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: 4.81%.

HSBC

HSBC Aggressive Hybrid Active FOF - Dividend Direct

Latest NAV

₹32.2108

As of

17 Jul 2026

2,952 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	+0.03%	-0.15%	+0.19	62 / 125	Q2
1W	-0.54%	-4.47%	+3.92	75 / 130	Q3
2W	-0.28%	-5.11%	+4.83	67 / 130	Q3
1M	+1.14%	-5.39%	+6.53	23 / 130	Q1
3M	-3.46%	-4.67%	+1.21	93 / 130	Q3
6M	-2.83%	-5.19%	+2.35	94 / 122	Q4
YTD	-4.12%	-2.99%	-1.13	98 / 120	Q4
1Y	-2.84%	+12.27%	-15.11	99 / 111	Q4
2Y	-3.23%	+6.29%	-9.53	73 / 84	Q4
3Y	+4.25%	+6.43%	-2.17	57 / 73	Q4
4Y	+5.90%	+5.33%	+0.57	49 / 68	Q3
5Y	+4.81%	-0.23%	+5.04	35 / 55	Q3
7Y	+8.78%	-3.52%	+12.30	20 / 38	Q3
10Y	+8.75%	-6.57%	+15.32	17 / 34	Q2
Inception	+10.03%	+8.45%	+1.59	58 / 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	-4.12%	+1.22%	-5.34	97 / 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

+10.29%

137 windows

min -18.8% · max 53.4%

74% positive

3-Year rolling

+10.67%

113 windows

min -2.8% · max 25.4%

96% positive

5-Year rolling

+10.63%

88 windows

min 2.7% · max 19.4%

100% positive

7-Year rolling

+10.67%

64 windows

min 7.7% · max 13.5%

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

12.82%

3-year · annualised

Sharpe ratio

-0.12

vs risk-free 6.5%

Sortino ratio

-0.17

Downside-only deviation

Max drawdown

-15.93%

Sep 2024 → May 2026

% positive months

63.9%

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	₹10.2128	17 Jul 2026
Nippon India Diversified Equity Flexicap Passive FoF- DIRECT Plan - IDCW Option	Nippon India	₹21.4179	17 Jul 2026
SBI Dynamic Asset Allocation Active FoF- Direct Plan- Income Cum Distribution Capital Withdrawal Option	SBI	₹10.3233	17 Jul 2026
ICICI Prudential BSE 500 ETF FOF - Direct Plan - IDCW	ICICI Prudential	₹15.9520	17 Jul 2026
Invesco India Gold ETF Fund of Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹40.6301	17 Jul 2026
Bandhan Aggressive Hybrid Passive FOF - Direct Plan - IDCW	Bandhan	₹36.8685	17 Jul 2026
Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Direct - IDCW	Aditya Birla Sun Life	₹42.7073	17 Jul 2026
Motilal Oswal Gold and Silver Passive Fund of Funds(Direct Plan)	Motilal Oswal	₹28.6857	17 Jul 2026
Franklin India Dynamic Asset Allocation Active Fund of funds - Direct - IDCW	Franklin India	₹49.0060	17 Jul 2026
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund - Direct Plan - IDCW	Mirae Asset	₹11.7230	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹32.2108
16 Jul 2026	₹32.2001
15 Jul 2026	₹32.3159
14 Jul 2026	₹32.1154
13 Jul 2026	₹32.3228
10 Jul 2026	₹32.3862
9 Jul 2026	₹32.1536
8 Jul 2026	₹31.8331
7 Jul 2026	₹32.2980
6 Jul 2026	₹32.4569

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 17 Jul 2026, the NAV of HSBC Aggressive Hybrid Active FOF - Dividend Direct is ₹32.2108. 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 2 months. 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 -2.84% — -15.11 pp behind the Fund of Funds - Domestic category average of 12.27%. The fund ranks #99 of 111 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 4.25% — -2.17 pp behind the Fund of Funds - Domestic category average of 6.43%. 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 4.81% — +5.04 pp ahead of the Fund of Funds - Domestic category average of -0.23%. The fund ranks #35 of 55 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 ₹231,356 today — a multiplier of 2.31×, based on the 10-year CAGR of 8.75%. The category average over the same window would have grown ₹1 lakh to ₹50,679.

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 ₹642,113 today. That's an XIRR (money-weighted annualised return) of 2.68%.

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 ₹1,748,768 (multiplier 1.46×). XIRR: 7.31%. 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 55 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 -0.23%; this fund delivered 4.81%.

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 10.63% (best 19.42%, worst 2.74%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.07 — 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: 4.81%.

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