Mutual Funds › MFIC › Domestic FoF › HSBC Aggressive Hybrid Active FOF (erstwhile HSBC Managed Solutions India - Growth fund)
HSBC Aggressive Hybrid Active FOF (erstwhile HSBC Managed Solutions India - Growth fund)
HSBC Mutual Fund · Domestic FoF · Direct plan, growth option
NAV (₹), 1 Oct 2026
44.4820
1-day change
-0.51%
1Y return
5.7%
3Y CAGR
11.6%
5Y CAGR
10.2%
Max drawdown, 5Y
−18.1%
NAV history month-end NAV, ₹ · 5 May 2014 to 1 Oct 2026
Returns vs Domestic FoF median (154 schemes) and “Multi-asset / allocation FoF” median (28)
| Period | Scheme | Category median | Multi-asset / allocation FoF median |
|---|---|---|---|
| 1 month | -3.7% | -3.7% | -3.8% |
| 3 months | -1.3% | -0.9% | -1.3% |
| 6 months | 11.3% | 3.1% | 5.0% |
| Year to date | 3.0% | 2.0% | -0.6% |
| 1 year | 5.7% | 5.4% | 4.5% |
| 3 years (CAGR) | 11.6% | 12.5% | 11.9% |
| 5 years (CAGR) | 10.2% | 10.2% | 10.2% |
| 7 years (CAGR) | 13.9% | 13.9% | 12.3% |
| 10 years (CAGR) | 11.8% | 11.8% | 11.0% |
| Since first NAV (CAGR) | 12.8% | – | – |
“Multi-asset / allocation FoF” is MFIC's grouping of Domestic FoF schemes by the theme or index in their names, not an AMFI category.
Rolling returns every business-day start date
| Measure | Scheme | Category median |
|---|---|---|
| 1Y rolling median | 9.6% | 9.6% |
| 3Y rolling median | 13.4% | 13.3% |
| 3Y rolling worst | -5.1% | 4.8% |
| 3Y periods positive | 97% | 100% |
| 3Y periods ahead of benchmark | n/a | n/a |
| 5Y rolling median | 12.3% | 11.8% |
| 5Y rolling worst | 0.7% | 3.7% |
| 5Y periods ahead of benchmark | n/a | n/a |
Benchmark: none available in MFIC's free data for this category.
Risk 36 months, monthly returns, Rf 6.5%
| Measure | Scheme | Category median |
|---|---|---|
| Standard deviation (ann.) | 12.5% | 14.1% |
| Sharpe ratio | 0.47 | 0.63 |
| Sortino ratio | 0.70 | 0.93 |
| Beta | n/a | n/a |
| Alpha (ann.) | n/a | n/a |
| Upside capture | n/a | n/a |
| Downside capture | n/a | n/a |
Drawdowns peak-to-trough falls in NAV
| Measure | Scheme | Category median |
|---|---|---|
| Maximum drawdown, full history | −31.1% | −19.5% |
| Maximum drawdown, last 10Y | −31.1% | −24.1% |
| Maximum drawdown, last 5Y | −18.1% | −14.9% |
| Current drawdown | −4.4% | −8.8% |
| Recovery time of worst fall | 227 days | – |
Longer histories include more crises, so compare the 5Y and 10Y figures across schemes of different ages.
Direct or Regular for this scheme?
The Regular plan's expense ratio is 1.46% a year and the Direct plan's 0.24%, a gap of 1.22%; over the last 3 years the Direct plan returned 1.20 percentage points a year more. On a ₹25,000 monthly SIP for 20 years (illustration at 12% a year before costs) the gap adds up to about ₹30,40,121.
With the Regular plan, that cost pays a distributor to help you plan, choose and review funds, and stay invested when markets fall. Whether it is worth it depends on how much of that you will do yourself.
TER: AMFI TER disclosure. Returns: AMFI NAVs. Illustration, not a guaranteed saving or return.
Fund managers and scheme facts Scheme Summary Document via AMFI
| Fund manager | Role | Managing since |
|---|---|---|
| Gautam Bhupal | Primary | 21 Oct 2015 |
Objective: 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.
Stated asset allocation: Under normal circumstances, it is anticipated that the asset allocation of the Scheme will be as follows: - Units of mutual fund schemes out of which: 95% to 100% - (a)Investments in underlying Equity Oriented schemes: 65% to 80% - (b)Investments in underlying Debt Oriented schemes: 20% to 35% - Money Market instruments 0% to 5%
Benchmark (tier 1): CRISIL Hybrid 35+65-Aggressive Index - TRI
Exit load: Exit Load :(i) In respect of each purchase / switch-in of Units, an Exit Load of 1% is payable if Units are redeemed / switched-out within 1 year from the date of allotment. (ii) No Exit Load will be charged, if Units are redeemed/switched-out after 1 year from the date of allotment. The exit loads set forth above is subject to change at the discretion of the AMC and such changes shall be implemented prospectively
Minimum application: Rs. 5,000 per application
Allotment date: 30 Apr 2014
Documents: Scheme Information Document · Scheme Summary Document. Read the scheme documents before investing.
