Hybrid Aggressive Hybrid Fund Very High Risk
To seek to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and to generate reasonable returns through a portfolio of debt and money market instruments.
Expert-managed portfolios tailored to your financial goals.
Estimation is based on the past performance
| Aggressive Hybrid Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | 8.48% | 0.61% | -3.34% | 0.49% | 9.53% | 5.95% | 14.47% | 11.41% | 11.34% | 11.18% | 11.93% |
| Category returns | 7.7% | -1.01% | -3.64% | -1.18% | 3.3% | 5.27% | 13.07% | 11.07% | 11.87% | 11.75% | N/A |
| Absolute returns | 0.55% | 0.18% | -2.22% | 0.37% | 4.02% | 10.24% | 44.04% | 62.65% | 65.22% | 188.58% | 459.62% |
| Rank within category | 7 | 6 | 15 | 8 | 3 | 13 | 7 | 11 | 14 | 12 | N/A |
| Total Schemes in Category | 29 | 29 | 29 | 29 | 29 | 29 | 29 | 29 | 29 | 20 | N/A |
| Aggressive Hybrid Fund | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | 4.34% | 27.79% | -3.82% | 6.49% | 13.57% | 23.15% | -3.74% | 24.3% | 22.69% | 1.44% | -1% |
| Q1 returns | -2.93% | 11.61% | -3.51% | 2.47% | -21.17% | 4.38% | -2.82% | -1.13% | 3.62% | -11.01% | -9.24% |
| Q2 returns | 5.87% | 6.17% | 1.08% | 1.94% | 15.11% | 6.57% | -10.86% | 11.32% | 14.12% | 12.4% | 9.08% |
| Q3 Returns | 5.27% | 1.89% | -2.04% | -2.36% | 7.88% | 8.04% | 9.86% | 4.72% | 4.33% | 0.36% | N/A |
| Q4 Returns | -3.55% | 5.85% | 0.66% | 4.41% | 16.01% | 2.48% | 1.15% | 7.85% | -0.55% | 1.05% | N/A |
Expense ratio: 1.87%
Inclusive of GST
Exit load
Nil for 10% of units and 1% for remaining units on or before 1Y, Nil after 1Y
| Alpha | 0.346501 |
| Beta | 0.8852 |
| Sharpe Ratio | 0.185203 |
| Sortino Ratio | 0.319197 |
| R-Squared | 0.6533 |
| Tracking Error | 2.2911 |
| Downside Risk | 19.7421 |
| Std. Deviation (Annualised) | 13.3031 |
| Aggressive Hybrid Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth | 12.48% | 5.9% | 3.89% | 4.52% | 13.63% | 19.8% | 17.28% | 0% | 15.23% | 1,281.95 | 2.03 | 0.26 | Very High |
| ICICI Prudential Equity & Debt Fund - Growth | 6.61% | -0.8% | -2.27% | 1.98% | 5.07% | 17.63% | 18.26% | 15.88% | 14.93% | 46,700.40 | 1.54 | 0.35 | Very High |
| JM Aggressive Hybrid Fund - Regular Plan - Growth | 8.13% | -2.49% | -7.23% | -5.03% | -0.94% | 16.27% | 14.06% | 12.22% | 12.01% | 651.98 | 2.36 | 0.23 | Very High |
| Bandhan Aggressive Hybrid Fund - Regular Plan - Growth | 8.27% | 0.19% | -2.31% | 2.09% | 8.72% | 15.34% | 13% | 0% | 11% | 1,676.28 | 2.07 | 0.25 | Very High |
| Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth | 7.62% | -0.13% | -2.77% | -0.38% | 3.76% | 15.1% | 14.44% | 12.72% | 11.66% | 3,308.90 | 1.86 | 0.26 | Very High |
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | 6.2% | -3.11% | -5.01% | -2.75% | 1.07% | 14.7% | 13.47% | 0% | 15.39% | 2,057.93 | 2.00 | 0.24 | Very High |
| HSBC Aggressive Hybrid Fund - Regular Plan - Growth Current | 8.48% | 0.61% | -3.34% | 0.49% | 9.53% | 14.47% | 11.34% | 11.18% | 11.93% | 5,005.34 | 1.88 | 0.19 | Very High |
| Kotak Aggressive Hybrid Fund - Regular Plan - IDCW | 9.61% | 0.89% | -2.17% | 0.78% | 7.84% | 14.43% | 13.09% | 12.91% | 12.9% | 7,811.59 | 1.74 | 0.22 | Very High |
