HealthyDirect · Growth
HSBC Aggressive Hybrid Fund
HSBC Mutual FundHybrid Schemes - Aggressive Hybrid Fund3.8 years
- NAV
- 67.6158
- 15 Sept 2026
- 1Y
- +4.7%
- Trailing CAGR
- AUM
- ₹5,690.54 Cr
- 31 Aug 2026
- Volatility
- Medium
- 12.5% 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+4.7%
- 3Y+12.6%
- 5Yn/a
- 10Yn/a
- SI+14.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+8.2%
- 3Y+9.3%
- 5Yn/a
- 10Yn/a
- Since inception
- +14.0%
- Calendar-day CAGR
- Excess 1Y
- +3.7%
- Category median, same plan and option
- 3Y win rate
- +100%
- Windows beating the median
- 3Y percentile
- 87
- Vs comparable share classes
- Worst rolling 3Y
- +12.6%
- 197 daily-ending windows
- Median rolling 3Y
- +15.3%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +9.3%
- 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
- 12 days
- 55 recovered episodes
- Longest recovery
- 201 days
- Trough to prior peak
- Current spell
- 15 days
- Days below latest peak
- Time below peak
- +84%
- NAV observations
16 Dec 2024 – 17 Sept 2025
Trough 28 Feb 2025 · recovered in 201 days
-19.6%
20 Oct 2025 – 17 Jun 2026
Trough 23 Mar 2026 · recovered in 86 days
-11.1%
15 Oct 2024 – 6 Dec 2024
Trough 13 Nov 2024 · recovered in 23 days
-7.5%
3 Jun 2024 – 13 Jun 2024
Trough 4 Jun 2024 · recovered in 9 days
-7.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
87
Vs category
73
Consistency
83
Risk-adjusted
61
Drawdown
51
Mean
71
Portfolio
31 Aug 2026 · 98 holdings · top 10 are 29.2%.
- Top 5
- 17.4%
- Top 10
- 29.2%
- Largest holding
- 4.7%
- Effective holdings
- 62.0
ICICI Bank Ltd
Financial
4.7%
GE T&D India Ltd
Industrials
3.6%
HDFC Bank Ltd
Financial
3.0%
Karur Vysya Bank Ltd
Financial
2.8%
CG Power & Industrial Solutions Ltd
Industrials
2.8%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Healthy
Engine status
Healthy
Doing its job
Why this status
- No material deterioration, cost shock, or persistent category underperformance in the current evidence set.
Supporting reads
- The fund beat the category median in 100% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
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
- Lower TER
Caveat: Lower 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
- Higher trailing returns
Caveat: Deeper drawdown · Higher TER
BANK OF INDIA AGGRESSIVE HYBRID FUND
Bank of India Mutual Fund
- 1Y
- +13.0%
- 3Y
- +16.4%
- Vol
- 14.3%
- Max DD
- -36.6%
- Sharpe
- 0.79
- 3Y win
- +75%
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
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
- Lower TER
Caveat: Deeper drawdown · Lower 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
- Lower TER
Caveat: Deeper drawdown · Lower trailing returns