Aditya Birla Sun Life Aggressive Hybrid Fund vs HSBC Aggressive Hybrid Fund
Direct Plan, Growth option · Data as on 30-10-2026
Aditya Birla Sun Life Aggressive Hybrid Fund and HSBC Aggressive Hybrid Fund are both Aggressive Hybrid funds. In the 3 years to 30-10-2026, Aditya Birla Sun Life Aggressive Hybrid Fund (Direct) returned 9.5% a year and HSBC Aggressive Hybrid Fund (Direct) returned 12.8% a year. Aditya Birla Sun Life Aggressive Hybrid Fund charges 1.17% a year and HSBC Aggressive Hybrid Fund 0.98% (Direct plans). Their portfolios overlap 22.0%: they hold 21 of the same securities.
Aditya Birla Sun Life Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 9.5%
- Expense ratio
- 1.17%
- NAV
- ₹1,673.78
HSBC Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 12.8%
- Expense ratio
- 0.98%
- NAV
- ₹65.67
Which is better, Aditya Birla Sun Life Aggressive Hybrid or HSBC Aggressive Hybrid? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- HSBC Aggressive Hybrid returned more over 3 years: 12.8% a year against 9.5%.
- HSBC Aggressive Hybrid returned more over 1 year: 0.1% against −4.8%.
- HSBC Aggressive Hybrid costs less: 0.98% a year against 1.17% (Direct plans).
- Aditya Birla Sun Life Aggressive Hybrid swung less over 3 years: a standard deviation of 10.3% a year against 13.5%.
- Aditya Birla Sun Life Aggressive Hybrid fell less in its worst fall since 28-11-2022: −13.3% against −19.6%.
- Aditya Birla Sun Life Aggressive Hybrid holds more in large companies: 52.3% of the fund in large caps against 32.5%.
- Aditya Birla Sun Life Aggressive Hybrid is the larger fund: ₹6,831 Cr against ₹5,652 Cr.
- Their portfolios overlap 22.0%: 21 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Aditya Birla Sun Life Aggressive Hybrid Fund | HSBC Aggressive Hybrid Fund |
|---|---|---|
| Fund house | Aditya Birla Sun Life Mutual Fund | HSBC Mutual Fund |
| Category | Aggressive Hybrid | Aggressive Hybrid |
| AUM | ₹6,831 Cr (30-09-2026) | ₹5,652 Cr (30-09-2026) |
| NAV | ₹1,673.78 (Direct) | ₹65.67 (Direct) |
| Expense ratio (Direct) | 1.17% | 0.98% |
| Expense ratio (Regular) | 1.90% | 1.99% |
| Riskometer | Very High | Very High |
| Benchmark | CRISIL Hybrid 35+65 - Aggressive Index | NIFTY 50 Hybrid Composite Debt 65:35 Index |
| Launch date | 10-02-1995 | 07-02-2011 |
| Minimum investment | ₹100 | ₹5,000 |
| Lock in | None | None |
| Fund managers | Chanchal Khandelwal, Harshil Suvarnkar | Gautam Bhupal, Shriram Ramanathan, Mohd. Asif Rizwi, Mayank Chaturvedi, Dipan S. Parikh |
| Exit load | Exit load of 1%, if redeemed within 90 days. | Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year |
Aditya Birla Sun Life Aggressive Hybrid vs HSBC Aggressive Hybrid: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Aggressive Hybrid Fund (Direct) | −0.51% | −4.27% | −0.10% | −4.78% | +9.52% | +7.26% | +9.55% |
| HSBC Aggressive Hybrid Fund (Direct) | −2.00% | −1.75% | +3.01% | +0.09% | +12.82% | -- | -- |
| Aggressive Hybrid average | −0.88% | −3.67% | −0.27% | −3.33% | +10.77% | -- | -- |
Category average: the average of the 29 Aggressive Hybrid funds, same plan type.
