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HSBC Aggressive Hybrid Fund - Direct Growth

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)
14.6%
Sharpe (full)
0.67
Sharpe (bull ≤Sep-24)
3.10
Sharpe (sideways Oct-24→)
-0.01
Max drawdown
-16.8%
Months of data
45
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

2022202320242025202695131167Fund (NAV=100)Risk-free 6%/yrCategory median (Aggressive Hybrid Fund)

Drawdown

20222023202420252026-17-80Drawdown %

Fiscal-year record

FYReturnvs categorySharpemonths
FY220
FY23*-3.1%1.2%-3.104
FY2431.6%1.1%2.7212
FY256.5%-3.7%0.1012
FY264.5%5.2%-0.0712
FY27*17.6%5.3%3.215
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 (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2022-2.2-2.2
2023-1.6-0.3+1.0+2.7+4.7+3.8+2.1+1.0+1.8-2.8+5.7+5.3+25.6
2024+1.6+1.1+1.1+5.4+2.5+5.9+3.9-0.0+0.7-3.3+2.0+1.1+24.0
2025-7.5-9.8+6.9+2.6+6.0+3.7-0.6-0.4+1.6+2.5+0.0-1.2+2.5
2026-2.1+1.1-8.1+8.6+1.8+2.9+0.8+2.6+7.0

Quarterly average AUM & estimated net flows

202220232024202520264,7015,2555,808AUM (quarter avg), ₹cr
-669275
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
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