HSBC Aggressive Hybrid Fund
Direct · Growth ₹68.77
18 Aug 2026
NAV
13.8%
3Y CAGR
12.9%
5Y CAGR
13.3%
10Y CAGR
13.6%
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.
5.13
Sharpe
-30.0%
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.
0.81%
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 | ₹12.75 L | 16.2% | -46.7% | 68.6% |
| 3 Years | ₹36.00 L | ₹43.88 L | 13.3% | -16.8% | 26.7% |
| 5 Years | ₹60.00 L | ₹81.68 L | 12.5% | -5.7% | 22.1% |
| 7 Years | ₹84.00 L | ₹1.29 Cr | 12.4% | 1.4% | 18.2% |
| 10 Years | ₹1.20 Cr | ₹2.31 Cr | 12.9% | 10.5% | 15.6% |
| 12 Years | ₹1.44 Cr | ₹3.24 Cr | 13.0% | 10.9% | 15.6% |
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 | 16.2% | 15.1% |
| 3 Years | 13.3% | 14.3% |
| 5 Years | 12.5% | 14.3% |
| 7 Years | 12.4% | 14.1% |
| 10 Years | 12.9% | 14.1% |
| 12 Years | 13.0% | 13.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.7% | 12.2% | -23.7% | 67.6% | 0.58 | 1.96 | 86% | — | — |
| 3 Years | 13.8% | 14.2% | -4.0% | 27.1% | 1.33 | 5.19 | 98% | — | — |
| 5 Years | 12.9% | 12.5% | 1.3% | 21.9% | 1.54 | 15.58 | 100% | — | — |
| 10 Years | 13.3% | 13.3% | 10.1% | 15.7% | 5.13 | — | 100% | — | — |
-30.0%
Max Drawdown
1 mo
Drawdown Duration
7 mo
Recovery Time
-3.6%
Avg Drawdown
Calmar Ratio by Duration
0.52
1Y
0.46
3Y
0.43
5Y
0.41
7Y
0.44
10Y
0.48
12Y
98
Total Holdings
31.0%
Top 10 Weight
33
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | ICICI Bank Limited | 4.66% |
| 2 | GE Vernova T&D India Limited | 3.56% |
| 3 | Kotak Mahindra Bank Limited | 3.29% |
| 4 | HDFC Bank Limited | 3.04% |
| 5 | State Bank of India | 3.00% |
| 6 | Karur Vysya Bank Limited | 2.81% |
| 7 | CG Power And Industrial Solutions Ltd | 2.76% |
| 8 | Mahindra & Mahindra Limited | 2.72% |
| 9 | Eternal Limited | 2.66% |
| 10 | Radico Khaitan Limited | 2.53% |