HSBC Aggressive Hybrid Fund vs Nippon India Aggressive Hybrid Fund
Direct Plan, Growth option · Data as on 30-10-2026
HSBC Aggressive Hybrid Fund and Nippon India Aggressive Hybrid Fund are both Aggressive Hybrid funds. HSBC Aggressive Hybrid Fund charges 0.98% a year and Nippon India Aggressive Hybrid Fund 1.13% (Direct plans). Their portfolios overlap 22.1%: they hold 21 of the same securities.
HSBC Aggressive Hybrid Fund
Aggressive Hybrid
- Expense ratio
- 0.98%
- NAV
- ₹65.67
Nippon India Aggressive Hybrid Fund
Aggressive Hybrid
- Expense ratio
- 1.13%
- NAV
- ₹0.00
Which is better, HSBC Aggressive Hybrid or Nippon India 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 costs less: 0.98% a year against 1.13% (Direct plans).
- Nippon India Aggressive Hybrid holds more in large companies: 52.3% of the fund in large caps against 32.5%.
- HSBC Aggressive Hybrid is the larger fund: ₹5,652 Cr against ₹3,857 Cr.
- Their portfolios overlap 22.1%: 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 | HSBC Aggressive Hybrid Fund | Nippon India Aggressive Hybrid Fund |
|---|---|---|
| Fund house | HSBC Mutual Fund | Nippon India Mutual Fund |
| Category | Aggressive Hybrid | Aggressive Hybrid |
| AUM | ₹5,652 Cr (30-09-2026) | ₹3,857 Cr (30-09-2026) |
| NAV | ₹65.67 (Direct) | ₹0.00 (Direct) |
| Expense ratio (Direct) | 0.98% | 1.13% |
| Expense ratio (Regular) | 1.99% | 1.97% |
| Riskometer | Very High | Not available |
| Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 Index | Not available |
| Launch date | 07-02-2011 | Not available |
| Minimum investment | ₹5,000 | Not available |
| Lock in | None | Not available |
| Fund managers | Gautam Bhupal, Shriram Ramanathan, Mohd. Asif Rizwi, Mayank Chaturvedi, Dipan S. Parikh | Not available |
| Exit load | Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year | Not available |
HSBC Aggressive Hybrid vs Nippon India 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 |
|---|---|---|---|---|---|---|---|
| HSBC Aggressive Hybrid Fund (Direct) | −2.00% | −1.75% | +3.01% | +0.09% | +12.82% | -- | -- |
| Nippon India Aggressive Hybrid Fund (Direct) | -- | -- | -- | -- | -- | -- | -- |
| 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.
HSBC Aggressive Hybrid vs Nippon India Aggressive Hybrid: Year-wise Returns
| Year | HSBCHSBC Aggressive Hybrid | Nippon IndiaNippon India Aggressive Hybrid |
|---|---|---|
| 2026to date | +1.78% | -- |
| 2025 | +2.49% | -- |
| 2024 | +23.98% | -- |
| 2023 | +25.59% | -- |
HSBC Aggressive Hybrid vs Nippon India Aggressive Hybrid: Rolling Returns
Every holding period of both funds
HSBC Aggressive Hybrid vs Nippon India Aggressive Hybrid: Portfolio Overlap
From each fund's latest monthly portfolio: HSBC Aggressive Hybrid Fund, September 2026; Nippon India Aggressive Hybrid Fund, September 2026
Holdings in common
- Overlap
- 22.1%
- Held by both
- 21
- Only in HSBC Aggressive Hybrid
- 76
- Only in Nippon India Aggressive Hybrid
- 101
| Security | % of HSBC Aggressive Hybrid | % of Nippon India Aggressive Hybrid |
|---|---|---|
| ICICI Bank Limited | 4.40% | 4.82% |
| HDFC Bank Limited | 3.16% | 4.55% |
| Eternal Limited | 2.69% | 1.55% |
| Bharti Airtel Limited | 1.44% | 3.55% |
| Axis Bank Limited | 1.24% | 2.97% |
| Mahindra & Mahindra Limited | 1.24% | 1.85% |
| Hindustan Aeronautics Limited | 1.13% | 1.22% |
| InterGlobe Aviation Limited | 2.16% | 1.10% |
| Bajaj Finance Limited | 0.96% | 1.98% |
| Sun Pharmaceutical Industries Limited | 0.77% | 1.51% |
