Should I invest in HSBC Aggressive Hybrid Fund - Direct Growth?

We don't give personal investment advice. HSBC Aggressive Hybrid Fund - Direct Growth is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding.

HSBC

HSBC Aggressive Hybrid Fund - Direct Growth

Latest NAV

₹64.4132

As of

3 Jun 2026

864 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	+0.39%	+4.36%	-3.97	7 / 30	Q1
1W	-1.04%	+2.94%	-3.98	7 / 30	Q1
2W	+0.54%	+4.15%	-3.62	8 / 30	Q2
1M	+0.42%	+3.24%	-2.81	5 / 30	Q1
3M	+1.82%	+3.65%	-1.84	6 / 30	Q1
6M	-0.96%	+0.91%	-1.87	7 / 30	Q1
YTD	-0.15%	+0.57%	-0.72	4 / 30	Q1
1Y	+5.14%	+5.12%	+0.02	6 / 30	Q1
2Y	+4.81%	+6.03%	-1.22	15 / 30	Q2
3Y	+14.14%	+13.60%	+0.54	10 / 30	Q2
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+13.62%	+12.86%	+0.76	9 / 30	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	-0.15%	-3.75%	+3.60	3 / 29
2025	+1.93%	+10.33%	-8.40	27 / 30
2024	+24.29%	+17.99%	+6.30	4 / 30
2023	+25.01%	+21.88%	+3.13	9 / 30
2022	—	—	—	—

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

+16.94%

31 windows

min -0.7% · max 37.3%

97% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+15.56%

7 windows

min 14.1% · max 17.2%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

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

12.99%

3-year · annualised

Sharpe ratio

0.59

vs risk-free 6.5%

Sortino ratio

0.86

Downside-only deviation

Max drawdown

-19.59%

Dec 2024 → Feb 2025

% positive months

75.0%

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 Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
HDFC Hybrid Equity Fund - Growth Option - Direct Plan	HDFC	₹119.4090	3 Jun 2026
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Direct Plan - Growth Plan	Nippon India	₹0.0000	3 Jun 2026
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth	SBI	₹341.4430	3 Jun 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth	ICICI Prudential	₹436.8700	3 Jun 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - Growth	Invesco	₹23.2255	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Direct Plan Growth	Bandhan	₹30.2350	3 Jun 2026
quant Aggressive Hybrid Fund-Growth Option-Direct Plan	Quant	₹503.5497	3 Jun 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth	Aditya Birla Sun Life	₹1,656.1400	3 Jun 2026
Franklin India Aggressive Hybrid Fund - Direct - Growth	Franklin India	₹297.9456	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth	Mirae Asset	₹37.9930	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹64.4132
2 Jun 2026	₹64.4122
1 Jun 2026	₹64.1614
29 May 2026	₹64.8909
27 May 2026	₹65.4436
26 May 2026	₹65.0897
25 May 2026	₹65.0579
22 May 2026	₹64.5013
21 May 2026	₹64.4405
20 May 2026	₹64.3115

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 03 Jun 2026, the NAV of HSBC Aggressive Hybrid Fund - Direct Growth is ₹64.4132. It's a Aggressive Hybrid Fund from HSBC, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

HSBC Aggressive Hybrid Fund - Direct Growth has NAV history starting from 28 Nov 2022, a track record of about 3 years 6 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

HSBC Aggressive Hybrid Fund - Direct Growth is managed by HSBC. It's classified by AMFI under the 'Aggressive Hybrid Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, HSBC Aggressive Hybrid Fund - Direct Growth has delivered a absolute return of 5.14% — +0.02 pp ahead of the Aggressive Hybrid Fund category average of 5.12%. The fund ranks #6 of 30 in its category — the top (Q1) quartile.

Over the trailing 3-year window, HSBC Aggressive Hybrid Fund - Direct Growth has delivered a CAGR of 14.14% — +0.54 pp ahead of the Aggressive Hybrid Fund category average of 13.60%. The fund ranks #10 of 30 in its category — the second (Q2) quartile.

HSBC Aggressive Hybrid Fund - Direct Growth doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in HSBC Aggressive Hybrid Fund - Direct Growth exactly 3 years ago would be worth approximately ₹148,705 today — a multiplier of 1.49×, based on the 3-year CAGR of 14.14%. The category average over the same window would have grown ₹1 lakh to ₹146,607.

A ₹10,000 monthly SIP in HSBC Aggressive Hybrid Fund - Direct Growth over the last 3 years — total invested ₹360,000 — would be worth ₹411,150 today. That's an XIRR (money-weighted annualised return) of 8.81%.

HSBC Aggressive Hybrid Fund - Direct Growth doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹411,150 — XIRR 8.81%.

On a 3-year basis, HSBC Aggressive Hybrid Fund - Direct Growth ranks #10 out of 30 funds in the Aggressive Hybrid Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 13.60%; this fund delivered 14.14%.

The worst peak-to-trough decline HSBC Aggressive Hybrid Fund - Direct Growth has experienced over the last 3-year window is 19.59% — its NAV fell from a high on 16 Dec 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, HSBC Aggressive Hybrid Fund - Direct Growth averaged 15.56% (best 17.22%, worst 14.14%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.59 — reasonable risk-adjusted performance.

In calendar year 2025, HSBC Aggressive Hybrid Fund - Direct Growth returned 1.93% — lagging the Aggressive Hybrid Fund category average of 10.33% by 8.40 pp. It ranked #27 of 30 in its category that year.

HSBC Aggressive Hybrid Fund - Direct Growth is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. HSBC Aggressive Hybrid Fund - Direct Growth is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding.

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