| SBI Equity Hybrid Fund - Regular Plan - IDCW | 9.11% | 1.76% | -1.23% | 2.06% | 6.46% | 14.29% | 12.04% | 12.29% | 14.8% | 76,291.80 | 1.39 | 0.25 | Very High |
| UTI Aggressive Hybrid Fund - Regular Plan - Growth | 6% | -3.05% | -3.14% | -1.15% | 1.95% | 14.14% | 13.8% | 12.32% | 4.6% | 6,115.27 | 1.88 | 0.26 | Very High |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Domestic Equities | 71.86% |
| Cash & Cash Equivalents and Net Assets | 3.89% | |
| Certificate of Deposit | 9.26% | |
| Government Securities | 2.83% | |
| PTC & Securitized Debt | 2.21% | |
| Corporate Debt | 9.95% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Banks | 13.24% | |
| Electrical Equipment | 7.85% | |
| Others | 28.14% | |
| Automobiles | 5.01% | |
| Aerospace & Defense | 3.72% | |
| Retailing | 4.50% | |
| Capital Markets | 9.34% | |
| Beverages | 2.36% | |
| Industrial Products | 3.48% | |
| Finance | 2.45% | |
| Power | 1.95% | |
| Consumer Durables | 3.41% | |
| Pharmaceuticals & Biotechnology | 4.11% | |
| Telecom - Services | 1.09% | |
| Healthcare Services | 1.89% | |
| Transport Services | 0.79% | |
| IT - Software | 1.98% | |
| Leisure Services | 0.68% | |
| Construction | 0.62% | |
| Petroleum Products | 0.59% | |
| Oil | 0.54% | |
| Auto Components | 0.49% | |
| Industrial Manufacturing | 0.41% | |
| Financial Technology (Fintech) | 0.35% | |
| Agricultural, Commercial & Construction Vehicles | 0.34% | |
| Agricultural Food & other Products | 0.34% | |
| Food Products | 0.32% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| ICICI Bank Ltd. | Banks | Domestic Equities | 4.38% |
| GE Vernova T&D India Ltd. | Electrical Equipment | Domestic Equities | 4.08% |
| Treps | Cash & Cash Equivalents and Net Assets | 4.06% | |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 3.35% |
| HDFC Bank Ltd. | Banks | Domestic Equities | 3.30% |
| Karur Vysya Bank Ltd. | Banks | Domestic Equities | 3.11% |
| CG Power and Industrial Solutions Ltd. | Electrical Equipment | Domestic Equities | 2.65% |
| Bharat Electronics Ltd. | Aerospace & Defense | Domestic Equities | 2.63% |
| Eternal Ltd. | Retailing | Domestic Equities | 2.39% |
| ICICI Prudential Asset Management Company Ltd. | Capital Markets | Domestic Equities | 1.97% |
| Radico Khaitan Ltd. | Beverages | Domestic Equities | 1.93% |
| Multi Commodity Exchange Of India Ltd. | Capital Markets | Domestic Equities | 1.90% |
| Punjab National Bank** | Certificate of Deposit | 1.75% | |
| Union Bank of India** | Certificate of Deposit | 1.74% | |
| The Federal Bank Limited** | Certificate of Deposit | 1.74% | |
| KEI Industries Ltd. | Industrial Products | Domestic Equities | 1.68% |
| Nippon Life India Asset Management Ltd. | Capital Markets | Domestic Equities | 1.66% |
| Cholamandalam Investment and Finance Company Ltd. | Finance | Domestic Equities | 1.47% |
| Axis Bank Ltd. | Banks | Domestic Equities | 1.34% |
| NTPC Ltd. | Power | Domestic Equities | 1.32% |
| Blue Star Ltd. | Consumer Durables | Domestic Equities | 1.27% |
| 7.32% GOI - 13-Nov-2030 | Government Securities | 1.27% | |
