AnandRathi

HSBC Aggressive Hybrid Active FOF - Reg (G)

OtherFoFs Domestic

Last Updated NAV Date: 11 Jun 2026

3 Year Returns

12.28%

NAV (₹)

40.2283

1 Day NAV Change

-0.49%

No chart data available for this period.

Fund Details

Min. SIP Amount₹ 500
Min. Lumpsum Amount₹ 5000
AUM₹ 44.84 Cr
Expense Ratio1.46%
Lock-in PeriodNo Lock-in Period
Inception Date30 Apr 2014
Fund Age12 Yrs

Exit Load

Nil

Fund’s Investment Objective

The investment objective is to provide long term total return primarily by seeking capital appreciation through an active asset allocation by investing in a basket of equity and debt mutual fund schemes and money market instruments.

Calculate Your Mutual Fund Returns

Calculator

Returns Estimator

Estimation is based on the past performance

Expected Rate of Return

The value of your investment after 5 Years will be

4,12,432

Invested Amount

3,00,000

Est. Returns

1,12,432

Scheme’s Historical Return

1 Month Return-2.07%
3 Month Return2.71%
6 Month Return0.80%
1 Year Return0.71%
3 Year Return12.28%
5 Year Return10.73%

Asset Allocation

AUM

₹1,33,309.00 Cr

Cash Holdings

21.45%

Equity

70.84%

Cash

21.45%

Debt

1.71%

Other

6%

Sector Holdings

Last Updated: N/A
SectorsAllocationWeightageValue (in Cr.)
Others
100.00%44.837

Stock Holdings

Last Updated: 31 May 2026
NameAllocationWeightageValue (in Cr.)Sector
HSBC Large Cap Fund - Direct (G)
33.37%14.962Mutual Fund Units
HSBC Mid Cap Fund - Direct (G)
21.25%9.527Mutual Fund Units
HSBC Small Cap Fund - Direct (G)
20.57%9.223Mutual Fund Units
HSBC Medium to Long Duration Fund - Direct (G)
10.46%4.692Mutual Fund Units
HSBC Corporate Bond Fund - Direct (G)
8.58%3.845Mutual Fund Units
HSBC Dynamic Bond Fund - Direct (G)
4.95%2.217Mutual Fund Units
TREPS
2.41%1.079Debt Others
Net CA & Others
-1.59%-0.708Debt Others

Fund Manager Details

Over 16 years of experience in Research and Fund Management HSBC Asset Management (India) Private Limited Vice President & Fund Manager, since October 2015 till date Vice President - Investment Management, from June 2015 to October 2016. Fund Manager for PMS Portfolios from July 2008 to June 2015 UTI Asset Management Company Equity Research Analyst from May 2004 to June 2008. PGDBN CA, CS, B.COM (Hons)

Risk-O-Meter

Very High Risk

Investors understand that their principal will be at Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

AMC Information

HSBC Mutual Fund

Funds Managed

45

Assets Managed

₹ 1,36,788.21 Cr

Contact Details

Registered Address

9-11 Floors, NESCO IT Park,Building no 3, Western ExpressHighway, Goregaon(East) Mumbai-400063

Managing Director

N P Gidwani

Chief Executive Officer

Kailash Kulkarni

Compliance Officer

Sumesh Kumar

Benefits of Investing in HSBC Aggressive Hybrid Active FOF - Reg (G)

Like any mutual fund, investing in HSBC Aggressive Hybrid Active FOF - Reg (G) offers its own set of benefits for investors. Here are a few of them:

Managed by Professionals

Like any mutual fund, the funds within the HSBC Aggressive Hybrid Active FOF - Reg (G) are managed by a fund manager who has market knowledge and expertise. They analyze the markets, decide where to invest, and adjust the folio on a frequent basis.

Diversification Across Multiple Securities

One major advantage of investing in HSBC Aggressive Hybrid Active FOF - Reg (G) is the diversification provided here. With doors open to multiple assets/sectors/themes/industries, the fund spreads the investment in different securities – rather than putting money in a single instrument.

Flexible Investment Options

These funds are feasible to everyone, especially for those looking to invest in mutual fund with a few hundreds via SIP (Systematic Investment Plan) or making a lumpsum payment upfront. This makes it easier for those who wish to access multiple stocks, bonds, or securities through a single fund.

Liquidity

Open-ended schemes allow you to redeem your units on any business day. So, if you wish to withdraw your investment, this HSBC Aggressive Hybrid Active FOF - Reg (G) enables that as well. However, there can be exit load and post-tax implications applicable. Hence, do check the master scheme and type of MF scheme before making any investment decision.

Transparency & Regulation

All types of mutual funds in India are regulated by the SEBI (Securities and Exchange Board of India). Thus, there is a high level of transparency in these funds: regular disclosures, portfolio reports, NAV updates, etc.

What Are The Factors That Influence The Performance Of HSBC Aggressive Hybrid Active FOF - Reg (G)?

In mutual funds, every scheme is exposed to risks like market risk, credit risk, interest rate risk, and liquidity risk, which can impact investment outcomes.

In addition to these broad risks, the performance of HSBC Aggressive Hybrid Active FOF - Reg (G) may also be influenced by factors such as:

  • Asset Allocation Strategy

    In any fund, understanding how the scheme (or fund manager) allocates its money across equity, debt, cash, or other instruments has a direct impact on performance. For instance, if the fund is inclined towards equity, the risk exposure would also be high, and likewise for other fund types. You can check that on stock broker’s online site.

