Home Mf Research Hsbc Aggressive Hybrid Fund Regular Growth Formerly Known As Lt Hybrid Equity Fund Growth

HSBC Aggressive Hybrid Fund - Regular Growth (formerly Known As L&T Hybrid Equity Fund - Growth)

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Fund info
NAV (as on 2026-04-07)
₹52.45 0.20%
AUM (Fund Size)
N/A
Expense Ratio
1.87%
Exit load
N/A
Risk
N/A
AMC
HSBC Mutual Fund
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2026-03-31 ₹1,000.00 ₹1,022.38
2.24 %
Two Week 2026-03-23 ₹1,000.00 ₹1,023.15
2.31 %
One Month 2026-03-09 ₹1,000.00 ₹971.51
-2.85 %
Three Months 2026-01-07 ₹3,000.00 ₹2,826.76
-5.77 %
Six Months 2025-10-09 ₹6,000.00 ₹5,601.70
-6.64 %
One Year 2025-04-07 ₹12,000.00 ₹11,519.29
-4.01 %
Three Year 2023-04-10 ₹36,000.00 ₹38,611.05
7.25 %
Five Year 2021-04-08 ₹60,000.00 ₹74,011.09
23.35 %
Ten Year 2016-04-11 ₹120,000.00 ₹201,573.57
67.98 %
Since Inception 2011-02-07 ₹185,000.00 ₹467,853.45
152.89 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity 49%
Debt 100%
Others N/A

Sectors Holding in HSBC Aggressive Hybrid Fund - Regular Growth (formerly Known As L&T Hybrid Equity Fund - Growth)

Internal - Mutual Fund Units
96%
Other
4%
Retailing
7%
Electrical Equipment
7%
Automobiles
6%
Aerospace & Defense
4%
Banks
8%
IT - Software
3%
Consumer Durables
3%
Capital Markets
2%
Beverages
1%
Pharmaceuticals & Biotechnology
1%
Finance
1%
Industrial Products
2%
Cigarettes & Tobacco Products
1%
Healthcare Services
1%
Power
1%
Telecom - Services
1%
Leisure Services
0%
Petroleum Products
0%
Construction
0%
Financial Technology (Fintech)
0%
Agricultural Food & Other Products
0%
Auto Components
0%
Food Products
0%
Cement & Cement Products
0%
Realty
0%
Industrial Manufacturing
0%
Transport Services
0%

Companies Holding in HSBC Aggressive Hybrid Fund - Regular Growth (formerly Known As L&T Hybrid Equity Fund - Growth)

HSBC Large Cap Fund- Direct Growth
35.88%
HSBC Midcap Fund - Direct Growth
19.42%
HSBC Small Cap Fund - Direct Growth
19.25%
HSBC Medium To Long Duration Fund - Direct Growth
10.57%
HSBC Corporate Bond Fund - Direct Growth
8.73%
HSBC Dynamic Bond Fund - Direct Growth
5.02%
Treps
1.40%
Net Current Assets (including Cash & Bank Balances)
0.06%
ETERNAL Limited
5.72%
GE Vernova T&D India Limited
4.45%
Mahindra & Mahindra Limited
4.21%
Bharat Electronics Limited
3.95%
ICICI Bank Limited
3.69%
HDFC Bank Limited
3.69%
Trent Limited
2.74%
CG Power And Industrial Solutions Limited
2.74%
Karur Vysya Bank Limited
2.29%
Persistent Systems Limited
2.11%
Dixon Technologies (India) Limited
1.88%
BSE Limited
1.71%
Hero MotoCorp Limited
1.55%
Radico Khaitan Limited
1.52%
Sun Pharmaceutical Industries Limited
1.41%
Transformers And Rectifiers (India) Limited
1.37%
Cholamandalam Investment & Finance Company Limited
1.34%
KEI Industries Limited
1.31%
Safari Industries India Limited
1.23%
Godfrey Phillips India Limited
1.23%
Max Healthcare Institute Limited
1.22%
Blue Star Limited
1.22%
Hindustan Aeronautics Limited
1.12%
NTPC Green Energy Limited
1.10%
Motilal Oswal Financial Services Limited
1.09%
Bharti Airtel Limited
1.09%
PTC Industries Limited
1.07%
Maruti Suzuki India Limited
1.05%
Coforge Limited
1.04%
Multi Commodity Exchange Of India Limited
0.97%
360 One Wam Limited
0.95%
Bajaj Finance Limited
0.91%
The Indian Hotels Company Limited
0.78%
Divi''s Laboratories Limited
0.74%
Lupin Limited
0.72%
Nippon Life India Asset Management Limited
0.65%
Axis Bank Limited
0.60%
Prudent Corporate Advisory Services Limited
0.59%
Swiggy Limited
0.59%
JSW Energy Limited
0.57%
Reliance Industries Limited
0.57%
Shivalik Bimetal Controls Limited
0.55%
Larsen & Toubro Limited
0.55%
Global Health Limited
0.51%
Infosys Limited
0.47%
Varun Beverages Limited
0.43%
NTPC Limited
0.42%
PG Electroplast Limited
0.39%
PB Fintech Limited
0.37%
KPIT Technologies Limited
0.29%
CCL Products (India) Limited
0.25%
UTI Asset Management Company Limited
0.24%
Mankind Pharma Limited
0.24%
Bharat Heavy Electricals Limited
0.24%
ABB India Limited
0.22%
ZF Commercial Vehicle Control Systems India Ltd
0.22%
TD Power Systems Limited
0.21%
Bikaji Foods International Limited
0.20%
UltraTech Cement Limited
0.20%
Zensar Technologies Limited
0.19%
Techno Electric & Engineering Company Limited
0.19%
Data Patterns India Limited
0.19%
Power Finance Corporation Limited
0.13%
Godrej Properties Limited
0.12%
DLF Limited
0.10%
LTIMindtree Limited
0.07%
Tech Mahindra Limited
0.07%
Suzlon Energy Limited
0.06%
Hindustan Petroleum Corporation Limited
0.06%
Titagarh Rail Systems Limited
0.05%
VRL Logistics Limited
0.05%
Triveni Turbine Limited
0.04%
Kalpataru Projects International Limited
0.04%
Siemens Limited
0.03%
SAI Life Sciences Limited
0.02%
Rec Limited
0.96%
Small Industries Development Bank Of India
0.48%
LIC Housing Finance Limited
0.19%
National Bank For Agriculture & Rural Development^
0.47%
Bajaj Finance Limited
0.13%
Kotak Mahindra Prime Limited
0.50%
National Bank For Agriculture & Rural Development
0.44%
Indian Oil Corporation Limited
0.48%
Power Finance Corporation Limited
0.47%
Rec Limited^
0.46%
Sundaram Finance Limited
0.46%
Power Finance Corporation Limited^
0.19%
Embassy Office Parks REIT
0.14%
India Universal Trust AL1
1.08%
6.79% GOI 07OCT2034
1.84%
7.32% GOI 13NOV2030
1.26%
7.26% GOI 22AUG2032
0.49%
7.26% GOI 06FEB2033
0.49%
7.18% GOI 14AUG2033
0.49%
6.33% GOI 05MAY2035
0.46%
7.09% GOI 05AUG2054
0.28%
Axis Bank Limited
0.26%
Bank Of Baroda
0.88%
HDFC Bank Limited
0.86%

Risk Ratios

Std. Deviation 11.68
Beta 1.08
Sharpe Ratio 0.43
Lock In Period N/A
Residual Maturity 5.68

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
1.87
Expense Ratio Direct
0.83
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Cheenu Gupta
18 Years Experience
Gautam Bhupal
18 Years Experience
Shriram Ramanathan
24 Years Experience
Mohd. Asif Rizwi
15.5 Years Experience
Sonal Gupta
20 Years Experience

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