Hybrid
●
Aggressive Hybrid
Current NAV
₹56.68
Expense Ratio
1.9%
Min SIP
₹500
Fund Size
₹5475Cr
Min Investment
₹5.00K
Lock In
NA
Scheme Information Document
Exit load: Nil for 10% of units and 1% for remaining units on or before 1Y, Nil after 1Y
Alpha
0.26%
Beta
0.85
Sharpe Ratio
0.227314
Risk
16.39%
Above numbers are based upon past 3 years
Would have become
₹1,49,748.59
(0.28)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
Gautam Bhupal
HSBC Aggressive Hybrid FundTotal assets under management
₹130.99L Crores
Date of incorporation
12 Dec 2001
Ans.
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Ans. The HSBC Aggressive Hybrid Fund has an AUM of ₹5475.24 Cr as on 9/29/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 15.23%. The risk is Very High against the category average of 53.01.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year.
If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.
Ans. There is no lock-in period applicable on HSBC Aggressive Hybrid Fund.
Ans. The expense ratio of HSBC Aggressive Hybrid Fund is 1.9%.