HSBC Aggressive Hybrid Fund - Direct Growth (defunct)

HSBC Mutual Fund · Hybrid · mandate: 65–80% equity, rest debt · benchmark: —

AUM (all plans)

5,460 cr

TER direct / regular

0.93% / 1.98%

CAGR (full)

10.6%

Sharpe (full)

0.42

Sharpe (bull ≤Sep-24)

—

Sharpe (sideways Oct-24→)

—

Max drawdown

-20.3%

Months of data

Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Equity curve

Drawdown

Fiscal-year record

FY	Return	vs category	Sharpe	months
FY22	16.3%	-0.9%	1.01	12
FY23*	1.6%	-4.9%	-0.21	8
FY24	—	—	—	0
FY25	—	—	—	0
FY26	—	—	—	0
FY27*	—	—	—	0

Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly returns (%)

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year
2018											+2.8	+0.3	+3.2
2019	-0.6	-0.4	+6.5	-0.2	+1.1	-0.7	-2.9	-0.0	+3.0	+2.7	+2.0	+1.0	+11.6
2020	+1.5	-3.5	-17.4	+11.1	-1.5	+4.9	+5.6	+1.9	+0.1	+2.7	+8.3	+5.8	+17.8
2021	-1.6	+5.0	+0.3	-0.0	+5.3	+2.0	+1.6	+4.9	+1.9	+0.8	-2.7	+3.2	+22.4
2022	-0.3	-3.9	+2.9	-2.2	-3.7	-3.6	+7.2	+2.1	-2.2	+3.2	+1.3		+0.2

Quarterly average AUM & estimated net flows

Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.

Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard

Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.