HSBC Aggressive Hybrid Fund
Direct · Growth ₹67.26
06 Jul 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.
5.15
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.
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 | ₹12.75 L | 16.2% | -46.7% | 68.6% |
| 3 Years | ₹36.00 L | ₹43.92 L | 13.3% | -16.8% | 26.7% |
| 5 Years | ₹60.00 L | ₹81.59 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 | ₹3.25 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% | 14.4% |
| 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% | 12.3% | -23.7% | 67.6% | 0.58 | 1.96 | 86% | — | — |
| 3 Years | 13.8% | 14.1% | -4.0% | 27.1% | 1.33 | 5.17 | 98% | — | — |
| 5 Years | 12.9% | 12.5% | 1.3% | 21.9% | 1.54 | 15.53 | 100% | — | — |
| 10 Years | 13.3% | 13.3% | 10.1% | 15.7% | 5.15 | — | 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
0.45
10Y
0.48
12Y
55
Total Holdings
29.9%
Top 10 Weight
23
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | ICICI Bank Limited | 4.57% |
| 2 | GE Vernova T&D India Limited | 4.32% |
| 3 | HDFC Bank Limited | 3.55% |
| 4 | Mahindra & Mahindra Limited | 3.18% |
| 5 | CG Power And Industrial Solutions Ltd | 2.97% |
| 6 | Karur Vysya Bank Limited | 2.48% |
| 7 | Bharat Electronics Limited | 2.41% |
| 8 | Radico Khaitan Limited | 2.30% |
| 9 | Eternal Limited | 2.22% |
| 10 | ICICI Prudential AMC Ltd | 1.90% |