Should I invest in HSBC Aggressive Hybrid Active FOF?

We don't give personal investment advice. HSBC Aggressive Hybrid Active FOF - Dividend Direct 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: 18.1%. 5-year CAGR: 4.67%.

HSBC

HSBC Aggressive Hybrid Active FOF - Dividend Direct

Latest NAV

₹30.9514

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%	+0.31%	-0.03	58 / 125	Q2
1W	-0.85%	-4.51%	+3.65	78 / 130	Q3
2W	+0.72%	-4.01%	+4.73	11 / 130	Q1
1M	+0.12%	-2.34%	+2.46	87 / 130	Q3
3M	-6.16%	-4.98%	-1.18	95 / 127	Q3
6M	-7.58%	+2.60%	-10.18	105 / 119	Q4
YTD	-7.87%	-1.18%	-6.69	109 / 120	Q4
1Y	-3.76%	+20.16%	-23.92	92 / 107	Q4
2Y	-2.43%	+10.05%	-12.48	74 / 83	Q4
3Y	+4.69%	+8.02%	-3.33	57 / 73	Q4
4Y	+4.99%	+5.01%	-0.02	49 / 67	Q3
5Y	+4.67%	0.00%	+4.67	35 / 54	Q3
7Y	+7.62%	-3.10%	+10.71	21 / 38	Q3
10Y	+8.65%	-6.04%	+14.69	17 / 34	Q2
Inception	+9.78%	+10.64%	-0.86	59 / 130	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	-7.87%	+3.12%	-11.00	108 / 114
2025	-4.22%	+30.86%	-35.08	79 / 83
2024	+8.73%	+13.06%	-4.33	50 / 69
2023	+14.71%	+14.87%	-0.16	27 / 68
2022	-0.58%	-5.59%	+5.01	43 / 59
2021	+27.20%	+10.93%	+16.26	6 / 51
2020	+17.37%	+10.64%	+6.74	15 / 39
2019	+8.23%	+9.45%	-1.22	17 / 34
2018	-5.22%	+1.74%	-6.96	32 / 35
2017	+29.84%	+9.33%	+20.51	1 / 32
2016	+7.96%	+7.23%	+0.73	18 / 31

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

+10.36%

136 windows

min -23.6% · max 65.6%

75% positive

3-Year rolling

+10.49%

111 windows

min -4.4% · max 22.1%

97% positive

5-Year rolling

+10.61%

87 windows

min 1.4% · max 15.9%

100% positive

7-Year rolling

+10.70%

63 windows

min 7.6% · max 13.3%

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

11.64%

3-year · annualised

Sharpe ratio

-0.11

vs risk-free 6.5%

Sortino ratio

-0.14

Downside-only deviation

Max drawdown

-15.93%

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 Diversified Equity All Cap Active FOF - IDCW - Direct Plan	HDFC	₹9.6507	3 Jun 2026
Nippon India Diversified Equity Flexicap Passive FoF- DIRECT Plan - IDCW Option	Nippon India	₹20.6106	3 Jun 2026
SBI Gold Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹47.1093	3 Jun 2026
ICICI Prudential BSE 500 ETF FOF - Direct Plan - IDCW	ICICI Prudential	₹15.3898	3 Jun 2026
Invesco India Gold ETF Fund of Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹44.6644	3 Jun 2026
Bandhan Aggressive Hybrid Passive FOF - Direct Plan - IDCW	Bandhan	₹36.1127	3 Jun 2026
Aditya Birla Sun Life Gold Fund-DIRECT - IDCW	Aditya Birla Sun Life	₹46.6049	3 Jun 2026
Motilal Oswal Gold and Silver Passive Fund of Funds(Direct Plan)	Motilal Oswal	₹32.6025	3 Jun 2026
Franklin India Dynamic Asset Allocation Active Fund of funds - Direct - IDCW	Franklin India	₹47.4061	2 Jun 2026
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund - Direct Plan - IDCW	Mirae Asset	₹11.3510	3 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹30.9514
1 Jun 2026	₹30.8639
29 May 2026	₹31.1170
27 May 2026	₹31.3036
26 May 2026	₹31.2182
25 May 2026	₹31.2087
22 May 2026	₹30.9554
21 May 2026	₹30.9115
20 May 2026	₹30.8590
19 May 2026	₹30.7303

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 Direct is ₹30.9514. It's a Fund of Funds - Domestic from HSBC, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

HSBC Aggressive Hybrid Active FOF - Dividend Direct 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 Direct 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 Direct has delivered a absolute return of -3.76% — -23.92 pp behind the Fund of Funds - Domestic category average of 20.16%. The fund ranks #92 of 107 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, HSBC Aggressive Hybrid Active FOF - Dividend Direct has delivered a CAGR of 4.69% — -3.33 pp behind the Fund of Funds - Domestic category average of 8.02%. The fund ranks #57 of 73 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, HSBC Aggressive Hybrid Active FOF - Dividend Direct has delivered a CAGR of 4.67% — +4.67 pp ahead of the Fund of Funds - Domestic category average of 0.00%. The fund ranks #35 of 54 in its category — the third (Q3) quartile.

₹1 lakh invested in HSBC Aggressive Hybrid Active FOF - Dividend Direct exactly 10 years ago would be worth approximately ₹229,170 today — a multiplier of 2.29×, based on the 10-year CAGR of 8.65%. The category average over the same window would have grown ₹1 lakh to ₹53,633.

A ₹10,000 monthly SIP in HSBC Aggressive Hybrid Active FOF - Dividend Direct over the last 5 years — total invested ₹600,000 — would be worth ₹623,050 today. That's an XIRR (money-weighted annualised return) of 1.48%.

A ₹10,000 monthly SIP for 10 years in HSBC Aggressive Hybrid Active FOF - Dividend Direct = ₹1,200,000 invested. It would currently be worth ₹1,699,589 (multiplier 1.42×). XIRR: 6.77%. 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 Direct ranks #35 out of 54 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 -0.00%; this fund delivered 4.67%.

The worst peak-to-trough decline HSBC Aggressive Hybrid Active FOF - Dividend Direct has experienced over the last 5-year window is 18.07% — its NAV fell from a high on 17 Jan 2022 to a low on 20 Jun 2022. 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 Direct averaged 10.61% (best 15.95%, worst 1.36%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.09 — negative risk-adjusted performance.

In calendar year 2025, HSBC Aggressive Hybrid Active FOF - Dividend Direct returned -4.22% — lagging the Fund of Funds - Domestic category average of 30.86% by 35.08 pp. It ranked #79 of 83 in its category that year.

HSBC Aggressive Hybrid Active FOF - Dividend Direct 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 Direct 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: 18.1%. 5-year CAGR: 4.67%.

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