The HSBC Aggressive Hybrid Fund (A-IDCW Payout) is a dynamic investment option designed for investors seeking a balanced approach to growth and income. This fund invests in a mix of equities and fixed income securities, aiming for capital appreciation while providing regular payouts. Ideal for those with a moderate risk appetite, it caters to long-term wealth creation. With a focus on diversified assets, it helps mitigate risks while capitalizing on market opportunities.

Balanced investment in equities and fixed income
Regular income payouts for investors
Suitable for moderate risk appetite
Focus on long-term capital appreciation
Diversified portfolio to mitigate risks

Investment Thesis

HSBC Aggressive Hybrid Fund offers a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on market trends while providing investors with a balanced risk-return profile.

Backed by HSBC, a globally recognized financial institution with a strong track record.
Leveraging digital services for enhanced customer engagement and operational efficiency.
Valuation metrics indicate potential for superior returns compared to similar funds.
Diversified portfolio reduces risk while aiming for capital appreciation.
Focus on aggressive growth strategies aligns with market opportunities.

Opportunity vs Risk

Opportunities

Potential for high returns
Diversified investment portfolio
Strong fund management team
Growing market demand
Tax benefits on investments

Risks ⚠️

Market volatility impact
Interest rate fluctuations
Credit risk from underlying assets
Regulatory changes
Liquidity concerns in downturns

Peer Perspective

HSBC Aggressive Hybrid Fund 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 hybrid fund landscape.

📊 Stock Investment Checklist (100 Points)

HSBC Aggressive Hybrid Fund(A-IDCW Payout) • Updated: 2025-10-01 16:06:01

10

Business
High

The fund operates 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 not the cheapest.
7

Balance
High

Debt levels are manageable, with good liquidity and reserves.
6

Governance
Good

Promoter holding is stable, but there are some concerns about disclosures.
5

Drivers
Good

Growth drivers are present, but execution risks remain.
5

Technicals
Good

Market sentiment is neutral with moderate liquidity.

Final Score & Verdict

Score 66 / 100 • Decent

The fund shows decent potential with consistent growth and manageable risks, but investors should be cautious of governance issues and execution risks.