Cost, size and riskometer as disclosed to AMFI
| Measure | Scheme | Category median |
|---|---|---|
| Expense ratio (TER), Direct plan | 0.24% | 0.17% |
| AUM, whole scheme (₹ crore) | 47 | 248 |
| Riskometer | Very High | – |
TER: AMFI, TER of MF Schemes. AUM and riskometer: AMFI, Fund Performance, 30 Sep 2026.
Official benchmark and category consistency
| Measure | Scheme | Benchmark / category |
|---|---|---|
| Return, 1 year (AMFI) | 6.9% | -0.9% TRI |
| Return, 3 years (AMFI) | 11.8% | 8.1% TRI |
| Return, 5 years (AMFI) | 10.3% | 7.6% TRI |
| Month-ends above category median (3Y CAGR) | 63% | 51% median |
| Month-ends in category top quartile (3Y) | 44% | 27% median |
| 7Y rolling CAGR, median (monthly windows) | 12.5% | 9.8% median |
Official benchmark: CRISIL Hybrid 35+65 - Aggressive Index (total return index, as published by AMFI). Category consistency: last 10 years of month-ends, Domestic FoF Direct plans; how it is calculated.
Calendar-year returns NAV change from 31 Dec to 31 Dec
| Year | Scheme | Benchmark | Difference |
|---|---|---|---|
| 2026 YTD | 3.0% | n/a | – |
| 2025 | 3.9% | n/a | – |
| 2024 | 19.0% | n/a | – |
| 2023 | 25.3% | n/a | – |
| 2022 | -0.6% | n/a | – |
| 2021 | 27.4% | n/a | – |
| 2020 | 17.7% | n/a | – |
| 2019 | 8.4% | n/a | – |
| 2018 | -5.7% | n/a | – |
| 2017 | 31.0% | n/a | – |
No free benchmark proxy for this category. The first year starts from the first 31 December in the scheme's history.
Monthly SIP of ₹10,000 first business day of each month, ending 1 Oct 2026
| Period | Invested | Value | XIRR |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,23,562 | 5.5% |
| 3 years | ₹3,60,000 | ₹4,00,809 | 7.1% |
| 5 years | ₹6,00,000 | ₹7,85,357 | 10.7% |
| 10 years | ₹12,00,000 | ₹22,76,907 | 12.3% |
Uses this plan's NAVs; ignores stamp duty, exit loads and taxes. One historical path only — the interactive SIP analyzer shows outcomes across every start date.
Scheme facts
AMC: HSBC Mutual Fund
Category: Domestic FoF
Plan / option: Direct · Growth
AMFI scheme code: 129200
ISIN: INF336L01ID3
First NAV in MFIC data: 5 May 2014
History: 12.4 years
Portfolio holdings: see the scheme's monthly portfolio disclosure on the fund house website
Schemes that behaved similarly correlation of monthly returns, last 5 years
| Scheme | Category | Correlation | 3Y CAGR |
|---|---|---|---|
| Navi Nifty 500 Multicap 50:25:25 Index Fund | Index Fund | 0.98 | n/a |
| HDFC NIFTY500 Multicap 50:25:25 Index Fund | Index Fund | 0.98 | n/a |
| Bandhan Nifty Midcap 150 Index Fund | Index Fund | 0.98 | n/a |
| Quantum Diversified Equity All Cap Active FOF | Domestic FoF | 0.97 | 10.0% |
| Aditya Birla Sun Life Dynamic Asset Allocation Omni FOF | Domestic FoF | 0.97 | 11.9% |
| Groww Nifty Total Market Index Fund | Index Fund | 0.97 | n/a |
Questions about HSBC Aggressive Hybrid Active FOF (erstwhile HSBC Managed Solutions India - Growth fund)
- What is the latest NAV of HSBC Aggressive Hybrid Active FOF (erstwhile HSBC Managed Solutions India - Growth fund)?
- The NAV of the Direct plan (growth option) was ₹44.4820 on 1 Oct 2026, as published by AMFI.
- Which category is HSBC Aggressive Hybrid Active FOF (erstwhile HSBC Managed Solutions India - Growth fund) in?
- It is classified as Domestic FoF in AMFI's daily NAV file. MFIC compares it with 154 Domestic FoF schemes (Direct plans).
- What returns has HSBC Aggressive Hybrid Active FOF (erstwhile HSBC Managed Solutions India - Growth fund) delivered?
- Over one year the NAV changed by 5.7%. The 3-year CAGR is 11.6% (category median 12.5%) and the 5-year CAGR is 10.2% (category median 10.2%). Returns are after expenses and before tax. Past performance may or may not be sustained in future.
- How consistent have its 3-year returns been?
- Measuring a 3-year CAGR from every business day in its history, the median was 13.4%, the lowest was -5.1%, and 97% of 3-year periods ended with a gain.
