HSBC Aggressive Hybrid Fund - Direct IDCW
HSBC Mutual Fund Hybrid Aggressive Hybrid Fund
Expense Ratio
0.83%
AUM
₹19.29 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
-48.44%
Poor
6 Months
-8.18%
Poor
1 Year
-3.23%
Poor
3 Years
+6.66%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 11 quarters
AUM Metrics
Key indicators
Current AUM
₹19.29 Cr
Recent Trend
Growing
Stability Score
5.3
Growth Assessment
Declining
Growth Performance
Historical returns
1Y
Annual Growth
-8.81%
3Y
3Y CAGR
N/A
5Y
5Y CAGR
N/A
Growth Assessment: Declining
• Temporary outflows - monitor performance
• Moderate flow stability
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
12.60%
Annualized standard deviation
Sharpe Ratio
-0.040
Very Poor - Risk-adjusted return
Max Drawdown
-21.40%
High - Worst decline
Consistency
68.0%
Performance consistency
Volatility Breakdown
Daily Volatility
0.79%
Average daily price movement
Annualized Volatility
12.60%
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