May 20, 2025
mayank
HSBC Aggressive Hybrid Active FoF details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 41.2864
NAV IDCW: Rs 32.0800
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
Aggressive hybrid funds invest 65-80 per cent of your money in equity shares and the rest in bonds. Their returns are slightly lower than those of pure equity funds which invest all your money in shares, but they also fall relatively less when the stock markets decline. This makes them suitable for conservative equity investors or first-time equity investors who are not used to sharp ups and downs.
Like for all equity-linked investments, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks to provide long term total return primarily by seeking capital appreciation through an active asset allocation by investing in a basket of equity and debt mutual fund schemes and money market instruments.
Fund Manager:
1) Gautam Bhupal
Education: Mr. Bhupal holds a PGDBM and is a CA, CS and B.Com (Hons)
Experience: Prior to joining HSBC Mutual Fund he was working with IDFC Asset Management Company Ltd., Motilal Oswal Securities Ltd., Infosys Ltd., Vickers Ballas Securities Ltd., SBC Warburg, UTI Securities Ltd.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 1,000 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 1,000 |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 365 days |
Basic Details of HSBC Aggressive Hybrid Active FoF
| Fund House | HSBC Mutual Fund |
| Launch Date | 30-Apr-14 |
| Return Since Launch | 13.68% |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 39 Cr |
| (As on 30-Apr-2025) | |
| Expense | 0.10% |
| (As on 30-Apr-2025) | |
| Risk Grade | Above Average |
| Return Grade | Average |
| Turnover | 35.00% |
Trailing Returns (%) of HSBC Aggressive Hybrid Active FoF
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| HSBC Aggressive Hybrid Active FoF Dir | -0.66 | 0.09 | 4.69 | 8.26 | 1.97 | 9.04 | 18.70 | 22.80 | 12.66 | 12.37 |
| VR Aggressive Hybrid TRI | 2.87 | 0.00 | 4.73 | 9.71 | 4.37 | 9.43 | 17.71 | 21.84 | 13.66 | 12.73 |
| Hybrid: Aggressive Hybrid | 1.80 | -0.01 | 4.22 | 8.48 | 4.02 | 11.20 | 18.83 | 22.50 | 13.80 | 12.69 |
| Rank within category | 37 | 10 | 9 | 23 | 39 | 35 | 20 | 17 | 20 | 15 |
| Number of funds in category | 44 | 44 | 44 | 44 | 44 | 43 | 42 | 39 | 30 | 23 |
Peer Comparison of HSBC Aggressive Hybrid Active FoF
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| HSBC Aggressive Hybrid Active FoF Dir | 2 star | 9.04 | 18.70 | 22.80 | 0.10 | 39 | 13.68 | 1.00 (365) | 11Y | 35.00 |
| ICICI Pru Equity & Debt Dir | 5 star | 12.95 | 22.31 | 28.72 | 0.98 | 42,340 | 17.78 | 1.00 (365) | 12Y 4M | 34.00 |
| HDFC Children’s Dir | 5 star | 9.64 | 20.08 | 24.69 | 0.90 | 9,810 | 16.10 | — | 12Y 4M | 14.93 |
| Kotak Equity Hybrid Dir | 4 star | 11.58 | 18.79 | 25.49 | 0.49 | 7,036 | 14.41 | 1.00 (365) | 12Y 4M | 66.57 |
| UTI Aggressive Hybrid Dir | 4 star | 13.60 | 20.74 | 25.26 | 1.21 | 6,122 | 13.65 | 1.00 (365) | 12Y 4M | 34.00 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,15,899 | 2,10,553 |
| Giant (%) | 40.62 | 58.68 |
| Large (%) | 21.30 | 15.79 |
| Mid (%) | 30.62 | 19.78 |
| Small (%) | 7.42 | 7.80 |
| Tiny (%) | 0.40 | 0.93 |
| Fund | Category | |
| Number of Securities | 5 | 82 |
| Macaulay Duration (yrs) | — | — |
| Average Maturity (yrs) | — | — |
| Yield to Maturity (%) | — | — |
| Avg Credit Rating | AAA | — |
Chanakya’s Mutual Fund Guidance For HSBC Aggressive Hybrid Active FoF
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