- What was the largest fall in HSBC Aggressive Hybrid Active FOF (erstwhile HSBC Managed Solutions India - Growth fund)'s NAV?
- The largest peak-to-trough fall in its available history was 31.1%; within the last five years it was 18.1% (category median 14.9%).
- How volatile is HSBC Aggressive Hybrid Active FOF (erstwhile HSBC Managed Solutions India - Growth fund)?
- Its annualised standard deviation of monthly returns over the last 36 months is 12.5%, which is below the Domestic FoF category median of 14.1%.
- What would a monthly SIP in HSBC Aggressive Hybrid Active FOF (erstwhile HSBC Managed Solutions India - Growth fund) have grown to?
- A SIP of ₹10,000 on the first business day of each month for the last 5 years (60 instalments, ₹6,00,000 invested) would have been worth about ₹7,85,357 on 1 Oct 2026, an annualised return (XIRR) of 10.7%. This uses the Direct plan's NAVs, ignores taxes and exit loads, and past performance may or may not be sustained in future.
- What is the expense ratio (TER) of HSBC Aggressive Hybrid Active FOF (erstwhile HSBC Managed Solutions India - Growth fund)?
- The total expense ratio of the Direct plan is 0.24% a year, as disclosed to AMFI (median of Domestic FoF Direct plans: 0.17%). It is already deducted from the NAV, so every return shown is after expenses.
- How large is HSBC Aggressive Hybrid Active FOF (erstwhile HSBC Managed Solutions India - Growth fund)?
- Assets under management of the whole scheme were ₹47 crore on 30 Sep 2026, as published by AMFI.
- What is the riskometer level of HSBC Aggressive Hybrid Active FOF (erstwhile HSBC Managed Solutions India - Growth fund)?
- AMFI lists the scheme's riskometer as “Very High”, and its benchmark's as “High”. The riskometer is a label of potential risk set under SEBI rules, not a forecast.
- What is the benchmark of HSBC Aggressive Hybrid Active FOF (erstwhile HSBC Managed Solutions India - Growth fund) and how has it compared?
- Its official benchmark is the CRISIL Hybrid 35+65 - Aggressive Index. Over 3 years AMFI reports a return of 11.8% for this plan against 8.1% for the benchmark total return index; over 5 years 10.3% against 7.6%. Past performance does not indicate future results.
- How often has HSBC Aggressive Hybrid Active FOF (erstwhile HSBC Managed Solutions India - Growth fund) beaten its category?
- At 63% of the 113 month-ends compared over the last 10 years, its 3-year return was above the median of Domestic FoF schemes (Direct plans); it was in the top quarter at 44% of them. A typical scheme would show about 50%.
- Who manages HSBC Aggressive Hybrid Active FOF (erstwhile HSBC Managed Solutions India - Growth fund)?
- According to its Scheme Summary Document, HSBC Aggressive Hybrid Active FOF (erstwhile HSBC Managed Solutions India - Growth fund) is managed by Gautam Bhupal (since 21 Oct 2015).
- What is the exit load of HSBC Aggressive Hybrid Active FOF (erstwhile HSBC Managed Solutions India - Growth fund)?
- As stated in its scheme documents: Exit Load :(i) In respect of each purchase / switch-in of Units, an Exit Load of 1% is payable if Units are redeemed / switched-out within 1 year from the date of allotment. (ii) No Exit Load will be charged, if Units are redeemed/switched-out after 1 year from the date of allotment. The exit loads set forth above is subject to change at the discretion of the AMC and such changes shall be implemented prospectively Check the latest Scheme Information Document before investing, as loads can change.
- What is the minimum investment in HSBC Aggressive Hybrid Active FOF (erstwhile HSBC Managed Solutions India - Growth fund)?
- The minimum application amount is Rs. 5,000 per application. SIP details: SIP - Daily / Weekly / Monthly - 500 / 500 / 1000; Quarterly - 1500; Minimum Aggregate Amount: Rs. 6,000/- in multiples of Re.1. STP - Daily/Weekly/Fortnightly/Monthly/Quarterly: Rs. 500; The minimum amount required under the source scheme for registering STP is Rs. 6,000. SWP - Monthly/Quarterly/Half-yearly/Annual: Rs. 500; The minimum amount required under the scheme for registering SWP is Rs. 6,000..
- What is the difference between the Direct and Regular plans?
- Both plans hold the same portfolio; the Regular plan includes distribution costs in its expense ratio. Over one year the Direct plan's NAV changed by 5.7% and the Regular plan's by 4.4%. The Regular plan includes the services of a distributor.
Reviewing your own mutual fund portfolio?
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Data & disclosure. Source: AMFI daily NAV file and historical NAVs via mfapi.in; calculations by MFIC, as of 1 Oct 2026. Category medians use Direct plans in the same AMFI category. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance may or may not be sustained in future. This page is for research and education only and is not investment advice or a recommendation to buy, sell or hold any scheme. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155). Methodology.