HSBC Aggressive Hybrid Fund - Direct Annual IDCW
HSBC Mutual Fund Hybrid Aggressive Hybrid Fund
Expense Ratio
0.83%
AUM
₹3.82 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-44.25%
Poor
6 Months
-2.33%
Poor
1 Year
-4.88%
Poor
3 Years
+5.67%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 11 quarters
AUM Metrics
Key indicators
Current AUM
₹3.82 Cr
Recent Trend
Growing
Stability Score
6.0
Growth Assessment
Significant Decline
Growth Performance
Historical returns
1Y
Annual Growth
-13.30%
3Y
3Y CAGR
N/A
5Y
5Y CAGR
N/A
Growth Assessment: Significant Decline
• Significant outflows require attention
• Moderate flow stability
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: High - Higher risk with significant price movements
Volatility
15.10%
Annualized standard deviation
Sharpe Ratio
-0.083
Very Poor - Risk-adjusted return
Max Drawdown
-26.90%
High - Worst decline
Consistency
72.0%
Performance consistency
Volatility Breakdown
Daily Volatility
0.95%
Average daily price movement
Annualized Volatility
15.10%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance