular-Growth increase ₹47 1.79% -0.86% 4.98% 4.78% 11.65%
HSBC Aggressive Hybrid Active FOF Direct-Growth increase ₹47 1.89% -0.55% 5.63% 6.08% 12.86%
HSBC Aggressive Hybrid Active FOF Direct-IDCW increase ₹47 1.89% -0.55% 5.63% 6.08% 12.86%
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increase growth is based on 1-month returns of the funds

HSBC Aggressive Hybrid Active FOF Regular-IDCW Calculator

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Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
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Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
SBI Aggressive Hybrid Fund Direct Plan-Growth trend ₹86,163 ₹354.05 13.21% 9.86% 12.51%
SBI Aggressive Hybrid Fund-Growth trend ₹86,163 ₹317.82 12.47% 9.13% 11.67%
SBI Aggressive Hybrid Fund Direct Plan-IDCW trend ₹86,163 ₹103.60 13.21% 9.86% 12.51%
SBI Aggressive Hybrid Fund-IDCW trend ₹86,163 ₹67.35 12.47% 9.13% 11.67%
ICICI Prudential Aggressive Hybrid Fund Direct-Growth trend ₹50,706 ₹453.78 13.73% 13.59% 15.40%
ICICI Prudential Aggressive Hybrid Fund-Growth trend ₹50,706 ₹405.98 13.07% 12.93% 14.56%
ICICI Prudential Aggressive Hybrid Fund-IDCW Half Yearly trend ₹50,706 ₹24.44 13.07% 12.93% 14.56%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Half Yearly trend ₹50,706 ₹28.14 13.73% 13.59% 15.40%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Monthly trend ₹50,706 ₹70.17 13.73% 13.59% 15.40%
ICICI Prudential Aggressive Hybrid Fund-IDCW Monthly trend ₹50,706 ₹42.57 13.07% 12.93% 14.56%
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Top funds are based on Fund AUM

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HSBC Aggressive Hybrid Active FOF Regular-IDCW Detailed Portfolio

Stocks Sector % of Holding Value
Hsbc Large Cap Fund Direct-growthUnspecified34.08%₹16.45 Cr
Hsbc Large Cap Fund Direct-growthUnspecified34.08%₹16.45 Cr
Hsbc Large Cap Fund Direct-growthUnspecified34.08%₹16.45 Cr
Hsbc Large Cap Fund Direct-growthUnspecified34.08%₹16.45 Cr
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-growthUnspecified33.91%₹15.93 Cr
Hsbc Large Cap Fund Direct-growthUnspecified33.91%₹15.93 Cr
Hsbc Large Cap Fund Direct-growthUnspecified33.91%₹15.93 Cr
Hsbc Large Cap Fund Direct-growthUnspecified33.91%₹15.93 Cr
Hsbc Large Cap Fund Direct-growthUnspecified33.91%₹15.93 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-growthUnspecified33.00%₹15.47 Cr
Hsbc Large Cap Fund Direct-growthUnspecified33.00%₹15.47 Cr
Hsbc Large Cap Fund Direct-growthUnspecified33.00%₹15.47 Cr
Hsbc Large Cap Fund Direct-growthUnspecified33.00%₹15.47 Cr
Hsbc Large Cap Fund Direct-growthUnspecified33.91%₹15.15 Cr
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Frequently Asked Questions

HSBC Aggressive Hybrid Active FOF Regular-IDCW

What is the current AUM of HSBC Aggressive Hybrid Active FOF Regular-IDCW?

As of Wed Sep 30, 2026, HSBC Aggressive Hybrid Active FOF Regular-IDCW manages assets worth ₹47.0 crore

How has HSBC Aggressive Hybrid Active FOF Regular-IDCW performed recently?

  • 3 Months: -0.86%
  • 6 Months: 4.98%

What is the long-term performance of HSBC Aggressive Hybrid Active FOF Regular-IDCW?

  • 3 Years CAGR: 11.65%
  • 5 Years CAGR: 9.27%
  • Since Inception: 12.29%

What is the portfolio composition of HSBC Aggressive Hybrid Active FOF Regular-IDCW?

Equity: 74.97%, Debt: 21.10%, Others: 3.94%.

Who manages HSBC Aggressive Hybrid Active FOF Regular-IDCW?

HSBC Aggressive Hybrid Active FOF Regular-IDCW is managed by Gautam Bhupal from HSBC Mutual Fund.

When was the last dividend declared by HSBC Aggressive Hybrid Active FOF Regular-IDCW?

Latest dividend was declared on 28 Apr 2026 at 26.00% of face value.

What is the market-cap allocation of HSBC Aggressive Hybrid Active FOF Regular-IDCW?

Large Cap: 39.52%, Mid Cap: 27.95%, Small Cap: 32.54%.

Which are the top companies HSBC Aggressive Hybrid Active FOF Regular-IDCW has invested in?

  • HSBC Large Cap Fund Direct-Growth – 34.08% of the fund's portfolio
  • HSBC Large Cap Fund Direct-Growth – 34.08% of the fund's portfolio
  • HSBC Large Cap Fund Direct-Growth – 34.08% of the fund's portfolio
  • HSBC Large Cap Fund Direct-Growth – 34.08% of the fund's portfolio
  • HSBC Large Cap Fund Direct-Growth – 36.28% of the fund's portfolio

Which are the major sectors HSBC Aggressive Hybrid Active FOF Regular-IDCW focuses on?

  • Unspecified – 689.71% of the fund's portfolio
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