Aditya Birla Sun Life Aggressive Hybrid vs HSBC Aggressive Hybrid: Year-wise Returns
| Year | Aditya Birla Sun LifeAditya Birla Sun Life Aggressive Hybrid | HSBCHSBC Aggressive Hybrid |
|---|---|---|
| 2026to date | −5.13% | +1.78% |
| 2025 | +8.01% | +2.49% |
| 2024 | +16.15% | +23.98% |
| 2023 | +22.23% | +25.59% |
| 2022 | −0.97% | -- |
| 2021 | +25.12% | -- |
Aditya Birla Sun Life Aggressive Hybrid vs HSBC Aggressive Hybrid: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 227 of them, one for each trading day from 28-11-2025 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Aditya Birla Sun Life Aggressive Hybrid Fund (Direct)
HSBC Aggressive Hybrid Fund (Direct)
to
Dec 2025Feb 2023
to
Feb 2026Apr 2023
to
Apr 2026Jun 2023
to
Jun 2026Aug 2023
to
Aug 2026Oct 2023
to
Oct 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Aggressive Hybrid | 0.0 | 0.0 | 14.5 | 66.5 | 18.9 | 0.0 | 0.0 | 12.6% | 12.1% | 8.5% | 16.1% |
| HSBC Aggressive Hybrid | 0.0 | 0.0 | 0.0 | 49.6 | 50.4 | 0.0 | 0.0 | 15.1% | 15.0% | 11.5% | 17.8% |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 28-11-2022. Past returns do not promise future returns.
Aditya Birla Sun Life Aggressive Hybrid vs HSBC Aggressive Hybrid: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 01-11-2022 to 30-10-2026: 48 instalments, ₹4,80,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Aditya Birla Sun Life Aggressive HybridAditya Birla Sun Life Aggressive Hybrid Fund (Direct) | ₹4,80,000 | ₹5,42,173 | ₹62,173 | 6.0% |
| HSBC Aggressive HybridHSBC Aggressive Hybrid Fund (Direct) | ₹4,80,000 | ₹5,81,587 | ₹1,01,587 | 9.6% |
Aditya Birla Sun Life Aggressive HybridAditya Birla Sun Life Aggressive Hybrid Fund (Direct)
HSBC Aggressive HybridHSBC Aggressive Hybrid Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Aditya Birla Sun Life Aggressive Hybrid vs HSBC Aggressive Hybrid: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Aditya Birla Sun Life Aggressive Hybrid Fund (Direct) | HSBC Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | −4.78% | +0.09% |
| Standard deviation | 10.75% | 12.48% |
| Sharpe ratio | -0.93 | -0.41 |
| Sortino ratio | -1.25 | -0.56 |
| Maximum drawdown | −11.5% (30-03-2026) | −10.7% (23-03-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Aditya Birla Sun Life Aggressive Hybrid Fund (Direct) | HSBC Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +9.52% | +12.82% |
| Standard deviation | 10.27% | 13.55% |
| Sharpe ratio | 0.34 | 0.50 |
| Sortino ratio | 0.47 | 0.67 |
| Maximum drawdown | −13.3% (28-02-2025) | −19.6% (28-02-2025) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Aditya Birla Sun Life Aggressive Hybrid Fund (Direct) | HSBC Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +11.96% | +12.67% |
| Standard deviation | 11.70% | 12.44% |
| Sharpe ratio | 0.51 | 0.52 |
| Sortino ratio | 0.68 | 0.70 |
| Maximum drawdown | −32.0% (23-03-2020) | −19.6% (28-02-2025) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 02-01-2013 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Aditya Birla Sun Life Aggressive Hybrid Fund (Direct)
HSBC Aggressive Hybrid Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Aggressive Hybrid Fund (Direct) | −13.3% | 26-09-2024 | 28-02-2025 | 17-09-2025 | 7 months | −6.0% |
| HSBC Aggressive Hybrid Fund (Direct) | −19.6% | 16-12-2024 | 28-02-2025 | 17-09-2025 | 7 months | −5.6% |
