Aggressive Hybrid · Hybrid
HSBC Aggressive Hybrid Fund - Direct Plan - Growth
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
0.59
Return per unit of risk · rf 6.5%
Sortino (3Y)
0.69
Downside-only Sharpe
Max Drawdown
-19.6%
Peak-to-trough · full history
Vol (3Y)
13.5%
Annualised σ of daily returns
Positive Days
57%
Smoothness proxy
This fund has delivered moderate risk-adjusted returns over the last 3 years (Sharpe 0.59). Its worst peak-to-trough drop over the full history was 19.6% (modest drawdowns) between 2024-12-16 and 2025-02-28. About 57% of trading days closed up. Profile: smooth NAV path.
YTD
+6.4%
Calendar YTD
1 Year
+4.5%
Trailing 12 mo
3 Year
+13.5%
CAGR
5 Year
—
CAGR
10 Year
—
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
Not enough NAV history yet to compute rolling windows. Fund needs at least 3 years on file.
🏁 Peer Comparison · Top in Aggressive Hybrid
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
Nippon India Equity Hybrid Fund - Segregated Portfolio 1 - Direct Plan - Growth Plan
Nippon India Mutual Fund
|
+0.0% | +31.2% | +17.7% | — |
|
Bank Of India Aggressive Hybrid Fund
Bank of India Mutual Fund
|
+13.9% | +17.5% | +15.2% | — |
|
Bandhan Aggressive Hybrid Fund
Bandhan Mutual Fund
|
+5.6% | +14.2% | +11.7% | — |
|
HSBC Aggressive Hybrid Fund (this fund)
HSBC Mutual Fund
|
+4.5% | +13.5% | — | — |
|
Quant Aggressive Hybrid Fund
quant Mutual Fund
|
+8.4% | +13.5% | +13.3% | — |
|
ICICI Prudential Aggressive Hybrid Active FOF
ICICI Prudential Mutual Fund
|
-1.4% | +13.4% | +13.6% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.