| Motilal Oswal Financial Services Ltd. | Capital Markets | Domestic Equities | 1.20% |
| Siddhivinayak Securitisation Trust** | PTC & Securitized Debt | 1.19% | |
| PTC Industries Ltd. | Industrial Products | Domestic Equities | 1.17% |
| Sun Pharmaceutical Industries Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.13% |
| Maruti Suzuki India Ltd. | Automobiles | Domestic Equities | 1.13% |
| TD Power Systems Ltd. | Electrical Equipment | Domestic Equities | 1.13% |
| Lenskart Solutions Ltd. | Retailing | Domestic Equities | 1.12% |
| RBL Bank Ltd. | Banks | Domestic Equities | 1.12% |
| Hindustan Aeronautics Ltd. | Aerospace & Defense | Domestic Equities | 1.09% |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 1.09% |
| India Universal Trust AL1** | PTC & Securitized Debt | 1.02% | |
| National Housing Bank** | Corporate Debt | 0.99% | |
| Max Healthcare Institute Ltd. | Healthcare Services | Domestic Equities | 0.99% |
| Bajaj Finance Limited^ | Corporate Debt | 0.98% | |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 0.98% |
| REC Limited** | Corporate Debt | 0.97% | |
| NABARD^ | Corporate Debt | 0.96% | |
| 360 One Wam Ltd. | Capital Markets | Domestic Equities | 0.95% |
| Dixon Technologies (India) Ltd. | Consumer Durables | Domestic Equities | 0.95% |
| LIC Housing Finance Limited** | Corporate Debt | 0.94% | |
| Union Bank of India** | Certificate of Deposit | 0.88% | |
| Bank of Baroda^ | Certificate of Deposit | 0.87% | |
| NABARD** | Certificate of Deposit | 0.87% | |
| Interglobe Aviation Ltd. | Transport Services | Domestic Equities | 0.79% |
| Infosys Ltd. | IT - Software | Domestic Equities | 0.78% |
| Divi's Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.74% |
| Coforge Ltd. | IT - Software | Domestic Equities | 0.72% |
| Sai Life Sciences Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.72% |
| Prudent Corporate Advisory Services Ltd. | Capital Markets | Domestic Equities | 0.69% |
| The Indian Hotels Company Ltd. | Leisure Services | Domestic Equities | 0.68% |
| JSW Energy Ltd. | Power | Domestic Equities | 0.63% |
| Shivalik Bimetal Controls Ltd. | Industrial Products | Domestic Equities | 0.63% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 0.62% |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 0.59% |
| FSN E-Commerce Ventures Ltd. | Retailing | Domestic Equities | 0.59% |
| Safari Industries (India) Ltd. | Consumer Durables | Domestic Equities | 0.55% |
| Billionbrains Garage Ventures Ltd. | Capital Markets | Domestic Equities | 0.55% |
| 6.79% GOI - 07-Oct-2034 | Government Securities | 0.55% | |
| Oil India Ltd. | Oil | Domestic Equities | 0.54% |
| Hero MotoCorp Ltd. | Automobiles | Domestic Equities | 0.53% |
| Punjab National Bank** | Certificate of Deposit | 0.52% | |
| Wockhardt Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.51% |
| Mankind Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.50% |
| Eris Lifesciences Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.50% |
| ZF Commercial Vehicle Control Systems India Ltd. | Auto Components | Domestic Equities | 0.49% |
| LIC Housing Finance Limited** | Corporate Debt | 0.49% | |
