HSBC Aggressive Hybrid Active FOF - Reg (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of HSBC Aggressive Hybrid Active FOF - Reg (IDCW) (26019) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
HSBC Aggressive Hybrid Active FOF - Reg (IDCW)
HSBC Asset Management (India) Pvt. Ltd
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.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Balanced Mix
Management
Experienced Team
Quality Score
Below Average
HSBC Aggressive Hybrid Active FOF - Reg (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
Long-term Track Record
Historical performance consistency
1-Year Returns
Recent performance momentum
Cost Efficiency
Fund management costs
Risk Assessment
Risk-adjusted returns
Equity Exposure
Market exposure level
Fund Size
Assets under management
Investment Timing Insights
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| HSBC Large Cap Fund - Direct (G) | Mutual Fund Units | 35.88% |
| HSBC Mid Cap Fund - Direct (G) | Mutual Fund Units | 19.42% |
| HSBC Small Cap Equity Fund - Direct (G) | Mutual Fund Units | 19.25% |
| HSBC Medium to Long Duration Fund - Direct (G) | Mutual Fund Units | 10.57% |
| HSBC Corporate Bond Fund - Direct (G) | Mutual Fund Units | 8.73% |
| HSBC Dynamic Bond Fund - Direct (G) | Mutual Fund Units | 5.02% |
| TREPS | Debt Others | 2.11% |
Compare against Aggressive Hybrid Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Aggressive Hybrid Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Aggressive Hybrid Fund category
HSBC Aggressive Hybrid Active FOF - Reg (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Aditya Birla SL Equity Hybrid '95 Fund-Direct (G) | ₹1741.88 | 12.80% | 0.68% | 13.59% |
| Aditya Birla SL Equity Hybrid '95 Fund (G) | ₹1552.40 | 12.36% | -0.09% | 12.72% |
| Tata Aggressive Hybrid Fund - Direct (G) | ₹497.97 | 11.43% | -1.97% | 12.47% |
| Quant Aggressive Hybrid Fund - Direct (G) | ₹474.11 | 15.54% | -4.68% | 12.89% |
| ICICI Pru Equity & Debt Fund - Direct (G) | ₹451.40 | 13.99% | 4.57% | 20.12% |
| Tata Aggressive Hybrid Fund - Regular (G) | ₹442.53 | 10.90% | -2.88% | 11.41% |
| UTI-Aggressive Hybrid Fund - Direct (G) | ₹438.83 | 9.78% | -1.05% | 16.47% |
| Quant Aggressive Hybrid Fund (G) | ₹433.87 | 14.78% | -5.93% | 11.34% |
| Canara Robeco Equity Hybrid Fund - Direct (G) | ₹416.58 | 13.43% | 1.59% | 14.50% |
| UTI-Aggressive Hybrid Fund (G) | ₹407.38 | 9.42% | -1.69% | 15.74% |
Category Average Returns
Gautam Bhupal
A seasoned investment professional with over 12 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.