HDFC Aggressive Hybrid Fund
Direct · Growth ₹128.38
11 Nov 2026
NAV
12.5%
3Y CAGR
12.2%
5Y CAGR
12.4%
10Y CAGR
12.4%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
3.59
Sharpe
-33.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.66 L | 15.4% | -48.6% | 112.8% |
| 3 Years | ₹36.00 L | ₹43.27 L | 11.8% | -18.2% | 28.2% |
| 5 Years | ₹60.00 L | ₹82.90 L | 12.0% | -7.2% | 20.8% |
| 7 Years | ₹84.00 L | ₹1.33 Cr | 12.3% | -1.0% | 17.6% |
| 10 Years | ₹1.20 Cr | ₹2.34 Cr | 12.7% | 9.4% | 14.9% |
| 12 Years | ₹1.44 Cr | ₹3.16 Cr | 12.0% | 9.5% | 14.2% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 15.4% | 9.3% |
| 3 Years | 11.8% | 14.2% |
| 5 Years | 12.0% | 14.7% |
| 7 Years | 12.3% | 14.0% |
| 10 Years | 12.7% | 14.0% |
| 12 Years | 12.0% | 13.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.5% | 9.5% | -26.4% | 89.2% | 0.40 | 1.14 | 78% | — | — |
| 3 Years | 12.5% | 12.8% | -5.7% | 29.6% | 0.95 | 2.94 | 96% | — | — |
| 5 Years | 12.2% | 12.8% | -1.1% | 23.9% | 1.25 | 5.46 | 100% | — | — |
| 10 Years | 12.4% | 11.9% | 9.4% | 16.4% | 3.59 | — | 100% | — | — |
-33.6%
Max Drawdown
26 mo
Drawdown Duration
8 mo
Recovery Time
-6.2%
Avg Drawdown
Calmar Ratio by Duration
0.43
1Y
0.37
3Y
0.36
5Y
0.35
7Y
0.37
10Y
0.38
12Y
62
Total Holdings
36.3%
Top 10 Weight
29
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Ltd.£ | 8.07% |
| 2 | ICICI Bank Ltd. | 6.39% |
| 3 | Reliance Industries Ltd. | 4.12% |
| 4 | Axis Bank Ltd. | 3.20% |
| 5 | Kotak Mahindra Bank Limited | 3.03% |
| 6 | State Bank of India | 2.89% |
| 7 | Maruti Suzuki India Limited | 2.37% |
| 8 | Infosys Limited | 2.26% |
| 9 | Larsen and Toubro Ltd. | 2.23% |
| 10 | Divis Laboratories Ltd. | 1.78% |