| Kotak Mahindra Prime Limited** | Corporate Debt | 0.49% | |
| Sundaram Finance Limited** | Corporate Debt | 0.49% | |
| Bajaj Finance Limited** | Corporate Debt | 0.49% | |
| SIDBI** | Corporate Debt | 0.48% | |
| HCL Technologies Ltd. | IT - Software | Domestic Equities | 0.47% |
| Power Finance Corporation Limited** | Corporate Debt | 0.47% | |
| SIDBI** | Corporate Debt | 0.47% | |
| Bajaj Auto Credit Ltd** | Corporate Debt | 0.47% | |
| NABARD** | Corporate Debt | 0.47% | |
| REC Limited^ | Corporate Debt | 0.47% | |
| Vijaya Diagnostic Centre Ltd. | Healthcare Services | Domestic Equities | 0.46% |
| 7.47% Karnataka SDL - 25-Aug-2036 | Government Securities | 0.46% | |
| RBL Bank Limited** | Certificate of Deposit | 0.46% | |
| Global Health Ltd. | Healthcare Services | Domestic Equities | 0.44% |
| ICICI Bank Limited** | Certificate of Deposit | 0.44% | |
| Varun Beverages Ltd. | Beverages | Domestic Equities | 0.43% |
| Canara Robeco Asset Management Co Ltd. | Capital Markets | Domestic Equities | 0.43% |
| Titagarh Rail Systems Ltd. | Industrial Manufacturing | Domestic Equities | 0.41% |
| Swiggy Ltd. | Retailing | Domestic Equities | 0.40% |
| LG Electronics India Ltd. | Consumer Durables | Domestic Equities | 0.38% |
| PB Fintech Ltd. | Financial Technology (Fintech) | Domestic Equities | 0.35% |
| Tata Motors Ltd. | Agricultural, Commercial & Construction Vehicles | Domestic Equities | 0.34% |
| CCL Products (India) Ltd. | Agricultural Food & other Products | Domestic Equities | 0.34% |
| Bikaji Foods International Ltd. | Food Products | Domestic Equities | 0.32% |
| 7.26% GOI MAT 22-Aug-2032 | Government Securities | 0.28% | |
| 6.48% GOI 06Oct2035 | Government Securities | 0.27% | |
| PG Electroplast Ltd. | Consumer Durables | Domestic Equities | 0.26% |
| LIC Housing Finance Limited** | Corporate Debt | 0.20% | |
| Embassy Office Parks REIT** | Corporate Debt | 0.14% | |
| Net Current Assets (including cash & bank balances) | Cash & Cash Equivalents and Net Assets | -0.17% | |
| Total | 100.00% |
RETURNS
It is an Open ended scheme that primarily invests in Aggressive Hybrid Fund.
To seek to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and to generate reasonable returns through a portfolio of debt and money market instruments.
The scheme benchmark is the NIFTY 50 Hybrid Composite Debt 65:35 Index
It is classified as Very High Risk, suitable for investors with a Very High risk appetite.
Returns Delivered by the funds are as follows:
1-year: 4.02%
3-year: 12.92%
5-year: 10.56%
Top holdings include names such as:
The NAV is around ₹55.96 (approx.) for the HSBC Aggressive Hybrid Fund - Regular Plan - Growth.
The fund’s AUM is approximately ₹5,424 Cr.
The expense ratio for the Regular Plan is 1.87.
Nil for 10% of units and 1% for remaining units on or before 1Y, Nil after 1Y.
Minimum SIP starts at ₹1000.
The minimum lump sum investment is ₹5000. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund managers: Gautam Bhupal, Shriram Ramanathan, Mohd Asif Rizwi, Mayank Chaturvedi
This fund is suitable for investors with a Very High risk tolerance.
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