From daily values since 28-11-2022, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Aditya Birla Sun Life Aggressive Hybrid Fund (Direct)
HSBC Aggressive Hybrid Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Aditya Birla Sun Life Aggressive Hybrid Fund (Direct)
HSBC Aggressive Hybrid Fund (Direct)
Aditya Birla Sun Life Aggressive Hybrid vs HSBC Aggressive Hybrid: Portfolio Overlap
From each fund's latest monthly portfolio: Aditya Birla Sun Life Aggressive Hybrid Fund, September 2026; HSBC Aggressive Hybrid Fund, September 2026
Holdings in common
- Overlap
- 22.0%
- Held by both
- 21
- Only in Aditya Birla Sun Life Aggressive Hybrid
- 130
- Only in HSBC Aggressive Hybrid
- 76
| Security | % of Aditya Birla Sun Life Aggressive Hybrid | % of HSBC Aggressive Hybrid |
|---|---|---|
| ICICI Bank Ltd. | 6.12% | 4.40% |
| HDFC Bank Ltd. | 4.88% | 3.16% |
| Eternal Ltd. | 1.64% | 2.69% |
| Bharti Airtel Ltd. | 2.98% | 1.44% |
| Axis Bank Ltd. | 2.63% | 1.24% |
| Mahindra & Mahindra Ltd. | 1.67% | 1.24% |
| Cholamandalam Investment & Finance Co. Ltd. | 0.98% | 1.46% |
| Bharat Electronics Ltd. | 0.97% | 1.93% |
| Bajaj Finance Ltd. | 1.93% | 0.96% |
| Lenskart Solutions Ltd. | 0.90% | 1.43% |
| IRB Invit Fund | 1.58% | 0.86% |
| Sun Pharmaceutical Industries Ltd. | 1.46% | 0.77% |
| Meesho Ltd. | 1.04% | 0.60% |
| Larsen & Toubro Ltd. | 1.71% | 0.55% |
| 360 ONE WAM Ltd. | 0.48% | 0.91% |
| Eris Lifesciences Ltd. | 0.66% | 0.43% |
| Swiggy Ltd. | 0.37% | 0.36% |
| Hindustan Aeronautics Ltd. | 0.34% | 1.13% |
| Tata Motors Ltd. | 0.78% | 0.34% |
| 7.48% National Bank for Agriculture and Rural Development (15/09/2028) | 0.18% | 0.88% |
| Interglobe Aviation Ltd. | 0.11% | 2.16% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 22.0% means 22.0% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Aditya Birla Sun Life Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| Reliance Industries Ltd. | 3.61% |
| State Bank of India | 2.65% |
| 8.92% Cholamandalam Investment & Finance Co. Ltd. (02/12/2034) | 2.09% |
| Kotak Mahindra Bank Ltd. | 1.97% |
| 7.30% Bharti Telecom Ltd. (01/12/2027) | 1.81% |
Largest holdings only in HSBC Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| GE Vernova T&D India Limited | 3.49% |
| Karur Vysya Bank Limited | 2.73% |
| CG Power And Industrial Solutions Ltd | 2.67% |
| Radico Khaitan Limited | 2.55% |
| ICICI Prudential AMC Ltd | 1.80% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Aditya Birla Sun Life Aggressive Hybrid | HSBC Aggressive Hybrid |
|---|---|---|
| Equity | 75.5% | 74.6% |
| Debt | 18.9% | 20.3% |
| Cash and others | 5.6% | 5.1% |
Market cap of stocks
| Market cap | Aditya Birla Sun Life Aggressive Hybrid | HSBC Aggressive Hybrid |
|---|---|---|
| Large Cap | 52.3% | 32.5% |
| Mid Cap | 14.8% | 19.9% |
| Small Cap | 8.4% | 18.4% |
| Not on AMFI's list | 0.0% | 3.8% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Aditya Birla Sun Life Aggressive Hybrid | HSBC Aggressive Hybrid |
|---|---|---|
| Banks | 19.2% | 12.8% |
| Capital Markets | 0.5% | 10.0% |
| Electrical Equipment | 0.7% | 9.2% |
| Retailing | 5.1% | 6.4% |
| Pharmaceuticals & Biotechnology | 5.0% | 4.0% |
| Finance | 4.9% | 2.4% |
| Industrial Products | 1.0% | 4.8% |
| IT - Software | 4.7% | 0.0% |
| Auto Components | 3.8% | 1.9% |
The six largest sectors of each fund's stocks, % of the fund.