  • Market Conditions

    Regardless of the fund type, market events will always affect the fund. Certain broader economic factors, such as GDP growth, inflation, interest rates, and global market trends, can influence fund returns.

  • Securities Selection

    The performance of the mutual fund depends on specific securities chosen by the fund manager. Their performance can drive the overall results of your investment.

  • Fund Manager's Investment Approach

    Unless the fund follows a passive approach, the fund manager's involvement matters. Decisions related to timing, security selection, risk controls, and rebalancing play a key role in how the HSBC Aggressive Hybrid Active FOF - Reg (G) performs in the long run.

  • Scheme-Specific Mandate and Restrictions

    Every scheme follows a defined investment objective and certain limits on where it can invest in mutual fund. These rules can influence how the scheme performs.

How To Invest in HSBC Aggressive Hybrid Active FOF - Reg (G) with Anand Rathi?

Looking to Invest in HSBC Aggressive Hybrid Active FOF - Reg (G)?

Anand Rathi offers a secure and seamless platform for investing in HSBC Aggressive Hybrid Active FOF - Reg (G) online:

Here's how you can invest in mutul fund with us:

  1. Register or Log In to Your Account

    Visit the Anand Rathi platform or download the "AR Invest" app to get started.
    Already have an account? Simply log in or open a demat account.
  2. Complete Your KYC

    With quick and simple verification, complete your Know Your Customer (KYC) process in a few minutes.
  3. Choose and Invest

    Type HSBC Aggressive Hybrid Active FOF - Reg (G) and invest easily via SIP or Lump Sum, in just a few clicks.
  4. Track and Manage Funds Anytime

    Keep an eye on your investment made in HSBC Aggressive Hybrid Active FOF - Reg (G) with a clean, intuitive dashboard – track performance, manage SIPs, and stay updated, anytime, anywhere.

Documents Required to Invest in HSBC Aggressive Hybrid Active FOF - Reg (G)

To invest in HSBC Aggressive Hybrid Active FOF - Reg (G), no extra documents are required specifically for the scheme. However, if you are opening a demat account to start investing, you will need to submit the following:

  1. PAN Card – Mandatory for all investments
  2. Aadhaar Card – For identity and address verification
  3. Photograph – A recent passport-size photo (if required)
  4. Bank Proof – Cancelled cheque or passbook copy to link your bank account
  5. Signature Verification – As per KYC requirements.

Additional documents may be required for:

  • Minors (birth certificate + guardian documents)
  • NRIs (passport, overseas address proof, OCI/PIO card)
  • Joint account holders (KYC for all applicants).

Things To Keep In Mind While Investing In HSBC Aggressive Hybrid Active FOF - Reg (G)

Before investing in HSBC Aggressive Hybrid Active FOF - Reg (G), keep these points in mind, which include;

  1. Ensure the scheme's objective matches your financial goals.
  2. Check the riskometer to understand the scheme's risk level.
  3. Know the ideal investment horizon for the scheme.
  4. Review the expense ratio and any exit load.
  5. Understand the scheme's asset allocation and strategy.
  6. Keep track of regular scheme updates, NAV, and portfolio changes.
  7. Review the tax rules applicable to the HSBC Aggressive Hybrid Active FOF - Reg (G).
  8. Read all scheme-related documents carefully before investing.

Explore Popular AMCs

Disclaimer

The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...

Frequently Asked Questions

You can withdraw your investment from HSBC Aggressive Hybrid Active FOF - Reg (G) through your mutual fund app, AMC website, or demat or stock broker online account at the applicable NAV.
The minimum investment for HSBC Aggressive Hybrid Active FOF - Reg (G) is ₹ 5000 for Lumpsum and ₹ 500 for SIP. You can open a demat account or login to the existing stock broker online account to get started.
HSBC Aggressive Hybrid Active FOF - Reg (G) has a lock-in period of No Lock-in Period. Schemes with a lock-in restrict withdrawals or redemptions for that duration, while schemes with no lock-in allow you to redeem anytime.
The average annualized return of HSBC Aggressive Hybrid Active FOF - Reg (G) over the past three years is 12.28%.
The current NAV of HSBC Aggressive Hybrid Active FOF - Reg (G) is 40.2283.
The Expense ratio of HSBC Aggressive Hybrid Active FOF - Reg (G) is 1.46%. It is an annual charge for running the mutual fund. You can find the same on the factsheet and the Asset Management Companies website.
The latest AUM of the HSBC Aggressive Hybrid Active FOF - Reg (G) fund is ₹ 44.84 Cr. It represents the total assets held and managed by the fund.
The exit load for HSBC Aggressive Hybrid Active FOF - Reg (G) is Nil.
The fund managers of the HSBC Aggressive Hybrid Active FOF - Reg (G) are Gautam Bhupal. However, with management's discretion, the fund manager could also change during the tenure.
HSBC Aggressive Hybrid Active FOF - Reg (G) was launched on 30 Apr 2014. Since then, the fund has formed an NAV (Net Asset Value) of 40.2283.

Download the AR Invest App

  • 5000+ Schemes
  • Personalized Solutions
  • Expert Insights
Download app from Google Play Store opens in a window
Download app from Apple App Store opens in a window