HSBC Aggressive Hybrid Fund vs WhiteOak Capital Aggressive Hybrid Fund
Direct Plan, Growth option · Data as on 30-10-2026
HSBC Aggressive Hybrid Fund and WhiteOak Capital Aggressive Hybrid Fund are both Aggressive Hybrid funds. HSBC Aggressive Hybrid Fund charges 0.98% a year and WhiteOak Capital Aggressive Hybrid Fund 1.19% (Direct plans). Their portfolios overlap 23.3%: they hold 25 of the same securities.
HSBC Aggressive Hybrid Fund
Aggressive Hybrid
- Expense ratio
- 0.98%
- NAV
- ₹65.67
WhiteOak Capital Aggressive Hybrid Fund
Aggressive Hybrid
- Expense ratio
- 1.19%
- NAV
- ₹10.11
Which is better, HSBC Aggressive Hybrid or WhiteOak Capital 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 1.19% (Direct plans).
- WhiteOak Capital Aggressive Hybrid fell less in its worst fall since 01-07-2026: −5.7% against −8.2%.
- WhiteOak Capital Aggressive Hybrid holds more in large companies: 45.0% of the fund in large caps against 32.5%.
- HSBC Aggressive Hybrid is the larger fund: ₹5,652 Cr against ₹594 Cr.
- Their portfolios overlap 23.3%: 25 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 | WhiteOak Capital Aggressive Hybrid Fund |
|---|---|---|
| Fund house | HSBC Mutual Fund | WhiteOak Capital Mutual Fund |
| Category | Aggressive Hybrid | Aggressive Hybrid |
| AUM | ₹5,652 Cr (30-09-2026) | ₹594 Cr (30-09-2026) |
| NAV | ₹65.67 (Direct) | ₹10.11 (Direct) |
| Expense ratio (Direct) | 0.98% | 1.19% |
| Expense ratio (Regular) | 1.99% | 2.99% |
| Riskometer | Very High | Very High |
| Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 Index | CRISIL Hybrid 35+65 - Aggressive Index |
| Launch date | 07-02-2011 | 30-06-2026 |
| Minimum investment | ₹5,000 | ₹100 |
| Lock in | None | None |
| Fund managers | Gautam Bhupal, Shriram Ramanathan, Mohd. Asif Rizwi, Mayank Chaturvedi, Dipan S. Parikh | Ramesh Mantri, Piyush Baranwal, Trupti Agrawal, Dheeresh Pathak, Ashish Agrawal |
| Exit load | Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year | Nil |
HSBC Aggressive Hybrid vs WhiteOak Capital 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% | -- | -- |
| WhiteOak Capital Aggressive Hybrid Fund (Direct) | −0.12% | −2.17% | -- | -- | -- | -- | -- |
| Aggressive Hybrid average | −0.88% | −3.67% | -- | -- | -- | -- | -- |
Category average: the average of the 29 Aggressive Hybrid funds, same plan type.
HSBC Aggressive Hybrid vs WhiteOak Capital Aggressive Hybrid: Year-wise Returns
| Year | HSBCHSBC Aggressive Hybrid | WhiteOak CapitalWhiteOak Capital Aggressive Hybrid |
|---|---|---|
| 2026to date | +1.78% | -- |
| 2025 | +2.49% | -- |
| 2024 | +23.98% | -- |
| 2023 | +25.59% | -- |
HSBC Aggressive Hybrid vs WhiteOak Capital Aggressive Hybrid: Rolling Returns
Every holding period of both funds
HSBC Aggressive Hybrid vs WhiteOak Capital Aggressive Hybrid: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | HSBC Aggressive Hybrid Fund (Direct) | WhiteOak Capital Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +12.67% | +0.90% |
| Standard deviation | 12.44% | 8.35% |
| Sharpe ratio | 0.52 | -0.52 |
| Sortino ratio | 0.70 | -0.67 |
| Maximum drawdown | −19.6% (28-02-2025) | −5.7% (23-10-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 28-11-2022 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.
HSBC Aggressive Hybrid Fund (Direct)
WhiteOak Capital Aggressive Hybrid Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| HSBC Aggressive Hybrid Fund (Direct) | −8.2% | 31-08-2026 | 23-10-2026 | Not yet | -- | −5.6% |
| WhiteOak Capital Aggressive Hybrid Fund (Direct) | −5.7% | 25-08-2026 | 23-10-2026 | Not yet | -- | −4.0% |
From daily values since 01-07-2026, the first day every fund has.
