Should I invest in HSBC Aggressive Hybrid Active FOF?

We don't give personal investment advice. HSBC Aggressive Hybrid Active FOF - Dividend is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 18.3%. 5-year CAGR: 3.51%.

HSBC

HSBC Aggressive Hybrid Active FOF - Dividend

Latest NAV

₹28.6691

As of

2 Jun 2026

2,920 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.28%	-2.25%	+2.53	29 / 84	Q2
1W	-0.88%	-13.47%	+12.59	60 / 94	Q3
2W	+0.67%	-13.14%	+13.81	12 / 94	Q1
1M	+0.18%	-13.06%	+13.23	27 / 94	Q2
3M	-6.89%	-13.04%	+6.16	74 / 94	Q4
6M	-8.58%	-9.47%	+0.89	82 / 94	Q4
YTD	-8.77%	-8.78%	+0.01	82 / 94	Q4
1Y	-5.37%	-2.38%	-2.99	79 / 92	Q4
2Y	-3.93%	-3.18%	-0.75	73 / 89	Q4
3Y	+3.15%	-2.94%	+6.10	56 / 89	Q3
4Y	+3.63%	-6.04%	+9.67	47 / 65	Q3
5Y	+3.51%	-8.77%	+12.28	44 / 61	Q3
7Y	+6.66%	-10.32%	+16.98	30 / 55	Q3
10Y	+7.88%	-15.45%	+23.33	24 / 44	Q3
Inception	+9.08%	-6.14%	+15.23	34 / 94	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-8.77%	-0.63%	-8.14	40 / 40
2025	-5.73%	+15.89%	-21.63	39 / 39
2024	+7.31%	+12.44%	-5.14	30 / 39
2023	+13.44%	+16.47%	-3.03	24 / 39
2022	-0.93%	-18.99%	+18.06	29 / 47
2021	+26.75%	+18.34%	+8.41	13 / 42
2020	+16.95%	+7.19%	+9.76	9 / 40
2019	+7.89%	+6.26%	+1.63	16 / 38
2018	-5.47%	+1.39%	-6.86	35 / 38
2017	+29.49%	+11.93%	+17.55	3 / 38
2016	+7.67%	+4.96%	+2.71	24 / 44

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+9.72%

136 windows

min -23.9% · max 65.0%

73% positive

3-Year rolling

+9.92%

111 windows

min -4.7% · max 21.6%

97% positive

5-Year rolling

+10.07%

87 windows

min 1.1% · max 15.1%

100% positive

7-Year rolling

+10.17%

63 windows

min 6.7% · max 12.9%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

11.81%

3-year · annualised

Sharpe ratio

-0.23

vs risk-free 6.5%

Sortino ratio

-0.30

Downside-only deviation

Max drawdown

-18.34%

Sep 2024 → May 2026

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Fund of Funds - Domestic

Scheme	Fund house	NAV	As of
HDFC Income Plus Arbitrage Active FOF - IDCW Option	HDFC	₹35.4833	3 Jun 2026
Nippon India Diversified Equity Flexicap Passive FoF - IDCW Option	Nippon India	₹20.1044	3 Jun 2026
ICICI Prudential Aggressive Plan	ICICI Prudential	₹164.1283	3 Jun 2026
QUANTUM EQUITY FUND OF FUNDS-Dividend Plan	Quantum	₹81.6490	2 Jun 2026
Franklin India Income Plus Arbitrage Active Fund of Funds- IDCW	Franklin India	₹21.9699	2 Jun 2026
FT India Dynamic PE Ratio Fund of Funds-Dividend	Franklin Templeton	₹39.8960	2 Jun 2026
Kotak Gold Fund Payout of Income Distribution cum capital withdrawal option	Kotak	₹58.9660	3 Jun 2026
Kotak Equity-FOF-Dividend	Kotak Mahindra	₹245.8990	2 Jun 2026
HSBC Income Plus Arbitrage Active FOF IDCW	HSBC	₹16.0497	2 Jun 2026
IDFC - All Seasons Bond Fund - Annual Dividend	IDFC	₹14.5178	3 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹28.6691
1 Jun 2026	₹28.5890
29 May 2026	₹28.8264
27 May 2026	₹29.0012
26 May 2026	₹28.9230
25 May 2026	₹28.9152
22 May 2026	₹28.6834
21 May 2026	₹28.6437
20 May 2026	₹28.5960
19 May 2026	₹28.4777

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 02 Jun 2026, the NAV of HSBC Aggressive Hybrid Active FOF - Dividend is ₹28.6691. It's a Fund of Funds - Domestic from HSBC, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

HSBC Aggressive Hybrid Active FOF - Dividend has NAV history starting from 05 May 2014, a track record of about 12 years. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

HSBC Aggressive Hybrid Active FOF - Dividend is managed by HSBC. It's classified by AMFI under the 'Fund of Funds - Domestic' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, HSBC Aggressive Hybrid Active FOF - Dividend has delivered a absolute return of -5.37% — -2.99 pp behind the Fund of Funds - Domestic category average of -2.38%. The fund ranks #79 of 92 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, HSBC Aggressive Hybrid Active FOF - Dividend has delivered a CAGR of 3.15% — +6.1 pp ahead of the Fund of Funds - Domestic category average of -2.94%. The fund ranks #56 of 89 in its category — the third (Q3) quartile.

Over the trailing 5-year window, HSBC Aggressive Hybrid Active FOF - Dividend has delivered a CAGR of 3.51% — +12.28 pp ahead of the Fund of Funds - Domestic category average of -8.77%. The fund ranks #44 of 61 in its category — the third (Q3) quartile.

₹1 lakh invested in HSBC Aggressive Hybrid Active FOF - Dividend exactly 10 years ago would be worth approximately ₹213,476 today — a multiplier of 2.13×, based on the 10-year CAGR of 7.88%. The category average over the same window would have grown ₹1 lakh to ₹18,662.

A ₹10,000 monthly SIP in HSBC Aggressive Hybrid Active FOF - Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹600,123 today. That's an XIRR (money-weighted annualised return) of 0.01%.

A ₹10,000 monthly SIP for 10 years in HSBC Aggressive Hybrid Active FOF - Dividend = ₹1,200,000 invested. It would currently be worth ₹1,609,558 (multiplier 1.34×). XIRR: 5.72%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, HSBC Aggressive Hybrid Active FOF - Dividend ranks #44 out of 61 funds in the Fund of Funds - Domestic category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is -8.77%; this fund delivered 3.51%.

The worst peak-to-trough decline HSBC Aggressive Hybrid Active FOF - Dividend has experienced over the last 5-year window is 18.34% — its NAV fell from a high on 24 Sep 2024 to a low on 12 May 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, HSBC Aggressive Hybrid Active FOF - Dividend averaged 10.07% (best 15.10%, worst 1.07%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.18 — negative risk-adjusted performance.

In calendar year 2025, HSBC Aggressive Hybrid Active FOF - Dividend returned -5.73% — lagging the Fund of Funds - Domestic category average of 15.89% by 21.62 pp. It ranked #39 of 39 in its category that year.

HSBC Aggressive Hybrid Active FOF - Dividend doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. HSBC Aggressive Hybrid Active FOF - Dividend is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 18.3%. 5-year CAGR: 3.51%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.