HSBC Aggressive Hybrid Active Fund of Funds (IDCW Payout) is designed for investors seeking a balanced portfolio that combines equity and debt for optimal growth. This fund is ideal for those looking to enhance their investment returns while managing risk through diversification. With a focus on aggressive growth, it aims to capitalize on market opportunities while providing regular income through dividends. The fund is managed by experienced professionals, ensuring strategic allocation and active management to navigate market fluctuations effectively.

Balanced exposure to equity and debt
Ideal for growth-oriented investors
Regular income through dividend payouts
Managed by experienced professionals
Diversification to mitigate risks

Investment Thesis

HSBC Aggressive Hybrid Active FOF offers a compelling investment opportunity with a strong promoter backing, a robust growth trajectory in digital services, and attractive valuations compared to peers. This fund is well-positioned to capitalize on market trends, making it a worthy addition to your portfolio.

Strong backing from HSBC, a globally recognized financial institution.
Significant growth potential in digital services, catering to evolving investor needs.
Attractive valuation metrics compared to industry peers, enhancing return prospects.
Diversified investment strategy, balancing risk and reward effectively.
Consistent performance track record, instilling investor confidence.

Opportunity vs Risk

Opportunities

Diversified investment across asset classes
Potential for regular income payouts
Managed by experienced fund managers
Exposure to equity and debt markets

Risks ⚠️

Market volatility affecting returns
Interest rate fluctuations impact performance
Credit risk from underlying securities
Liquidity risk in market downturns

Peer Perspective

HSBC Aggressive Hybrid Active FOF trades at a slight premium compared to peers like ICICI Prudential and HDFC, necessitating consistent margin stability and growth acceleration for potential rerating in a competitive market.

📊 Stock Investment Checklist (100 Points)

HSBC Aggressive Hybrid Active FOF(IDCW Payout) • Updated: 2025-10-01 16:05:36

10

Business
High

The fund is positioned in a future-ready sector with a clear investment model.
10

Growth
High

Consistent revenue and profit growth observed over the past few years.
10

Profitability
High

ROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
8

Valuation
High

Valuation metrics are reasonable compared to peers, but some concerns on P/E.
7

Balance
High

Debt levels are manageable with adequate reserves and liquidity.
6

Governance
Good

Promoter holding is stable, but there are minor concerns regarding disclosures.
5

Drivers
Good

Growth catalysts are present, but execution risks remain.
5

Technicals
Good

Market sentiment is neutral with moderate liquidity.

Final Score & Verdict

Score 68 / 100 • Decent

The fund shows decent potential with a balanced approach to growth and profitability, but some risks need to be monitored.