ReviewDirect · Growth
HDFC Aggressive Hybrid Fund
HDFC Mutual FundHybrid Schemes - Aggressive Hybrid Fund13.7 years
- NAV
- 121.708
- 15 Sept 2026
- 1Y
- -3.9%
- Trailing CAGR
- AUM
- ₹22,520.8 Cr
- 31 Aug 2026
- Volatility
- Medium
- 14.7% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-3.9%
- 3Y+6.1%
- 5Y+8.4%
- 10Y+10.0%
- SI+11.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-4.5%
- 3Y+1.8%
- 5Y+6.5%
- 10Y+10.2%
- Since inception
- +11.1%
- Calendar-day CAGR
- Excess 1Y
- -5.6%
- Category median, same plan and option
- 3Y win rate
- +27%
- Windows beating the median
- 3Y percentile
- 0
- Vs comparable share classes
- Worst rolling 3Y
- -5.7%
- 2636 daily-ending windows
- Median rolling 3Y
- +13.0%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2144 daily-ending windows
- SIP 3Y XIRR
- +1.8%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 13 days
- 141 recovered episodes
- Longest recovery
- 240 days
- Trough to prior peak
- Current spell
- 295 days
- Days below latest peak
- Time below peak
- +90%
- NAV observations
24 Jan 2018 – 18 Nov 2020
Trough 23 Mar 2020 · recovered in 240 days
-33.6%
5 Aug 2015 – 6 Sept 2016
Trough 29 Feb 2016 · recovered in 190 days
-28.5%
15 Jan 2013 – 25 Mar 2014
Trough 28 Aug 2013 · recovered in 209 days
-25.8%
20 Nov 2025 – open
Trough 30 Mar 2026 · not recovered
-12.6%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
15
Consistency
35
Risk-adjusted
48
Drawdown
16
Mean
23
Portfolio
31 Aug 2026 · 139 holdings · top 10 are 35.5%.
- Top 5
- 23.7%
- Top 10
- 35.5%
- Largest holding
- 7.2%
- Effective holdings
- 47.6
ICICI Bank Ltd
Financial
7.2%
HDFC Bank Ltd
Financial
6.0%
Reliance Industries Ltd
Energy & Utilities
4.2%
Kotak Mahindra Bank Ltd
Financial
3.3%
Axis Bank Ltd
Financial
3.2%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
BARODA BNP PARIBAS AGGRESSIVE HYBRID FUND
Baroda BNP Paribas Mutual Fund
- 1Y
- +1.5%
- 3Y
- +10.8%
- Vol
- 10.0%
- Max DD
- -12.9%
- Sharpe
- 0.70
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Canara Robeco Aggressive Hybrid Fund
Canara Robeco Mutual Fund
- 1Y
- -0.1%
- 3Y
- +9.9%
- Vol
- 11.7%
- Max DD
- -25.7%
- Sharpe
- 0.72
- 3Y win
- +49%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
HSBC Aggressive Hybrid Fund
HSBC Mutual Fund
- 1Y
- +4.7%
- 3Y
- +12.6%
- Vol
- 12.5%
- Max DD
- -19.6%
- Sharpe
- 0.71
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
ICICI Prudential Aggressive Hybrid Fund
ICICI Prudential Mutual Fund
- 1Y
- +1.0%
- 3Y
- +12.9%
- Vol
- 11.9%
- Max DD
- -30.7%
- Sharpe
- 0.92
- 3Y win
- +95%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Invesco India Aggressive Hybrid Fund
Invesco Mutual Fund
- 1Y
- -6.5%
- 3Y
- +10.1%
- Vol
- 12.3%
- Max DD
- -28.4%
- Sharpe
- 0.51
- 3Y win
- +45%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns