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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  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
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  • 10Y
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Fund info
NAV (as on 2026-08-20)
₹59.99 0.52%
AUM (Fund Size)
N/A
Expense Ratio
N/A
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 2026-08-13 ₹1,000.00 ₹1,001.36
0.14 %
Two Week 2026-08-05 ₹1,000.00 ₹1,009.65
0.97 %
One Month 2026-07-21 ₹1,000.00 ₹1,027.61
2.76 %
Three Months 2026-05-22 ₹3,000.00 ₹3,117.11
3.90 %
Six Months 2026-02-23 ₹6,000.00 ₹6,403.55
6.73 %
One Year 2025-08-20 ₹12,000.00 ₹12,750.15
6.25 %
Three Year 2023-08-21 ₹36,000.00 ₹42,113.55
16.98 %
Five Year 2021-08-23 ₹60,000.00 ₹81,707.34
36.18 %
Ten Year 2016-08-22 ₹120,000.00 ₹223,052.52
85.88 %
Since Inception 2011-02-07 ₹190,000.00 ₹540,265.59
184.35 %

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 N/A
Debt N/A
Others N/A

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

Banks
10.43%
Retailing
8.45%
IT - Software
8.14%
Electrical Equipment
8.11%
Capital Markets
5.66%
Automobiles
5.19%
Consumer Durables
5.01%
Aerospace & Defense
4.14%
Industrial Products
2.56%
Pharmaceuticals & Biotechnology
2.36%
Power
2.25%
Finance
2.05%
Beverages
1.75%
Healthcare Services
1.63%
Leisure Services
0.88%
Cigarettes & Tobacco Products
0.81%
Construction
0.7%
Telecom - Services
0.57%
Financial Technology (Fintech)
0.35%
Auto Components
0.22%
Realty
0.21%
Food Products
0.2%
Cement & Cement Products
0.19%
Petroleum Products
0.09%

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

Lupin Limited
0.83%
Godfrey Phillips India Limited
0.81%
Multi Commodity Exchange Of India Limited
0.73%
JSW Energy Limited
0.60%
Techno Electric & Engineering Company Limited
0.14%
Trent Limited
3.08%
BSE Limited
2.76%
Zomato Limited
4.80%
Mahindra & Mahindra Limited
3.95%
ICICI Bank Limited
3.49%
Bharat Electronics Limited
3.13%
CG Power And Industrial Solutions Limited
2.75%
GE Vernova T&D India Limited
2.65%
HDFC Bank Limited
2.64%
Persistent Systems Limited
2.52%
Infosys Limited
2.18%
Axis Bank Limited
2.08%
Karur Vysya Bank Limited
2.03%
Dixon Technologies (India) Limited
1.80%
Zensar Technologies Limited
1.66%
Transformers And Rectifiers (India) Limited
1.65%
Sun Pharmaceutical Industries Limited
1.53%
Cholamandalam Investment & Finance Company Limited
1.51%
Safari Industries India Limited
1.46%
Radico Khaitan Limited
1.33%
Blue Star Limited
1.31%
Coforge Limited
1.26%
KEI Industries Limited
1.22%
Maruti Suzuki India Limited
1.16%
Max Healthcare Institute Limited
1.11%
NTPC Green Energy Limited
1.07%
360 One Wam Limited
1.05%
Hindustan Aeronautics Limited
0.89%
The Indian Hotels Company Limited
0.88%
PTC Industries Limited
0.85%
Prudent Corporate Advisory Services Limited
0.83%
Bharti Airtel Limited
0.57%
Swiggy Limited
0.57%
Larsen & Toubro Limited
0.56%
Global Health Limited
0.52%
Shivalik Bimetal Controls Limited
0.49%
Apar Industries Limited
0.47%
NTPC Limited
0.45%
Sonata Software Limited
0.44%
PG Electroplast Limited
0.44%
Varun Beverages Limited
0.42%
Rec Limited
0.41%
PB Fintech Limited
0.35%
Nippon Life India Asset Management Limited
0.29%
ABB India Limited
0.23%
Bharat Heavy Electricals Limited
0.21%
Bikaji Foods International Limited
0.20%
The Karnataka Bank Limited
0.19%
UltraTech Cement Limited
0.19%
TD Power Systems Limited
0.15%
Torrent Power Limited
0.13%
Power Finance Corporation Limited
0.13%
Godrej Properties Limited
0.12%
Data Patterns India Limited
0.12%
ZF Commercial Vehicle Control Systems India Ltd
0.12%
Exide Industries Limited
0.10%
Reliance Industries Limited
0.09%
DLF Limited
0.09%
Tech Mahindra Limited
0.08%
Tata Motors Limited
0.08%

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity N/A

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
N/A
Expense Ratio Direct
N/A
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Gautam Bhupal
21 Years Experience
Shriram Ramanathan
25 Years Experience
Mohd. Asif Rizwi
16 Years Experience
Sonal Gupta
5 Years Experience

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