HSBC Aggressive Hybrid Active Fund of Funds Direct Growth

Scheme code: INF336L01ID3 NAV value: ₹ 38.7429 NAV date: 21 March, 2025
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: FoF Domestic

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year 0.61 38.94 27.26 22.13
3 year 8.35 27.78 16.35 12.21
5 year -0.15 20.33 11.98 10.58
7 year 9.15 14.56 12.18 9.58
10 year 10.83 14.37 13.03 9.79

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -2.49 37.53 19.36 27.26
3 year 7.48 33.32 15.7 16.35
5 year -1.85 25.52 12.58 11.98
7 year 3.33 15.62 11.61 12.18
10 year 3.49 17.22 10.69 13.03
12 year 3.07 16.17 10.79
15 year 6.95 15.66 10.88
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -3.32 44.02 23.4 27.26
3 year 7.62 32.12 15.8 16.35
5 year -1.58 25.73 12.43 11.98
7 year 3.8 15.42 11.81 12.18
10 year 3.8 18 11.13 13.03
12 year 3.63 16.86 11.17
15 year 7.01 16.36 11.2
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -3.51 46.37 25.5 27.26
3 year 8.37 33.37 17.12 16.35
5 year -1.92 27.16 12.8 11.98
7 year 3.76 16.01 12.01 12.18
10 year 3.56 16.94 10.97 13.03
12 year 3.31 16.54 10.97
15 year 6.56 16.42 10.95
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.03 47.75 26.96 27.26
3 year 8.95 34.46 18.1 16.35
5 year -1.94 28.19 13.16 11.98
7 year 3.97 16.42 12.32 12.18
10 year 3.53 17.72 11.27 13.03
12 year 3.1 16.97 11.23
15 year 6.68 16.96 11.2
NIFTY500 MULTICAP 50:25:25
Duration Min (%) Max (%) Average return (%) Fund's return (%)

Rolling return for 1 year

- Average return: 27.26% - Median return: 29.48% - Average standard deviation: 3.93

Rolling return for 3 year

- Average return: 16.35% - Median return: 15.75% - Average standard deviation: 1.52

Rolling return for 5 year

- Average return: 11.98% - Median return: 12.21% - Average standard deviation: 0.8

Rolling return for 7 year

- Average return: 12.18% - Median return: 12.12% - Average standard deviation: 0.53

Rolling return for 10 year

- Average return: 13.03% - Median return: 13.15% - Average standard deviation: 0.43

SIP returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year 12,00,000 13,25,441 1,25,441 10.46
3 year 36,00,000 45,61,657 9,61,657 8.21
5 year 60,00,000 84,28,884 24,28,884 7.04
7 year 84,00,000 1,37,14,590 53,14,590 7.26
10 year 1,20,00,000 2,58,32,962 1,38,32,962 7.97

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,25,441 - Absolute Returns: ₹1,25,441 - CAGR: 10.46%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,61,657 - Absolute Returns: ₹9,61,657 - CAGR: 8.21%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹84,28,884 - Absolute Returns: ₹24,28,884 - CAGR: 7.04%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,37,14,590 - Absolute Returns: ₹53,14,590 - CAGR: 7.26%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,58,32,962 - Absolute Returns: ₹1,38,32,962 - CAGR: 7.97%