hsbc-aggressive-hybrid-fund-direct-g

HSBC Aggressive Hybrid Fund - Direct (G)

  1. Equity
  2. Balanced
  • NAV as on Jul 08, 2025 ₹62.96
  • Total Returns 14.48% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
hsbc-aggressive-hybrid-fund-direct-g

Overview of HSBC Aggressive Hybrid Fund - Direct (G)

  • Fund House
    HSBC Aggressive Hybrid Fund
  • Fund Size
    ₹5,566 Cr
  • Expense Ratio
    0.82%
  • Benchmark
    NIFTY 50 Hybrid Composite Debt 65:35 Index
  • Risk Level
    Very High
  • Inception Date
    Jan 02, 2013
  • Lock-in period
    0
  • Exit Load
    If the units redeemed or switched-out are upto 10% of units purchased or switched in (the limit) within 1 year from the date of allotment. 1.00% - For Redemption within 1 year from the date of allotment or Purchase applying First in First Out basis. Nil - For Redemption above 1 year from the date of allotment.
  • Minimum SIP Investment
    ₹500
  • Minimum Lump sum Investment
    ₹5000
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

HSBC Aggressive Hybrid Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

HSBC Aggressive Hybrid Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 1.08%
  • 16.74%
  • 1.97%
  • 1.91%
  • 19.04%
  • 18.39%

Category Average

  • 1.43%
  • 13.13%
  • 4.38%
  • 5.01%
  • 17.76%
  • 18.99%

Fund Asset Allocation

Top holdings

Top Sectors

  • Debt
    25.29%
  • Banks
    11.68%
  • Electrical Equipments
    9.24%
  • Retailing
    7.85%
  • IT-Software
    6.51%
  • Consumer Durables
    5.68%

More about HSBC Aggressive Hybrid Fund - Direct (G)

HSBC Aggressive Hybrid Fund - Direct (G) is a mutual fund under the Balanced category, managed by HSBC Mutual Fund. It was launched on 12 Dec 2001, and has been active for over 24 years. As of 30 Jun 2025 the fund manages assets worth ₹5,566 Crores. The expense ratio is 0.82%.

This fund generated returns of 1.91% in the last 1 year. Since its inception, it has provided an average annual return of 14.48%.

The fund's investments are mainly concentrated in sectors like Debt, Banks, Electrical Equipments, Retailing and IT-Software.

The top five holdings in this fund include prominent companies such as Eternal Ltd, Bharat Electron, M & M, GE Vernova T&D and HDFC Bank.

Fund Managers

  • Mohd Asif Rizwi
  • Sonal Gupta
  • Gautam Bhupal
  • Shriram Ramanathan

Investment Objective

To seek to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and to generate reasonable returns through a portfolio of debt and money market instruments.

hsbc-aggressive-hybrid-fund-direct-g

Frequently Asked Questions about HSBC Aggressive Hybrid Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Balanced funds have moderate risk as they invest in both stocks and bonds, providing a mix of growth and stability.

  2. Should I invest in {{fund_type}}?

    Yes, if you seek a balanced approach with a mix of growth potential and income.

  3. How long should I stay invested in {{fund_type}}?

    Medium to long-term holding (3 to 5 years) is recommended to balance growth and income.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, but for steady returns, holding for a few years is best.

  5. What are the expenses involved in {{fund_type}}?

    Expense ratios typically range from 1% to 1.5%, depending on the fund's mix.

Join the growing tribe of 5,00,000+ Appreciators

Close | Icon

Thanks for joining our iOS waitlist. We will keep you posted.

Powered by Viral Loops
Close | Icon

Powered by Viral Loops.

Contact Appreciate

Share your details and we will contact you.

Get Appreciate

Invest as little as Re.1 in US Stocks

  • Star Icon
  • Star Icon
  • Star Icon
  • Star Icon
  • Star Icon
  • 300
Thank you. We will get in touch with you shortly.
Invest now