HSBC
HSBC Aggressive Hybrid Fund - Regular Growth
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.
Compares up to 8 funds. Click any line in the legend above to hide/show it.
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 | +0.09% | +0.24% | -0.15 | 10 / 12 | Q4 |
| 1W | -0.31% | -0.05% | -0.26 | 9 / 12 | Q3 |
| 2W | +0.06% | +0.24% | -0.18 | 9 / 12 | Q3 |
| 1M | +0.62% | +1.46% | -0.84 | 12 / 12 | Q4 |
| 3M | +4.29% | +2.75% | +1.55 | 3 / 12 | Q1 |
| 6M | +4.61% | +1.80% | +2.82 | 3 / 12 | Q1 |
| YTD | +3.02% | +0.29% | +2.73 | 3 / 12 | Q1 |
| 1Y | +4.87% | +2.07% | +2.80 | 3 / 12 | Q1 |
| 2Y | +2.91% | +2.70% | +0.21 | 7 / 12 | Q3 |
| 3Y | +12.59% | +11.49% | +1.10 | 4 / 12 | Q2 |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | +13.10% | +11.59% | +1.51 | 3 / 12 | Q1 |
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 | +3.02% | +0.29% | +2.73 | 3 / 12 |
| 2025 | +0.89% | +4.17% | -3.28 | 10 / 12 |
| 2024 | +23.01% | +18.03% | +4.97 | 3 / 12 |
| 2023 | +23.72% | +21.16% | +2.56 | 2 / 12 |
| 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.
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 | 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.
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
Recent NAVs
| Date | NAV |
|---|---|
| 17 Jul 2026 | ₹58.2144 |
| 16 Jul 2026 | ₹58.1623 |
| 15 Jul 2026 | ₹58.4665 |
| 14 Jul 2026 | ₹58.0735 |
| 13 Jul 2026 | ₹58.3587 |
| 10 Jul 2026 | ₹58.3956 |
| 9 Jul 2026 | ₹57.8915 |
| 8 Jul 2026 | ₹57.3917 |
| 7 Jul 2026 | ₹58.2725 |
| 6 Jul 2026 | ₹58.6052 |
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.
- 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
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.