HSBC Aggressive Hybrid Fund
Direct · Growth ₹65.67
30 Oct 2026
NAV
13.8%
3Y CAGR
12.9%
5Y CAGR
13.2%
10Y CAGR
13.4%
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.
4.99
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 | ₹12.74 L | 16.1% | -46.7% | 68.6% |
| 3 Years | ₹36.00 L | ₹43.79 L | 13.2% | -16.8% | 26.7% |
| 5 Years | ₹60.00 L | ₹81.62 L | 12.5% | -5.7% | 22.1% |
| 7 Years | ₹84.00 L | ₹1.30 Cr | 12.4% | 1.4% | 18.2% |
| 10 Years | ₹1.20 Cr | ₹2.31 Cr | 12.8% | 10.5% | 15.6% |
| 12 Years | ₹1.44 Cr | ₹3.20 Cr | 12.9% | 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 | 16.1% | 9.3% |
| 3 Years | 13.2% | 14.2% |
| 5 Years | 12.5% | 14.7% |
| 7 Years | 12.4% | 14.0% |
| 10 Years | 12.8% | 14.0% |
| 12 Years | 12.9% | 13.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.5% | 11.8% | -23.7% | 67.6% | 0.57 | 1.93 | 86% | — | — |
| 3 Years | 13.8% | 14.1% | -4.0% | 27.1% | 1.34 | 5.23 | 98% | — | — |
| 5 Years | 12.9% | 12.4% | 1.3% | 21.9% | 1.54 | 15.63 | 100% | — | — |
| 10 Years | 13.2% | 13.2% | 10.1% | 15.7% | 4.99 | — | 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
0.47
12Y
57
Total Holdings
27.4%
Top 10 Weight
25
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | ICICI Bank Limited | 4.29% |
| 2 | Mahindra & Mahindra Limited | 3.25% |
| 3 | HDFC Bank Limited | 3.13% |
| 4 | Karur Vysya Bank Limited | 3.02% |
| 5 | CG Power And Industrial Solutions Ltd | 2.95% |
| 6 | Bharat Electronics Limited | 2.47% |
| 7 | Eternal Limited | 2.39% |
| 8 | ICICI Prudential AMC Ltd | 2.08% |
| 9 | Radico Khaitan Limited | 1.95% |
| 10 | Multi Commodity Exchange of India Ltd. | 1.86% |