HSBC Aggressive Hybrid vs WhiteOak Capital Aggressive Hybrid: Portfolio Overlap
From each fund's latest monthly portfolio: HSBC Aggressive Hybrid Fund, September 2026; WhiteOak Capital Aggressive Hybrid Fund, September 2026
Holdings in common
- Overlap
- 23.3%
- Held by both
- 25
- Only in HSBC Aggressive Hybrid
- 72
- Only in WhiteOak Capital Aggressive Hybrid
- 122
| Security | % of HSBC Aggressive Hybrid | % of WhiteOak Capital Aggressive Hybrid |
|---|---|---|
| ICICI Bank Limited | 4.40% | 7.21% |
| HDFC Bank Limited | 3.16% | 3.33% |
| Eternal Limited | 2.69% | 2.14% |
| Bharti Airtel Limited | 1.44% | 3.45% |
| Maruti Suzuki India Limited | 1.51% | 1.30% |
| Mahindra & Mahindra Limited | 1.24% | 2.04% |
| Bharat Electronics Limited | 1.93% | 1.14% |
| Axis Bank Limited | 1.24% | 1.12% |
| NABARD | 0.89% | 1.67% |
| Bajaj Finance Limited | 0.96% | 0.82% |
| Juniper Green Energy Limited | 0.84% | 0.71% |
| Lenskart Solutions Limited | 1.43% | 0.58% |
| Larsen & Toubro Limited | 0.55% | 0.91% |
| Divi''s Laboratories Limited | 1.01% | 0.50% |
| Max Healthcare Institute Limited | 0.72% | 0.49% |
| CG Power And Industrial Solutions Ltd | 2.67% | 0.44% |
| Cholamandalam Invest & Finance Co Ltd | 1.46% | 0.41% |
| BLUE STAR LTD | 1.04% | 0.38% |
| Billionbrains Garage Ventures Ltd. | 1.68% | 0.35% |
| PB Fintech Limited | 0.63% | 0.25% |
| 360 ONE WAM LIMITED | 0.91% | 0.24% |
| TD Power Systems Limited | 1.48% | 0.20% |
| VIJAYA DIAGNOSTIC CENTRE LIMITED | 0.57% | 0.20% |
| Aditya Infotech Limited | 0.54% | 0.19% |
| Karur Vysya Bank Limited | 2.73% | 0.14% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 23.3% means 23.3% 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% |
| Radico Khaitan Limited | 2.55% |
| InterGlobe Aviation Limited | 2.16% |
| ICICI Prudential AMC Ltd | 1.80% |
| PTC INDUSTRIES LIMITED | 1.55% |
Largest holdings only in WhiteOak Capital Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| Nestle India Limited | 2.76% |
| 7.57% LIC Housing Finance Limited (23/11/2029) | 2.50% |
| 6.87% REC Limited (31/05/2030) | 2.45% |
| 7.54% Godrej Industries Limited (04/05/2029) | 2.30% |
| State Bank of India | 2.14% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | HSBC Aggressive Hybrid | WhiteOak Capital Aggressive Hybrid |
|---|---|---|
| Equity | 74.6% | 70.3% |
| Debt | 20.3% | 17.7% |
| Cash and others | 5.1% | 11.9% |
Market cap of stocks
| Market cap | HSBC Aggressive Hybrid | WhiteOak Capital Aggressive Hybrid |
|---|---|---|
| Large Cap | 32.5% | 45.0% |
| Mid Cap | 19.9% | 7.1% |
| Small Cap | 18.4% | 13.7% |
| Not on AMFI's list | 3.8% | 4.5% |
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 | WhiteOak Capital Aggressive Hybrid |
|---|---|---|
| Banks | 12.8% | 16.1% |
| Capital Markets | 10.0% | 2.0% |
| Electrical Equipment | 9.2% | 1.7% |
| Retailing | 6.4% | 4.0% |
| Finance | 2.4% | 5.3% |
| Industrial Products | 4.8% | 1.0% |
| Pharmaceuticals & Biotechnology | 4.0% | 4.1% |
| IT - Software | 0.0% | 4.0% |
| Consumer Durables | 1.4% | 3.7% |
The six largest sectors of each fund's stocks, % of the fund.
HSBC Aggressive Hybrid vs WhiteOak Capital Aggressive Hybrid: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | HSBC Aggressive Hybrid Fund | WhiteOak Capital Aggressive Hybrid Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.98% | 1.19% |
| Base expense ratio (Direct) | 0.73% | 0.53% |
| Total expense ratio (Regular) | 1.99% | 2.99% |
| Base expense ratio (Regular) | 1.59% | 2.06% |
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
Compare WhiteOak Capital Aggressive Hybrid with
HSBC Aggressive Hybrid Fund vs WhiteOak Capital Aggressive Hybrid Fund: Frequently Asked Questions
What is the difference between HSBC Aggressive Hybrid Fund and WhiteOak Capital Aggressive Hybrid Fund?
Both are Aggressive Hybrid funds, run by HSBC Mutual Fund and WhiteOak Capital Mutual Fund. Their portfolios overlap 23.3%. HSBC Aggressive Hybrid Fund charges 0.98% a year and WhiteOak Capital Aggressive Hybrid Fund 1.19%.
Which has the lower expense ratio, HSBC Aggressive Hybrid Fund or WhiteOak Capital Aggressive Hybrid Fund?
HSBC Aggressive Hybrid Fund charges less: 0.98% a year against 1.19%. These are the Direct plans' total expense ratios reported to AMFI.
How much do HSBC Aggressive Hybrid Fund and WhiteOak Capital Aggressive Hybrid Fund overlap?
23.3%. They hold 25 of the same securities, the largest shared ones being ICICIBANK, HDFCBANK, ETERNAL. From each fund's latest monthly portfolio.
Which is riskier, HSBC Aggressive Hybrid Fund or WhiteOak Capital Aggressive Hybrid Fund?
On SEBI's riskometer, HSBC Aggressive Hybrid Fund is rated Very High and WhiteOak Capital Aggressive Hybrid Fund Very High. Over their common history, the standard deviation of daily returns was 12.44% and 8.35% a year.
Can I invest in both HSBC Aggressive Hybrid Fund and WhiteOak Capital Aggressive Hybrid Fund?
Yes. 23.3% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages HSBC Aggressive Hybrid Fund and WhiteOak Capital Aggressive Hybrid Fund?
HSBC Aggressive Hybrid Fund: Gautam Bhupal, Shriram Ramanathan, Mohd. Asif Rizwi, Mayank Chaturvedi, Dipan S. Parikh. WhiteOak Capital Aggressive Hybrid Fund: Ramesh Mantri, Piyush Baranwal, Trupti Agrawal, Dheeresh Pathak, Ashish Agrawal.
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.