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 | -2.56% | -5.36% | -3.06% | 0.49% | 0.70% | 10.91% | 9.14% | 13.26% | 11.24% |
NAV history
About this fund
HSBC Aggressive Hybrid Active FOF is a fund of funds offered by HSBC Mutual Fund, classified under FoF as Other Scheme - FoF Domestic. Its outcome depends on the underlying funds it holds. Its latest NAV is ₹43.42.
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, HSBC Aggressive Hybrid Active FOF has recorded a return of about 0.7%, with a three-year return of 10.9% and a five-year return of 9.1%. Its annualised volatility is 13.3% — moderate fluctuations — and its Sharpe ratio is -0.44, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.20%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 13.22 | 9.43 | -25.61 | 75.40 | 84% | 44% |
| 3Y | 13.06 | 14.38 | -5.15 | 26.46 | 96% | 68% |
| 5Y | 13.82 | 13.37 | 7.43 | 23.85 | 100% | 65% |
| 7Y | 13.06 | 13.12 | 10.85 | 15.27 | 100% | 82% |
| 10Y | 12.22 | 12.28 | 11.24 | 12.93 | 100% | 75% |
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 % |
|---|---|---|---|---|---|---|---|---|
| DSP Income Plus Arbitrage Omni FoF Other Scheme - FoF Domestic | -0.16 | 0.31 | 2.04 | 4.15 | 11.09 | 5.55 | 8.22 | 0.41 |
| HDFC Income Plus Arbitrage Active FOF Other Scheme - FoF Domestic | -0.15 | 0.48 | 2.25 | 4.67 | 8.63 | 10.03 | 11.00 | – |
| Aditya Birla Sun Life Multi Asset Omni FoF Other Scheme - FoF Domestic | -5.21 | -3.72 | -0.92 | 2.28 | 14.71 | 11.92 | 12.23 | 0.25 |
| Aditya Birla Sun Life Income Plus Arbitrage Active FOF Other Scheme - FoF Domestic | -0.01 | 0.69 | 2.36 | 4.62 | 7.10 | 6.17 | 6.58 | 0.05 |
| Aditya Birla Sun Life Conservative Hybrid Active FOF Other Scheme - FoF Domestic | -1.70 | -1.28 | 0.61 | 1.12 | 8.74 | 8.21 | 8.65 | 0.40 |
| Aditya Birla Sun Life Aggressive Hybrid Omni FOF Other Scheme - FoF Domestic | -4.35 | -3.87 | -1.71 | -3.25 | 9.19 | 8.78 | 9.92 | 0.47 |
| Aditya Birla Sun Life Dynamic Asset Allocation Omni FOF Other Scheme - FoF Domestic | -4.31 | -3.55 | -0.95 | -1.48 | 11.28 | 10.39 | 11.89 | 0.27 |
| Franklin India Income Plus Arbitrage Active Fund of Funds Other Scheme - FoF Domestic | 0.17 | 1.00 | 2.71 | 5.65 | 12.74 | 10.45 | 8.22 | 0.17 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| HSBC Value Fund Equity Scheme - Value Fund | -4.52 | -5.41 | -6.03 | -3.61 | 13.64 | – | – | 0.63 |
| HSBC Ultra Short to Short Term Fund Income/Debt Oriented Schemes - Ultra Short to Short Term Fund | 0.09 | 1.17 | 2.81 | 5.88 | 7.72 | – | – | – |
| HSBC Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -5.72 | -2.74 | 0.65 | -1.74 | 11.52 | – | – | 0.68 |
| HSBC Balanced Advantage Fund Hybrid Scheme - Balanced Advantage Fund | -3.06 | -2.08 | -0.84 | -1.91 | 8.50 | – | – | 0.69 |
| HSBC Small Cap Fund Equity Scheme - Small Cap Fund | -9.17 | -3.14 | 5.46 | 3.81 | 10.98 | – | – | 0.55 |
| HSBC Arbitrage Fund Hybrid Scheme - Arbitrage Fund | 0.56 | 1.46 | 3.02 | 6.53 | 7.16 | – | – | 0.22 |
| HSBC Business Cycles Fund Sectoral/Thematic - Business Cycle | -7.52 | -3.81 | -2.69 | -4.64 | 13.94 | – | – | 0.86 |
| HSBC Medium Term Fund Debt Scheme - Medium Duration Fund | -0.74 | -0.24 | 1.79 | 4.04 | 7.50 | – | – | – |
