HSBC Aggressive Hybrid Active Fund of Funds Direct Growth

Scheme code: INF336L01ID3 NAV value: ₹ 39.7120 NAV date: 6 May, 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	0.26	38.94	22.49	20.88
3 year	8.35	27.78	16.26	12.25
5 year	2.60	24.08	12.54	10.76
7 year	9.15	14.56	12.15	9.59
10 year	10.68	14.37	12.77	9.68

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	22.49
3 year	6.28	33.32	15.79	16.26
5 year	3.54	26.02	13.5	12.54
7 year	3.33	15.62	11.71	12.15
10 year	3.49	17.22	10.6	12.77
12 year	3.07	16.17	10.84
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	22.49
3 year	9.08	58.7	29.31	16.26
5 year	3.67	48	18.04	12.54
7 year	3.8	31.03	14.14	12.15
10 year	3.8	28.93	12.39	12.77
12 year	3.63	26.65	12.59
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	22.49
3 year	7.68	33.37	17.09	16.26
5 year	2.35	27.63	13.51	12.54
7 year	3.76	16.01	12.07	12.15
10 year	3.56	16.94	10.92	12.77
12 year	3.31	16.54	11.01
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	22.49
3 year	8.04	34.46	18.26	16.26
5 year	3.37	28.64	14.21	12.54
7 year	3.97	16.42	12.41	12.15
10 year	3.53	17.72	11.22	12.77
12 year	3.1	16.97	11.31
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 22.49% - Median return: 26.25% - Average standard deviation: 3.84

Rolling return for 3 year

- Average return: 16.26% - Median return: 15.75% - Average standard deviation: 1.51

Rolling return for 5 year

- Average return: 12.54% - Median return: 12.56% - Average standard deviation: 0.81

Rolling return for 7 year

- Average return: 12.15% - Median return: 12.09% - Average standard deviation: 0.53

Rolling return for 10 year

- Average return: 12.77% - Median return: 13% - Average standard deviation: 0.42

SIP rolling 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	12,90,404	90,404	7.54
3 year	36,00,000	45,37,448	9,37,448	8.02
5 year	60,00,000	85,12,862	25,12,862	7.25
7 year	84,00,000	1,37,11,145	53,11,145	7.25
10 year	1,20,00,000	2,53,85,167	1,33,85,167	7.78

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	7.54
3 year	7.3	8.02
5 year	7.48	7.25
7 year	6.39	7.25
10 year	5.95	7.78

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	7.54
3 year	20.64	8.02
5 year	13	7.25
7 year	9.48	7.25
10 year	7.99	7.78

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	7.54
3 year	8.22	8.02
5 year	7.77	7.25
7 year	6.6	7.25
10 year	6.23	7.78

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	7.54
3 year	8.71	8.02
5 year	8.22	7.25
7 year	6.82	7.25
10 year	6.47	7.78

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,90,404 - Absolute Returns: ₹90,404 - CAGR: 7.54%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,37,448 - Absolute Returns: ₹9,37,448 - CAGR: 8.02%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹85,12,862 - Absolute Returns: ₹25,12,862 - CAGR: 7.25%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,37,11,145 - Absolute Returns: ₹53,11,145 - CAGR: 7.25%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,53,85,167 - Absolute Returns: ₹1,33,85,167 - CAGR: 7.78%