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HSBC Aggressive Hybrid IDCW-P (0P0000SBJ8.BO)

26.83
+0.34
+(1.30%)
As of May 6 at 1:30:00 AM GMT+5:30. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -7.82%
5y Average Return 17.79%
Number of Years Up 11
Number of Years Down 2
Best 1Y Total Return (May 5, 2025) 44.49%
Worst 1Y Total Return (May 5, 2025) --
Best 3Y Total Return 44.49%
Worst 3Y Total Return 4.98%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000SBJ8.BO
Category
YTD
-11.06%
0.00%
1-Month
6.76%
0.00%
3-Month
-11.06%
0.00%
1-Year
5.27%
0.00%
3-Year
10.31%
0.00%
5-Year
18.26%
0.00%
10-Year
9.48%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000SBJ8.BO
Category
2025
--
--
2024
22.64%
--
2023
24.27%
--
2022
-3.79%
--
2021
23.11%
--
2020
13.57%
--
2019
6.37%
--
2018
-4.22%
--

2017
27.76%
--
2016
4.33%
--
2015
6.48%
--
2014
44.49%
--
2013
9.10%
--
2012
31.36%
--
2011
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -11.06% -- -- --
2024 3.62% 14.10% 4.32% -0.56%
2023 -1.14% 11.32% 4.71% 7.84%
2022 -2.85% -10.86% 9.85% 1.14%
2021 4.37% 6.56% 8.03% 2.47%
2020 -21.17% 15.11% 7.89% 16.01%
2019 2.47% 1.89% -2.42% 4.41%
2018 -3.51% 0.92% -2.25% 0.63%
2017 11.61% 6.16% 1.88% 5.84%
2016 -2.92% 5.86% 5.27% -3.56%

2015 6.63% -1.15% 0.39% 0.63%
2014 5.65% 19.15% 6.24% 8.04%
2013 -5.41% 2.89% 0.46% 11.60%
2012 14.53% 0.16% 7.22% 6.80%
2011 -1.58% -6.40% -7.62% --

Rank in Category (By Total Return)

YTD 100
1-Month 49
3-Month 100
1-Year 85
3-Year 90
5-Year 83

Load Adjusted Returns

1-Year 4.31%
3-Year 10.31%
5-Year 18.26%
10-Year 9.48%

Performance & Risk

YTD Return -7.82%
5y Average Return 17.79%
Rank in Category (ytd) 100
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.22
Morningstar Risk Rating

Fund Overview

Category --
Fund Family HSBC Asset Management (India) Private Ltd
Net Assets 161
YTD Return -11.06%
Yield 9.67%
Morningstar Rating
Inception Date Jan 01, 2013

Fund Summary

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