Aditya Birla Sun Life Aggressive Hybrid vs HSBC Aggressive Hybrid: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Aditya Birla Sun Life Aggressive Hybrid Fund | HSBC Aggressive Hybrid Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.17% | 0.98% |
| Base expense ratio (Direct) | 0.92% | 0.73% |
| Total expense ratio (Regular) | 1.90% | 1.99% |
| Base expense ratio (Regular) | 1.55% | 1.59% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Aditya Birla Sun Life Aggressive Hybrid with
Aditya Birla Sun Life Aggressive Hybrid Fund vs HSBC Aggressive Hybrid Fund: Frequently Asked Questions
What is the difference between Aditya Birla Sun Life Aggressive Hybrid Fund and HSBC Aggressive Hybrid Fund?
Both are Aggressive Hybrid funds, run by Aditya Birla Sun Life Mutual Fund and HSBC Mutual Fund. Their portfolios overlap 22.0%. Aditya Birla Sun Life Aggressive Hybrid Fund charges 1.17% a year and HSBC Aggressive Hybrid Fund 0.98%.
Which has given higher returns, Aditya Birla Sun Life Aggressive Hybrid Fund or HSBC Aggressive Hybrid Fund?
Over 1 year: Aditya Birla Sun Life Aggressive Hybrid Fund −4.78%, HSBC Aggressive Hybrid Fund +0.09%. Over 3 years: Aditya Birla Sun Life Aggressive Hybrid Fund +9.52% a year, HSBC Aggressive Hybrid Fund +12.82% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Aditya Birla Sun Life Aggressive Hybrid Fund or HSBC Aggressive Hybrid Fund?
HSBC Aggressive Hybrid Fund charges less: 0.98% a year against 1.17%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Aditya Birla Sun Life Aggressive Hybrid Fund and HSBC Aggressive Hybrid Fund overlap?
22.0%. They hold 21 of the same securities, the largest shared ones being ICICIBANK, HDFCBANK, ETERNAL. From each fund's latest monthly portfolio.
Which is riskier, Aditya Birla Sun Life Aggressive Hybrid Fund or HSBC Aggressive Hybrid Fund?
On SEBI's riskometer, Aditya Birla Sun Life Aggressive Hybrid Fund is rated Very High and HSBC Aggressive Hybrid Fund Very High. Over 3 years, the standard deviation of daily returns was 10.27% and 13.55% a year.
Which is better for SIP, Aditya Birla Sun Life Aggressive Hybrid Fund or HSBC Aggressive Hybrid Fund?
Over the last 3 years, a monthly SIP of ₹10,000 from 03-10-2023 to 30-10-2026 grew to ₹3,86,889 in Aditya Birla Sun Life Aggressive Hybrid Fund (XIRR 2.9% a year) and ₹4,09,880 in HSBC Aggressive Hybrid Fund (XIRR 6.6% a year). Both received 37 instalments. Past returns do not promise future returns.
Can I invest in both Aditya Birla Sun Life Aggressive Hybrid Fund and HSBC Aggressive Hybrid Fund?
Yes. 22.0% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Aditya Birla Sun Life Aggressive Hybrid Fund and HSBC Aggressive Hybrid Fund?
Aditya Birla Sun Life Aggressive Hybrid Fund: Chanchal Khandelwal, Harshil Suvarnkar. HSBC Aggressive Hybrid Fund: Gautam Bhupal, Shriram Ramanathan, Mohd. Asif Rizwi, Mayank Chaturvedi, Dipan S. Parikh.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.