| KEI Industries Limited | 1.48% | 0.70% |
| Cube Highway Trust | 0.65% | 1.53% |
| Radico Khaitan Limited | 2.55% | 0.57% |
| Larsen & Toubro Limited | 0.55% | 3.16% |
| Meesho Limited | 0.60% | 0.50% |
| PB Fintech Limited | 0.63% | 0.45% |
| Pine Labs Limited | 0.84% | 0.39% |
| SWIGGY LIMITED | 0.36% | 0.84% |
| Tata Motors Limited | 0.34% | 0.93% |
| Kaynes Technology India Ltd. | 0.31% | 0.59% |
| Cholamandalam Invest & Finance Co Ltd | 1.46% | 0.25% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 22.1% means 22.1% 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 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% |
| Bharat Electronics Limited | 1.93% |
| ICICI Prudential AMC Ltd | 1.80% |
Largest holdings only in Nippon India Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| Reliance Industries Limited | 2.48% |
| NTPC Limited | 2.34% |
| State Bank of India | 1.82% |
| TVS Motor Company Limited | 1.77% |
| Jindal Steel Limited | 1.62% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | HSBC Aggressive Hybrid | Nippon India Aggressive Hybrid |
|---|---|---|
| Equity | 74.6% | 73.6% |
| Debt | 20.3% | 19.9% |
| Cash and others | 5.1% | 6.5% |
Market cap of stocks
| Market cap | HSBC Aggressive Hybrid | Nippon India Aggressive Hybrid |
|---|---|---|
| Large Cap | 32.5% | 52.3% |
| Mid Cap | 19.9% | 12.3% |
| Small Cap | 18.4% | 8.6% |
| Not on AMFI's list | 3.8% | 0.5% |
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 | HSBC Aggressive Hybrid | Nippon India Aggressive Hybrid |
|---|---|---|
| Banks | 12.8% | 15.6% |
| Capital Markets | 10.0% | 1.7% |
| Electrical Equipment | 9.2% | 2.3% |
| Retailing | 6.4% | 4.9% |
| Industrial Products | 4.8% | 2.1% |
| IT - Software | 0.0% | 4.2% |
| Power | 0.8% | 4.1% |
| Pharmaceuticals & Biotechnology | 4.0% | 3.1% |
| Finance | 2.4% | 3.6% |
| Automobiles | 3.3% | 3.6% |
The six largest sectors of each fund's stocks, % of the fund.
HSBC Aggressive Hybrid vs Nippon India Aggressive Hybrid: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | HSBC Aggressive Hybrid Fund | Nippon India Aggressive Hybrid Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.98% | 1.13% |
| Base expense ratio (Direct) | 0.73% | 0.92% |
| Total expense ratio (Regular) | 1.99% | 1.97% |
| Base expense ratio (Regular) | 1.59% | 1.64% |
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 HSBC Aggressive Hybrid with
HSBC Aggressive Hybrid Fund vs Nippon India Aggressive Hybrid Fund: Frequently Asked Questions
What is the difference between HSBC Aggressive Hybrid Fund and Nippon India Aggressive Hybrid Fund?
Both are Aggressive Hybrid funds, run by HSBC Mutual Fund and Nippon India Mutual Fund. Their portfolios overlap 22.1%. HSBC Aggressive Hybrid Fund charges 0.98% a year and Nippon India Aggressive Hybrid Fund 1.13%.
Which has the lower expense ratio, HSBC Aggressive Hybrid Fund or Nippon India Aggressive Hybrid Fund?
HSBC Aggressive Hybrid Fund charges less: 0.98% a year against 1.13%. These are the Direct plans' total expense ratios reported to AMFI.
How much do HSBC Aggressive Hybrid Fund and Nippon India Aggressive Hybrid Fund overlap?
22.1%. They hold 21 of the same securities, the largest shared ones being ICICIBANK, HDFCBANK, ETERNAL. From each fund's latest monthly portfolio.
Can I invest in both HSBC Aggressive Hybrid Fund and Nippon India Aggressive Hybrid Fund?
Yes. 22.1% of each fund's money sits in the same holdings, so some of the two investments would move together.
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.