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MF_151122

HSBC Aggressive Hybrid Fund - Direct Growth

Hybrid Schemes - Aggressive Hybrid Fund

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End Amount
₹15,963.04
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
12.66%
MF_151122 Return
Benchmark CAGR
6.88%
Nifty 50
Inflation Adj. CAGR
8.22%
Real Annualized Return
Alpha
0.07
Excess Return vs Benchmark
Beta
0.81
Volatility vs Benchmark
Sharpe Ratio
0.58
Risk-Adjusted Return
Sortino Ratio
0.85
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 63% 25% 22%
60 days 65% 19% 14%
90 days 70% 16% 14%
180 days 71% 11% 6%
1Yr 77% 7% 4%
3Yr 100% 4% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period HSBC Aggressive Hybrid Fund - Direct Growth Nifty 50
30 days -21.8% | -62.6% | 17.9% | 138.9% 26.6% | -53.6% | 9.3% | 145.1%
60 days -29.6% | -49.2% | 19.3% | 88.5% -23.0% | -41.1% | 8.1% | 87.5%
90 days -13.0% | -40.0% | 17.3% | 76.5% -25.0% | -31.1% | 10.9% | 59.6%
1 Year 0.1% | -0.4% | 9.7% | 36.6% -10.0% | -8.4% | 9.5% | 31.1%
3 Years 12.9% | 12.3% | 15.0% | 17.3% 7.7% | 6.0% | 10.3% | 14.8%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 7 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Dec. 1, 2022 May 4, 2023 154 days 6% Nifty 50: 10% 10081 9524 10132
Sept. 11, 2023 Nov. 18, 2023 68 days 5% Nifty 50: 6% 11577 10982 11587
July 31, 2024 Sept. 12, 2024 43 days 5% Nifty 50: 4% 15241 14465 15344
Oct. 15, 2024 Dec. 3, 2024 49 days 8% Nifty 50: 7% 15627 14449 15678
Dec. 16, 2024 Sept. 17, 2025 275 days 20% Nifty 50: 10% 15888 12776 15922
Oct. 20, 2025 June 17, 2026 240 days 11% Nifty 50: 13% 16035 14258 16131
Aug. 31, 2026 Oct. 30, 2026 60 days 8% Nifty 50: 8% 16909 15517 15963