Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -2.50% | -4.25% | -3.87% | -4.05% | -9.80% | 5.77% | 6.69% | 11.32% | 9.57% |
NAV history
About this fund
HDFC Aggressive Hybrid Fund is a hybrid fund offered by HDFC Mutual Fund, classified under Hybrid as Hybrid Scheme - Aggressive Hybrid Fund. Hybrid funds sit between pure-equity and pure-debt funds on risk. Its latest NAV is ₹118.05.
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, HDFC Aggressive Hybrid Fund has recorded a return of about -9.8%, with a three-year return of 5.8% and a five-year return of 6.7%. Its annualised volatility is 12.9% — moderate fluctuations — and its Sharpe ratio is -1.27, a measure of return per unit of risk taken.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 11.99 | 9.11 | -26.35 | 73.41 | 80% | 40% |
| 3Y | 12.39 | 13.40 | -6.00 | 29.46 | 94% | 62% |
| 5Y | 13.58 | 13.28 | 6.69 | 23.94 | 100% | 63% |
| 7Y | 12.43 | 12.42 | 9.85 | 14.80 | 100% | 64% |
| 10Y | 10.57 | 10.71 | 9.57 | 11.61 | 100% | 0% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| SBI AGGRESSIVE HYBRID FUND Hybrid Scheme - Aggressive Hybrid Fund | -4.51 | -4.68 | -3.54 | -3.78 | 10.88 | 8.34 | 11.47 | – |
| ICICI Prudential Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -4.97 | -5.16 | -4.71 | -6.08 | 11.70 | 12.22 | 14.38 | – |
| LIC MF Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -7.55 | -2.52 | -1.53 | -4.58 | 9.88 | 7.52 | 9.10 | 1.13 |
| JM Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -6.74 | -3.02 | -1.55 | -7.02 | 10.97 | 11.49 | 12.27 | 0.74 |
| Aditya Birla Sun Life Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -4.98 | -4.43 | -2.93 | -6.33 | 8.80 | 6.67 | 9.27 | – |
| UTI Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -4.23 | -4.45 | -3.76 | -5.49 | 9.71 | 9.21 | 11.00 | 0.97 |
| Quant Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -6.16 | -7.32 | -2.26 | -0.70 | 12.48 | 10.86 | 15.30 | 0.64 |
| Shriram Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -4.16 | -3.88 | -2.78 | -4.41 | 8.35 | 6.96 | 9.35 | 0.68 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| HDFC Balanced Advantage Fund Hybrid Scheme - Balanced Advantage Fund | -4.17 | -4.12 | -4.06 | -6.03 | 10.04 | 12.36 | 13.38 | – |
| HDFC Infrastructure Fund Sectoral/Thematic - Infrastructure | -9.22 | -8.55 | -10.25 | -11.64 | 11.06 | 16.06 | 10.32 | – |
| HDFC Corporate Bond Fund Debt Scheme - Corporate Bond Fund | -1.03 | -0.77 | 1.29 | 2.67 | 6.61 | 6.00 | 7.05 | – |
| HDFC Mid Cap Fund Equity Scheme - Mid Cap Fund | -7.64 | -5.94 | -3.26 | -3.17 | 15.27 | 16.51 | 16.05 | – |
| HDFC Short Term Fund Debt Scheme - Short Duration Fund | -0.56 | 0.07 | 1.96 | 4.23 | 7.22 | 6.44 | 7.23 | – |
| HDFC Large Cap Fund Equity Scheme - Large Cap Fund | -6.11 | -7.13 | -5.64 | -10.26 | 7.54 | 8.43 | 11.40 | – |
| HDFC ELSS - Tax Saver Fund Equity Scheme - ELSS | -4.42 | -4.63 | -4.54 | -11.56 | 11.72 | 12.31 | 12.32 | – |
| HDFC Nifty 50 Index Fund Other Scheme - Index Funds | -3.61 | -5.15 | -5.85 | -12.00 | 6.39 | 5.48 | 11.01 | – |