Should I invest in HSBC Aggressive Hybrid Active FOF?

We don't give personal investment advice. HSBC Aggressive Hybrid Active FOF - Growth 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: 18.2%. 5-year CAGR: 10.99%.

HSBC

HSBC Aggressive Hybrid Active FOF - Growth

Latest NAV

₹40.6376

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%	+0.48%	-0.20	16 / 23	Q3
1W	-0.88%	-0.78%	-0.10	14 / 23	Q3
2W	+0.67%	-0.18%	+0.85	4 / 23	Q1
1M	+0.02%	+1.67%	-1.65	15 / 23	Q3
3M	+1.43%	-2.89%	+4.32	4 / 22	Q1
6M	-0.41%	+9.44%	-9.85	16 / 22	Q3
YTD	-0.62%	+4.72%	-5.33	16 / 22	Q3
1Y	+3.09%	+32.47%	-29.38	18 / 22	Q4
2Y	+4.46%	+21.19%	-16.73	14 / 21	Q3
3Y	+12.58%	+22.72%	-10.14	16 / 21	Q4
4Y	+13.07%	+19.35%	-6.28	14 / 20	Q3
5Y	+10.99%	+16.09%	-5.10	12 / 16	Q3
7Y	+12.11%	+16.65%	-4.54	9 / 12	Q3
10Y	+11.71%	+13.27%	-1.56	7 / 10	Q3
Inception	+12.28%	+14.21%	-1.93	10 / 23	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	-0.62%	+4.72%	-5.33	16 / 22
2025	+2.32%	+37.66%	-35.34	18 / 21
2024	+17.99%	+16.56%	+1.42	10 / 21
2023	+23.68%	+20.40%	+3.29	7 / 21
2022	-0.93%	+6.02%	-6.95	16 / 18
2021	+26.75%	+13.00%	+13.75	4 / 14
2020	+16.95%	+15.44%	+1.51	7 / 13
2019	+7.89%	+12.58%	-4.70	7 / 11
2018	-5.47%	+2.60%	-8.07	10 / 10
2017	+29.49%	+10.47%	+19.02	1 / 10
2016	+7.67%	+9.71%	-2.04	10 / 10

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

+12.43%

136 windows

min -23.9% · max 65.0%

84% positive

3-Year rolling

+12.21%

111 windows

min -4.7% · max 24.4%

97% positive

5-Year rolling

+11.91%

87 windows

min 1.1% · max 20.4%

100% positive

7-Year rolling

+11.94%

63 windows

min 9.1% · max 14.0%

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

11.15%

3-year · annualised

Sharpe ratio

0.54

vs risk-free 6.5%

Sortino ratio

0.83

Downside-only deviation

Max drawdown

-15.11%

Sep 2024 → Feb 2025

% positive months

77.8%

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 Gold ETF Fund of Fund - Growth Option	HDFC	₹45.8823	3 Jun 2026
Nippon India Gold Savings Fund-Growth plan- Growth Option	Nippon India	₹58.7284	3 Jun 2026
ICICI Prudential BHARAT 22 FOF - Cumulative Option	ICICI Prudential	₹34.5806	3 Jun 2026
Aditya Birla Sun Life Gold Fund-Growth	Aditya Birla Sun Life	₹44.7154	3 Jun 2026
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan	Franklin India	₹21.9699	2 Jun 2026
Kotak Gold Fund Growth	Kotak	₹58.9671	3 Jun 2026
HSBC Income Plus Arbitrage Active FOF - Growth	HSBC	₹22.2694	2 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹40.6376
1 Jun 2026	₹40.5241
29 May 2026	₹40.8605
27 May 2026	₹41.1083
26 May 2026	₹40.9975
25 May 2026	₹40.9864
22 May 2026	₹40.6578
21 May 2026	₹40.6015
20 May 2026	₹40.5340
19 May 2026	₹40.3662

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 - Growth is ₹40.6376. It's a Fund of Funds - Domestic from HSBC, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

HSBC Aggressive Hybrid Active FOF - Growth 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 - Growth 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 - Growth has delivered a absolute return of 3.09% — -29.38 pp behind the Fund of Funds - Domestic category average of 32.47%. The fund ranks #18 of 22 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, HSBC Aggressive Hybrid Active FOF - Growth has delivered a CAGR of 12.58% — -10.14 pp behind the Fund of Funds - Domestic category average of 22.72%. The fund ranks #16 of 21 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, HSBC Aggressive Hybrid Active FOF - Growth has delivered a CAGR of 10.99% — -5.1 pp behind the Fund of Funds - Domestic category average of 16.09%. The fund ranks #12 of 16 in its category — the third (Q3) quartile.

₹1 lakh invested in HSBC Aggressive Hybrid Active FOF - Growth exactly 10 years ago would be worth approximately ₹302,595 today — a multiplier of 3.03×, based on the 10-year CAGR of 11.71%. The category average over the same window would have grown ₹1 lakh to ₹347,741.

A ₹10,000 monthly SIP in HSBC Aggressive Hybrid Active FOF - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹770,333 today. That's an XIRR (money-weighted annualised return) of 9.92%.

A ₹10,000 monthly SIP for 10 years in HSBC Aggressive Hybrid Active FOF - Growth = ₹1,200,000 invested. It would currently be worth ₹2,201,178 (multiplier 1.83×). XIRR: 11.66%. 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 - Growth ranks #12 out of 16 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 16.09%; this fund delivered 10.99%.

The worst peak-to-trough decline HSBC Aggressive Hybrid Active FOF - Growth has experienced over the last 5-year window is 18.19% — 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 - Growth averaged 11.91% (best 20.43%, worst 1.07%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.41 — weak risk-adjusted performance.

In calendar year 2025, HSBC Aggressive Hybrid Active FOF - Growth returned 2.32% — lagging the Fund of Funds - Domestic category average of 37.66% by 35.34 pp. It ranked #18 of 21 in its category that year.

HSBC Aggressive Hybrid Active FOF - Growth 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 - Growth 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: 18.2%. 5-year CAGR: 10.99%.

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