# HSBC Aggressive Hybrid Active FOF

HSBC Asset Management (India) Private Ltd · Fund of Funds · Regular plan, Growth

Full page with charts: https://discovermf.com/funds/hsbc-aggressive-hybrid-active-fof-129065
Figures as of 2 Nov 2026, from DiscoverMF. Information, not investment advice. Past returns do not indicate future returns. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.

## In short

- **What it invests in:** Invests in other funds. Its latest portfolio: 99% other investments.
- **₹10,000 a month:** For the last 5 years: ₹6 lakh put in, worth ₹7.51 lakh on 2 Nov 2026.
- **Next to similar funds:** Over the last 3 years it earned 10.5% a year; similar funds earned 18.5% a year on average.
- **How bumpy:** Very high: big ups and downs, sometimes sharp falls. It made money in 82 of every 100 one-year stretches; its worst 12 months saw a fall of 23.9%.
- **Expense ratio:** 1.46% a year. Similar funds: 0.64% on average.
- **Fees and minimums:** A SIP from ₹500 a month. A fee may apply if you sell soon after buying; the full terms are under Cost.

Past returns do not tell you future returns.

## Key facts

- **NAV:** ₹41.37 on 2 Nov 2026
- **Fund size:** ₹46.5 cr (2 Nov 2026)
- **Expense ratio:** 1.46% a year (typical in its category 0.64%)
- **Riskometer:** Very High
- **Benchmark:** CRISIL Hybrid 35+65 - Aggressive Index
- **Category:** [Fund of Funds](https://discovermf.com/categories/fund-of-funds.md)
- **Fund house:** [HSBC Asset Management (India) Private Ltd](https://discovermf.com/fund-houses/hsbc)
- **Launched:** 30 Apr 2014
- **Exit load:** Exit Load :(i) In respect of each purchase / switch-in of Units, an Exit Load of 1% is payable if Units are redeemed / switched-out within 1
year from the date of allotment. (ii) No Exit Load will be charged, if Units are redeemed/switched-out after 1 year from the date of allotment.
The exit loads set forth above is subject to change at the discretion of the AMC and such changes shall be implemented prospectively
- **Minimum investment:** ₹5,000 to start, ₹500 a month by SIP
- **AMFI scheme code:** 129065

## Returns

| Period | Fund | Category average | Benchmark | Rank in category |
| --- | --- | --- | --- | --- |
| 1 month | -0.7% | — | — | — |
| 3 months | -3.6% | — | — | — |
| 6 months | +1.7% | — | — | — |
| 1 year | +1.1% | +6.6% | -3.1% | 116 of 165 |
| 3 years (a year) | +10.5% | +18.5% | +9.0% | 87 of 123 |
| 5 years (a year) | +8.6% | +11.0% | +7.5% | 52 of 86 |
| Since launch (a year) | +12.0% | — | — | — |

### Calendar years

| Year | Fund | Benchmark |
| --- | --- | --- |
| 2026 | +1.3% | — |
| 2025 | +2.7% | — |
| 2024 | +17.9% | — |
| 2023 | +24.2% | — |
| 2022 | -0.9% | — |
| 2021 | +27.0% | — |
| 2020 | +17.3% | — |
| 2019 | +8.1% | — |
| 2018 | -5.9% | — |
| 2017 | +30.7% | — |

### A ₹10,000 monthly SIP

On the first price of each month, valued at the NAV of 2 Nov 2026.

| Started | Put in | Worth | Yearly return (XIRR) |
| --- | --- | --- | --- |
| 3 years ago | ₹3.6 lakh | ₹3.86 lakh | +4.6% |
| 5 years ago | ₹6 lakh | ₹7.51 lakh | +8.9% |
| 10 years ago | ₹12 lakh | ₹21.45 lakh | +11.2% |

## Risk

| Measure | Fund | Category average |
| --- | --- | --- |
| Volatility, last year | 11.7% | 16.3% |
| Worst fall, last year | -10.6% | — |
| Worst fall, last 3 years | -15.1% | — |
| Sharpe ratio, 3 years | 0.40 | — |
| Sortino ratio, 3 years | 0.53 | — |
| Beta, 3 years | — | — |
| Alpha, 3 years | — | — |

## Portfolio, August 2026

8 holdings. Cash and equivalents 0.8%, Other 99.2%.

### Largest holdings

| Holding | Sector or type | Weight |
| --- | --- | --- |
| HSBC Large Cap Fund - Direct Growth | Internal - Mutual Fund Units | 34.08% |
| HSBC Midcap Fund - Direct Growth | Internal - Mutual Fund Units | 21.22% |
| HSBC Small Cap Fund - Direct Growth | Internal - Mutual Fund Units | 21.07% |
| HSBC Medium To Long Duration Fund - Direct Growth | Internal - Mutual Fund Units | 9.94% |
| HSBC Corporate Bond Fund - Direct Growth | Internal - Mutual Fund Units | 8.15% |
| HSBC Dynamic Bond Fund - Direct Growth | Internal - Mutual Fund Units | 4.69% |
| Treps | Cash | 2.52% |
| Net Current Assets (including cash & bank balances) | Cash | -1.67% |

### Largest sectors

| Sector | Weight |
| --- | --- |
| Internal - Mutual Fund Units | 99.2% |

## Managers

- [Gautam Bhupal](https://discovermf.com/fund-managers/gautam-bhupal), since 21 Oct 2015

## Objective

The investment objective is to provide long term total return primarily by seeking capital appreciation through an active asset allocation by investing in a basket of equity and debt mutual fund schemes and money market instruments.