OriginFunds
HSBC Mutual Fund

HSBC Aggressive Hybrid Active FOF - Dividend

Open Ended Schemes(Other Scheme - FoF Domestic)Very High Risk★★★★ISIN INF336L01HY1
NAV · 03-Jul-2026
29.8928
1M
+4.16%
6M
-5.31%
1Y (CAGR)
-4.25%
3Y (CAGR)
+3.38%
5Y (CAGR)
+3.90%
Since inception (CAGR)
+9.40%

NAV history

28.6930.8132.9404-07-202303-07-202629.89
 hover for values

Risk & SIP analytics

Q4 · 3Y in category
Volatility (3y)
14.32%
Downside dev (3y)
15.55%
Max drawdown (3y)
-18.3%
Sharpe (3y)
-0.22
SIP XIRR (3y)
-2.05%
SIP XIRR (5y)
+1.40%
Calendar-year returns
2020 +17.3%2021 +27.0%2022 -0.9%2023 +13.9%2024 +7.3%2025 -5.4%

Fund facts

Fund managerGautam Bhupal
AUM₹448 Cr
Launch date09-Apr-2014
Plan typeOpen Ended · Others
Min lumpsum5000
Lock-inNone
Volatility13.99
AMCHSBC Asset Management (India) Private Ltd.

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.

scheme documents ↗