Fundalysisby DARKHORSESTOCKS

Scheme

HSBC Aggressive Hybrid Fund

Holds 66 companies worth ₹4,315 Cr in Sept 2026.

  • Fund house

    HSBCThe fund house that runs this scheme.

  • AUM

    ₹5,652 CrHSBC Aggressive Hybrid Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 3.7% on Aug 2026, ₹5,870 Cr.

  • Largest holding

    ICICI BankICICI Bank is 4.4% of this scheme's NAV.

  • Fund manager

    Shriram RamanathanRuns it since 30 May 2016, as the fund house dates it. With Gautam Bhupal (fund manager), Mohd. Asif Rizwi (fund manager), Mayank Chaturvedi (fund manager), Dipan Parikh (fund manager).

AUM(Dec 2022 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20265,652−3.7%
Aug 20265,870+3.1%
Jul 20265,691+0.5%
Jun 20265,660+2.8%
May 20265,505+1.5%
Apr 20265,424+8.4%
Mar 20265,005−8.3%
Feb 20265,459+0.5%
Jan 20265,430−2.5%
Dec 20255,569−1.4%
Nov 20255,651−0.2%
Oct 20255,663+2.1%
AUM at month end, Sept 2026
₹5,652 Cr
−0.2% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Dec 2022 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 20267.45%−0.01 pt
Jun 20267.47%+0.13 pt
Mar 20267.34%+0.08 pt
Dec 20257.26%+0.04 pt
Direct plans' share of AUM, Sept 2026
7.45%
+0.20 pt since Dec 2025
Fig. 2.HSBC Aggressive Hybrid Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−2.46%−2.54%––−2.94%
3 months *
+1.25%+0.98%––−2.61%
6 months *
+8.78%+8.22%––+1.16%
1 year
+3.15%+2.08%−5.87%+9.02 pt−1.68%
3 years
+13.10%+11.93%+6.17%+6.92 pt+10.21%
5 years
+10.23%+9.09%+5.86%+4.37 pt+8.72%
10 years
+11.47%+10.26%+9.94%+1.53 pt+11.47%
Since launch
+13.66%+11.89%+10.31%+3.34 pt+12.69%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index. * From NAVs. Source: AMFI.